Quick Tips


Tasks

  • [video_lightbox_youtube video_id=”eDEfIdJTqC0&rel=0″ width=”640″ height=”480″ autoplay=”1″ anchor=” Add task”]
  • [video_lightbox_youtube video_id=”AdX5Io5Cf9I&rel=0″ width=”640″ height=”480″ autoplay=”1″ anchor=” Edit task”]
  • [video_lightbox_youtube video_id=”fs2lCFKsR_A&rel=0″ width=”640″ height=”480″ autoplay=”1″ anchor=” Assign a user to a task”]
  • [video_lightbox_youtube video_id=”vMNW_3rV4zs&rel=0″ width=”640″ height=”480″ autoplay=”1″ anchor=” Change task status”]
  • [video_lightbox_youtube video_id=”oALDICPp4BA&rel=0″ width=”640″ height=”480″ autoplay=”1″ anchor=” Complete a task”]
  • [video_lightbox_youtube video_id=”zpKmyl2tJD0&rel=0″ width=”640″ height=”480″ autoplay=”1″ anchor=” View a Completed task”]
  • [video_lightbox_youtube video_id=”EVqkn-EsdhU&rel=0″ width=”640″ height=”480″ autoplay=”1″ anchor=” Comment on a task”]
  • [video_lightbox_youtube video_id=”wlkqvSXOlgQ&rel=0″ width=”640″ height=”480″ autoplay=”1″ anchor=” Add a document to a task”]
  • [video_lightbox_youtube video_id=”pGiDvJiQr7A&rel=0″ width=”640″ height=”480″ autoplay=”1″ anchor=” Filter tasks within a list”]
  • [video_lightbox_youtube video_id=”k5ev4DFc30A&rel=0″ width=”640″ height=”480″ autoplay=”1″ anchor=” Change visible columns on a task list”]
  • [video_lightbox_youtube video_id=”3p_8qH5XGWU&rel=0″ width=”640″ height=”480″ autoplay=”1″ anchor=” Batch update tasks within a project”]
  • [video_lightbox_youtube video_id=”CcK14IYz7-s&rel=0″ width=”640″ height=”480″ autoplay=”1″ anchor=” Export task list”]
  • [video_lightbox_youtube video_id=”J3p-OIhctUY&rel=0″ width=”640″ height=”480″ autoplay=”1″ anchor=” Create a Recurrent Task”]
  • [video_lightbox_youtube video_id=”NjOtL3ZSyqY&rel=0″ width=”640″ height=”480″ autoplay=”1″ anchor=” Create a task by email”]

Project

  • [video_lightbox_youtube video_id=”rx2IjIBQg60&rel=0″ width=”640″ height=”480″ autoplay=”1″ anchor=” Open an existing project”]
  • [video_lightbox_youtube video_id=”0LT9036bPM8&rel=0″ width=”640″ height=”480″ autoplay=”1″ anchor=” Access the Edit Project page”]
  • [video_lightbox_youtube video_id=”x0FLb5fNSmE&rel=0″ width=”640″ height=”480″ autoplay=”1″ anchor=” Create a project template and create a project from it”]
  • [video_lightbox_youtube video_id=”wY5nwISRlJI&rel=0″ width=”640″ height=”480″ autoplay=”1″ anchor=” Complete a project”]

Users

  • [video_lightbox_youtube video_id=”7DBUIWpKzBA&rel=0″ width=”640″ height=”480″ autoplay=”1″ anchor=” Add a user though Quick add”]
  • [video_lightbox_youtube video_id=”n7OJ1vZfLjw&rel=0″ width=”640″ height=”480″ autoplay=”1″ anchor=” Edit a user through the Administration section”]
  • [video_lightbox_youtube video_id=”ftx0uGVC_n8&rel=0″ width=”640″ height=”480″ autoplay=”1″ anchor=” Assign user to a project”]

Administration/Account

  • [video_lightbox_youtube video_id=”BZrQfeo3mRE&rel=0″ width=”640″ height=”480″ autoplay=”1″ theme=”dark” anchor=” Get to the Administration section”]
  • [video_lightbox_youtube video_id=”4cdEBzBN7bU&rel=0″ width=”640″ height=”480″ autoplay=”1″ anchor=” Activate the Time and Expense modules”]
  • [video_lightbox_youtube video_id=”HS6NC3t_H-c&rel=0″ width=”640″ height=”480″ autoplay=”1″ anchor=” Deactivate a user”]
  • [video_lightbox_youtube video_id=”bd8tSbRXY5c&rel=0″ width=”640″ height=”480″ autoplay=”1″ anchor=” Change the logos and colors”]
  • [video_lightbox_youtube video_id=”noWSYyIHFfI&rel=0″ width=”640″ height=”480″ autoplay=”1″ anchor=” Disable/Enable Task reminder emails”]
  • Invite users into the account
  • [video_lightbox_youtube video_id=”AX8WazKPePc&rel=0″ width=”640″ height=”480″ autoplay=”1″ anchor=” Export projects, tasks , users from the account”]
  • [video_lightbox_youtube video_id=”miYDkHy2HsY&rel=0″ width=”640″ height=”480″ autoplay=”1″ anchor=” Import tasks and users (in batch)”]

Time

  • [video_lightbox_youtube video_id=”iinhTQZViGg&rel=0″ width=”640″ height=”480″ autoplay=”1″ anchor=” Add Time”]
  • [video_lightbox_youtube video_id=”b76tvtUtJBc&rel=0″ width=”640″ height=”480″ autoplay=”1″ anchor=” Edit Time”]
  • [video_lightbox_youtube video_id=”379Xasgyjg4&rel=0″ width=”640″ height=”480″ autoplay=”1″ anchor=” Submit Timesheet”]
  • [video_lightbox_youtube video_id=”3setsxPZgUU&rel=0″ width=”640″ height=”480″ autoplay=”1″ anchor=” Start/stop timeclock”]
  • [video_lightbox_youtube video_id=”OpDcVsOFvkY&rel=0″ width=”640″ height=”480″ autoplay=”1″ anchor=” Time approval”]

Expenses

  • [video_lightbox_youtube video_id=”ffSMjph3MUM&rel=0″ width=”640″ height=”480″ autoplay=”1″ anchor=” Add expense”]
  • [video_lightbox_youtube video_id=”TkVpNmZlnRs&rel=0″ width=”640″ height=”480″ autoplay=”1″ anchor=” Submit an expense”]
  • [video_lightbox_youtube video_id=”mbU5x5iE0zw&rel=0″ width=”640″ height=”480″ autoplay=”1″ anchor=” Approve an expense”]

Reports

  • [video_lightbox_youtube video_id=”eO4Uy5eqXRE&rel=0″ width=”640″ height=”480″ autoplay=”1″ anchor=” Create a Custom Task report”]
  • [video_lightbox_youtube video_id=”f5YAd7Cwr_A&rel=0″ width=”640″ height=”480″ autoplay=”1″ anchor=” Create a Custom Time Report”]
  • [video_lightbox_youtube video_id=”pe9ZmIJ5PMc&rel=0″ width=”640″ height=”480″ autoplay=”1″ anchor=” Create an Expense Report”]
  • [video_lightbox_youtube video_id=”qeQE0N8h9g4&rel=0″ width=”640″ height=”480″ autoplay=”1″ anchor=” View Workload Report”]

Gantt Chart

  • [video_lightbox_youtube video_id=”JTv8ObB2DDY&rel=0″ width=”640″ height=”480″ autoplay=”1″ anchor=” Open Task Gantt Chart”]
  • [video_lightbox_youtube video_id=”mRNivQLaSks&rel=0″ width=”640″ height=”480″ autoplay=”1″ anchor=” Edit task in Gantt Chart”]
  • [video_lightbox_youtube video_id=”I5jlueeufTk&rel=0″ width=”640″ height=”480″ autoplay=”1″ anchor=” Create a Task Dependency”]
  • [video_lightbox_youtube video_id=”ooUro4bgaEk&rel=0″ width=”640″ height=”480″ autoplay=”1″ anchor=” Delete a Task Dependency”]
  • [video_lightbox_youtube video_id=”R6SFGOJwDTs&rel=0″ width=”640″ height=”480″ autoplay=”1″ anchor=” Open a Project Gantt Chart”]

Miscellaneous

  • [video_lightbox_youtube video_id=”0aBqHxegRwI&rel=0″ width=”640″ height=”480″ autoplay=”1″ anchor=” Difference between home and project context”]
  • [video_lightbox_youtube video_id=”U87CK5J4Hxo&rel=0″ width=”640″ height=”480″ autoplay=”1″ anchor=” User vs Project access rights”]
  • How to upgrade