Each project in Projecturf includes a Whiteboard section for creating, sharing, and collaborating on files. Whiteboards use a simple check-in / check-out process for updating files. After clicking edit from within a whiteboard, you are essentially "checking it out" and therefore you are the only one who can make changes to the file until checking it back in (by clicking save and close in the top right). A list of who has made changes to it along with a date and time stamp is available by clicking on the arrow to the left of the Whiteboard name. After opening the whiteboard and clicking edit, a formatting toolbar will appear, which is used to add lists or bullets, include images, and easily format text.
With the whiteboard open, simply hover over the collaborators icon on the top right and you will see who has access to it. Any users that are granted permission to the whiteboard are able to view and make edits to it. Access is easily granted by checking off names when creating or modifying the whiteboard.
Whiteboards are a simple and effective way to create lists, share ideas, develop a plan of action, organize project related data, collaborate with multiple users, and much more. Instead of emailing files around to several people and manually consolidating inputs, use the Whiteboards section to centralize, store, and collaborate. To learn about using Whiteboards with Projecturf, visit our support center.
Project management software can provide many useful benefits to businesses and freelancers. Some of these are easily quantifiable right away such as centralizing and organizing all the moving parts of a project, while others you start to see over time. I've compiled a list of several features available in Projecturf that will help you be more efficient in managing your projects, free up a lot of your time, reduce administrative tasks, and keep you focused on getting things done.
Contact Groups: Use the advanced drag and drop functionality to create contact groups for quickly adding users to a project, for assigning users to a task or ticket, and setting permissions in any section. This is not only a big time saver when assigning tasks and tickets to pre-defined groups, but a great way to keep all your contacts organized.
Drag and Drop Calendar similar to iCal: A full calendar for every project which includes your tasks, subtasks, and events. Simply drag and drop events or rearrange project plans quickly. You can view all your schedules from your project calendar and make adjustments on the fly.
Reply to discussions via email: Reply to notifications directly from your inbox and keep all your discussions centralized in one location. Use this section to quickly find old emails and archive past discussions. You can also create discussions that are linked to specific designs and documents.
RSS Feeds / Email Notifications: Use the detailed RSS feeds to track all your project updates and choose to be notified via email of new project activity. You will be notified every time someone makes a change to a project or adds a new item.
Global Dashboard: Allows you to track all of your projects in a single location. Use reports for simple and clear summaries of your data and resources and view latest activity, calendars, tasks, bug tracking entries, timecards, and more across all your projects. Simplify your existing project plans and stay informed on all projects in one place.
Whiteboards: This section was added to allow users to create, edit, share, and collaborate on documents in Projecturf. It is similar to Google Docs and let's users set permissions, tack versions, and make edits using a custom inline editor. This eliminates emailing around files and asking others for updates. Keep all edits centralized and stay organized using this collaboration software tool.
Project Templates: The project templates allow you to use a set list of tasks, subtasks, and contacts for any new project. The dates from the your task list update automatically when you duplicate the project based on when the project is created. This is a great way to start a new project if you have similar tasks.
File Versioning: If you're like me, then you are constantly collaborating on different documents and making updates and changes to files. In the documents section, click the Actions button to upload a new version. It will always show the latest file along with all prior versions to keep track of the changes.
Approve and Rate Designs: These two features will make a big difference if you work a lot with clients or designers. Whoever is given permissions on a design can digitally approve them and also rate any design based on a 5 star scale. This removes many roadblocks to moving projects along and getting things done.
Project Completion Report: This is my favorite report because it gives you a full picture of your project at any point in time. You can customize the report based on any dates or specific users, it's nicely formatted to print, and the output displays tasks with subtasks, status, due date, who's responsible, and the percent complete.
These project tools are available on all of our Projecturf accounts for your online project management needs.