# BuildRunKit Projects # BuildRunKit Projects Dashboard Overview ## **BuildRunKit Projects: Projects Dashboard** **[![Screenshot 2026-09-11 150011.png](https://library.buildrunkit.com/uploads/images/gallery/2026-09/scaled-1680-/screenshot-2026-09-11-150011.png)](https://library.buildrunkit.com/uploads/images/gallery/2026-09/screenshot-2026-09-11-150011.png)** #### **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** [![Screenshot 2026-09-11 152318.png](https://library.buildrunkit.com/uploads/images/gallery/2026-09/scaled-1680-/OEYscreenshot-2026-09-11-152318.png)](https://library.buildrunkit.com/uploads/images/gallery/2026-09/OEYscreenshot-2026-09-11-152318.png) #### **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 List Subsection** **Page Header & Primary Actions**

- **Page Heading**: **Projects** - **Sub-description**: "Manage your projects and track progress." - **Header Buttons**: - **+ New Project**: Primary action button to create a project entry. - **Generate Report**: Opens the **Projects Report** modal.

#### **Top Metric Summary Cards**

- **Total Projects**: Displays total logged project records (e.g., `11`). - **Active**: Counts ongoing projects currently in progress (e.g., `11`). - **Completed**: Counts finalized projects (e.g., `0`). - **On Hold**: Counts paused or delayed projects (e.g., `0`).

#### **Search, Filter, and Layout Bar**

- **Search Field**: Text input (`Search projects...`) for instant keyword filtering. - **Status Filter**: Dropdown menu to filter list items by stage (*All statuses*). - **Owner Filter**: Dropdown menu to filter items by assigned manager (*All owners*). - **View Switcher**: Toggle controls between **Table** view (Active) and **Grid** view.

#### **Projects Data Table**

- **Title**: Displays project name and short description text (e.g., *Mobile App Development - RetailPro*, *Website Redesign for TechVision*, *Design System Documentation - PixelPerfect*, *Logistics Platform Upgrade - Summit*, *Financial Dashboard - FinanceWise*). - **Status**: Badge displaying project state (e.g., *Active*). - **Due Date**: Targeted completion deadline (e.g., *2026-05-30*, *2026-03-15*). - **Owner**: Assigned project owner (e.g., `—`). - **Actions (`...`)**: Context menu per row for additional record options.

#### **Projects Report Modal** Clicking **Generate Report** opens the export utility overlay: [![Screenshot 2026-09-11 150506.png](https://library.buildrunkit.com/uploads/images/gallery/2026-09/scaled-1680-/screenshot-2026-09-11-150506.png)](https://library.buildrunkit.com/uploads/images/gallery/2026-09/screenshot-2026-09-11-150506.png) ### **BuildRunKit Projects: New Project Modal** **[![Screenshot 2026-09-11 151128.png](https://library.buildrunkit.com/uploads/images/gallery/2026-09/scaled-1680-/screenshot-2026-09-11-151128.png)](https://library.buildrunkit.com/uploads/images/gallery/2026-09/screenshot-2026-09-11-151128.png)** #### **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** [![Screenshot 2026-09-11 152318.png](https://library.buildrunkit.com/uploads/images/gallery/2026-09/scaled-1680-/screenshot-2026-09-11-152318.png)](https://library.buildrunkit.com/uploads/images/gallery/2026-09/screenshot-2026-09-11-152318.png) #### **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. [![Screenshot 2026-09-11 151356.png](https://library.buildrunkit.com/uploads/images/gallery/2026-09/scaled-1680-/screenshot-2026-09-11-151356.png)](https://library.buildrunkit.com/uploads/images/gallery/2026-09/screenshot-2026-09-11-151356.png) ### **BuildRunKit Projects: New Milestone Modal** **[![Screenshot 2026-09-11 151624.png](https://library.buildrunkit.com/uploads/images/gallery/2026-09/scaled-1680-/screenshot-2026-09-11-151624.png)](https://library.buildrunkit.com/uploads/images/gallery/2026-09/screenshot-2026-09-11-151624.png)** #### **Modal Setup**

- **Trigger Action**: Clicking the blue **+ New Milestone** button on the Milestones view opens the **New Milestone** creation modal. - **Modal Header**: **New Milestone** 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 link the milestone to a specific parent project. - **Title \***: Required single-line text field to name the milestone. - **Description \***: Required multi-line text box to outline milestone objectives and scope. - **Due Date \***: Required date picker field (`Pick a date`) to establish the target target completion date. - **Owner**: Dropdown selector to assign responsibility to a workspace team member (*No owner* by default). - **Completed**: Toggle switch to manually mark the milestone status as complete upon creation.

#### **Modal Actions**

- **Cancel**: Discards all entries and closes the overlay without saving. - **Save**: Validates required inputs, creates the milestone record, and updates the project milestone metrics.

# BuildRunKit Projects: Tasks Sub-Section ## **BuildRunKit Projects: Tasks Sub-Section** **[![Screenshot 2026-09-11 151849.png](https://library.buildrunkit.com/uploads/images/gallery/2026-09/scaled-1680-/screenshot-2026-09-11-151849.png)](https://library.buildrunkit.com/uploads/images/gallery/2026-09/screenshot-2026-09-11-151849.png)** #### **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. [![Screenshot 2026-09-11 151912.png](https://library.buildrunkit.com/uploads/images/gallery/2026-09/scaled-1680-/screenshot-2026-09-11-151912.png)](https://library.buildrunkit.com/uploads/images/gallery/2026-09/screenshot-2026-09-11-151912.png) ### **BuildRunKit Projects: New Task Modal** **[![Screenshot 2026-09-11 152144.png](https://library.buildrunkit.com/uploads/images/gallery/2026-09/scaled-1680-/screenshot-2026-09-11-152144.png)](https://library.buildrunkit.com/uploads/images/gallery/2026-09/screenshot-2026-09-11-152144.png)** #### **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** **[![Screenshot 2026-09-11 152706.png](https://library.buildrunkit.com/uploads/images/gallery/2026-09/scaled-1680-/screenshot-2026-09-11-152706.png)](https://library.buildrunkit.com/uploads/images/gallery/2026-09/screenshot-2026-09-11-152706.png)** #### **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** **[![Screenshot 2026-09-11 152944.png](https://library.buildrunkit.com/uploads/images/gallery/2026-09/scaled-1680-/screenshot-2026-09-11-152944.png)](https://library.buildrunkit.com/uploads/images/gallery/2026-09/screenshot-2026-09-11-152944.png)** #### **Location & Header** #### **Projects Import & Export Dashboard** The dashboard provides side-by-side modules for exporting system backups and importing bulk data:

- **Export Projects Data Panel**: - **Description**: "Export your projects, milestones, tasks, and activities to CSV files in a ZIP archive." - **Select All / Deselect All Toggle**: Master checkbox to select or deselect all record categories. - **Export Categories Checkboxes**: Selectable data sets (*Projects*, *Milestones*, *Tasks*, *Activities*). - **Download Data Button**: Primary action button to generate and export the compressed ZIP archive. - **Import Data Panel**: - **Description**: "Import projects, milestones, and tasks from CSV files." - **Upload Files Button**: Primary action button to open the import wizard modal.

### **BuildRunKit Projects: Import Assistant Wizard Modal** **[![Screenshot 2026-09-11 153309.png](https://library.buildrunkit.com/uploads/images/gallery/2026-09/scaled-1680-/screenshot-2026-09-11-153309.png)](https://library.buildrunkit.com/uploads/images/gallery/2026-09/screenshot-2026-09-11-153309.png)** #### **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."