manage-project-workflow
Manage project phases, milestones, tasks, and resource allocations. Schedule work, track progress, and handle dependencies through structured operations.
Instructions
Consolidated tool for managing project workflow entities (phases, milestones, project-tasks, allocations). Handles all project-specific operations including scheduling, task management, and resource allocation through a decision-tree approach.
Input Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| entity_type | Yes | The type of workflow entity (phases, milestones, project-tasks, allocations) | |
| operation | Yes | The workflow operation to perform | |
| project_id | No | Filter by project ID | |
| phase_id | No | Filter by phase ID | |
| people_id | No | Filter by person ID | |
| start_date | No | Start date (YYYY-MM-DD) | |
| end_date | No | End date (YYYY-MM-DD) | |
| status | No | Status code | |
| active | No | Active status (0=archived, 1=active) | |
| page | No | Page number for pagination | |
| per-page | No | Number of items per page (max 200) | |
| billable | No | Billable flag (0=non-billable, 1=billable) | |
| priority | No | Priority level (1-5) | |
| completed | No | Completion status (0=incomplete, 1=complete) | |
| id | No | The entity ID (phase_id, milestone_id, project_task_id, or task_id for allocations) | |
| name | No | Name/title of the entity | |
| notes | No | Notes or description | |
| non_billable | No | Non-billable flag (0=billable, 1=non-billable) | |
| color | No | Color (hex code) | |
| default_hourly_rate | No | Default hourly rate | |
| budget_total | No | Total budget | |
| description | No | Milestone description | |
| date | No | Milestone date (YYYY-MM-DD) | |
| completed_date | No | Completion date | |
| reminder_date | No | Reminder date | |
| reminder_sent | No | Reminder sent flag (0=not sent, 1=sent) | |
| created_by | No | User ID who created the milestone | |
| modified_by | No | User ID who last modified | |
| task_names | No | Task name/title | |
| budget | No | Task budget | |
| budget_type | No | Budget type | |
| sort_order | No | Sort order | |
| dependencies | No | Task dependencies | |
| estimated_hours | No | Estimated hours | |
| hours | No | Allocated hours | |
| task_type | No | Task type | |
| repeat_state | No | Repeat state | |
| repeat_end | No | Repeat end date | |
| project_tasks | No | Array of project tasks for bulk creation | |
| task_order | No | Array of task IDs with new sort orders | |
| format | No | Response format - either "json" or "xml" | json |