Scenario: You’re a project manager and you need to organize your
team around the project named “Product X”. Your team consists of Sara, Tom, and
Michael. Each of them should work on a specific task for project “Product X”.
The Projects&Tasks is the starting point for your project organization.
First step is to create a project with the name “Product X”. After you enter the
name and the description of your project, you will need to determine the project
start and end date.
Then create your Project Team from the available resources list. If Sara, Tom, and
Michael are not listed in the available resources list, you can add them as new
resources in the resource pool. Immediately they will receive an email invitation
to join the project team. Now, Sara, Tom, and Michael are added in your project
team.
Next, you need to create tasks for project “Product X” and from the Project Team
to assign resources to specific tasks. For example, create a task named “Part A”.
While creating the task you should enter the task description, determine the start
and end date, enter the task duration in hours, as well as assign the resources
who will work on it. Assign Sara as responsible for this task. If the task is considered
to be a milestone in your project, mark the check box “Mark as a milestone”. To
additionally improve your project management, you can set predecessors of the task
“Part A”.
As a project manager you want to track the status of every task. You can track it
in the Task progress and status bar which shows the % completed, also if the task
is late, on time or completed.
Additionally you have a Gantt chart view option. You can access the Gantt view
for a specific project from two points: the projects list view and the link button
in the tasks list.
Find out more about the Projects&Tasks
Module!
Scenario: You’re a project manager and you need to organize your
team around the project named “Product X”. Your team consists of Sara, Tom, and
Michael. Each of them should work on a specific task for project “Product X”.
As a project manager you need to have an overview of the project’s progress.
Therefore, if you want to see how Sara’s task is progressing, she should enter her
actual work, % of completion, ETC and submit it.
This module also enables creating time-off requests. For example, Tom wants to go
on a vacation. He fulfills the time-off request. Thus, you can see when Tom wants
to have his vacation and for how long. At the end, you as a Project Manager and
Project Owner can approve or reject this time-off request in the “Approvals” section.
Also, there is an option to report expenses which emerge while working on the project
“Product X”. For example, Michael is on a business trip regarding this project.
Michael reports the expenses accrued during his trip in the Expenses section of
the Time&Expenses module. As soon as he submits the expenses, you can either
approve or reject his request.
Find out more about Time&Expenses
Module!
Scenario: You’re a project manager and you need to organize your
team around the project named “Product X”. Your team consists of Sara, Tom, and
Michael. Each of them should work on a specific task for project “Product X”.
Your project members can submit issues, assign them to team members, follow the
progress of each issue and view the history of the issue changes.
For example, Sara encounters a problem which is very important to the overall progress
of the project. She reports this problem in the Issues section as a bug with high
priority, major severity and attaches a file needed for solving the problem. The
issue can be assigned to the person responsible for solving it. In this case, Sara
chooses to assign the issue to Tom because he can work this problem out. Next time
Tom logs in, he will receive a notification on the Dashboard that he has been assigned
to an issue. Tom starts working on the issues and updates its progress accordingly.
Find out more about Issues module!
Scenario: You’re a project manager and you need to organize your
team around the project named “Product X”. Your team consists of Sara, Tom, and
Michael. Each of them should work on a specific task for project “Product X”.
Increase collaboration and knowledge sharing between Sara, Tom, Michael and yourself
by creating wikis for the project “Product X” in general or for the specific tasks
of the project.
This ease of interaction and communication makes the Wikis an effective tool to
build you knowledge management and collaboration within your team.
For example, Tom discovers some new features in a similar product in the market
that could possibly be helpful for Sara to complete the task “Part A” more efficiently.
He can upload this information to the Wikis and Sara can use it or even edit this
information just the way she needs it. Later, Tom can see that she edited the wiki
and he can comment on the changes.
Find out more about the Wikis module!