Project Management
Shows all the FAQ's related to Project Management
To assign a new Task from the Resources tab, Click the + New Assignment but that is on the left-hand side of the Resources screen You see a Salesforce...
Mon, 4 Jul, 2022 at 4:47 PM
The refreshed at field shows the details of the Date and Time when was the resources tab refreshed. You can also manually refresh the screen by clickin...
Mon, 4 Jul, 2022 at 5:30 PM
The number that you see on the Resources screen is the duration hours of the Task Assignments You can add hours to the Task assignment if you assign a ...
Mon, 4 Jul, 2022 at 5:53 PM
There are a bunch of support articles related to Project Management in Freshdesk here. Or you can reach the support articles from the Project Management mo...
Mon, 25 Jul, 2022 at 4:30 PM
This is an important feature implemented in the Project Management module If you are using PTOs in your org, you can check if the user has requested a PTO...
Fri, 22 Jul, 2022 at 5:29 PM
In the Gantt and the Board tab you see the Project name on the right-hand side top of the screen. In the resources tab, as you see all the Task Assignments...
Tue, 5 Jul, 2022 at 3:36 PM
You can raise a ticket from the Project Management module, Click the Help button (?) you see on the right-hand top in all the tabs of the Project Manag...
Mon, 25 Jul, 2022 at 5:27 PM
You can easily delete the task assignment from the Gantt Chart. Follow these steps: Go to the Gantt Chart and select the Project from the list, ...
Fri, 13 Dec, 2024 at 3:45 PM
If the user has requested a PTO and those details are not showing up in the Resources tab, that is because the Reporting Manager is not added to the user in...
Tue, 2 Aug, 2022 at 5:03 PM
You can hide/minimize the columns on the Board screen In the Board screen, the Tasks are listed in columns according to their Status Each status has a...
Mon, 25 Jul, 2022 at 6:46 PM