Project Management

Shows all the FAQ's related to Project Management

How do I setup the priority for the assigned Tasks?
By default, the Task Priority is set to Lowest when a task is assigned to a user. To Change Task Priority: Navigate to the Board tab. Locate the Task...
Wed, 26 Feb, 2025 at 4:26 PM
How do I add a set of template Tasks to a Project?
If multiple Projects have the same set of Tasks, the TimeTracker administrator can create predefined Template Projects. These templates can then be reused f...
Wed, 26 Feb, 2025 at 4:28 PM
How do I edit the Task from the Board screen?
You can edit the assigned Tasks from the Gantt screen or the Board screen in Salesforce Click here to learn more about editing the assigned Task from t...
Wed, 26 Feb, 2025 at 5:01 PM
What are Tags and how does it work in the Project Management?
Tags (Global Picklist) in Task Assignments Tags (Global Picklist) are picklists that are not specific to a single object in Salesforce. They can be used...
Wed, 26 Feb, 2025 at 5:49 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, ...
Wed, 5 Mar, 2025 at 1:01 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...
Wed, 5 Mar, 2025 at 4:48 PM
What are Tasks and Milestone?
Understanding Tasks and Milestones A Task is a type of work assigned to users, while a Milestone serves as a reminder to check the status of assigned ta...
Wed, 5 Mar, 2025 at 5:24 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 access this module, you must have an active license. If you wish to use the P...
Wed, 5 Mar, 2025 at 5:26 PM
How do I change the assigned tasks list to view by day, week, month, etc.,?
By default, all assigned tasks are displayed by day in the Gantt tab. To change the view, click the drop-down icon on the right-hand side of the screen ...
Wed, 5 Mar, 2025 at 5:29 PM
Where can I view the tasks assigned to all the users who report to me?
You can view assigned tasks in the Resources tab of the Project Management module. By default, the Resources tab displays task assignments for the current...
Wed, 5 Mar, 2025 at 5:31 PM