Project Management System

Complete Feature Overview, Security Implementation, and Usage Instructions

This is a Task Session project management system designed for small to medium-sized businesses. It provides a complete solution for managing projects, clients, staff, tasks, communications, and payments in one integrated platform.

1. System Overview

This is a Task Session project management system designed for small to medium-sized businesses. It provides a complete solution for managing projects, clients, staff, tasks, communications, and payments in one integrated platform.

Key Benefits:
  • Complete project lifecycle management
  • Real-time communication and collaboration
  • Secure payment processing with multiple gateways
  • Advanced file management and security
  • Multi-language support
  • Responsive design for all devices

2. Core Features

📊 Dashboard Analytics

Task Session overview with project statistics, revenue tracking, and performance metrics

👥 User Management

Admin, Staff, and Client roles with granular permissions and access control

📋 Project Management

Create, track, and manage projects with milestones, deadlines, and progress tracking

✅ Task Management

Kanban board, task assignment, status tracking, and deadline management

💬 Real-time Communication

Internal chat, project discussions, file sharing, and notifications

💰 Payment Processing

Multiple payment gateways (Stripe, PayPal, 2Checkout) with invoice generation

📁 File Management

Secure file uploads, image processing, and document management

🌐 Multi-language

Support for multiple languages with easy localization

📱 Responsive Design

Mobile-friendly interface that works on all devices

🔔 Notifications

Email and web notifications for project updates and messages

📊 Reporting

Task Session reports and analytics for business insights

🔒 Security

Advanced security features including encryption, authentication, and access control

3. Security Implementation

Security Features Implemented: This system includes Task Session security measures to protect your data and users.

3.1 Authentication & Login Security

SECURE Password Security

  • BCRYPT Hashing: All passwords are hashed using PHP's password_hash() with BCRYPT algorithm
  • Password Verification: Secure password verification using password_verify()
  • Minimum Requirements: 8-character minimum password length
  • Password Reset: Secure token-based password reset system

SECURE Session Management

  • Session Security: Secure session handling with proper validation
  • Remember Me: Secure cookie-based "remember me" functionality
  • Session Timeout: Automatic session timeout for security
  • CSRF Protection: Cross-site request forgery protection

3.2 File Upload Security

SECURE Image Upload Security

  • File Type Validation: Server-side validation of file types and MIME types
  • Size Limits: Maximum file size restrictions (5MB for most files)
  • Malware Scanning: Image integrity checking to prevent malicious uploads
  • PHP Code Detection: Scans uploaded files for embedded PHP code
  • Secure File Names: Timestamp-based unique file naming

SECURE File Access Control

  • Direct Access Blocked: .htaccess prevents direct access to uploads folder
  • Authentication Required: All file access requires user authentication
  • Permission-Based Access: Users can only access files they have permission for
  • Secure Image Handler: Images served through secure PHP handler
  • Thumbnail Security: Secure thumbnail generation with access control

3.3 Data Security

SECURE Database Security

  • SQL Injection Prevention: Prepared statements and parameterized queries
  • Input Sanitization: All user inputs are sanitized and validated
  • Data Encryption: Sensitive data encrypted using AES-256-CBC
  • Payment Data: Payment gateway credentials encrypted in database

SECURE Communication Security

  • HTTPS Support: Full HTTPS compatibility for secure communication
  • XSS Prevention: Output encoding and input sanitization
  • CSRF Protection: Token-based CSRF protection
  • Rate Limiting: Message rate limiting to prevent spam

3.4 Payment Security

SECURE Payment Gateway Security

  • Encrypted Credentials: All payment gateway keys are encrypted
  • Token-Based Processing: Secure token-based payment processing
  • No Card Storage: Credit card details are never stored on the server
  • PCI Compliance: Payment processing follows PCI DSS guidelines

4. Installation Guide

4.1 Server Requirements

Minimum Requirements:
  • PHP 5.6 or higher (PHP 8.0+ recommended)
  • MySQL 5.6 or higher
  • Apache web server with mod_rewrite enabled
  • OpenSSL extension enabled
  • GD library for image processing
  • cURL extension
  • At least 100MB disk space

4.2 Installation Steps

  1. Download and Extract: Download the system files and extract them to your web server directory
  2. Set Permissions: Set proper file permissions (755 for directories, 644 for files)
  3. Create Database: Create a MySQL database for the system
  4. Run Installer: Navigate to yourdomain.com/install/ in your browser
  5. Configure Database: Enter your database credentials and system settings
  6. Create Admin Account: Set up your administrator account
  7. Complete Installation: The system will create all necessary tables and files
  8. Remove Install Folder: Delete the install folder for security
IMPORTANT: Always delete the install folder after successful installation!

5. User Roles & Permissions

Role Access Level Permissions
Admin Full System Access
  • Manage all users (clients, staff)
  • Create and manage projects
  • Access all system settings
  • View all financial data
  • Manage payment gateways
  • System configuration
Staff Limited Access
  • View assigned projects
  • Create and manage tasks
  • Communicate with clients
  • Upload files and documents
  • View project milestones
  • Internal chat with team
Client Project-Specific Access
  • View their own projects
  • Track project progress
  • Make payments
  • Communicate with team
  • Download project files
  • View invoices

6. Admin Dashboard Guide

6.1 Dashboard Overview

The admin dashboard provides a Task Session overview of your business operations:

  • Project Statistics: Total projects, active projects, completed projects
  • Client Information: Total clients, new clients this month
  • Financial Overview: Total earnings, monthly revenue, outstanding payments
  • Staff Management: Total staff members, active team
  • Quick Actions: Create new projects, add clients, manage staff

6.2 User Management

Adding New Users

  1. Navigate to "Staff" or "Clients" section
  2. Click "Add New Staff" or "Add New Client"
  3. Fill in required information (name, email, password)
  4. Set appropriate permissions and role
  5. Save the user account

Creating Admin Users

ADMIN Admin User Creation

  1. Navigate to "Staff" section
  2. Click "Add New Staff"
  3. Fill in admin details:
    • Full name and email address
    • Strong password (minimum 8 characters)
    • Job title and contact information
  4. Set account status to "Admin" (accountStatus = 1)
  5. Assign admin role permissions
  6. Configure email notifications
  7. Save the admin account

Role-Based Permissions

PERMISSIONS Granular Permission System

The system includes a Task Session role-based permission system that allows fine-grained control over user access and capabilities.

Admin Permissions (Full Access)
  • User Management: Create, edit, delete all users (admins, staff, clients)
  • Project Management: Full project creation, editing, and deletion
  • System Settings: Configure all system settings and preferences
  • Payment Management: Configure payment gateways and view all transactions
  • Financial Reports: Access to all financial data and reports
  • Role Management: Create and manage custom roles
  • System Maintenance: Database management and system updates
Staff Permissions (Limited Access)
  • Task Management: Create, edit, and manage tasks in assigned projects
  • Project Access: View and work on assigned projects only
  • File Upload: Upload files to assigned projects
  • Communication: Chat with team members and clients
  • Time Tracking: Log time spent on tasks
  • Profile Management: Edit own profile and settings
Client Permissions (Project-Specific)
  • Project Viewing: View own projects and progress
  • Payment Processing: Make payments for project milestones
  • File Download: Download project files and documents
  • Communication: Chat with project team members
  • Invoice Access: View and download invoices
  • Profile Management: Edit own profile and contact information

Custom Role Creation

CUSTOM Advanced Role Management

  1. Navigate to "System Settings" → "Role Management"
  2. Click "Create New Role"
  3. Define role name and description
  4. Configure specific permissions:
    • Project Permissions: Create, edit, view, delete projects
    • Task Permissions: Create, edit, view, delete tasks
    • User Permissions: Manage users within role scope
    • File Permissions: Upload, download, manage files
    • Communication Permissions: Chat access and restrictions
    • Financial Permissions: Payment and invoice access
  5. Set role hierarchy and inheritance
  6. Configure role-specific settings
  7. Save the custom role

6.3 System Settings

General Settings

  • Company Information: Update company name, logo, contact details
  • System Configuration: Set timezone, currency, language
  • Email Settings: Configure SMTP settings for notifications
  • Payment Gateways: Set up Stripe, PayPal, and 2Checkout

Logo Management

The system supports multiple logo types:

  • Main Logo: 200×50px for headers and navigation
  • Mobile Logo: 150×30px for mobile devices
  • Sidebar Logo: 200×50px for sidebar navigation
  • Favicon: 32×32px for browser tabs
  • Invoice Logo: Professional logo for invoices

7. Client Portal Guide

7.1 Client Dashboard

Clients have access to a dedicated portal with the following features:

  • Project Overview: View all their projects and current status
  • Task Tracking: Monitor task progress and deadlines
  • Communication: Chat with project team members
  • File Access: Download project files and documents
  • Payment Management: View invoices and make payments

7.2 Profile Overview System

PROFILE Task Session Client Profile

Every client has access to a detailed profile overview that displays personal information, account statistics, and financial summaries in an organized, user-friendly interface.

Profile Navigation
  • Profile Overview: Main profile page with personal details and statistics
  • Profile Stats: Detailed statistical breakdown
  • Projects: View all associated projects
  • Invoice: Access to invoice management
  • Edit Profile: Update personal information and settings
Personal Information Display
  • User Avatar: Circular profile picture with user initials
  • Full Name: Displayed prominently next to avatar
  • Member Since: Account creation date
  • Contact Details: Email, phone, address information
  • Business Information: Website, Teams ID, location
Profile Statistics
  • Total Projects: Number of projects associated with the client
  • Total Tasks: Count of all tasks across projects
  • Total Amount: Combined value of all project invoices
  • Paid Amount: Total payments made (green checkmark icon)
  • Unpaid Amount: Outstanding balance (yellow clock icon)
Profile Management Features
  • Edit Profile: Update personal and business information
  • Search Functionality: Quick search across profile sections
  • Real-time Updates: Statistics update automatically
  • Responsive Design: Works on all device sizes

7.2 Making Payments

  1. Navigate to the project with pending payments
  2. Click on the milestone or invoice
  3. Choose your preferred payment method
  4. Enter payment details securely
  5. Complete the payment process
  6. Receive confirmation and updated project status

7.3 Communication Features

  • Project Discussions: Participate in project-specific conversations
  • File Sharing: Upload and share project-related files
  • Real-time Chat: Instant messaging with project team
  • Notifications: Email and web notifications for updates

7.4 Profile Management Operations

MANAGE Profile Update Process

Accessing Profile Overview
  1. Log into the client portal
  2. Navigate to "Profile" section
  3. Click "Profile Overview" tab
  4. View personal information and statistics
Editing Profile Information
  1. Click "Edit Profile" button in the top navigation
  2. Update personal details (name, email, phone)
  3. Modify business information (website, address)
  4. Change profile picture if desired
  5. Save changes to update profile
Understanding Profile Statistics
  • Project Count: Total number of active and completed projects
  • Task Overview: All tasks across all projects
  • Financial Summary: Total invoiced amount and payment status
  • Payment Tracking: Clear distinction between paid and unpaid amounts
Profile Navigation Features
  • Profile Stats: Detailed breakdown of all statistics
  • Projects Tab: Direct access to project management
  • Invoice Tab: Quick access to invoice management
  • Search Function: Find specific information quickly

8. Staff Portal Guide

8.1 Staff Dashboard

Staff members have access to project management tools:

  • Assigned Projects: View and manage assigned projects
  • Task Management: Create, update, and track tasks
  • Team Communication: Internal chat with team members
  • File Management: Upload and organize project files
  • Time Tracking: Monitor project time and progress

8.2 Task Management

Creating Tasks

  1. Navigate to the project dashboard
  2. Click "Add New Task"
  3. Fill in task details (title, description, deadline)
  4. Assign team members if needed
  5. Set task priority and status
  6. Save the task

Kanban Board

The Kanban board allows visual task management:

  • To Do: Tasks that need to be started
  • In Progress: Tasks currently being worked on
  • Review: Tasks ready for review
  • Done: Completed tasks

9. Project Management

9.1 Creating Projects

  1. Navigate to "Projects" section
  2. Click "Create New Project"
  3. Enter project details:
    • Project title and description
    • Client assignment
    • Start and end dates
    • Budget information
    • Team member assignments
  4. Configure notification settings
  5. Save the project

9.2 Project Lifecycle

Project Status Management

  • Active: Project is currently in progress
  • On Hold: Project temporarily paused
  • Completed: Project finished successfully
  • Archived: Project moved to archive

9.3 Milestone Management

Milestones help track project progress and payments:

  • Create Milestones: Break projects into manageable phases
  • Set Deadlines: Define completion dates for each milestone
  • Payment Tracking: Link milestones to payment schedules
  • Progress Monitoring: Track milestone completion status

10. Task Management

10.1 Task Creation and Assignment

  1. Select the project for task creation
  2. Click "Add New Task"
  3. Enter task information:
    • Task title and description
    • Priority level
    • Start and due dates
    • Assigned team members
    • Task dependencies
  4. Set notification preferences
  5. Save the task

10.2 Advanced Kanban Board Features

DYNAMIC Dynamic Column System

The Kanban board features a sophisticated dynamic column system that allows for project-specific customization and personal column management.

Default Columns
  • To Do: Tasks that need to be started
  • In Progress: Tasks currently being worked on
  • Review: Tasks ready for review
  • Done: Completed tasks
Project-Specific Column Customization
  • Column Renaming: Customize column names for each project
  • Project-Level Settings: Changes apply to specific project views
  • Global Settings: Changes apply to all project views
  • Database Storage: Custom names stored in `project_columns` table
Personal Column System
  • Custom Columns: Create personal columns for individual use
  • User-Specific: Each user can have their own custom columns
  • Task Mapping: Tasks can be moved to personal columns using `extra_tasks_columns` table
  • Column Management: Add, rename, and delete personal columns
Column Management Features
  • Add New Column: Create custom columns with unique names
  • Column Deletion: Remove custom columns (tasks remain but column is removed)
  • Column Renaming: Edit column names through modal interface
  • Unique Keys: Custom columns use timestamp-based unique keys
Task Distribution Logic
  • Personal Priority: Tasks in personal columns take priority over default columns
  • Status Preservation: Original task status preserved when moved to personal columns
  • Multi-User Support: Different users can have different personal column mappings
  • Fallback Logic: Tasks with invalid statuses use `last_default_status`

INTERACTIVE Board Management Features

  • Drag & Drop: Move tasks between columns with visual feedback
  • Real-time Updates: Changes reflect immediately across all users
  • Task Filtering: Filter tasks by assignee, priority, or date
  • Bulk Operations: Select multiple tasks for batch actions
  • Scroll Lock: Lock horizontal scrolling for better focus
  • Responsive Design: Works seamlessly on all device sizes

TECHNICAL Database Architecture

Core Tables
  • project_columns: Stores custom column names and configurations
  • extra_tasks_columns: Maps tasks to personal columns for each user
  • tasks: Main task table with status and last_default_status fields
Column Key System
  • Default Keys: todo, inprogress, review, done
  • Custom Keys: custom_[timestamp] for user-created columns
  • Unique Constraints: Prevents duplicate column configurations
Permission System
  • Admin Access: Full column management capabilities
  • Staff Access: Can create personal columns and manage assigned projects
  • Client Access: Limited to viewing and basic task management

10.3 Task Collaboration

  • Comments: Add comments and discussions to tasks
  • File Attachments: Attach relevant files to tasks
  • Status Updates: Update task progress and status
  • Notifications: Automatic notifications for task updates

11. Communication & Chat

11.1 Real-time Chat System

Chat Features

  • Internal Chat: Staff-to-staff communication
  • Project Discussions: Project-specific group chats
  • File Sharing: Share images and documents in chat
  • Emoji Support: Rich emoji and emoticon support
  • Message Editing: Edit sent messages
  • Read Receipts: See when messages are read

UPLOAD Advanced File Upload System

The chat system features a sophisticated drag-and-drop file upload interface that supports multiple file types with real-time progress tracking.

Drag & Drop Interface
  • Visual Drop Zone: Clearly marked drag-and-drop area with dashed borders
  • Progress Indicator: Circular progress bar showing upload percentage
  • File Validation: Real-time file type and size validation
  • User Feedback: Clear instructions and status messages
Supported File Types
  • Images: JPEG, PNG, PSD
  • Documents: Word (.doc / .docx), Excel (.xls / .xlsx)
  • PDFs: PDF documents
  • Other Formats: Additional file types supported
Upload Limits & Security
  • File Size Limit: Maximum 5MB per file
  • File Type Validation: Server-side validation of accepted formats
  • Malware Scanning: Automatic security scanning of uploaded files
  • Secure Storage: Files stored with unique, timestamped names
Upload Process
  1. Click the file attachment button in chat
  2. Drag files to the drop zone or click to browse
  3. Monitor upload progress via circular indicator
  4. Files are automatically validated and processed
  5. Uploaded files appear in chat with preview

11.2 Chat Security

Security Features:
  • All messages are sanitized to prevent XSS attacks
  • Rate limiting prevents spam messages
  • File uploads are validated and secured
  • Authentication required for all chat access
  • Messages are stored securely in database

11.3 Using the Chat System

  1. Navigate to the chat section
  2. Select a team member or project for conversation
  3. Type your message in the input field
  4. Use emoji picker for expressions
  5. Attach files using the file upload button
  6. Send the message

12. Payment System

12.1 Supported Payment Gateways

💳 Stripe

Secure credit card processing with advanced fraud protection

💳 PayPal

Popular payment method with buyer and seller protection

💳 2Checkout

Global payment processing with multiple payment methods

12.2 Setting Up Payment Gateways

Stripe Configuration

  1. Create a Stripe account at stripe.com
  2. Get your API keys from the Stripe dashboard
  3. Navigate to Admin → Payment Settings
  4. Enter your Stripe Secret Key and Publishable Key
  5. Save the settings

PayPal Configuration

  1. Create a PayPal Business account
  2. Get your PayPal business email
  3. Enter the email in Payment Settings
  4. Configure return URLs for payment success

12.3 Invoice Management

  • Automatic Generation: Invoices created automatically for milestones
  • Custom Invoices: Create custom invoices for additional services
  • PDF Export: Download invoices as PDF files
  • Payment Tracking: Track payment status and history
  • Email Notifications: Automatic invoice delivery to clients

13. File & Media Management

13.1 Media Management Dashboard

MEDIA Task Session Media Control

The Media Management dashboard provides complete control over all system files, including uploads, cache files, and system media with detailed statistics and cleaning capabilities.

File Statistics Overview
  • Media Files: System-generated files (thumbnails, cache, processed images)
  • Upload Files: User-uploaded content (documents, images, attachments)
  • Total Files: Combined count of all system files
  • Total Size: Complete storage usage in KB/MB
File Timeline Tracking
  • Oldest File: Earliest file in the system with creation date
  • Newest File: Most recently added file with timestamp
  • File History: Track file lifecycle and system usage
File Cleaning Operations
  • Date Range Cleaning: Remove files within specific date ranges
  • Complete Cleanup: Clear all cache and upload files
  • Selective Deletion: Target specific file types or time periods
  • Safety Confirmations: Warning messages for destructive operations

13.2 File Upload Security

Security Measures:
  • File type validation (whitelist approach)
  • File size limits (5MB maximum)
  • Malware scanning for uploaded files
  • Secure file naming with timestamps
  • Authentication required for all uploads

13.2 Supported File Types

Images

  • JPEG, PNG, GIF, WebP
  • Maximum size: 5MB
  • Automatic thumbnail generation
  • Image integrity validation

Documents

  • PDF, DOC, DOCX, XLS, XLSX
  • PPT, PPTX, TXT, RTF
  • ZIP archives
  • Design files (PSD, EPS)

13.3 File Organization

  • Project Files: Files organized by project
  • User Uploads: Personal file storage
  • System Files: Logos, templates, and system assets
  • Profile Pictures: User profile images

13.4 File Access Control

Access Control Features:
  • Direct file access blocked via .htaccess
  • Files served through secure PHP handlers
  • User authentication required for file access
  • Permission-based file visibility
  • Secure thumbnail generation

13.5 Media Management Operations

OPERATIONS File Management Tasks

Statistics Refresh
  1. Navigate to System Settings → Media Management
  2. Click "Refresh Statistics" button
  3. View updated file counts and sizes
  4. Monitor system storage usage
Date Range File Cleaning
  1. Select "Clean Files by Date Range" section
  2. Choose start date using calendar picker
  3. Choose end date using calendar picker
  4. Click "Clean Date Range" button
  5. Confirm deletion of files within range
Complete System Cleanup
  1. Select "Clear All Files" section
  2. Review warning message about permanent deletion
  3. Click "Clear All Files" button
  4. Confirm action in popup dialog
  5. Wait for cleanup process to complete
⚠️ Important Warnings:
  • File deletion operations are permanent and cannot be undone
  • Always backup important files before cleanup operations
  • Date range cleaning affects all file types within the specified period
  • Complete cleanup removes all cache and upload files from the system
  • Only administrators should perform media management operations

14. System Settings

14.1 General Settings

  • Company Information: Name, address, contact details
  • System Configuration: Timezone, currency, language
  • Email Settings: SMTP configuration for notifications
  • Logo Management: Upload and manage various logos

14.2 Email Templates

The system includes customizable email templates for:

  • New account welcome emails
  • Password reset notifications
  • Project creation notifications
  • Task assignment emails
  • Invoice notifications
  • Payment confirmations

14.3 Theme Customization

Customization Options

  • Color Schemes: Customize primary and secondary colors
  • Typography: Font family and size settings
  • Layout Options: Sidebar and header customization
  • Logo Placement: Configure logo positions

14.4 Security Settings

  • Session Timeout: Configure automatic logout times
  • Password Policy: Set minimum password requirements
  • Login Attempts: Configure failed login limits
  • Two-Factor Authentication: Enable additional security

15. Troubleshooting

15.1 Common Issues

Login Problems

Solutions:
  • Check email and password spelling
  • Ensure caps lock is off
  • Try password reset if forgotten
  • Contact admin if account is locked

File Upload Issues

Solutions:
  • Check file size (max 5MB)
  • Ensure file type is supported
  • Check server upload limits
  • Verify folder permissions

Payment Problems

Solutions:
  • Verify payment gateway configuration
  • Check internet connection
  • Ensure payment details are correct
  • Contact support for failed transactions

15.2 Performance Optimization

  • Database Optimization: Regular database maintenance
  • File Cleanup: Remove old cached files
  • Image Optimization: Compress uploaded images
  • Cache Management: Clear system cache regularly

15.3 Backup and Recovery

IMPORTANT: Regular backups are essential!
  • Database Backups: Export MySQL database regularly
  • File Backups: Backup uploads and system files
  • Configuration Backups: Save system settings
  • Recovery Procedures: Document recovery steps

15.4 Support and Maintenance

For technical support and maintenance:

  • Check system logs for error messages
  • Update system files regularly
  • Monitor server resources
  • Keep PHP and MySQL updated
  • Contact technical support for complex issues

Conclusion

This Task Session project management system provides all the tools needed to efficiently manage projects, clients, and team collaboration. With its advanced security features, real-time communication capabilities, and integrated payment processing, it offers a complete solution for modern business operations.

Key Benefits:

  • Complete project lifecycle management
  • Advanced security and data protection
  • Real-time communication and collaboration
  • Integrated payment processing
  • Mobile-responsive design
  • Multi-language support
  • Task Session reporting and analytics