Projects and timesheets
Plan projects in stages and tasks on a kanban board, follow deadlines and milestones, share a project with its customer, and log the time spent on each task.
Tutorial 1
Your first project
Create a project, give it stages from a ready example, add a task with an assignee, a deadline and allocated time, log time on it, then move it to its next stage.
How-to 7
Organize tasks on the board
Read a project's board, add tasks quickly with keywords for time, assignee and priority, set the state of a task, change or share its stages, and sort your own work in My Tasks.
Sub-tasks, dependencies and recurring tasks
Switch on task dependencies and recurring tasks for a project, split a task into sub-tasks, say which tasks block another, and let a task come back on a schedule.
Milestones and project updates
Open a project's dashboard, follow its milestones and mark one as reached, then post a project update with a status and a progress that everyone following the project can read.
Share a project with a customer
Name the customer of a project, choose who may see it with its visibility, and invite the customer's people to follow or edit its tasks from the portal.
Log time on tasks
Record the time you spend, from a task's Timesheets tab or from the Timesheets app, follow the time left on a task, and know which lines are written for you.
Review time and progress
Read the time logged by project, task or employee, count the tasks of every project by stage, follow one project with its burndown chart, and find the customers' ratings.
Projects and timesheets settings
The options of the Project and Timesheets sections of the settings, what each one changes on screen, the access rights of both apps and the other configuration menus that complete them.
Reference 1
Projects automations
What Projects does by itself: the daily rating requests, the e-mails a stage sends when a task or a project reaches it, the assignment notice and the digest figure, with how to stop each one.
Explanation 1
How projects and timesheets work
What a project and a task hold, the difference between a stage and a state, how a timesheet line feeds the time and the cost of a project, who sees what, and what the two apps do not do.