Projectsdelivered on time and on budget

Plan the work, assign tasks, log hours and see progress and cost per project, all connected to the client and the invoice.

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Projects & Tasks: imageModule screen or team at work. 1000 x 1000

What does the ERP Instfy project module do?

It plans and tracks project work: projects with dates, budget and members, tasks with assignees, priorities and stages on a board, milestones, a task calendar, timesheets for hours worked, bug tracking and project reports. Projects link to clients, so time and progress connect with contracts and invoices.

Part of ERP Instfy, the cloud ERP by Instfy. Updated 2026-10-04.

What you can dowith projects & tasks

Projects with due dates, task assignment and progress, timesheets, bug tracking, task calendar and project reports, connected to clients and billing.

  • Projects and milestones

    Start and due dates, budget, members and milestones per project.

  • Task board

    Tasks with assignees, priority and stages in a board or list view.

  • Timesheets

    Hours logged by person and task, ready for cost and billing.

  • Bug tracking

    Report, assign and resolve bugs with their own status flow.

  • Task calendar

    See deadlines for the whole team on one calendar.

  • Project reports

    Progress, hours and performance by project and member.

How it worksin four steps

The same flow your team will follow inside ERP Instfy. Detailed instructions are in the Projects & Tasks guide.

  1. Create the project

    Set client, dates, budget and team members.

  2. Plan tasks

    Break the work into tasks and milestones with owners.

  3. Track time

    Team logs hours in timesheets as work happens.

  4. Review

    Follow progress and reports and bill the client.

Main screenProjects & Tasks, overview. 1200 x 900
Detail 1800 x 600
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Wide screen1400 x 600

Who uses it

Teams that work in this module every day.

  • Project managers
  • Agencies
  • Consultancies
  • Software teams
  • Construction managers

Industries

Sectors where this module makes the biggest difference.

Frequently askedquestions

Does ERP Instfy have timesheets?

Yes. Team members log hours by project and task, and managers see totals per person and per project.

Can I manage bugs as well as tasks?

Yes. The project module includes bug tracking with its own statuses, separate from regular tasks.

Can clients follow their projects?

Clients can be given access according to the permissions you define.

Is there a calendar view?

Yes. The task calendar shows due dates across projects so the team can plan the week.

How do projects connect to billing?

Projects are linked to clients, and invoices are created in the accounting module of the same system.

Works togetherwith other modules

Data flows between modules automatically, without exports or duplicate entry.

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