Posts tagged "Documents"17 posts

Quickly Access Files from Your Dashboard

Posted March 20, 2013

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.

Easily Send Files in Your Project Management Software

Posted February 4, 2013

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.

Link to Your Project Files and Videos

Posted January 17, 2013

Each of your projects in Projecturf has a Documents section for sharing and collaborating on files. When adding a new file, you can either select a file from a local drive or simply paste in the link to them if they are located elsewhere. For example, you can link to files on your own server, Google Drive, Dropbox, or Box. Just paste in the link as shown here:

This makes it easy to share files in your project management tool regardless of the file sharing service you use. You no longer have to hassle with emailing out files or keeping an updated file in multiple locations. You can also use the built in file versioning feature. With every file you share on your projects, you can set permissions and start discussions around them.

Your projects also integrate with Vimeo and Youtube which you can learn more about here. Linking to your videos in Projecturf allows you to view your videos inline, get approvals, and much more.

Document & Design Approvals

Posted November 16, 2012

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.

Use Folders to Manage Your Project Files

Posted May 31, 2012

The Documents section in Projecturf lets you upload all your project files, set permissions on them, create discussions, get them approved, and much more. You can also easily create folders for your files. This lets you keep all your files organized to quickly identify and access what you need. You can simply create folders when adding a file by clicking the new button to the right of the Add to Folder drop down as shown here:

To create several folders quickly, use the add new folder option on the far right of the gray filtering bar. You can then start adding files to the existing folders you just created.

The Documents section keeps all your files centralized and creating folders lets you organize them the way you want. Visit the support center to learn more about creating folders, sharing files, and collaborating on documents in your project management app.

Integrate Vimeo and Youtube Videos with Your Project Management Software

Posted May 4, 2012

Projecturf lets you upload, share, and view Vimeo and Youtube videos in each one of your projects. Users can easily view the videos right in Projecturf. From the Documents section, you can upload videos and set the permissions, get them approved, track versions, collaborate online, and much more. To view a video inline, you can just simply click on the name. I've included a short video tutorial on how to share your videos here:

To learn more about sharing Vimeo and Youtube videos in your project management tool, visit our support center here. This also includes simple instructions on how to update your security settings if you are using Vimeo Plus.

Collaborate on Documents & Designs

Posted February 2, 2012

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.

Use Version Control with Your Project Documents

Posted December 9, 2011

Each project in Projecturf includes a Documents section to centralize all your files. When uploading a document, you can set permissions by checking off the names. Anyone given permission can upload a new version of the file. This is a simple way to keep track of all revisions and always have the latest file available. This also eliminates the need to email files back and forth or spend your time searching for the latest one. To use this feature, click on the action panel to the right of the file name and select "new version" from the drop down list. Once you've uploaded a new version, it will display the most recent document with the prior versions indented below it. You will have access to all previous versions and see who uploaded them. Visit the support center to learn more about file versioning.

Also, If you need to have a discussion about the file or have someone update it, you can collaborate on it by starting a discussion when adding the document. This can also be done from the Discussions section and users can reply quickly via email.

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 Feature: Upload Vimeo and Youtube Videos for Inline Viewing

Posted June 1, 2011

You can now share Vimeo and Youtube videos in Projecturf and watch them inline. By adding your videos to Projecturf you also have the options to set permissions, seek approvals, track versions, create discussions and gather feedback, add a title, and group your videos. You can easily do this right from the documents section on any project and we automatically convert the video for your users to watch it inline. Each video will have the custom video icon to quickly differentiate it from your other files as seen here:

To add and share a Vimeo or Youtube video in your project management software, copy the URL from the address bar on the video webpage and paste it into the link field when adding a new document in Projecturf. This feature allows you to easily integrate with Vimeo and Youtube for sharing and viewing videos inline while utilizing all of Projecturf's capabilities. For step by step instructions, please visit our Support Center for this feature. This new enhancement was a direct result of feedback from our customers. To submit your ideas and vote on existing suggestions, click here.