Posts tagged "Tutorials"57 posts

Set Email Alerts for Your Project Management Software

Posted May 16, 2013

Several actions in Projecturf trigger an email notification. This includes adding new tasks or tickets, editing events, creating discussions, and much more. Notifications can be turned off at the project level by project managers and you can also decide if you want to send a notification before any action is taken as shown here:

To take this concept a step further, we have included an area for each user to turn on/off their emails for any section on a project. This let's you choose which notifications you want to see for any given project. If you prefer RSS feeds or using the Dashboard, then this is a great option to reduce the number of emails you receive. From the Global Projects page, simply click on My Alerts from the actions panel and you will see the screen below to update your email settings:

To learn more about email notifications in your project management software, click here.

Quickly Add Subtasks to Multiple Projects

Posted May 2, 2013

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.

Create Multiple Tasks Quickly

Posted April 17, 2013

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.

Easily Modify Tasks in Your Project Management Software

Posted April 11, 2013

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.

Easily View Task Assignees

Posted March 27, 2013

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.

Set Login Preferences in Your Project Management Software

Posted March 14, 2013

Each user is given customization options to set up their project management tool the way they want it to work. One of the available options is to have Projecturf remember your last visited project and section. You can simply choose this when setting your App Behavior options as shown here:

Whenever you log back in to your account, you will be automatically directed to the last project or section you visited. This makes it easy to pick up right where you last left off. It also gives you the freedom to determine how you want your project management app to behave. Simply set your customization options and let Projecturf do the remembering for you. To learn more about additional options available, visit the support center here.

Using Discussions in Your Project Management Tool

Posted March 5, 2013

In every project you can add new discussions quickly and select who you want to include on the discussion. You can also attach a discussion to an existing document or design and collaborate on them using the reply via email option or directly from within your project management app. When in the app, quickly see who is included on a discussion by hovering over the people icon next to the subject name on the tab as shown here:

This makes it easy to see who's involved in a conversation when you're replying and revisiting a previous discussion. You can also easily add and remove people from the discussion at any time. This is an important option as projects evolve and more users get looped in. Your discussions are simple to use in Projecturf and you can easily view full threads by clicking show more on any past conversations.

All your discussions are centralized in the Discussions section for convenience and to help improve your efficiency. To learn more about Discussions in Projecturf, visit the support center.

Quickly Add Events in Your Project Management App

Posted February 18, 2013

To add an event on any of your projects, you can simply click a day in the calendar. This works in any of the different calendar views. Once you click a day, the add new form will appear and the date will automatically be selected. From there, you will be able to add the event and set the time, add notes, set permissions, check attendee availability, and more.

This is a quick and simple way to add events to your project calendars. To view and edit all events in one place, navigate to the Global Calendar. From there you can view events across all projects and jump to a specific project event. To learn more about project calendars and calendar syncing in your project management tool, visit the support center 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 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.