Posts tagged "Tasks"13 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!

Add Time Spent on Tasks and Tickets

Posted January 23, 2012

Next to each task in Projecturf, there's a timer icon that is used to input the time spent on a task. After clicking the icon, you can quickly input the hours, date, hourly rate, and mark it billable. Once you record your time, the icon will turn blue and you can view the hours and fees associated with that task by clicking on it. Time can also be recorded in the Global Tasks section which displays tasks across all of your projects. This functionality is available for both the Tasks and Tickets sections. All time recorded will be displayed in the Timecard section of the project as well. You can use the Timecard section or the Hours and Fees report to filter and view the data. Remember, access to Timecard data is based on permissions and therefore only project managers can view someone else's time entries on tasks or tickets. Watch this short video tutorial to learn more:

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.

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.

New Feature: Drag and Drop Gantt Charts

Posted August 25, 2011

We've just released drag and drop functionality on the custom Gantt charts. Now you can update your project schedules by quickly dragging or resizing tasks and subtasks right in the Gantt chart. You can use the global Gantt chart to make changes across all of your projects in one place or use the project Gantt chart for updating a single project. Filters are included on the top of the chart in order to view specific time periods, only show tasks and subtasks for a specific user, and to add/remove subtasks. There are also several sorting options available when displaying the chart.

To learn more about how the new drag and drop Gantt charts work, watch this short video tutorial:

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.

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.

Quickly Add Time Entries

Posted May 3, 2011

New in Projecturf version 3.0, you can quickly add timecard entries directly from the task or ticket you are working on. To the right of each task description is a timer icon which when clicked, displays a quick add panel for inputting time for that task. The quick add panel will include your default hourly rate along with a time and date field.  The timer icon also displays any hours and fees that have been recorded for that task and will turn blue once time has been recorded.

Another benefit of version 3.0 is the ability to search for a task or ticket when adding a new timecard entry from the Timecard section. Use the search field to find what you are looking for and the results will auto-filter and appear in the box below. Simply check off the task or ticket you want to associate your time with and it will link the entry to that task.

These new enhancements provide necessary flexibility and make adding time in your project management application much quicker.

Need Task Dependencies?

Posted January 21, 2011

We're planning to add task dependencies into Projecturf in the near future and would like to get feedback on the type of functionality you need to have. We have some ideas in mind for keeping it simple and straight forward without cluttering your project management app, but getting a better understanding of how you want your task dependencies to work will help us determine which features to include. Some ideas we're considering are the following:

• Graying out tasks until the task should start
• Sending email notifications when the dependent task starts (when the predecessor is marked complete)
• Automatically shifting dates for dependent tasks when the predecessor task date shifts
• Allow subtasks to be dependent on another subtask or the main task
• Allow tasks to be dependent on another task

For those of you who think this feature is important, please share your thoughts in the comments section of this post and your requests will be given serious consideration as we develop this feature. We appreciate all your feedback and look forward to your responses!