Posts for the "Tips" category92 posts
Set Email Alerts for Your Project Management Software
Posted May 16, 2013
Several actions in Projecturf trigger an email notification. This includes adding new tasks or tickets, editing events, creating discussions, and much more. Notifications can be turned off at the project level by project managers and you can also decide if you want to send a notification before any action is taken as shown here:
To take this concept a step further, we have included an area for each user to turn on/off their emails for any section on a project. This let's you choose which notifications you want to see for any given project. If you prefer RSS feeds or using the Dashboard, then this is a great option to reduce the number of emails you receive. From the Global Projects page, simply click on My Alerts from the actions panel and you will see the screen below to update your email settings:
To learn more about email notifications in your project management software, click here.
Assigning and Tracking Tickets in Your Project Management App
Posted May 8, 2013
When assigning new tickets in Projecturf, simply click the plus button on the navigation bar and start typing the description, assign a user, and add a screenshot. Once it's posted, Projecturf automatically assigns a ticket number for tracking the ticket. An example is shown here:
Since each project has it's own set of tickets, this makes it easy to quickly identify specific tickets in your project management tool. Ticket numbers are assigned in sequential order and ticket numbers do not change even if another one is deleted. This makes it easy to find your tickets both the project Tickets section and the Global Tickets section, which shows your tickets across all projects. To learn more about tracking your tickets, visit the support site here.
Quickly Add Subtasks to Multiple Projects
Posted May 2, 2013
To easily add subtasks to tasks in Projecturf, you can navigate to the Tasks section of any of your projects and start adding subtasks. In order to streamline the process of adding new subtasks across several different projects, you can use the Global Tasks section instead of entering individual projects. Start by clicking on the Global Tasks section where you can view tasks across all projects and then filter or sort the tasks in the order you need. Using the Project column heading, you can quickly see what project each task is listed under. Now just click add subtask from the actions panel on any task in the list.
From here, you can begin adding subtasks to any tasks in your projects. This is a simple and effective way to quickly assign subtasks in your project management application. There are also several other options for making changes to your tasks from the Global Tasks section such as editing, logging time, and adding notes.
Quickly View Timecards in Your Project Management Tool
Posted April 26, 2013
Every project has Timecards for adding hours, fees, and fixed expenses. To easily view your Timecards in Projecturf, simply navigate to the Timecards section and click the filter button on the top right side as shown here:
This allows you to select a date range and filter to billable hours. You can also use the Author filter to see entries from a specific user. These options are available on both the project and global levels. To view and filter timecards across all projects, click on the Global tab and select the Timecard section.To learn more about how to utilize Timecards in your project management app, visit the support center.
Create Multiple Tasks Quickly
Posted April 17, 2013
When you have multiple tasks to assign, reducing the number of clicks saves a lot of time. Instead of reopening the add new panel each time you add a task, you can simply use the add another option. After entering the details for the first task, click add another and the form clears for you to add another task. This way, you can add as many as you need quickly.
Once you add the first task, all you need to do add the new task descriptions. If you are assigning tasks to the same users, then simply input the new task description and click add another. You also have the option to change any of the other parameters such as the priority, responsibility, and due date. This feature is available in all sections of your project management system to make adding new items as efficient as possible.
Easily Modify Tasks in Your Project Management Software
Posted April 11, 2013
Each project has a section for users to assign and manage tasks. Once you've setup the task lists and schedules, you can easily update them as the project evolves. Whether this means just updating the timing or modifying the description, this can be done on the fly. When in the tasks section, simply click on edit from the actions panel as shown here:
Once you've clicked edit, a panel will appear for you to make any changes to the task. You can reassign the task, mark it private, flag it as high priority, change the description, and much more. If you are just looking to modify the dates or the duration for scheduling changes, you can use the drag and drop gantt charts and calendars instead. To learn more about dragging and dropping tasks and subtasks on the gantt charts and calendars in your project management software, visit the help center tutorial videos.
Track Project Activity in Your Project Management App
Posted April 3, 2013
Each one of your projects includes various reports for getting updates and tracking activity. When using the Project Activity report, you can view the level of activity across all project sections for any user on the project. The report includes options to select specific dates and sort by the volume of activity. Here is an example of the report output:
This is a simple way to quickly see how much activity is occurring in your project management app. It also informs you of who the least and most involved users are on a project over a given period of time. Therefore, you will know which users have the most availability in their schedule when allocating resources on new tasks. To take this a step further, the Project Activity report is also available from the Global Reports section in order to view activity levels across all projects for each user. When you need to dive more into the details, you can also use the task level reporting in Projecturf..
Easily View Task Assignees
Posted March 27, 2013
Items in Projecturf are assigned to one or multiple people. When you assign an item such as a task to multiple users, it will show the number of people it was assigned to in the task list. To see all the assignees, simple click on that number and the row will expand for you to see everyone involved on the task. An example is shown here:
This works the same in other sections of your projects as well, such as Tickets. With just one click, are you able to view all assignees for any item. You can also use reports in your project management tool to quickly view who's responsible for the different tasks. The project completion report lists out all responsible parties, which can also be filtered and sorted to your needs.
Assigning and viewing items with multiple users is simple in Projecturf. Visit the support center here to learn more about setting up your projects to quickly assign items to multiple people.
Quickly Access Files from Your Dashboard
Posted March 20, 2013
The Dashboard section in Projecturf shows all recent activity on your projects. You will see when new files are added or updated from your dashboard feed. Instead of navigating to the Designs or Documents section to access the new files, you can simply click the download option to the right of the new activity as shown here:
This will also show up in the Global Dashboard which shows recent activity across all projects. This allows you to easily access files from any projects without jumping into a project and searching for the file. If you just want to view recent files, then simply click on the Documents or Designs filter on the gray bar.
This is a quick way to find what you are looking for. To learn more about using the Dashboard in your project management tool, visit the Projecturf support center.
Set Login Preferences in Your Project Management Software
Posted March 14, 2013
Each user is given customization options to set up their project management tool the way they want it to work. One of the available options is to have Projecturf remember your last visited project and section. You can simply choose this when setting your App Behavior options as shown here:
Whenever you log back in to your account, you will be automatically directed to the last project or section you visited. This makes it easy to pick up right where you last left off. It also gives you the freedom to determine how you want your project management app to behave. Simply set your customization options and let Projecturf do the remembering for you. To learn more about additional options available, visit the support center here.