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.
Each of your projects includes a Documents and Designs section for uploading and sharing files in your project management app. You can quickly email files to anyone in your address book by using the share option. This allows you to send files or designs right from Projecturf, instead of going back to using email. To send files, simply click the share option to the right of the file or design. A panel will appear to send the file as shown here:
You can also include a message in your email about the file. The email will include a link to quickly download the file to your computer. To learn more about using the Documents and Designs sections in your project management tool, visit these recent posts here.
In each one of your projects, you can upload and share documents and designs. Anyone given permissions on the file is able to digitally approve it. As an example, if you've completed several design comps for a client, simply upload them to Projecturf and give access to the client. Once they approve your designs, you'll get an email confirming it's been approved and you'll maintain a history of the version that was approved, who approved it, and when it was approved. This helps cut back on emails and let's you centralize all the communication.
Each project also includes an Approvals report that let's you quickly view all approvals for a project. The report also shows how long they take to get approved and basic stats.
This Approvals report makes it easy to use your project management software to keep track of all approvals on your designs and documents. Approving files is as simple as clicking the approval icon and then clicking OK to confirm. To learn more about approving designs, visit this blog post.
Projecturf offers simple ways to collaborate on files and gather feedback on designs. When uploading a new design or document to one of your projects, just fill out the message box to begin a new discussion. If you send an email notification with the new message, users will be able to reply via email. By adding a message, you can solicit feedback, add any important comments, and ask users to make changes or add information to a file. All comments on documents and designs are linked directly to the Discussions section. You will see the number of comments associated with each file to the right of the file name. By clicking on the number of comments, you will automatically be directed to that specific discussion where you can add a reply or make other changes.
If a document or design has already been uploaded, you can start a discussion about it from the Discussions section. After you click to add a new discussion, change the type to Document or Design and then select the file name from the drop-down menu. From there, you can set permissions and send email notifications of your new discussion.
Each project in Projecturf has a Designs section for sharing, collaborating, obtaining approvals, and rating designs. The designs can be grouped into categories and are displayed as thumbnails. By clicking on a thumbnail, you can view the design inline and also scroll through them using the arrows. When uploading a design, simply check off the users that you want to view the design. Anyone given permission on a design will be able to approve and rate it on a five star scale. Watch the short video tutorial below to learn more.
Also, if you don't need to use the Designs section on a project, it can be turned off in the project settings.
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:
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.
A new Projecturf enhancement allows you to quickly scroll through designs with the preview window open. When in the Designs section for one of your projects, open up a preview window by clicking on the design thumbnail or the magnifying glass underneath it. With the preview window now open, you can quickly scroll using the arrow keys on your keyboard or by clicking the arrows on the left and right side of the image.
This enhancement provides a fast and efficient way to view designs in your project management system.
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.
Due to recent customer requests on our suggestion forum, we've added multiple approvers on both designs and documents. Each person can approve a design or document once. In the designs section, the approval check-mark turns green after it is approved and the approval dates and names are stored in the tooltip. This can be seen when hovering over the icon.
In the documents section, underneath the document name it will show how many people have approved the document and it also shows the names and dates in the tooltip when hovering your mouse over the approvers.
In addition, the approvals report now displays every approver on each design.
Many Design agencies and companies are using the approvals to streamline processes with clients and co-workers and also to track and organize them in one place. Using the Designs section, you can set permissions, create discussions, preview designs inline, group designs by category, email them to others, present them in thumbnail format, and approve them. This new web based project management feature will help simplify the process further while also adding important functionality for all users. Enjoy the new updates!
We received many requests to add previewing of designs and documents from within your browser. We've listened to your suggestions and just released this feature as a result of your feedback. Now you can use the new preview icon to quickly view uploaded designs right from the browser. This allows staff and clients to quickly review, comment on, and approve designs all without leaving the page, maximizing efficiency.
You can also use this feature to preview images from the documents sections.
Thanks for your suggestions! Visit our forum to continue submitting requests and vote for upcoming features - www.projecturf.com/suggestions.