Project Management Basics with Kinexa Tata

Project Management Basics

Kinexa Tata is the project management module for teams that need to plan, execute, and track projects with milestones, tasks, and time tracking.

Step 1: Activate the Module

Login to the Kinexa dashboard and activate the Tata module from settings.

Step 2: Create a Project

1. Go to Tata > Projects
2. Click + New Project
3. Fill in: project name, client (optional), description
4. Set the start date and target end date
5. Choose the project type: fixed-price, time-and-material, or internal
6. Assign a project manager
7. Click Save

Step 3: Define Milestones

Milestones are major checkpoints in your project:

1. Open the project
2. Click the Milestones tab
3. Click + Add Milestone
4. Enter: milestone name, target date, description
5. Link a deliverable or payment trigger (optional)

Example Milestones — Website Redesign:

• Discovery & Research — June 15
• Wireframes Approved — June 30
• Design Complete — July 20
• Development Complete — August 15
• Launch — September 1

Step 4: Create Tasks

Tasks are the individual work items within a project:

1. Click the Tasks tab
2. Click + Add Task
3. Fill in: task title, description, assignee, due date
4. Set priority: low, medium, high, urgent
5. Link to a milestone (optional)
6. Add estimated hours

Step 5: Invite Team Members

1. Go to project Settings > Members
2. Click + Add Member
3. Select team members and assign roles (manager, member, viewer)

Key Features

• Kanban board and list views for tasks
• Gantt chart for timeline visualization
• File attachments and comments per task
• Task dependencies (finish-to-start, start-to-start)
• Budget tracking: planned vs actual cost
• Client portal for external visibility