Project delivery and tasks

Delivery inside LiveUXI

Project Manager turns sold work into trackable delivery. Projects group tasks; the task manager gives leads a cross-project view; My Tasks shows each user their queue. This connects sales outcomes to implementation without a separate tool.

Projects overview

The projects screen lists active and archived delivery work with status, owners, and links back to customers or deals where configured.

1. 1

   Open Project Manager → Projects

   Navigate to /project-manager/projects from the sidebar or direct URL.

2. 2

   Create or select a project

   Start a new project for a customer engagement or open an existing one to review progress.

3. 3

   Set owners and milestones

   Assign a delivery lead and break work into phases so reporting stays honest.

Task manager and My Tasks

Task Manager is the operational board for leads — filter by project, priority, or assignee. My Tasks is the individual queue for day-to-day execution.

1. 1

   Open Task Manager

   Go to /project-manager/task-manager to see tasks across projects.

2. 2

   Triage by priority

   Sort or filter blocked and overdue items before stand-up.

3. 3

   Use My Tasks for daily work

   Each team member opens /project-manager/my-tasks to focus on their assignments.

4. 4

   Close the loop with CRM

   When delivery completes, update the linked deal or customer record so sales visibility stays current.