Project Management

Shows all the FAQ's related to Project Management

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
How do I setup the priority for the assigned Tasks?
The default (task) priority is set to Lowest when a Task is assigned to the user. You can change the priority by following the steps below Go to th...
Mon, 5 Feb, 2024 at 1:02 PM
How do I add a set of template Tasks to a Project?
Click here to know more about creating a template Task. To add the Template Task to a Project, Click the Gantt tab from Project Management Select ...
Fri, 5 May, 2023 at 2:43 PM
How do I edit the Task from the Board screen?
You can edit the assigned Tasks from the Gantt screen or from the Board screen in Salesforce Click here to know more about editing the assigned Task fr...
Fri, 21 Apr, 2023 at 1:09 PM
What are Tags and how does it work in the Project Management?
The Tags (Global Picklist) are the picklist that is not specific to an object, you can use the global picklist for any of the Salesforce objects. In other w...
Fri, 17 May, 2024 at 12:38 PM
How do I change the status of an assigned Task?
You can change the status of the assigned Task from the  Assignments Tab, or Board Tab. To change the Task Status from the Assignments tab, ...
Fri, 21 Apr, 2023 at 5:06 PM
How do I create a Milestone?
Project milestones mark specific points along a project's timeline. They are checkpoints that identify when activities or groups of activities have been...
Tue, 25 Apr, 2023 at 3:40 PM
What are Tasks and a Milestone?
The Task is a type of work that you assign to the users. And Milestone is added as a reminder for yourself to check the status of the assigned Task. Ima...
Tue, 25 Apr, 2023 at 3:49 PM
Why do I see the message as "License does not exist" when I try to access the Project Management module?
The Project Management module is an add-on to the TimeTracker application. To have access to the PM module, you should have an active license. Please co...
Tue, 25 Apr, 2023 at 4:00 PM
How do I change the assigned tasks list to view by day, week, month, etc.,?
By default, you see all the assigned tasks listed by day in the Gantt tab, To change the view, click the drop-down icon on the right-hand side of the sc...
Tue, 16 May, 2023 at 6:22 PM