Quickstart

Navigate to the Project Plans tab within an engagement to build task timelines, or use Project Management in the main sidebar to view all plans and tasks across your entire organization.

In-Depth

Servantium’s Project Management module bridges the gap between scoping and delivery. By building project plans directly within engagements, you ensure that execution stays aligned with what was sold.

Global Project Management

While project plans are built within specific engagements, you can view and manage all delivery work across your entire organization from the global Project Management screen (accessible via the main sidebar).

This screen provides two centralized views:

• Tasks: A master list of all individual tasks and milestones across every active project in your organization.
• Project Plans: A high-level directory of all project plans, allowing you to instantly assess delivery timelines.

Both global views natively use Algolia search, allowing you to quickly filter and find specific plans or tasks across your entire organization. Clicking on a specific plan from the global view opens its dedicated tasks list. You can also create a new project plan directly from this screen by clicking Create. A dialog will prompt you to search and select the target engagement before building the plan.

Project Plans

A project plan provides the high-level timeline and structure for delivery.

Plan Tasks

Once a plan is created, you can break it down into actionable tasks using the expandable tree view on the Items tab. The backend automatically manages scheduling, durations, and dependencies.

• Hierarchy & Ordering: Nest sub-tasks under a larger parent task using the inline Add Child action, or build out lists quickly using Add Sibling Below. You can reorder tasks at any time using the Move Up and Move Down actions in the row menu. The table features a collapsible tree view so you can organize large phases. Parent tasks automatically calculate their overall start and end dates based on the earliest start and latest end dates of their nested sub-tasks. Because of this, start dates and durations cannot be manually edited on parent tasks. Additionally, the overall Project Plan and its parent Engagement automatically sync their start and end dates to encompass all tasks.
• Auto-Scheduling: Task timelines use a strict forward-calculating model. When you define a task’s start date and duration, the system automatically calculates and enforces the exact end date. New tasks default to a duration in days (which automatically skips weekends to schedule only on business days). You can also specify durations in hours, weeks, months, or years, and use fractional values (e.g., 0.5 days) for precise scheduling.
• Inline Editing: You can edit a task’s name, start date, duration, and description directly in the table row without opening a separate dialog. Press Tab (or Next on mobile keyboards) to quickly move between text fields.
• Dependencies: Link tasks that are dependent on the completion of others. Click the dependencies column on any task row to open an inline autocomplete search. Selected dependencies appear as visual chips. When a task’s end date changes, all dependent tasks automatically shift their start dates to match, creating a dynamic waterfall timeline. If you apply a dependency to a parent task, it automatically cascades to all of its nested sub-tasks, ensuring no child work begins before the parent’s prerequisites are met.
• Assignee: Assign the resource responsible for completing the work directly from the grid using the inline search.
• Statuses & Progress: Tasks follow a standard lifecycle (Active, Completed, On Hold, Inactive). You can update a task’s status using the circular indicator dropdown directly in the grid. Track completion by entering a value from 0 to 100 in the % Done column. The system automatically evaluates this progress to transition statuses dynamically. For parent tasks, progress is calculated automatically based on nested sub-tasks and displayed as a visual progress bar. The overall Project Plan also automatically calculates its total progress based on the average completion of its top-level tasks, which you can track via progress bars on the plan details.
• Milestones: Mark critical checkpoints as milestones for easier tracking.

Gantt Chart

In addition to the standard list, every project plan includes an interactive Gantt tab to help you visualize your timeline.

• Interactive Timeline: Tasks are displayed as horizontal bars scaled automatically by duration. Parent tasks display as thick, solid bars. As you nest sub-tasks deeper, their bars become dynamically thinner and more transparent, with darker borders to maintain visibility.
• Drag and Drop: Select the Move/Resize tool in the floating toolbar to drag tasks to new start dates or pull their edges to change durations. The auto-scheduling engine immediately updates the underlying data and recalculates any dependent tasks.
• Draw Dependencies: Select the Draw Dependencies tool to visually link tasks. Click and drag between tasks on the timeline to create finish-to-start dependencies instantly.
• Real-Time Sync: The Gantt chart and standard items list sync in real-time. If a colleague edits a task, you will see the timeline adjust automatically on your screen.

Project Notes

Execution requires context. Instead of relying on external chat tools, you can add Project Notes directly to specific plan tasks. Click the comment icon in the Notes column of the task grid, or next to the task name in the Gantt chart, to open the note dialog. This captures updates, blockers, and decisions right where the work is managed, ensuring the entire team has visibility.

You can type your updates, use the built-in speech-to-text dictation to record notes hands-free, or attach files (like PDFs or spreadsheets) directly to your note. A numeric badge on the comment icon indicates the number of active notes, making it easy to spot which tasks have ongoing discussions.

Related

• Engagements
• Resource Planning
• Quotes & Pricing