Project Management

Shows all the FAQ's related to Project Management

I see only a few of my projects in the Project Management Screen. Why?
Projects that have a Start and End Date and are set to "Managed Project" are listed in the Project Management screen. No other projects are shown.
Wed, 20 Jul, 2022 at 3:24 PM
What is Project Management and how do I use it?
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 Assi...
Wed, 20 Jul, 2022 at 4:57 PM
How do I create a new project in the Project Management module?
To create a new Project Click the New Project button from the Gantt screen, In the window, enter the Project name, Start and End Date, Description, Clic...
Wed, 20 Jul, 2022 at 5:57 PM
How do I assign Tasks to users?
You can assign Tasks from the Gantt or from the Board tabs. From the Gantt tab Select the Project, You see all the Task assignments of that Projec...
Wed, 20 Jul, 2022 at 5:20 PM
Where do I see the Tasks assigned to the users?
You see the assigned Tasks in the Gantt tab, Go to the Gantt tab in Project Management, Select the project from the Project list in the Gantt tab You...
Tue, 9 Aug, 2022 at 6:06 PM
How do I create a new Task assignment and assign it to users?
With the Project Management Module, you can create new tasks and assign them to the users that report to you. If you don't see the Project in the G...
Fri, 26 Aug, 2022 at 5:54 PM
How do I re-assign a task that is already assigned to an user?
To re-assign the Task Go to the Gantt screen and select the Project from the Project list, You see the list of Tasks assigned to the users The Task a...
Tue, 9 Aug, 2022 at 6:11 PM
What is the Board tab in the Project Management?
The board tab shows the current status of the Task Assignments. All the assigned Tasks shows in the Backlog list on the Board tab. You can edit the assi...
Fri, 22 Jul, 2022 at 6:27 PM
Which day's Task are shown in the Gantt screen by default?
By default, the Gantt tab shows the Task assigned to the users for the current week. You can change the default calendar setting by clicking the calenda...
Wed, 27 Jul, 2022 at 3:53 PM
What is the Resources screen in the Project Management?
The Resources screen shows the Task assignments of the users that report to you. By default, the Resources screen shows the Task assigned to all the us...
Mon, 25 Jul, 2022 at 3:52 PM