Project Management

Shows all the FAQ's related to Project Management

I see only a few of my projects in the Project Management Screen. Why?
Projects that have a Start and End Date and are set to "Managed Project" are listed in the Project Management screen. No other projects are shown.
Wed, 20 Jul, 2022 at 3:24 PM
What is Project Management and how do I use it?
The Project Management Module is used to manage projects in your org. You can Create a complete plan for a project by adding Tasks and sub-tasks Assi...
Wed, 20 Jul, 2022 at 4:57 PM
How do I create a new project in the Project Management module?
To create a new Project Go to the Gantt screen. In the window that appears, enter the Project name, Start and End Date, Description, and any other nec...
Wed, 3 May, 2023 at 5:39 PM
How do I assign Tasks to the users?
You can assign Tasks from any of the sub-tabs in the Project Management, i.e., the Assignments tab, the Gantt Tab, the Board tab, or the Resources Tab. ...
Mon, 27 Mar, 2023 at 5:24 PM
Where do I see the assigned Tasks?
You see the assigned Tasks in the Assignments tab, There are two sub-tabs in the Assignments tab My Tasks and All Taxes The My Task sub-tab shows a...
Thu, 13 Apr, 2023 at 12:11 PM
How do I create a new Task assignment and assign it to users?
With the Project Management Module, you can create new tasks and assign them to the users that report to you. If you don't see the Project in the Ga...
Mon, 27 Mar, 2023 at 6:29 PM
How do I re-assign a task that is already assigned to an user?
To re-assign the Task Go to the Gantt screen and select the Project from the Project list, You see the list of Tasks assignments, The Task assignment...
Tue, 28 Mar, 2023 at 4:18 PM
The Board tab in the Project Management app.
All the assigned Tasks show in the Backlog list on the Board tab.  You can  Edit the Task assignments, like editing the Start or the End Date, Re-...
Tue, 28 Mar, 2023 at 5:37 PM
Gantt Tab in the Project Management app?
By default, the Gantt tab shows the Task assigned to the users for the current week. You can change the default duration (current week) using the calend...
Tue, 28 Mar, 2023 at 6:09 PM
The Resources screen in the Project Management module.
The Resources screen shows the Task assignments of the users that report to you. By default, the Resources screen shows the Task assigned to all the us...
Tue, 28 Mar, 2023 at 6:25 PM