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Projects & Tasks

This section covers the structured work-management side of ZeyOS: projects, tasks, action steps, and service tickets.

Use This Section When You Need To​

  • plan work through projects and tasks
  • track smaller execution steps separately from larger tasks
  • manage support or service issues as tickets
  • connect work to contacts, accounts, messages, and billing
Not to be confused with
  • Project = the container for a larger initiative
  • Task = a formal work item within or outside a project
  • Action Step / Activity = a smaller operational step linked to other work
  • Ticket = a service or support case

Typical Workflows​

  1. Create the project or main work container in Managing Projects and Tasks.
  2. Add formal work items in tasks.
  3. Use Action Steps for smaller operational steps and follow-up activity.
  4. Use Tickets when the work is driven by support or service communication.

Topics​

  • Managing Projects and Tasks - Create and manage projects, tasks, progress, and linked work.
  • Tickets - Handle support requests with communication and commercial context.
  • Action Steps - Track smaller operational work items linked to broader records.