Project Management
Summary
The summary highlights the important details about the project. The start and end date are displayed on the right top. To assist in clear reading and understanding five tabs are displayed. Users, completed tasks, incomplete tasks, overdue tasks and managers are the five tabs. The recent progress within a project is available below with the date for each progress mentioned alongside. Easy to comprehend and easy to keep track!
Tasks
The Task View is a central hub for managing tasks efficiently, allowing users to organize, track, and update. The task can be viewed in any view format namely Table, List, Board, Gantt Chart and Calendar. The sort by option facilitates, the user to sort the tasks as per their convenience. Task view settings can enhance the flexibility and user-friendliness of your task view, based on unique workflows and preferences.
Files
Upload files related to the project as the work progresses. Files uploaded can be viewed by anyone in the project. The total files in a project are shown at the top. When a file is no longer useful, easily delete the file by clicking on the bin icon. Having these sorting options in the file table can greatly enhance file organization.
Users
The number of users that are assigned for a particular project can be easily viewed. There are two options wherein the managers of the project or the users can be displayed. Toggle the options to view either of the two or both managers and the users. The number of tasks allocated to each user or manager is visible. When there is only one manager in the project, then a company admin cannot delete the manager, each project should have one manager. All the tasks the user or manager was assigned should be delegated to the other user in that project while deleting the user. The Project manager and Company admin can able to delete or add the user or manager anytime of the project. Ability to promote a user to a project manager which enables all the extended permissions for the user.
Settings
Customize the settings of your project to best describe it. Prioritize tasks based on the task types, priorities, and statuses. Provide flexibility for users to add custom fields to tasks. These fields might include text fields, dropdowns and date pickers. When creating or editing a custom field, include an option to mark it as "required." Easily add or delete any of these settings during anytime of the project.
Project Value
Project value, often referred to as “project valuation,” is a crucial financial metric used to determine the worth or economic significance of a specific project. Company admin or managers can note down the value the project has been taken under. They also have the ability to note down the amount, the client has paid to a particular project and the remaining balance which needs to be paid to the same. Please note that this section is only displayed to Company admin/managers"
Project Timer
See tasks allocated on any particular day to the users in a project and the time taken for each task. This is specific to the company admin and the project managers. Number of hours worked on any given task by a user can be viewed in the My Report and My Time. The users cannot view the Project Timer page. Update or delete the task timing by clicking the "Update" button. In the “My Time and My Report, filters such as the user’s dropdown and a range of dates are available.
