Projects and stages

Organize a project into stages and tasks, track statuses and dependencies, and switch between the Timeline, Kanban and List views.

In Klickbee Projet, a project (also called a roadmap) belongs to a client space or an internal tool. It is broken down into stages (the project's milestones), which contain tasks. Tasks that aren't in any stage go into the Backlog.

The project list

The Projets (Projects) page gathers all projects, sorted by client:

the status filter: Tous (All), Active, Brouillon (Draft), Archivée (Archived);
for each project: Avancement (Progress), Statut (Status) and Échéance (Due date);
a client's priority badge opens the Priorité du projet (Project priority) menu: Haute (High), Moyenne (Medium) or Basse (Low).

The Roadmap globale (Global roadmap) display shows every task from every project, as a Liste (List), Kanban, Timeline or Calendrier (Calendar), with a Filtrer par client (Filter by client) filter.

A project's page

At the top of the page you'll find the project's status, the number of stages and the due date, followed by four summary cards: Avancement, Tâches (Tasks), Échéance (with the next milestone) and Équipe (Team).

The Étapes du projet (Project stages) banner shows a progress bar for each stage: you can see at a glance where each phase stands.

Plan vs reality

When actual progress drifts from the plan, an alert banner appears. The Ajuster avec l'IA (Adjust with AI) button offers to reschedule the plan.

Three views

Timeline: stages over time. Click a stage to see its tasks, and Tous les jalons (All milestones) to go back.
Kanban: one column per stage, plus Backlog. Drag a card to move a task to another stage.
Liste: collapsible stages, plus Backlog ("Tâches sans jalon", tasks without a milestone). A task's checkbox switches it from À faire (To do) to Terminé (Done).

Approfondir (IA) (Go deeper, AI): flesh out the project with AI;
Exporter (CSV) (Export, CSV): one row per task (stage, task, assignee, status, duration, priority);
Archiver (Archive);
Déplacer vers un client (Move to a client);
Supprimer (Delete).

The Chat IA (AI chat) button opens a conversation about the project: the AI suggests changes that you Acceptez (Accept) or Refusez (Decline).

Tasks

Add a task

Click + Tâche (+ Task). The Nouvelle tâche (New task) window asks for:

the Titre (Title);
the Jalon (Milestone — the stage), or Backlog;
the Priorité (Priority): Basse, Moyenne or Haute;
the Estimation (Estimate — see Durations);
the Assigné (Assignee).

Then click Ajouter la tâche (Add the task). The assignee gets a notification.

A task's panel

Click a task to open its panel:

Field	Purpose
Statut	À faire, En cours (In progress) or Terminé.
Assigné	The person responsible.
Estimation and Temps passé (Time spent)	The planned time and the time actually spent, compared underneath ("3 h / 4 h estimées", 3 h / 4 h estimated).
Dépend de (Depends on)	The tasks to finish before this one. As long as a dependency is open, the task shows Bloquée par : … (Blocked by: …)
Sous-tâches (Subtasks)	Décomposer en heures (Break down into hours) asks the AI to split the task into subtasks you can tick off.
Tickets liés (Linked tickets)	Tickets created from the task. See Tickets.
Commentaires (Comments)	The discussion around the task. See Comments.
Dates	Créée (Created), Modifiée (Modified), Terminée (Completed).
Activité (Activity)	The history of changes.

Tasks don't have their own due date: the stages carry the dates. To get a task done on time, put it in the right stage.

Move a task forward

Change the status in the task's panel, or tick it in the Liste view. Managers can also move their team's tasks forward from Équipe › Manager (Team › Manager).

Project statuses

A project is Active, Brouillon or Archivée. Archived projects can still be viewed using the Archivée filter on the Projets page.