Project Management

Shows all the FAQ's related to Project Management

Where do I see the Project name when I am on the Board Tab?
The project name is displayed on the right-hand side of the screen in the Board tab. The tasks shown in the Board tab are specific to the project selected o...
Tue, 25 Feb, 2025 at 5:40 PM
How do I track the progress of the assigned Tasks?
You should manually update the progress of assigned tasks. To Update Task Progress Manually: Gather Updates – Talk to users and collect progress updates ...
Tue, 25 Feb, 2025 at 5:42 PM
How do I increase the duration of the assigned task?
To Change Task Assignment Duration: From Gantt Tab Extend or Reduce the Duration Hover over the end of the blue task assignment bar. Drag it to th...
Tue, 25 Feb, 2025 at 6:07 PM
How do I create a independent Template Tasks
Independent Template Tasks are tasks that are not associated with a specific Template Project. To Create an Independent Template Task Navigate to the ...
Wed, 26 Feb, 2025 at 1:18 PM
How do I track percentage completion of a Project?
Updating Task Progress in Salesforce Once a task is assigned, users will begin working on it and update you on its status. As a Manager, you need to...
Wed, 26 Feb, 2025 at 2:05 PM
How do I create a new Template Project?
If multiple Projects have the same set of Tasks, the TimeTracker administrator can create predefined Template Projects. These templates can then be used for...
Wed, 26 Feb, 2025 at 3:46 PM
How do I view the assigned Tasks by day, week, or month, etc.,?
By default, task assignments are displayed by day in the Gantt chart. To change the view: Locate the calendar option on the right-hand side of the Gan...
Wed, 26 Feb, 2025 at 3:48 PM
What is the Project Hourly Rate?
The Project Hourly Rate is the amount you bill the customer for work performed on their project on an hourly basis. Click here to learn more about Pr...
Wed, 26 Feb, 2025 at 3:49 PM
How do I create a sub task for an Task Assignment?
The subtasks are Tasks associated with the activities of the Project. Subtasks are best used in instances where a project moves at different levels. For ex...
Wed, 26 Feb, 2025 at 4:06 PM
How do I use Template Projects?
If there are Projects with the same set of Tasks, the TimeTracker administrator can create predefined Template Projects. Then use the same template for mult...
Thu, 22 Aug, 2024 at 4:59 PM