Organizing Your Projects

Now that you've created your Project, how do you organize them?

Dashboards allows you to see all your Projects and the effort dedicated to them. They can be separated by Typology, Subject, and Category. You can view it in a List or Pie view at the click of a button. When Hours are added in Time Reports or Effort is added in a Project, Task or Activity, those will reflect in this section. 

You can also view it by Project Phases. This allows you to search by Typology, Project or Activity.

Reports show you what projects are in each stage and the search bar allows you to choose by project or status.

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Gantt will likely be one of your favorite features as it allows you to see all of your projects, including their activities, tasks, and their progress at a glance. You can view all projects or can limit by company, project name, date, team, or user name. When you create the tasks and projects you can customize colors and status' for quick and easy overview.

In the Kanban view, you can filter by Activity, Task, Ticket, or Sticky Note. This view allows search by user or all-over view. It easily shows how much effort has been spent on it and where it should be at this point. It can also be filtered by project and is easy to edit. Simply drag and drop to another Status when completed or go into the item and change it manually.

These buttons show the following information: organize using the Status list to show or hide Status' you don't want to see; Efficiency shows you what needs to be worked on, what is currently being worked on and what needs assigned; and Resources shows you quickly who is working on what and highlights their workload when hovered over.

           

You can view all the same information in a Grid View. Templates can be created and customized to fit your needs perfectly. 

The Teams section is incredibly useful, as you can create multiple teams for all the projects that you manage. These can be used inside processes and to keep track of the progress of each team.

Time Reports section helps you to see the hour reports of each user as well as by team and by company. It shows you the billable hours and allows you to Export it to a PDF.