To easily add subtasks to tasks in Projecturf, you can navigate to the Tasks section of any of your projects and start adding subtasks. In order to streamline the process of adding new subtasks across several different projects, you can use the Global Tasks section instead of entering individual projects. Start by clicking on the Global Tasks section where you can view tasks across all projects and then filter or sort the tasks in the order you need. Using the Project column heading, you can quickly see what project each task is listed under. Now just click add subtask from the actions panel on any task in the list.
From here, you can begin adding subtasks to any tasks in your projects. This is a simple and effective way to quickly assign subtasks in your project management application. There are also several other options for making changes to your tasks from the Global Tasks section such as editing, logging time, and adding notes.
When you have multiple tasks to assign, reducing the number of clicks saves a lot of time. Instead of reopening the add new panel each time you add a task, you can simply use the add another option. After entering the details for the first task, click add another and the form clears for you to add another task. This way, you can add as many as you need quickly.
Once you add the first task, all you need to do add the new task descriptions. If you are assigning tasks to the same users, then simply input the new task description and click add another. You also have the option to change any of the other parameters such as the priority, responsibility, and due date. This feature is available in all sections of your project management system to make adding new items as efficient as possible.
Each project has a section for users to assign and manage tasks. Once you've setup the task lists and schedules, you can easily update them as the project evolves. Whether this means just updating the timing or modifying the description, this can be done on the fly. When in the tasks section, simply click on edit from the actions panel as shown here:
Once you've clicked edit, a panel will appear for you to make any changes to the task. You can reassign the task, mark it private, flag it as high priority, change the description, and much more. If you are just looking to modify the dates or the duration for scheduling changes, you can use the drag and drop gantt charts and calendars instead. To learn more about dragging and dropping tasks and subtasks on the gantt charts and calendars in your project management software, visit the help center tutorial videos.
Items in Projecturf are assigned to one or multiple people. When you assign an item such as a task to multiple users, it will show the number of people it was assigned to in the task list. To see all the assignees, simple click on that number and the row will expand for you to see everyone involved on the task. An example is shown here:
This works the same in other sections of your projects as well, such as Tickets. With just one click, are you able to view all assignees for any item. You can also use reports in your project management tool to quickly view who's responsible for the different tasks. The project completion report lists out all responsible parties, which can also be filtered and sorted to your needs.
Assigning and viewing items with multiple users is simple in Projecturf. Visit the support center here to learn more about setting up your projects to quickly assign items to multiple people.
To assign a task in one of your projects, simply click on the plus button on the top right of the navigation bar. You can easily assign tasks to multiple people by just clicking the check box next to their name. When you have several people working on a project together, assigning tasks to multiple people is a great way to get your team collaborating and working together. You can also break the project team up into groups and assign tasks to everyone at once by just clicking on the group name. Creating groups is as as simple as dragging and dropping users into the group name as shown here:
This same functionality is available throughout your project management application. Therefore, you can easily assign or grant access to multiple people when creating tickets, events, whiteboards and so on. Also, when you assign a task to multiple people, it will list the number of people assigned in the responsibility column as displayed here:
By clicking on the number of people, you will see each person that was assigned to the tasks. Once you've assigned the tasks in Projecturf, there are several ways for you to track them.
Once you've created a project, you can start assigning tasks to the project team. Since your tasks sometimes involve multiple people and components, every task can be broken down into a list of subtasks. To break up your tasks into subtasks, simply click add subtask from the action to panel to the far right of the task description.
For example, you may have a task to design a website page and add content or to create a new marketing campaign. Tasks like these may involve multiple people and may also need to be broken out into various subtasks. Assigning tasks and subtasks in your project management app is easy and there is no limit to how many tasks and subtasks you can create. Both tasks and subtasks allow you to set permissions, mark them as private, add notes, and track your time. It's also very simple to shift timelines using the drag and drop Gantt charts or the drag and drop calendar. After you've assigned the tasks and subtasks, there are several ways to track them in Projecturf as described here.
Projecturf makes it very simple to manage your task lists. You can easily filter to your name from a project Tasks section or from the Global Tasks section to see all of your upcoming tasks. After finishing your tasks, you can quickly go down the list of tasks and just check the box to the far left of the task to mark them complete.
Once your tasks are marked complete, they will be grayed out and added to the completed tab. You will also see a date stamp on your completed tasks as shown here:
Being able to quickly add and check off tasks in your project management tool lets you focus all your time on getting things done. You can learn more about task management in Projecturf here.
Using notes in Projecturf is simple and invaluable. Notes are available in all projects for each task, ticket, event, and timecard entry. You can use the notes to provide an update on a ticket, communicate with other users on a task, or to set an agenda for a meeting. To add a note on a task, ticket, or timecard entry, just click the gray notes icon on the right side next to the timer icon and the notes form will drop down inline as shown here:
After you've added your comments and clicked save, the notes icon will turn yellow to indicate you have a note associated with that item. To add a note to an event, simply click on the event and begin typing in the notes field.
You can use timecard notes to add important details about an expense or hours billed. On tasks and tickets, you can collaborate with the project team by just inserting your comments into the note. This is a simple way to provide a status update, communicate changes, or just add more information about the task or ticket. Using notes is a great way to keep all communication inline and in your project management tool.
The new Global Project Completion report allows you to view the status on all tasks and subtasks across your projects. This makes tracking progress for all tasks and users quick and simple. With this report, you can see who is responsible for each task and also view the status, due date, duration, and percent complete. There are also options to filter by person and by specific dates if you need to check someones progress.
You'll find that the Global Project Completion report is a very useful tool to have in your project management app. This report lets you easily manage schedules and priorities, track everyones progress, and keep you up to date on your projects at all times. By using the Global Project Completion report, you will see the status of all projects and tasks in one place. However, you can also use the project level report which is explained in more detail here.
The Global Project Completion report was added as a direct result of your feedback. You can share your requests and vote on exiting ones using the Projecturf suggestion forum.
New in Projecturf, you can now track budgets on all your tasks using the Task Budgeting report. This is a simple way to view and track the new time estimates for each task. By using this report, you can see a list of all tasks and subtasks on a single project or globally across all projects and filter it for specific dates or users. In order to view progress and track spending, each task shows the status, budgeted time, total time logged, percent complete, and total cost recorded.
Task level budgeting is an important part in effectively managing your projects. With the ability to set and track task budgets in your project management software, you can more easily allocate workloads and gain a better understanding on the time needed to complete various types of tasks. This will help you accurately estimate time for individual tasks and keep track of the spending and progress made on your projects. When someone is over budget or behind on completing a task, you will know immediately since the status and percent complete will be in red. This report is also useful for any user to keep track of their time and spend for their assigned tasks.