PK4 Tech

If a user is not reporting to you or is not part of your team, their name will not appear in the Users list on the Project View/Hub page while assigning tas...

When a user is assigned to a Project through Project Assignment, the assignment is completed successfully. However, the Project View page does not automatic...

Creating TT Teams and linking them with Users and Projects Step 1: Create TT Teams Navigate to the TT Teams object. Click the New button. Enter the ...

Gantt View The Gantt View provides a timeline-based view of Tasks, showing details such as: WBS Number Start Date Duration Assigned Hours ...

Grid View The Grid View displays Tasks in a simple row-based format, similar to a spreadsheet. This makes it easy to view, create, edit, and assign Task...

Checklists are sub-items or step-by-step action points within a task that help break down the task into smaller, manageable components. They act as a mini t...

You can create and assign tasks directly from the To-Do List. Follow the steps below to get started: 1. Creating a New Task Click on the To-Do page. ...

My Projects Tab By default, the My Projects tab displays the following fields: Project Name Project Start Date Project End Date Project Heal...

Assigning Tasks to Users Click here to know more about creating the Tasks (To-Do) for a Project. Steps to Assign a Task: Once the task is created...

You can now automatically create a Project and its related tasks by following the steps below. The Project Wizard is designed to create the Project stru...