Project Details
1 Task
1.1 View
1.1.1 List View
Displays tasks in a structured table format with columns for key task fields.
1.1.2 Kanban
The Task KANBAN provides a flexible and visual way to manage tasks, allowing users to organize and update tasks based on customizable categories and statuses.
Columns for custom categories: Each column represents a category, such as "To Do," "In Progress," and "Completed."
Task Cards: Individual cards represent tasks and display essential details like Task name, Due date, Progress
Drag-and-Drop Functionality: Users can drag task cards between columns to update their status or category..
1.1.3 Gantt Chart
Provides a visual representation of task timelines and progress, helping users track the status of tasks within the project.
Remark:
Tasks are color-coded based on their current status for easy identification.
Red: Overdue task; Green: Task completed on time; Blue: Progressing task;
1.2 View Task Details
Clicking on a task to open a detailed view or at the end of the task, click more ···, click "Details" to open up task details.
1.3 Create New Task
Step 1: Click "New task" on the top-right side of the page.
Step 2: Fill in the details and click "Submit" to create the task.
Task field
Predecessor Task: Represents a task that must be completed before the current task can begin.
Task Name: Task name
Sorting: Determines the order in which tasks are displayed in the task list.
Priority: Indicates the importance of the task.
Milestone: A label used to mark important stages or goals within the task.
Task Start Date: The date when the task is scheduled to begin.
Task End Date: The date when the task is scheduled to be completed.
Duration: The time span between the start and end dates.
Details: Provides a detailed description of the task. (The editor allows users to add images, links, files, and text, with customizable font options for formatting.)
Note: Similar to "Details," but used for additional notes or reminders.
Overdue: Indicates whether the task is overdue. (If the task is 100% complete or marked as done after the end date, the task will be marked as "Overdue.")
Creator: The user who created the task.
Creation Time: The date and time when the task was created.
Attachment: Allows users to upload and link files related to the task.
1.4 Edit Task
Step 1: On the end of the row, click more ···, and click on "Edit".
Step 2: Edit the details, and click "Submit" to save the changes.
1.5 Delete Task
Step 1: On the end of the row, click more ···, and click on "Delete".
Step 2: Click "Confirm" to proceed to delete the task.
1.6 Mark as done
Method 1:
Step 1: Navigate to the task you want to mark as complete, click to view the details.
Step 2: Click the Mark Done, and the task status will immediately update to "Done."
Method 2:
Step 1: Go to the task details view and locate the feeback Tab.
Step 2: Click and drag the progress bar to 100% and the system automatically marks the task as "Done."
1.7 Create new subtask
For the users to break down a larger task into smaller, manageable components.
Method 1:
Step 1: Navigate to the task to create a subtask for, click to view the task details, and click on "New Subtask".
Method 2:
Step 1: Navigate to the task to create a subtask for, at the end of the row, click ··· more and click on "New subtask".
Step 2: Fill in the required fields for the subtask and save the Subtask.
Remark:
Subtasks are visually nested under their parent task.
Completing subtasks updates the overall progress of the parent task.
Each subtask can have unique fields, such as start and end dates, assignees, and attachments.
1.8 Urge
Allows users to send reminders to task executors, creators, or selected users to prompt them about a task's progress or deadlines.
Step 1: Navigate to the task to be urged in the task list, click the "Press to do" button.
Step 2: Fill in the details and click "Submit" to send the reminder.
Remark:
Prompt Content: Allows the user to customize Reminder Content
Select Recipients: Choose who will receive the reminder:
Task Executor: The user assigned to the task.
Task Creator: The user who created the task.
Selected User(s): Other relevant users who need to be reminded.
Set Reminder Method: Select the preferred method for sending the reminder:
1.9 Import/Export
1.9.1 Import
Step 1: In the top-right corner of the page, click "Import".
Step 2: Export the template by clicking on "Export template"
Step 3: Fill up the Excel template
Step 4: Select the updated Excel file by double-clicking on the file or click on the file and click "Open".
When the import is complete, an Excel file will be generated to inform the user of the import status of all rows and provide an error message if the import failed.
1.9.2 Export
Step 1: In the top-right corner of the page, click "Export".
Step 2: Select or de-select fields to be exported, and click "Confirm" to begin the process.
Remark:
All project team personnel can export the tasks by default
Other personnel needs export permission to be enabled separately
All tasks of a project can be exported, including tasks without viewing permission.
Supports exporting tasks after filtering
Supports exporting customized fields in the task fields.
If there is an attachment, it will be exported in a zip.
1.10 Filter/Search
1.10.1 Filtering
The filter function allows users to refine or narrow down the data list based on the selected criteria.
Click on "More filters" to view more filtering options available.
By entering relevant text regarding contact names in the search box, users will be able to filter contacts with task name that are similar/matched to the text entered.
2 Team
This tab displays the project name and team members. Users with permission can add or remove personnel from each role.
3 Discussion
Project team members can discuss project-related topics here, and the content can be deleted, quoted, edited, or replied to.
3.1 New Discussion
The discussion box is a control that offers formatting tools to enhance text, typically used for extensive content requiring highlighted formats or embedded images and videos.
Step 1: Fill in the discussion content ad click "Post" to create.
3.1 Quote
3.2 Reply
3.3 Edit
Step 1: Click on "Edit"
Step 2: Amend the discussion content as required.
3.4 Delete
Step 1: Click on "Delete".
Step 2: Click "Confirm" to delete.
Remark:
Discussion that has been replied to or quoted cannot be deleted.
4 Issues
Allows users to log, track, and manage project-related issues efficiently. Each issue can be associated with tasks, and details about the issue are recorded for resolution.
4.1 Create
Step 1: Click the "New problem" button in the top-right corner to create the issue.
Step 2: Enter the issue details and click "Save" to create a draft or "Submit" to send it for handling.
Remark:
Save as draft: Issue status update to Not submitted, need to edit and submit the draft in edit mode.
Submit: Issue status update to In Progress.
Issue field:
Affiliation Tasks: Task(s) related to the problem. - Not mandatory
Question Title: Summarise the issue.
Expire Date: Set the deadline for resolving the problem.
Proposer: Indicates the user who reported the problem.
Dealer: Select the team personnel responsible for handling the problem.
Question Type: Categorize the problem by type.
Priority Level: Indicate the urgency of the issue.
Problem Description: Provide detailed information about the issue.
Attachment: Attach relevant files or documents to support the issue report.
Created By: Displays the user who logged the issue.
Created At: Displays the timestamp when the issue was created.
4.2 Solution
Handle review the problem details in the Issues tab, and post the solution for it.
Step 1: Under the desired solution, click on "Solve" to provide solution to the issue.
Step 2: Enter the proposed solution and attach any relevant files or evidence of resolution, click "Submit" to log the resolution.
Remark: Issue status update to In Progress.
4.3 Receipt
The Proposer will be notified once the solution is posted then they will need to review the solution and confirm whether the issue has been resolved.
Step 1: Under the desired solution, click on "Receipt".
Step 2: Enter your comment and attach any relevant files or evidence of resolution. Click "Submit" to close the issue or "Reject" to return to the previous personnel if the issue remains unresolved.
Remark:
Reject: Issue status update to Not Solved
Submit: Issue status update to Solved and issue is closed.
5 Documents
Documents can be managed using folder, the folder is only for the project, only personnel with the permission to view this project can view, create folder under the project.
5.1 Folder
Folders are used to organize and manage documents in the system. Folders can be nested to create unlimited folder levels.
5.1.1 Create Folder
Step 1: Click the "..." icon on the end of the folder name and click "New".
Step 2: Fill in the folder name and sorting then click "Save" to create a new folder within the selected folder.
5.1.2 Edit Folder
Step 1: Click "Edit".
Step 2: Modify the folder’s name or sorting then click "Save".
5.1.3 Delete Folder
The Delete option is only available if the folder has no subfolders and contains no documents.
5.2 Document
5.2.1 Create Document
Step 1: On the top-right of the page, click "New document".
Step 2: Set up the new document, and click "Submit" to create the document under the associated folder.
Remark:
When creating a new document without selecting a folder, the document will automatically be placed in the Public Folder.
5.2.2 Edit Document
Remark:
When editing a document, you can change its assigned folder. After submitting the changes, the document will appear in the new folder/subfolder list.
5.2.23 Delete Document
5.3 Operation
5.3.1 Download
Click Download All Attachments to download all attachments within the folder in a compressed ZIP file. The attachments will be organized by document name.
Remark:
This button will only appear if the folder contains documents with attachments.
5.3.2 Filtering/Searching
Filtering
The filter function allows users to refine or narrow down the data list based on the selected criteria.
Click on "More filters" to view more filtering options available.
The users is able to filter document with document name that are similar/matched to the text entered in the search box.
6 Details
The details tab shows project information such as type, status, and priority. Users with the appropriate permissions can edit project details or end the project.
7 Assessment
This tab allows the project manager to rate project performance with an integer score.
8 Log
The project log tracks the creation, modification, and deletion of projects, tasks, issues, and documents, along with changes in task weightage. It records the operator, operation time, and actions taken. Users can filter by operation type, operation, and log content to meet their needs.
9 Expense
The expense list mainly records the details of each expense and can be divided into annual, quarterly, and monthly statistical displays.
Remark:
Expense listed the project's costs; click on the monthly amount to access the expense module for more information.
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