Posts tagged "Calendar"19 posts

Quick Tip: Copy All Tasks, Subtasks, and Events

Posted February 9, 2012

Instead of starting from scratch when setting up new projects, you can easily utilize what you've already created on other projects. When creating a new project, you can copy over all of your tasks and subtasks, calendar events, document folders, and contacts from an existing project. This is extremely useful when you need to have the same tasks or events on multiple projects. You can also choose a different start date for the new project, which will automatically shift the dates on all of your tasks, subtasks, and calendar events. This is done for you so that you won't have to manually update the dates for each item. When the dates shift, the task and event start dates will also skip weekends if they did not originally begin on a weekend.

To duplicate a project, simply select an existing project from the Choose Template drop down menu when adding a new project. Set a start date and give your new project a name. You can learn more about how project templates work by clicking here. Now get started on your project with all your tasks, subtasks, document folders, contacts, and project settings pre-populated!

Drag and Drop Tasks on the Calendar

Posted December 1, 2011

The calendar allows you to easily modify your tasks in Projecturf. Your calendars will only display tasks that have start and end dates. To view your tasks in the calendar, simply go to the calendar and filter to tasks on the gray filter bar. You can quickly change the time period on the calendar using the arrows and also set the calendar view to show the month, week, or day. From any view, use drag and drop to move and resize tasks. You will only be able to drag and drop them if you have permission to edit the task. You can also make changes to tasks across all your projects in one place using the drag and drop functionality on the Global Calendar. In this short video tutorial, you will see how to use the calendar to change your project schedules with drag and drop.

Using Multiple Project Calendars

Posted November 11, 2011

Every project in Projecturf has it's own calendar and set of contacts. You will typically have the same contact assigned to multiple projects, and therefore you'll want a quick way to check each users availability when adding a new event. By using the check attendee availability button in the add new panel on the calendar, you will be able to immediately see if there are any conflicts. As shown in the video below, clicking the check attendee availability button will show who is busy during the selected time. By navigating to the Global Calendar, you can see what has already been scheduled and the project the event is associated with. This will help you easily schedule meetings and events and make changes on the fly.

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.

Version 3.2 Now Live!

Posted August 18, 2011

Projecturf version 3.2 was just released and is available to all new and existing customers. This update includes several major new features and enhancements that provide additional functionality and help improve efficiency by speeding up your workflow. This latest version includes the following:

• Drag and drop Gantt chart that allows you to move and resize your tasks and subtasks to update your timelines quickly. This is available at both the Global level across all your projects and the project level.
• Apply colors to the Gantt charts to easily decipher between projects on the Global Gantt chart when updating your project schedules.
• Add expenses to your Timecard. You can also associate fixed expenses with a task or ticket and track to your budgets.
• Filter timecards based on selected dates to quickly view a specific week, month, etc. and export them based on the applied filters.
• Sync all your tasks and subtasks to any popular calendar application. Simply check a box and the feed will automatically generate.
• Receive a daily digest email in HTML format of all new, completed, and upcoming tasks, tickets, and events.
• Receive nicely formatted HTML emails for all your notifications and discussions. HTML emails can also be turned off if you wish to receive plain text emails.
• Get notified of Projecturf updates, news, features, and blog posts when logged in. This can be turned on and off in the account section.

These new features and enhancements were a direct result of feedback from you. Share ideas and vote on existing suggestions here: Projecturf suggestion box. To learn more about the Gantt chart and task syncing, visit the support center. We have also added a video tutorial of the Gantt chart for those who prefer video over text.

New Calendar Enhancements: Printer-Friendly Format and Project Dates Added

Posted June 7, 2011

We have added a printer-friendly format to the global and project level calendars. You can now easily print out calendars from any browser and include both your events and tasks. Use the filtering bar to choose events, tasks, or all. After selecting an option, simply click on the printer icon to the far right on the filtering bar and you will see your calendar in print preview format, where you can quickly print.

We have also updated the calendar to include your project start and end dates. Due dates can be set from the Project Settings page and start dates are set when creating a new project. Along with showing on the Global Dashboard, the project dates are now displayed on the global and project calendars.

To notify you if a project is overdue, it will show up in red on the dashboard when past the due date. These project management tools will enhance your project visibility and tracking.

Identify Events Using Calendar Colors

Posted May 20, 2011

New to the Global Calendar in the latest version of Projecturf, events will be displayed for each of your projects in your chosen colors. After selecting one of the color options from the project settings page, all events for that project will show up  in your new color in order to quickly identify them. On projects not given a specific color, the events will default to the chosen system color.

In addition to the color, you will also see the project name to the right of the event description in parenthesis. Both of these features allow you to quickly and easily differentiate between different projects in your web-based project management application.

This feature was a direct result of your feedback. To share your ideas or vote on existing requests, visit the suggestion forum.

Latest Projecturf Enhancements: Edit Projects from Global Dashboard Sections

Posted May 16, 2011

With the new version of Projecturf, you can make changes to any of your projects using the Global Dashboard sections. Since the sections on the Global tab are used to view updates across all your projects, these enhancements will significantly speed up your work and help you get things done quickly. This provides a simple way to make changes while viewing everything in one place. You no longer need to enter a specific project to make the following changes:

• Edit event names, change dates and time, and update attendees from the Global Calendar
• Use drag and drop from the Global Calendar to change event and task dates and duration
• Edit task descriptions, dates, and responsibility from the Global Tasks section
• Enter timecard entries, mark tasks complete, include notes, and add subtasks from the Global Tasks section
• Edit timecard descriptions and notes, change rates and dates, and mark items paid from the Global Timecard section
• Add time entries and notes to tickets from the Global Tickets section
• Edit ticket categories, descriptions, priority, responsibility, and upload screenshots from the Global Tickets section

Additionally, if you wish to quickly drill down into a specific item such as a task, just click on the task from the Global Calendar or Global Tasks section and it will filter to that project and task. These new features were a result of customer feedback. To share ideas for your project management application and cast votes on existing requests, go to the Projecturf suggestion forum.

New Feature: Sync Tasks to Your Favorite Calendar App

Posted May 6, 2011

We've added the ability to sync your Projecturf tasks to any popular calendar app! Now you can include tasks in the calendar feed and all events and tasks will be synced. This allows you to also keep track of all your tasks and subtasks using a local or web based calendar app. To sync your tasks, simply check the box to Include tasks and then copy and paste the link to your preferred calendar.

Learn more about syncing to iCal, Google Calendar, Outlook, and Mozilla by visiting our help center instructions on calendar syncing. This online project management feature was added due to overwhelming customer feedback. To share your ideas and cast votes on existing requests, go to the Projecturf suggestion forum.

Version 3.0 is now Live!

Posted April 27, 2011

We have just released version 3.0 which is available to all new and existing customers. The new version of Projecturf has over 30 new features and enhancements and includes a major redesign of the User Interface.

Here is a list of several new features and functionality added in version 3.0:

• New User Interface which includes brand new icons resulting in a more modern look and feel, reduced vertical space for less scrolling, inline panels for better visibility when adding items, custom navigation colors, and a simplified layout.
• Advanced user permissions that allow you to set custom project level permissions for managers, staff, and clients. This includes hiding sections and setting read / write or view only access to each section.
• Custom subdomains have been added and therefore your new login address is: yourname.projecturf.com instead of projecturf.com/account/yourname
• Add multiple items at once by clicking add another in the add new panels to quickly enter any items. Available in all project sections.
• Pin up to 6 project tabs to the top of the navigation bar to easily navigate between projects similar to how internet browsers function.
• Drag and drop project tabs to order them based on your priorities.
• View all active timers from any section in the project and also with an icon on the project tabs.
• Run multiple timers at the same time.
• Set Global Calendar colors for each project from the project settings page.
• Add time to tasks and tickets directly from the task / ticket itself by clicking on the timer icon and entering your time.
• Quickly search for tasks and tickets when adding a new timecard. The results will auto-filter.
• View who has posted a ticket
• New support center with FAQ's, instructions on how to use each section, and more.
• Drag and drop calendar items from the Global Calendar while viewing all project schedules in one place
• Use the Global sections to make edits, add timecard entries and notes, and update task, ticket, and timecard entries
• Upgraded servers to add speed enhancements throughout the application which reduces page loading times
• You can now turn SSL security off if you'd like additional speed improvements

We're very excited about sharing Projecturf 3.0 with you and we hope you enjoy the new version and all Projecturf has to offer! We will be describing each of the new project management software features in more details over the coming weeks so stay tuned.