Can I create project templates?

If you are an Administrator or Project Manager, you have the right to mark an existing project as a template. If you are a Normal user with the right to create projects, you will automatically become Project Manager over the projects you create. Hence, you will have the ability to mark those projects as templates. […]

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How should I use Task Statuses?

Task statuses are used to inform users on the state of completion of tasks. Each status must be associated with a predefined status type (“Waiting”, “In Progress” or “Completed”). Furthermore, a “Predefined % Done” can be associated to each “In Progress” status. The % Done can range anywhere from 0% to 100%, in 10% increments.

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How should I use Task Types?

Task types are great to create categories of tasks in your project, for easier management. You may also use them as tags. Here are a few examples of how task types can be used: In a software development project: “Programming”, “Graphic Design”, “Documentation”… In a financial/accounting project: “Invoicing”, “Monthly Meeting”, “Government Paperwork”, … In a […]

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How can I un-assign a user from a project?

Here’s the procedure to un-assign a user from a project: Select Home => Projects > Projects . Open the project you wish to unassign users from by clicking on its Name link. The tab for that project will then appear in the top frame. Select Project Tab > Assignments. Select the user(s) you wish to un-assign by checking the […]

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What does the Time Approval access right grant?

The time approval access right is used to grant the privilege to approve/reject time sheets submitted by users assigned to the project. Furthermore, this access right enables a user to generate time reports and, as a result, view other user’s timesheets in the project. In itself alone, the time approval right does not allow the […]

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How should I use Task Groups?

Task groups are great to divide a project into several parts, phases or sections, for easier management. You may also use them as tags. Here are a few examples of how task groups can be used: In a software development project: “Phase 1”, “Phase 2”, “Phase 3″… In a financial/accounting project: “Accounts Receivable”, “Accounts Payable”, […]

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