What is the PK4 Project Management Module? : PK4 Tech

What is Project Management and how do I use it? Print

Created by: Geetha Lakshmi

Modified on: Wed, 20 Jul, 2022 at 4:57 PM

The Project Management Module is used to manage projects in your org.

You can

Create a complete plan for a project by adding Tasks and sub-tasks
Assign Tasks to specific TimeTracker users
Keep track of assigned Tasks and progress
Check the current Statuses of assigned Tasks
Assign a Task to multiple users at a time.

For you to be able to add Tasks and so on for a given project, ensure that you set its "Managed Project" flag to true and that it has Start and End dates.

You can see enabled Projects in the Gantt Chart for setting up Tasks and make Task assignments to users.

To create and assign a Task to users:

Go to the Project Management tab
In the Gantt chart, click the Add Task button (+)
You will see a window on the right-hand side of the screen
Enter Task details like Title, Type, Start Date, End Date, and click the Add assignment button, select the user,
Click the Done button.

This creates the Task and assigns it to users.

Geetha is the author of this solution article.

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What is Project Management and how do I use it? Print

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