Posts tagged "Alerts"6 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.

How to Manage Your Email Notifications

Posted November 18, 2011

There are several ways to track updates and changes on your projects in Projecturf. Some of the ways to track these updates include the project and global dashboards which show the latest activities on your projects, the Daily Progress Reports, RSS feeds, and email notifications. If you want to cut back on the number of emails you receive or find using methods other than email more useful, then you can easily turn them off for any or all sections. In this short video tutorial, you will see how to quickly turn email notifications on and off for each project section. If the My Alerts option is not available for a project, then notifications were turned off at the project level for all users by a project manager.

New Email Updates: Daily Progress Reports

Posted September 1, 2011

Keeping track of upcoming deadlines, overdue tasks, and schedule changes across multiple projects and teams can be a daunting task. Using a simple project management software like Projecturf will centralize and track all the moving parts of your projects while keeping you organized and focused on getting things done. A critical part of staying informed and meeting deadlines also includes quick email notifications and project status updates. Therefore, to further enhance project tracking and make managing projects easier, we've introduced a daily progress email notifying you of important updates across all of your projects.

The Daily Progress Report is a nicely formatted HTML email displaying your new and completed tasks and tickets, overdue tasks, and upcoming events and tasks. Now you will be notified of what's due within the next week, upcoming meetings, and which items have been completed. You'll also see when new tasks or tickets are added and who created them. These emails will only show items based on your individual permissions. System admin will see these changes to all projects regardless of whether or not they are assigned to the project. I've included a partial screenshot here with an example of what the report looks like.

Now you have all your project updates available in one simple email. Having this information at your fingertips will ultimately results in greater productivity across project teams, easier communication, and quicker decision making. Everyone on the team will stay informed as each project progresses. To learn more about the Daily Progress Reports, visit the support center by clicking here.

10 Projecturf Tools that Simplify Your Projects

Posted August 10, 2010

Project management software can provide many useful benefits to businesses and freelancers. Some of these are easily quantifiable right away such as centralizing and organizing all the moving parts of a project, while others you start to see over time. I've compiled a list of several features available in Projecturf that will help you be more efficient in managing your projects, free up a lot of your time, reduce administrative tasks, and keep you focused on getting things done.

Contact Groups: Use the advanced drag and drop functionality to create contact groups for quickly adding users to a project, for assigning users to a task or ticket, and setting permissions in any section. This is not only a big time saver when assigning tasks and tickets to pre-defined groups, but a great way to keep all your contacts organized.

Drag and Drop Calendar similar to iCal:  A full calendar for every project which includes your tasks, subtasks, and events. Simply drag and drop events or rearrange project plans quickly. You can view all your schedules from your project calendar and make adjustments on the fly.

Reply to discussions via email: Reply to notifications directly from your inbox and keep all your discussions centralized in one location. Use this section to quickly find old emails and archive past discussions.  You can also create discussions that are linked to specific designs and documents.

RSS Feeds / Email Notifications: Use the detailed RSS feeds to track all your project updates and choose to be notified via email of new project activity. You will be notified every time someone makes a change to a project or adds a new item.

Global Dashboard: Allows you to track all of your projects in a single location. Use reports for simple and clear summaries of your data and resources and view latest activity, calendars, tasks, bug tracking entries, timecards, and more across all your projects. Simplify your existing project plans and stay informed on all projects in one place.

Whiteboards: This section was added to allow users to create, edit, share, and collaborate on documents in Projecturf. It is similar to Google Docs and let's users set permissions, tack versions, and make edits using a custom inline editor. This eliminates emailing around files and asking others for updates. Keep all edits centralized and stay organized using this collaboration software tool.

Project Templates: The project templates allow you to use a set list of tasks, subtasks, and contacts for any new project. The dates from the your task list update automatically when you duplicate the project based on when the project is created. This is a great way to start a new project if you have similar tasks.

File Versioning: If you're like me, then you are constantly collaborating on different documents and making updates and changes to files. In the documents section, click the Actions button to upload a new version. It will always show the latest file along with all prior versions to keep track of the changes.

Approve and Rate Designs: These two features will make a big difference if you work a lot with clients or designers. Whoever is given permissions on a design can digitally approve them and also rate any design based on a 5 star scale. This removes many roadblocks to moving projects along and getting things done.

Project Completion Report: This is my favorite report because it gives you a full picture of your project at any point in time. You can customize the report based on any dates or specific users, it's nicely formatted to print, and the output displays tasks with subtasks, status, due date, who's responsible, and the percent complete.

These project tools are available on all of our Projecturf accounts for your online project management needs.

Reply to Discussions Via Email

Posted July 30, 2010

New in Projecturf 2.0, you can reply to discussions directly from your inbox. When creating a discussion from the Designs, Documents, or Discussions section, simply check the box to send email notifications and everyone that has been given permission will receive the email. When replying from your inbox, send your response between the two lines in the email (which are shown below) and it will automatically post to that discussion topic in your Projecturf account. Additionally, with each reply you will receive a new email notification with the latest comments and the same format for replying back into your project management tool. Also, you will not receive emails for your own replies since you already know what you had sent and to limit the number of emails you receive. You may also include links with your replies.

// ---- [ Type BELOW THIS LINE to post a reply ] ---- //

// ---- [ Type ABOVE THIS LINE to post a reply ] ---- //

This project management collaboration feature improves the online collaboration experience by saving you time and centralizing all of your project related discussions.

Major Projecturf Updates in Version 1.5

Posted October 1, 2008

Our much-anticipated update is finally here! In response to all of our users requests over the last several months, we have just released a new update of Projecturf. We have been working diligently to provide you with the best features to effectively manage your projects; while at the same time staying true to our core functionality, workflow, and design. Some major enhancements listed below include a dynamic gantt chart, associating tasks with milestones, and a newly developed business tool called the project completion report. All Projecturf users on paying plans receive every feature, including the ones released in this update:

Ability to apply multiple filters and sorts to Tasks & Milestones
You can drill down to get the data you need by utilizing multiple filters. Users may now apply a filter to a previous filter. These filters include milestones, priority, and responsibility. At each level applied, users may sort by any of the column categories.

Associate any task with a milestone
The Milestone section shows the number of associated tasks. Clicking the associated tasks link takes you to the tasks page and automatically filters by that task. You can also filter by milestone on the task page directly to see the tasks that are associated with a particular milestone.

Re-organized menu items in navigation for easier use
We re-organized the icons on the top to better suit the workflow of your projects. Milestones and tasks are next to each other for consistency.

Added a Tools section with new reporting tools
This is a completely new section designed for tracking and reporting on any project. Some benefits include managing resource allocations, getting graphical representations of tasks and milestones, and printing reports that will help you hit deadlines.

Created a Project Completion Report with percentages to track complete project progress
In the new tools section, there is a link to our new Projects Completion Report. Here you will find all the important aspects of your projects including project status, due dates, percent complete, milestones, and all associated tasks. There is a statistical summary at the bottom that provides a percent complete analysis of your project and a company header with project status info at the top.

Percent complete for each milestone is based on the number of tasks completed divided by the total number of tasks for that milestone. Whereas, percent complete for the project is based on the percent complete of each milestone divided by the total number of milestones. This report improves the project planning process by providing a quick view of all deadlines and time allotted, current milestone completion status, and insight into what team members are working on at that time.

Added a Gantt chart for Milestones and Tasks with ability to dynamically change date range, as well as link directly to milestone or task
Adding the Gantt chart to the tools section is a critical and major update to Projecturf. From this chart, you may select any six month range of your project milestones, associated tasks, dates, duration, and responsible party. Use your mouse to hover over any timeline or tasks, and the details are displayed. Also, users may click on the task or milestone and jump to the task or milestone page to edit them directly.

Added tool tips on all icons throughout application
When hovering your mouse over any icons throughout the application, the browsers tooltip will now display the type of file or icon it is as additional help when using Projecturf.

Changed Project Brief icon to new one on dashboard to enhance the design

Project link in email notifications now open directly to corresponding project and section
When receiving email notifications about any activity from a project, the link in the email now opens directly to the cooresponding project and section, making it much quicker to view and respond to the latest activity in the correct project. This helps those of you managing many projects go to the section by eliminating clicks.

Task email reminders now contain dates and milestone associations

Created new My Alerts section to manually turn on/off email alerts in each section per project
Email notifications of activities on all projecsts are turned on by default. Users can now manage those alerts per project and per section. As an example, if you don’t want to receive notifications about new tasks on project B, then you can turn the task notifications off for project B in my alerts section.

Added start and end dates to tasks
Adding start / end dates to tasks is optional. You may choose to add only a start or an end date. These will show up in the Tools section when associated with a milestone. Keep in mind that the start and end dates are also used on the gantt chart in the Tools section. Therefore, if no start and end dates exist, the gantt chart will display your tasks with the same dates used on the associated milestone.

Removed Projecturf copyright information on paid accounts from the bottom of the application

Please keep sending us your feature requests so that your requests receive serious consideration in the next update. Enjoy the new Projecturf and feel free to email us with any questions, comments, or desires.