Posts tagged "Tickets"12 posts

Assigning and Tracking Tickets in Your Project Management App

Posted May 8, 2013

When assigning new tickets in Projecturf, simply click the plus button on the navigation bar and start typing the description, assign a user, and add a screenshot. Once it's posted, Projecturf automatically assigns a ticket number for tracking the ticket. An example is shown here:

Since each project has it's own set of tickets, this makes it easy to quickly identify specific tickets in your project management tool. Ticket numbers are assigned in sequential order and ticket numbers do not change even if another one is deleted. This makes it easy to find your tickets both the project Tickets section and the Global Tickets section, which shows your tickets across all projects. To learn more about tracking your tickets, visit the support site here.

Easily Assign Tasks to Multiple People

Posted February 11, 2013

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.

Easily Manage Tickets with Custom Categories

Posted October 18, 2012

You can use the Tickets section in each project to track issues and bugs. To easily manage lots of tickets, simply create categories when entering a new ticket. When adding a ticket to an existing category, just use the drop-down menu to quickly select it. When creating a new category, click the new button to the right of the category drop-down and type in your new category below it.

To quickly filter to different types of Tickets, click on category on the far right of the filtering bar and check the categories you wish to view. This can be done for each project and across all projects. This way you can see what open tickets are remaining for the various types of tickets.

By setting custom categories on your tickets, you can easily organize and manage all your tickets in your project management app. This is especially helpful when you have multiple people using tickets for all different purposes. You can set categories for anything you need, such as support requests, defects, or online help. To learn more about using tickets in Projecturf, visit the help center.

Easily Track Progress with Notes & Comments

Posted September 20, 2012

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.

Quick Tip: Mark Tasks, Tickets, and Events as Private

Posted March 7, 2012

When adding new items to a project, you can mark them as private by simply checking the box that says make private. This is available in the Tasks, Tickets, and Calendar sections in each one of your projects. By making the item private, only the users that are included on the item and the person that created it will be able to see it. This privacy setting applies throughout the application so that only those given permission will see it in the other areas it's displayed such as the Dashboard, Reports, Gantt charts, and Global Tasks section. Marking items private is useful if you don't want to share everything on the project with a client or staff member, if information is confidential or just internal to your company, or if you don't want to include items on everyone's calendar and to-do list that aren't relevant to them.

When adding new items in the other sections of your projects such as Documents and Discussions, you simply select who gets access to it. In these sections there isn't a need for a make private option since you're not assigning items to people. Therefore, anyone that isn't granted permission won't be able to see it since they are automatically private. Visit the Projecturf support center to learn more about marking items private.

Sharing Bookmarks & Code Snippets in Your Projects

Posted February 16, 2012

Projecturf allows you to store and share bookmarks and code snippets in each one of your projects. Adding bookmarks is simple and let's you keep a list of all the URL's that you need for a project and want to share. You can also store login information, add a name, and create a description for the link when entering the web address. Once you've added a link, click on the name and from there you can open it, delete it, or save changes to it. Bookmarks are added in the Tickets section and are accessible by anyone on the project. The Global Tickets section lists the bookmarks across all of your projects in one place. Adding bookmarks comes in handy when you need to share links with the project team or client, and also to store and remember important URL's.

Adding and sharing code snippets is just as easy as sharing bookmarks and is a useful tool for developers. You can copy and paste code from any programming languages directly into your project. To add your code, navigate to the Tickets section of your project and click the "+" button next to code snippets. Simply give it a name, select a language, and paste in your code. You can open the code at any time by clicking on the name you gave it. This is shared with everyone on a project and is also added into the Global Tickets section for quickly accessing code snippets for any projects. Visit our support center to learn more about uploading and sharing code snippets.

Simple Bug Tracking and Reporting

Posted September 23, 2011

The Tickets section in Projecturf is very popular among developers and is typically used for managing software development projects and handling technical support. Each project in Projecturf includes a Tickets section that seamlessly integrates with the rest of the project. You can easily add tickets and assign them to one or multiple project contacts, categorize them, record time spent on each ticket, and include notes and screenshots. To make tickets easy to track, they are given a number in sequential order, show the name of the person who created them, and have email updates sent when any changes are made.

You can use the Ticket Response report to view response times for each user. This report shows the number of open and closed tickets along with the average response times by user. This is great way to see how quickly bugs are solved and the remaining workload for each person. The report can be filtered and sorted based on your preferences and also includes average response times for the entire project. Below is a partial screenshot of an example.

Since each project can be customized, this section can be hidden from any or all users on the project. To learn more about additional features available in the Tickets section such as bookmarking sites and storing and sharing code snippets, click here to visit our support center.

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.

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.

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.