Project Management

Shows all the FAQ's related to Project Management

Why do I see only a few of my projects in the Project Management module?
Only projects with a Start and End Date and set as "Managed Project" are listed in the Project Management screen. Other projects will not displaye...
Tue, 18 Feb, 2025 at 3:27 PM
What is Project Management, and how do I use it?
The Project Management module helps you manage projects within your organization. With this module, you can: Create a complete project plan by adding tas...
Tue, 18 Feb, 2025 at 3:35 PM
How do I create a new project in the Project Management module?
To create a new project: Go to the Gantt screen. In the window that appears, enter the Project Name, Start Date, End Date, Description, and any other nec...
Tue, 18 Feb, 2025 at 3:42 PM
How do I assign Tasks to the users?
Assigning Tasks to Users You can assign tasks from any of the sub-tabs in the Project Management module, including: Assignments Gantt Board Resources ...
Tue, 18 Feb, 2025 at 4:03 PM
Where do I see the assigned Tasks?
You see the assigned Tasks in the Assignments tab, The Assignments tab has two sub-tabs: My Tasks and All Tasks. The My Tasks sub-tab shows all tasks ...
Tue, 18 Feb, 2025 at 4:59 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 Ga...
Mon, 27 Mar, 2023 at 6:29 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 assignments, The Task assignment...
Tue, 28 Mar, 2023 at 4:18 PM
The Board tab in the Project Management app.
All the Task Assignments are shown in the Backlog list on the Board tab.  You can  Edit the Task assignments, like editing the Start or the End Dat...
Fri, 13 Dec, 2024 at 6:16 PM
Gantt Tab in the Project Management app?
By default, the Gantt tab shows the Task assigned to the users for the current week. You can change the default duration (current week) using the calend...
Tue, 28 Mar, 2023 at 6:09 PM
The Resources screen in the Project Management module.
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...
Tue, 28 Mar, 2023 at 6:25 PM