Scheduling & activities

eBrigade Project module

eBrigade Project

Project management: a column board with drag and drop, tasks with owners, due dates and checklist items, a discussion thread, and ready-to-use templates — opening a client site, organising an event, running a recruitment campaign, putting together a funding application, preparing a general meeting — whose due dates are calculated backwards from your date. Progress updates for management, planned vs actual budget, links to activities in the schedule, and a workload view that takes into account everyone’s existing commitments. This module is included in every eBrigade plan. Particularly useful for: business services, multi-site field teams, construction & maintenance, event organisation, local authorities, volunteering & associations.

Included in every plan

These buttons are about the full eBrigade subscription: this module is included at no extra cost in every plan.

Project

Project management: column board with drag and drop, tasks with owners, deadlines and checklists, a discussion thread, and ready-made templates — opening a client site, organising an event, running a recruitment campaign, putting together a funding application, preparing a general meeting — whose deadlines are worked back from your date. Progress update for management, planned/actual budget, link to scheduled activities and a workload view that takes everyone’s existing commitments into account.

Included at no extra cost in every plan
In short

What is the eBrigade Project module?

Project management: a column board with drag and drop, tasks with owners, due dates and checklist items, a discussion thread, and ready-to-use templates — opening a client site, organising an event, running a recruitment campaign, putting together a funding application, preparing a general meeting — whose due dates are calculated backwards from your date. Progress updates for management, planned vs actual budget, links to activities in the schedule, and a workload view that takes into account everyone’s existing commitments. It is included at no extra cost in every eBrigade plan.

The problem

Why run your projects in eBrigade?

Opening a client site, organising an event, running a recruitment campaign, putting together a funding application, preparing a general meeting: these projects come round every year and start from scratch every time. They live in a spreadsheet that two people keep up to date, in chat threads, and in the manager’s head. At any given moment, nobody knows what is left to do or who is handling it. Unforgiving deadlines — notice periods for meetings, submission deadlines, clearances to check before a service starts — only surface at the last minute. And what comes AFTER — handing back the venue, the one-week client check-in, the report to the funder — is written down nowhere: which is exactly what gets forgotten.

What changes

What the Project module changes in eBrigade

Every project becomes a board that everyone reads the same way, in the tool that already holds your teams, their availability and your schedule. The templates provided set out the tasks AND their due dates, calculated backwards from the date that matters — the day of the event, the start of the service, the submission deadline — including the ones that fall after it. Anyone can help themselves with an “I’ll take it” button rather than waiting to be assigned. Management gets a three-state progress update rather than a round-table. And because eBrigade knows what everyone is already committed to, the workload view flags the person who has just been given three deadlines while already covering two shifts in the same month.

Features

What you can do with Project

A board nobody needs to learn

Columns, cards, drag and drop. The columns are yours: “To do”, “In progress” and “Done” out of the box, which you can rename and add to from the settings. What counts is the “this column closes the task” flag, not the name — you can call it “Delivered”, “Closed” or “Received” without breaking anything.

Four views of the same tasks

Board to move things forward, List to scan, Calendar to see deadlines approaching, Timeline to grasp the sequence at a glance with a marker for today. One set of data, four ways to read it: a board and a list can never contradict each other.

Templates that date your tasks for you

Five templates cover recurring projects: opening a client site, organising an event, recruiting, putting together a funding application, preparing a general meeting. “Organise an event” alone delivers sixteen tasks and thirty-nine checklist items, two of which fall after the reference date. You enter the date, and eBrigade works out every due date backwards.

The workload view only eBrigade can produce

For each person: their tasks in progress, their due dates over the next thirty days and, above all, what they are ALREADY committed to in the schedule. Three upcoming deadlines and two shifts in the same month, and the row lights up — it is the combination that raises the alert, not either figure on its own.

Planned and actual budget

Expenses, income, balance, and the planned budget alongside. Enough to close the books on a project, an event or a grant-funded application without copying the figures into a spreadsheet.

The link with your activities

A task that requires people to be somewhere at a given time is an activity, not a task: it is planned in the schedule, with sign-ups, required skills and check-in. You link the activity to the project and its fill rate is displayed — “4 signed up out of 6” — without leaving the record.

How it works

Step by step

1
Start from a template, or a blank page

Five ready-to-use templates cover recurring projects. Pick yours, give it a name and the reference date — the day of the event, the start of the service, the submission deadline — and the project arrives complete, with dated tasks and checklist items included.

2
Share out the work

Each card gets its owners, its due date and its priority. Your teams can also help themselves: an “I’ll take it” button on the card, and the assignment is done without going through a manager.

3
Make progress

Cards move from one column to the next with a finger or a mouse. On a phone, a column selector replaces drag and drop — the board stays usable on the move, where your field teams are.

4
Report back

The manager publishes a progress update: on track, at risk, late. The budget tracks expenses and income, the Workload view shows who is overloaded, and linked activities display their fill rate.

Use cases

Where this module really pays off

Service companies & multi-site businesses: open a client site — contract, staff to recruit, clearances to check, uniforms, instructions, on-site training, attendance on day one and a client check-in after one week.

Construction, cleaning & maintenance: prepare the start of a project or a recurring service, with mandatory qualifications checked before the first job rather than after.

Events & logistics: run an event from start to finish — permits, venue, teams, communication, first-aid cover — then the clear-up and the review, which home-made lists always forget.

Associations, clubs & federations: gala, jumble sale, general meeting or grant application, with regulatory deadlines set against the cut-off date.

Local authorities & training centres: recruitment campaigns, opening a course session, preparing audits or committees, all tracked with the same mechanics as the rest of your work.

Module FAQ

Frequently asked questions

Is the Project module included in eBrigade?

Yes. It is one of the included features: no option to subscribe to, no extra cost. You switch it on and your managers have their projects and tasks in the tool they already use.

Is it only for associations?

No. The module assumes no particular line of work: it serves a service company opening a client site, a cleaning firm starting a contract, an event organiser, a training centre or a local authority equally well. The templates provided cover both worlds, and you can start from a blank page for everything else.

How is it different from Trello or Asana?

The simplicity is the same — a board, columns, cards you move around. The difference lies in what eBrigade already knows: who your teams are, their availability, their qualifications and the shifts they are committed to. When you give someone a task for Saturday, eBrigade sees that they are already on duty that day. A generic tool will never know that.

Do I need to create a project for every small task?

No. A task can exist on its own, without a project: “chase the supplier before Friday” does not need a board around it. The “My tasks” screen brings together everything you own, project tasks and standalone tasks alike.

What about a task that needs people on the ground?

It becomes an activity, not a task. Staffing a post on Saturday from 2 pm to 6 pm with six people is planned in the schedule: sign-ups, required skills, check-in, participation statistics. The project keeps the link to that activity and displays its fill rate.

Do the templates really create the due dates?

Yes. You choose “Open a client site”, enter the service start date, and the eleven tasks are dated backwards: the contract a month and a half before, clearances checked twenty-five days before, on-site training five days before — and the client check-in one week AFTER the start.

Can management follow progress without going into the detail?

The manager publishes a progress update — on track, at risk, late — with a few lines of explanation. The status is shown on the project record and in the list, and the history keeps the trajectory: knowing a project has been “at risk” for three months is better than finding out the week before.

Try eBrigade with the Project module

30-day eBrigade trial · No card required · Module included in your plan

Module included in eBrigade 30-day eBrigade trial · No card required · Included in the plan
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