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Posts tagged "Address Book"4 posts

Quick Tip: Inviting Users to Your Project Management Tool

Posted March 30, 2012

To invite people to register with your Projecturf account, just simply add them to a project. Once you add them to a project, they will receive the registration email to sign up. Before adding users to a project, you can get started by entering or uploading your contacts to your Address Book. Note that adding users to the Address Book will not send them the registration email. Users from your Address Book can easily be added to a project from the Project Settings page as shown here:

project-management-system-addcontacts

The Address Book is a great way to store your contacts and organize them into groups. This allows you to upload and store as many contacts as you'd like in your Address Book without emailing them all at once and also gives you the flexibility to send out registration emails only to users you will invite to a project.

You can also add users to the project from the Contacts section in the project. Adding someone in the Contacts section will send out the registration email as well.

project-management-tool-contacts

To learn more about adding users to your project management application, we have outlined this topic in greater detail in the help center. If you prefer video tutorials you can watch the Getting Started video here.

Infographic: Understanding Projecturf Permissions

Posted October 11, 2011

Projecturf offers custom permissions and advanced privacy options in every section. In addition to multiple system and project administrators, each project includes project managers, staff, and clients. Permissions for each of these user types can be customized at the project level. For a simple reference on how permissions work, we've created an Infographic (shown below) to illustrate each user type and their permissions. To print or save a copy and keep as a quick reference guide, click this link to download the Infographic. You can also learn more about the various permission options by visiting our support center.

projecturf permissions infographics

New Getting Started Video

Posted July 27, 2011

Learn how to quickly and easily setup your account and get started using Projecturf with your team.

Version 2.2 Now Available!

Posted January 24, 2011

Projecturf version 2.2 is now live and all features are available to new and existing customers. This update includes speed and usability enhancements along with several new features such as calendar syncing, the #1 feature requested on the suggestion forum. Here's the list of what version 2.2 offers:

  • Sync your events to any popular calendar program such as iCal, Google, or Outlook.
  • Link to Box.net and Dropbox.com files or folders from the documents section. Simple integration that allows you to set permissions, collaborate, and share files with leading cloud hosting services.
  • User-Interface improvements included removing buttons and consolidating them into action panels throughout the entire application for consistency and ease-of-use.
  • Enhanced page loading times that significantly speed up the app when navigating or adding/editing items
  • Added a privacy icon to identify records that are marked private
  • New address book panel allows you to view all projects a contact is associated with
  • Ability to remove contacts from all projects when deleting them from your address book

This project management software upgrade enhances workflow and adds flexibility for quickly and easily getting things done.