> ## Documentation Index
> Fetch the complete documentation index at: https://docs.arya.so/llms.txt
> Use this file to discover all available pages before exploring further.

# Lesson 6 — Tasks and projects

> Organise work with tasks and projects, linked to CRM and invoicing.

<Note>
  **Lesson 6 of 10** · \~5 minutes · Prerequisite: [Lesson 5 — CRM and deals](/en/arya-101/lesson-5-crm-and-deals)
</Note>

## What you'll learn

* How to create and assign tasks
* How to link tasks to deals, companies or projects
* How to run a project from proposal to delivery

## Tasks

A **task** is an atomic activity: title, owner, due date, priority, status. It can live alone or linked to a record (deal, company, project).

<Steps>
  <Step title="Create a task">
    Click **Tasks** in the sidebar → **+ New task**. Title, due date, priority (`Low / Medium / High / Urgent`), assignees.

    <Frame>
      <img src="https://mintcdn.com/agevole/BUuJGD62nuns4mJL/images/arya-101/lesson-06/en/create-task.svg?fit=max&auto=format&n=BUuJGD62nuns4mJL&q=85&s=4816f789d30068e52ef3fe8f2c3b42b7" alt="Task creation dialog with title, date, priority and assignees" width="1200" height="720" data-path="images/arya-101/lesson-06/en/create-task.svg" />
    </Frame>
  </Step>

  <Step title="Add subtasks">
    Inside a task you can add a checklist of subtasks. Useful for preparing a demo, gathering documents, customer onboarding.
  </Step>

  <Step title="Link to a record">
    From a task you can link it to a deal, company, contact, project. The linked record shows the task in its timeline.
  </Step>
</Steps>

## Task views

Tasks can be visualised in three ways:

* **List**: table with filters and sorting
* **Calendar**: monthly/weekly
* **Kanban**: by status

Quick filters: `Today`, `Tomorrow`, `This week`, `Overdue`, `Mine`, `Unassigned`.

<Frame>
  <img src="https://mintcdn.com/agevole/BUuJGD62nuns4mJL/images/arya-101/lesson-06/en/tasks-calendar.svg?fit=max&auto=format&n=BUuJGD62nuns4mJL&q=85&s=482b8e1cf504cf1ed7fb00763670abb0" alt="Task calendar view showing count per day" width="1200" height="720" data-path="images/arya-101/lesson-06/en/tasks-calendar.svg" />
</Frame>

## Projects

A **project** (*commessa*) represents a structured engagement: budget, deadline, progress phases (SAL), tasks, costs, linked quotes and invoices.

Create a project from:

* **Projects → + New project**
* From a won deal: **⋯ → Convert to project**

### Anatomy of a project

<Frame>
  <img src="https://mintcdn.com/agevole/BUuJGD62nuns4mJL/images/arya-101/lesson-06/en/project-detail.svg?fit=max&auto=format&n=BUuJGD62nuns4mJL&q=85&s=2b1ffeab44f0bb2d1f9e7f6b4621b066" alt="Project detail page with Overview, Quotes, Tasks, SAL tabs" width="1200" height="720" data-path="images/arya-101/lesson-06/en/project-detail.svg" />
</Frame>

Tabs:

* **Overview**: budget, actual, margin, timeline
* **Quotes**: quotes issued for the project
* **Tasks**: operational tasks with custom statuses
* **SAL** (*Stato Avanzamento Lavori* — phases): milestones with customer sign-off

### Budget and margin

Arya calculates automatically:

```
Actual = sum of recorded costs (time, expenses, supplier invoices)
Margin = Budget − Actual
Margin % = (Margin / Budget) × 100
```

If the margin drops below a configured threshold, Arya flags the project as "at risk".

### Project templates

If you run similar engagements repeatedly (e.g. ERP implementation, website redesign), save a project as a **template**: tasks, phases and baseline budget are cloned for the next customer.

## CRM integration

Typical cycle:

<Steps>
  <Step title="Won deal">
    In CRM move the deal to `Won`.
  </Step>

  <Step title="Create project">
    Click **Convert to project** → Arya prefills customer, value, accepted quote.
  </Step>

  <Step title="Operational tasks">
    Add tasks, assign them to the delivery team (not sales).
  </Step>

  <Step title="SAL and invoicing">
    As phases are reached, issue progress invoices directly from the project.
  </Step>
</Steps>

## Verify

<Check>You created at least one task with date and assignee</Check>
<Check>You know how to convert a won deal into a project</Check>
<Check>You opened a project and saw budget, tasks, SAL</Check>

## Next lesson

<Card title="Lesson 7 — Quotes and invoicing" icon="arrow-right" href="/en/arya-101/lesson-7-quotes-and-invoicing">
  Generate quotes with public links and convert them into *fatture elettroniche*.
</Card>