Posts tagged "Contacts"5 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:

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.

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.

Make Managing Projects Easy with Contact Groups

Posted October 5, 2011

Project managers can easily organize users on a project and assign items to multiple users by creating contact groups. After setting up your contact groups on a project, each section allows you to quickly set permissions or assign responsibility to multiple people by just selecting a group name. For example, if you upload a new document for the marketing team, you can click on the marketing group and all users assigned to that group will have access to the document. This same functionality is used throughout the app, such as when assigning responsibility to a task or ticket, creating an event, and starting a discussion. Below is short video tutorial on how to create contact groups in your projects:

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.

Assign Unregistered Contacts to Project Items

Posted November 19, 2010

Users need to register to get all their contact information into the system. However, we now allow for you to start assigning items such as tasks and tickets to a user before they register their account. This makes getting started and adding your project data much easier since you no longer have to wait to start using Projecturf and assigning items and setting permissions. It will simply show the email address of the person you added instead of their name until they are registered. This web based project management enhancement offers the flexibility to fully manage your projects and contacts without any restrictions.

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.