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 […]
Category: Projects
All project related questions, be it for project assignments, tracking, templates, etc.
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 […]
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 […]
Who can delete projects?
Only administrators and project managers can delete projects.
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”, […]
What is the Edit Task Level?
Along with the nature of the user-task relationship (whether the user is the task creator, assigned or reviewer on the task or neither), the Edit Task Level determines the specific actions a user will be able to perform on tasks in that particular project. This may more easily be understood through the Edit Task Level […]
Can I restore a deleted project?
When you delete a project through Project Tab > Edit Project, the project is only marked as deleted. All of the data associated with the project remains in the database for another 30 days unless an Administrator permanently deletes the project before then. A project that has been marked as deleted may be retrieved through […]