Complete Workflow Guide

Overview

This guide walks you through the complete workflow in Proyecto, from setting up your team to generating final reports. The system is designed around a simple hierarchy: Team Members → Projects → Tasks.

Proyecto follows a structured workflow where you must first add team members, then create projects with leaders and teams, and finally create and assign tasks.

Workflow Architecture

The data model in Proyecto is based on these core entities:

# CTP/models.py:15-32
class encargado(ModeloBase):  # Team members
    nombres = models.CharField(null=True, blank=True, max_length=100)

class Proyectos(ModeloBase):  # Projects
    nombre_proyecto = models.CharField(max_length=100)
    lider = models.ForeignKey(encargado, on_delete=models.CASCADE, related_name='proyectos_lider')
    encargados = models.ManyToManyField(encargado, related_name='proyectos_encargados')

class Tareas(ModeloBase):  # Tasks
    nombre_tarea = models.CharField(null=True, blank=True, max_length=100)
    encargados = models.ForeignKey(encargado, on_delete=models.CASCADE)

Complete Workflow

Add Team Members

Before creating projects, you need to add team members who will work on them.

Adding a Team Member

Navigate to Trabajadores (Team Members) from the main menu
Click Agregar (Add) to open the form
Enter the team member’s name in the nombres field
Submit the form

The system validates that the name is unique:

# CTP/view_trabajadores.py:24-26
if encargado.objects.filter(nombres=request.POST['nombres']).exists():
    messages.error(request, 'Registro ya existe')
    return redirect('{}?action=agregar'.format(request.path))

Add all team members before creating projects. This makes project setup faster since you can select from existing members.

Create a Project

Projects are the main organizational unit in Proyecto. Each project has a leader and a team.

Creating a Project

Navigate to Proyectos from the main menu
Click Agregar to create a new project
Enter the project name (nombre_proyecto)
Select a project leader (lider) from your team members
Select team members (encargados) who will work on this project
Submit the form

The project creation process:

# CTP/view_proyectos.py:23-35
if Proyectos.objects.filter(nombre_proyecto=request.POST['nombre_proyecto']).exists():
    messages.error(request, 'El nombre está repetido')
    return redirect('{}?action=agregar'.format(request.path))
else:
    form = ProjectForm(request.POST)
    if form.is_valid():
        proyecto = Proyectos(nombre_proyecto=form.cleaned_data['nombre_proyecto'],
                             lider=form.cleaned_data['lider'])
        proyecto.save()
        encargados = form.cleaned_data['encargados']
        proyecto.encargados.set(encargados)
        messages.success(request, 'Proyecto Guardado Correctamente')

Project Structure

Leader: One team member who leads the project
Team: Multiple team members who collaborate on the project
Unique Names: Each project must have a unique name

The project name must be unique. If you try to create a project with a duplicate name, you’ll receive an error message.

Create Tasks

Once you have projects and team members, you can create tasks and assign them.

Creating a Task

Navigate to Tareas (Tasks) from the main menu
Click Agregar to create a new task
Enter the task name (nombre_tarea)
Select the team member assigned to this task (encargados)
Submit the form

Task creation with validation:

# CTP/view_registros.py:24-34
if Tareas.objects.filter(nombre_tarea=request.POST['nombre_tarea']).exists():
    messages.error(request, 'El nombre está repetido')
    return redirect('{}?action=agregar'.format(request.path))
else:
    form = TareasForm(request.POST)
    if form.is_valid():
        tareas = Tareas(nombre_tarea=form.cleaned_data['nombre_tarea'],
                       encargados=form.cleaned_data['encargados'])
        tareas.save(request)
        messages.success(request, 'Tarea Guardada Correctamente')

Each task is assigned to a single team member. The encargados field is a ForeignKey, meaning one task = one assignee.

Track Progress

Monitor your projects, tasks, and team workload from the dashboard.

Dashboard Metrics

The main menu displays key metrics:

# seguridad/menu.py:8-15
data = {
    'ruta': '/',
    'empresa': 'CTP',
    'nombre': 'Inicio',
    'totalencarga': encargado.objects.all().count(),
    'totalta': Tareas.objects.all().count(),
    'totalpro': Proyectos.objects.all().count(),
    'user': request.user
}

You can see at a glance:

Total team members (totalencarga)
Total tasks (totalta)
Total projects (totalpro)

Viewing Records

Projects List: Shows all active projects with their leaders and team members
Tasks List: Shows all active tasks with assignees
Team List: Shows all active team members

All lists filter by status=True to show only active records:

# CTP/view_proyectos.py:136
proyectos = Proyectos.objects.filter(status=True).order_by('nombre_proyecto', 'lider')

Generate Reports

Create PDF reports for projects, tasks, or team members to share with stakeholders.See the PDF Reports guide for detailed instructions on generating and customizing reports.Quick overview:

Project Reports: List all projects with leaders and teams
Task Reports: List all tasks with assignees
Team Reports: List all team members

Common Workflows

Starting a New Project

Quick Start: New Project in 5 Minutes

Add team members (if not already added)
- Go to Trabajadores → Agregar
- Add each team member’s name
Create the project
- Go to Proyectos → Agregar
- Enter project name
- Select leader and team members
Create initial tasks
- Go to Tareas → Agregar
- Create tasks and assign to team members
Verify in dashboard
- Return to home page
- Verify counts are updated

Managing Existing Records

Editing Records

All entities (Projects, Tasks, Team Members) support editing:

Navigate to the list view
Click Editar (Edit) for the record
Modify the fields
Submit the form

Example edit handler:

# CTP/view_proyectos.py:39-53
elif action == 'editar':
    with transaction.atomic():
        try:
            id = request.POST['id']
            proyecto = Proyectos.objects.get(id=id)
            form = ProjectForm(request.POST, instance=proyecto)
            if form.is_valid():
                form.save()
                messages.success(request, 'Proyectos guardado exitosamente!')
        except Exception as ex:
            messages.error(request, ex)

Deleting Records (Soft Delete)

Proyecto uses soft deletes - records are marked inactive rather than permanently removed:

# CTP/view_proyectos.py:55-64
elif action == 'eliminar':
    with transaction.atomic():
        try:
            id = request.POST['id']
            proyectos = Proyectos.objects.get(id=id)
            proyectos.status = False
            proyectos.save()
            messages.success(request, 'Proyectos eliminado')
        except Exception as ex:
            messages.error(request, ex)

When you delete a record:

The status field is set to False
The record is hidden from lists
Data is preserved in the database
You can reactivate it by setting status=True directly in the database

Best Practices

Project Organization

Use descriptive project names: Include project code or client name for easy identification.Good examples:

“PROJ-2024-001 Website Redesign”
“ClientX Mobile App Development”
“Internal Tools Migration Q1 2024”

Team Assignment

Select the right leader: Choose someone who will coordinate the project
Add relevant team members: Only include members who will actively work on the project
Review team composition: You can edit projects later to adjust the team

Task Management

Break down work: Create specific, actionable tasks rather than broad objectives
One assignee per task: Each task should have clear ownership
Use consistent naming: Establish a naming convention for tasks

Data Integrity

All operations use Django’s transaction.atomic() to ensure data consistency. If an error occurs during save, the entire transaction is rolled back.

# Example transaction usage
with transaction.atomic():
    try:
        # Database operations here
        form.save()
        messages.success(request, 'Saved successfully')
    except Exception as ex:
        # Transaction automatically rolled back
        messages.error(request, ex)

ModeloBase and Tracking

All entities inherit from ModeloBase, which automatically tracks:

# CTP/models.py:4-12
class ModeloBase(models.Model):
    fecha_registro = models.DateField(verbose_name="Fecha Registro", auto_now_add=True)
    hora_registro = models.TimeField(verbose_name="Hora Registro", auto_now_add=True)
    status = models.BooleanField(default=True)

fecha_registro: Date the record was created
hora_registro: Time the record was created
status: Whether the record is active (True) or deleted (False)

You cannot manually set registration date/time - they’re automatically set on creation using auto_now_add=True.

Next Steps

Now that you understand the workflow, explore:

PDF Reports - Learn how to generate comprehensive reports
Authentication - Understand security and session management
Data Models - Explore the technical details of models and database structure

Get Started

Core Features

User Guide

Deployment

Complete Workflow Guide

Overview

Workflow Architecture

Complete Workflow

Adding a Team Member

Creating a Project

Project Structure

Creating a Task

Dashboard Metrics

Viewing Records

Common Workflows

Starting a New Project

Managing Existing Records

Best Practices

Project Organization

Team Assignment

Task Management

Data Integrity

ModeloBase and Tracking

Next Steps

Build docs developers (and LLMs) love

Get Started

Core Features

User Guide

Deployment

​Overview

​Workflow Architecture

​Complete Workflow

​Adding a Team Member

​Creating a Project

​Project Structure

​Creating a Task

​Dashboard Metrics

​Viewing Records

​Common Workflows

​Starting a New Project

​Managing Existing Records

​Best Practices

​Project Organization

​Team Assignment

​Task Management

​Data Integrity

​ModeloBase and Tracking

​Next Steps

Build docs developers (and LLMs) love

Overview

Workflow Architecture

Complete Workflow

Adding a Team Member

Creating a Project

Project Structure

Creating a Task

Dashboard Metrics

Viewing Records

Common Workflows

Starting a New Project

Managing Existing Records

Best Practices

Project Organization

Team Assignment

Task Management

Data Integrity

ModeloBase and Tracking

Next Steps