BuildRunKit Projects

• BuildRunKit Projects Dashboard Overview
• BuildRunKit Projects: Projects Sub-Section
• BuildRunKit Projects: Milestones Sub-Section
• BuildRunKit Projects: Tasks Sub-Section
• BuildRunKit Projects: Activity Log Sub-Section
• BuildRunKit Projects: Projects Settings

BuildRunKit Projects Dashboard Overview

BuildRunKit Projects: Projects Dashboard

Location & Navigation Sidebar

• Top Left Action: <- Back button to return to main workspace navigation.

• Module Views:

  • Dashboard (Currently Active)

  • Projects

  • Milestones

  • Tasks

  • Activity Log

• Bottom Sidebar Links: Settings, Feedback, User Manual, Help & Support.

Header Actions

• Page Title: Projects Dashboard

• Primary Action: + New Project button.

Top Metric Cards

• Total Projects: Displays total workspace projects (e.g., 11).

• Total Tasks: Tracks overall task count across projects (e.g., 0).

• Overdue Tasks: Highlights overdue items needing attention with alert icon (e.g., 0, "Need attention").

• Total Estimated Hours: Tracks total estimated duration (e.g., 0h, "Across all tasks").

Analytics & Visual Chart Panels

• Project Status: Donut chart breaking down project states (Active, On_hold, Completed, Cancelled).

• Task Priority: Distribution chart monitoring task urgencies (Low, Medium, High).

• Tasks by Project: Visual breakdown chart mapping task volume across individual projects.

Projects Overview Section

• Section Header: Projects Overview with View all -> quick link.

• Project Cards: Grid preview showing active project titles and status badges (e.g., Mobile App Development - RetailPro, Website Redesign for TechVision, Design System Documentation - PixelPerfect).

Task Lists & Activity Feed (Lower Dashboard)

• Overdue Tasks Panel: Dedicated list box displaying urgent past-due items (displays "No data available" / "Create your first task to get started" when clear).

• Tasks Panel: General task assignment feed (displays "No tasks yet" / "Create your first task to get started" when clear).

• Recent Activity Section:

  • Section Title & Counter: Recent Activity badge (e.g., 1).

  • View All Link: View all -> shortcut to the full log.

  • Activity Log Table Columns:

    • Event: Action type (e.g., Project created badge).

    • Project: Name of the associated project record.

    • User: Team member who performed the action.

    • Date: Timestamp of the event (e.g., 2026-05-13).

BuildRunKit Projects: Projects Sub-Section

BuildRunKit Projects: Projects Sub-Section

Location & Navigation Sidebar

Header Actions

Top Metric Cards

Analytics & Visual Chart Panels

Projects Overview Section

Task Lists & Activity Feed (Lower Dashboard)

BuildRunKit Projects List Subsection

Page Header & Primary Actions

Top Metric Summary Cards

Search, Filter, and Layout Bar

Projects Data Table

Projects Report Modal

Clicking Generate Report opens the export utility overlay:

BuildRunKit Projects: New Project Modal

Modal Setup

• Trigger Action: Clicking the blue + New Project button on the Projects Dashboard or Projects List view opens the New Project creation modal.

• Modal Header: New Project title with an x close icon in the top-right corner to exit without saving.

Field Specifications & Layout

• Title *: Required text field to enter the project name.

• Description *: Required multi-line text box to define project scope and details.

• Start Date: Date picker field (Pick a date) to schedule project commencement.

• Due Date *: Required date picker field (Pick a date) to set the completion deadline.

• Status: Dropdown selector to set initial state (Active by default).

• Owner: Dropdown selector to assign a project manager from workspace team members (No owner by default).

Modal Actions

• Cancel: Discards all entered data and closes the overlay.

• Save: Validates required fields, creates the project record, and updates the project list and dashboard counters.

BuildRunKit Projects: Milestones Sub-Section

BuildRunKit Projects: Milestones Sub-Section

Location & Header

• Page Heading: Milestones

• Sub-description: "Track milestones across all your projects."

• Header Actions:

  • + New Milestone: Primary action button to create a new project milestone entry.

  • Generate Report: Opens the Milestones Report export modal.

Top Metric Summary Cards

• Total Milestones: Displays total logged project milestones (e.g., 50).

• Pending: Tracks upcoming or active milestones in progress (e.g., 25).

• Completed: Counts finalized milestones (e.g., 25).

• Overdue: Highlights past-due milestones requiring immediate attention (e.g., 18).

Search, Filter, and Layout Controls

• Search Field: Text input (Search milestones...) for instant keyword filtering across titles and descriptions.

• Project Filter: Dropdown selector to filter milestones by a specific project (All projects).

• Status Filter: Dropdown selector to filter by progress state (All statuses).

• Owner Filter: Dropdown selector to filter by assigned team member (All owners).

• View Switcher: Toggle buttons to switch between Table view (Active) and Grid view.

Milestones Data Table

• Title: Displays the milestone name, completion checkbox indicator, and supporting description text (e.g., Requirements Analysis, Real-time Tracking Module, Data Integration Setup, Route Optimization Engine, Dashboard Design).

• Project: Name of the associated parent project (e.g., Logistics Platform Upgrade - Summit, Financial Dashboard - FinanceWise).

• Owner: Assigned team member (e.g., —).

• Due Date: Target deadline date (e.g., October 15th, 2025, November 15th, 2025).

• Status: Badge displaying current state (e.g., Completed).

• Row Actions (...): Context menu providing options to edit or delete the milestone record.

Milestones Report Modal

Clicking Generate Report opens the report export utility:

• Modal Title: Milestones Report

• Modal Sub-text: "Generate a report for the Milestones data."

• Export Scope Indicator: Displays total count of records included in the output (e.g., Exporting 50 records).

• Export Format Actions:

  • Export as PDF: Primary blue button to download a formatted PDF file.

  • Export as CSV: Secondary outline button to export raw CSV structured data.

BuildRunKit Projects: New Milestone Modal

Modal Setup

Field Specifications & Layout

Modal Actions

BuildRunKit Projects: Tasks Sub-Section

BuildRunKit Projects: Tasks Sub-Section

Location & Header

• Page Heading: Tasks

• Sub-description: "Track tasks across all your projects."

• Header Actions:

  • + New Task: Primary action button to create a new task record.

  • Generate Report: Opens the Project Tasks Report export modal.

Top Metric Summary Cards

• Total Tasks: Tracks overall task volume across projects (e.g., 1).

• In Progress: Counts active tasks currently being worked on (e.g., 0).

• Completed: Counts finished tasks (e.g., 0).

• Overdue: Highlights past-due tasks requiring immediate attention (e.g., 0).

Search, Filter, and Layout Controls

• Search Field: Text input (Search tasks...) for keyword filtering.

• Project Filter: Dropdown selector to scope tasks by parent project (All projects).

• Milestone Filter: Dropdown selector to filter by linked milestone (All milestones).

• Assignee Filter: Dropdown selector to filter by assigned team member (All assignees).

• Priority Filter: Dropdown selector to filter by urgency level (All priorities).

• Status Filter: Dropdown selector to filter by progress state (All statuses).

• View Switcher: Toggle buttons to switch between Table view (Active) and Grid view.

Tasks Data Table

• Title: Name of the task entry (e.g., Manual).

• Project: Name of the associated parent project (e.g., Website Redesign fo...).

• Milestone: Linked milestone record (e.g., —).

• Assignee: Assigned team member (e.g., —).

• Priority: Urgency badge indicator (e.g., Medium).

• Due Date: Target completion deadline date (e.g., 2026-09-30).

• Status: Badge displaying current state (e.g., Todo).

• Row Actions (...): Context menu providing the following quick options:

  • View: Opens task detail panel.

  • Mark in progress: Updates status directly to In Progress.

  • Mark completed: Updates status directly to Completed.

  • Edit: Opens the editing wizard.

  • Delete: Removes the task entry.

• Table Pagination Controls: Page size selector (Rows per page 10), page status indicator (Page 1 of 1), and navigation controls.

Project Tasks Report Modal

Clicking Generate Report opens the task export utility overlay:

• Modal Title: Project Tasks Report

• Modal Sub-text: "Generate a report for the Project Tasks data."

• Export Scope Indicator: Displays total count of task records included (e.g., Exporting 1 records).

• Export Format Actions:

  • Export as PDF: Primary blue button to download a formatted PDF report.

  • Export as CSV: Secondary outline button to export structured CSV raw data.

BuildRunKit Projects: New Task Modal

Modal Setup

• Trigger Action: Clicking the blue + New Task button on the Tasks view opens the New Task creation modal.

• Modal Header: New Task title with an x close icon in the top-right corner to exit without saving.

Field Specifications & Layout

• Project *: Required dropdown selector (Select an option) to assign the task to a parent project.

• Milestone: Optional dropdown selector (Select a milestone) to link the task to a specific project milestone.

• Assignee: Optional dropdown selector to assign responsibility to a workspace team member (No assignee by default).

• Title *: Required single-line text input field for the task name.

• Description *: Required multi-line text field to detail task expectations and notes.

• Start Date: Optional date picker field (Pick a date) to schedule task commencement.

• Due Date *: Required date picker field (Pick a date) to establish completion deadline.

• Estimated Hours: Optional numeric input field to track allocated work hours.

• Status: Dropdown selector to set initial progress state (Todo by default).

• Priority: Dropdown selector to set urgency level (Medium by default).

Modal Actions

• Cancel: Discards all entered values and closes the overlay.

• Save: Validates required inputs, stores the task record, and updates dashboard and list counters.

BuildRunKit Projects: Activity Log Sub-Section

BuildRunKit Projects: Activity Log Sub-Section

Location & Header

• Page Heading: Activity Log

• Sub-description: "A log of all actions across your projects."

Top Metric Summary Cards

• Total Activities: Tracks total recorded system actions across all project entities (e.g., 2).

• Created: Counts total creation events recorded (e.g., 2).

• Updated: Counts total record modification events recorded (e.g., 0).

Search and Filter Controls

• Search Field: Text input (Search activity...) for instant keyword filtering across events, users, and details.

• Event Filter: Dropdown selector to filter audit logs by specific action type (All events).

• Project Filter: Dropdown selector to scope audit logs by a designated parent project (All projects).

Activity Log Data Table

• Event: Action type badge indicator (e.g., Task created, Project created).

• Project: Name of the associated parent project (e.g., Website Redesign for TechVision, Projects).

• User: Workspace team member who initiated the action (e.g., Bernadette.F).

• Details: Brief contextual summary of the specific change (e.g., Task: Manual, project title: Projects).

• Date: Timestamp recording when the action occurred (e.g., 2026-09-11, 2026-05-13).

• Table Pagination Controls: Rows selector (Rows per page 10), status indicator (Page 1 of 1), and navigation controls.

BuildRunKit Projects: Projects Settings

BuildRunKit Projects: Projects Settings - Import / Export Tab

Location & Header

Projects Import & Export Dashboard

The dashboard provides side-by-side modules for exporting system backups and importing bulk data:

BuildRunKit Projects: Import Assistant Wizard Modal

Modal Setup

• Trigger Action: Clicking the blue Upload Files button on the Import / Export settings tab opens the multi-step Import Assistant overlay.

• Modal Header: Import Assistant with sub-heading (Goldilocks Projects Setup) and an x close icon in the top-right corner.

• Progress Tracker: Displays numbered 3-step navigation sequence:

  1. PROJECTS (Active)

  2. MILESTONES

  3. TASKS

Step 1: Import your Projects

• Section Heading: Step 1: Import your Projects

• Sub-description: "Start by uploading projects.csv to create the base project records."

• Download Templates Button: Action button to download standardized sample .csv file structures for mapping.

• File Drag & Drop Upload Zone:

  • Interactive upload box (Drag & drop your projects file, Max 5MB per file • .csv files only).

  • Upload CSV: Button to trigger local file directory selection.

Projects Template Columns Reference Panel

• Panel Warning Header: "Make sure your column headers match the spelling below exactly. Fields marked as Required cannot be empty."

• Column Mapping Specifications:

  • title (REQUIRED): Project title or name (Type: Text, Example: Website Redesign).

  • description (OPTIONAL): Project description and scope (Type: Text, Example: Full redesign and replatforming).

  • start_date (REQUIRED): Project start date (Type: Date (YYYY-MM-DD), Example: 2026-01-15).

  • due_date (REQUIRED): Project target completion date (Type: Date (YYYY-MM-DD), Example: 2026-06-30).

Footer Support Text

• "Need help? Check the Import Documentation or contact support."