Project Management

Shows all the FAQ's related to Project Management

How do I assign a Task to the user from the Resources tab?
To assign a new Task from the Resources tab, Click the + New Assignment but that is on the left-hand side of the Resources screen You see a Salesforce...
Mon, 4 Jul, 2022 at 4:47 PM
What is the Refreshed at details in the Resources screen?
The refreshed at field shows the details of the Date and Time when was the resources tab refreshed. You can also manually refresh the screen by clickin...
Mon, 4 Jul, 2022 at 5:30 PM
What are the number that i see in the Resources tab for the Task Assignments?
The number that you see on the Resources screen is the duration hours of the Task Assignments You can add hours to the Task assignment if you assign a ...
Mon, 4 Jul, 2022 at 5:53 PM
How do I reach the support articles of the Project Management module?
There are a bunch of support articles related to Project Management in Freshdesk here. Or you can reach the support articles from the Project  Management mo...
Mon, 25 Jul, 2022 at 4:30 PM
PTO information in the Project Management module.
This is an important feature implemented in the Project Management module If you are using PTOs in your org, you can check if the user has requested a PTO...
Fri, 22 Jul, 2022 at 5:29 PM
How do I know to which Project is the Task Assignment related to?
In the Gantt and the Board tab you see the Project name on the right-hand side top of the screen. In the resources tab, as you see all the Task Assignments...
Tue, 5 Jul, 2022 at 3:36 PM
What do I do if I notice any issue while using the Project Management module?
You can raise a ticket from the Project Management module, Click the Help button (?) you see on the right-hand top in all the tabs of the Project Manag...
Mon, 25 Jul, 2022 at 5:27 PM
How do I delete the Task Assignment?
If the task has been assigned but the user has not yet logged any time towards it, you can easily delete the task assignment from the Gantt Chart. Follow th...
Thu, 8 Feb, 2024 at 5:13 PM
The PTO requests are not in the Resources tab, how do I fix it?
If the user has requested a PTO and those details are not showing up in the Resources tab, that is because the Reporting Manager is not added to the user in...
Tue, 2 Aug, 2022 at 5:03 PM
How do I view the tasks of a specific Status in the Project Management module?
You can hide/minimize the columns on the Board screen In the Board screen, the Tasks are listed in columns according to their Status Each status has a...
Mon, 25 Jul, 2022 at 6:46 PM