Step by step
- Open Task Manage > Projects.
- Press New Project (F3). Give the Name, choose the team in Assign To, set the Priority, Status, Start Date and End Date, and add the Description, Documents and Estimated Hour if needed, then press Save.
- Press Filter Options and narrow the list by Business, Priority, Status, From Date and To Date (the entry date), then press Filter.
- Progress shows how many tasks of the project are done out of all its tasks.
- Click the project name, or Action > Open Board, to open the Project Board with its tasks.
- Action also has Documents (the files of the project), Edit and Delete. Excel, Pdf and Print export the list, and My Tasks opens your own tasks.
Good to know
- Name, Assign To, Priority, Status, Start Date and End Date are required.
- Project tasks can be given only to the users chosen in Assign To.
- The list shows only the projects of your own shop. Edit and Delete need their permissions.
- Delete removes the project together with its tasks and documents.