Getting started with Nilead Project Management

TL;DR / Overview

Nilead Project Management gives your team a shared space to plan, track, and complete work — whether it’s for client deliverables, internal initiatives, or cross-functional goals. It brings together projects, tasks, and milestones into a unified, easy-to-use system that keeps everyone aligned.

Prerequisites

• Nilead user account with access to Service Hub or Project Management

• At least one team member or staff added to your workspace

• Understanding of your internal processes or workflow needs

Walkthrough

What Is Nilead Project Management?

It’s a set of integrated tools that help you:

• Track everything from start to finish in structured Projects

• Break work into clear Tasks assigned to team members

• Use Milestones to group tasks by phase or goal

• Keep all files, notes, and conversations in one place

This system enables teams to collaborate effectively and manage accountability, deadlines, and progress at scale.

Key Components

1. Projects

Projects are the core structure for managing goals and workflows.

• Each project can contain tasks, milestones, and attachments.

• Assign members and set visual labels (colors/tags).

• Projects can be duplicated to save time on recurring workflows.

👉 Learn more: Add and Update Project.

2. Tasks

Tasks are the individual units of work within each project.

• Assign responsibility and deadlines

• Add supporting files, comments, and labels

• Log estimated and actual time for better tracking

👉 Learn more: Add and Update Task.

3. Milestones (Optional)

Milestones help group related tasks into phases.

• Use them to define key stages (e.g., "Kickoff", "Launch", "Review")

• Optional — tasks don’t have to belong to a milestone

• Improve visibility and reporting for larger projects

👉 Learn more: Add and Update Milestone.

Why Use It?

• Clear visibility into who’s doing what and when

• Centralized storage for all project-related info

• Easy tracking of progress, bottlenecks, and outcomes

• Flexible enough for both agile teams and traditional workflows

FAQs

1. Is this only for external client projects?
No. You can manage internal initiatives like marketing campaigns, onboarding, or development sprints too.

2. Can I collaborate with clients in projects?
Yes, client roles can be added with limited permissions to view specific project areas.

3. Do I have to use milestones?
No. Milestones are optional and helpful for larger, phase-driven projects.

4. Can I create task templates or recurring projects?
You can duplicate existing projects and modify them as templates. Task recurrence is under consideration.