Project ManagementPlan Projects, Deliver with Clarity
Axon ERP's Project Management module helps organizations create projects, organize teams, assign tasks, and track progress from one place. Keep project work, communication, permissions, and supporting files connected throughout the project lifecycle.
Key Highlights
- Create projects with defined teams and assigned responsibilities
- Assign tasks with priorities, due dates, and clear descriptions
- Track task status, progress, upcoming work, and overdue items
- Collaborate with comments, project notes, task notes, and meeting notes
- Control access with roles, permissions, and menu-level security
See Project Management in Action
Explore the intuitive interface and powerful tools designed to streamline your business operations with Axon ERP.
Everything Included in Project Management
Here's a detailed breakdown of what you get with the Project Management module in Axon ERP.
Project Creation
Create projects, define the project scope and objectives, set timelines, select the team, and assign a project manager.
Task Management
Add tasks against a project, assign them to team members, and set descriptions, priorities, due dates, and status.
Task Progress Tracking
Monitor task progress and deadlines so teams can stay focused on remaining, upcoming, completed, and overdue work.
Task Details & Comments
View task descriptions, status, priority, and due dates. Add, view, and reply to comments to keep discussions with the task.
File Attachments
Upload files related to a task, view attached documents, and download files when needed by the project team.
Team Management
Add team members to projects and give them visibility into assigned tasks, remaining work, upcoming tasks, and completed work.
Role & Permission Management
Use Member, Manager, Full Access, and Outsider roles, or create custom roles with access levels and permissions for projects, teams, folders, security, and tasks.
Project Notes
Create project notes for information that should be visible to the whole team and keep shared context in one place.
Task & Meeting Notes
Capture notes for individual tasks or project meetings, including discussions and action items for the relevant team members.
What You Gain
- Keep project scope, tasks, discussions, and files together
- Give every team member a clear view of assigned responsibilities
- Identify overdue work and approaching deadlines quickly
- Improve accountability with role-based access and task ownership
- Reduce project communication scattered across separate tools
- Maintain a searchable record of project and meeting decisions
Perfect Use Cases
- Construction and project-based businesses managing multiple assignments
- Professional services teams coordinating client work
- Internal teams tracking cross-functional initiatives
- Organizations needing controlled access to project information
- Teams managing deliverables, deadlines, documents, and meeting actions
Often Used Together
These services work alongside Project Management for a complete ERP experience.
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