Projects allow you to organise all your work in one place. There are many different boards within the desktop and tablet app that allows you to control projects by time, priority, status and more.

Project Board

Steps:

  1. Open desktop

  2. Click into the project board via the left-hand menu (The folder icon)

Key features:

This view is great to manage multiple projects in one view.


Task Board

Steps:

  1. Open desktop

  2. Click into the task board via the left-hand menu (The list icon)

  3. Click in the search towards the top of your screen

  4. Search for your projects (You can search for multiple)

Key features:

This view is great to manage multiple projects tasks in one view. You can easily manage details, priorities, dates, managers, notes and so much more


Calendar Board

Steps:

  1. Open desktop

  2. Click into the calendar board via the left-hand menu (The calendar icon)

  3. Click in the search towards the top of your screen

  4. Search for your projects (You can search for multiple)

Key features:

This view is great to manage the dates of project tasks. Either drag and drop tasks into the calendar, or click on days to see what is happening, and when. Click on a task tile to view tasks.


Kanban Board

Steps:

  1. Open desktop

  2. Click into the kanban board via the left-hand menu (The columns icon in the left hand menu)

  3. Click in the search towards the top of your screen

  4. Search for your projects (You can search for multiple)

Key features:

This view is great to manage task status's. Simply drag and drop tasks around the board to progress or return tasks to status's. Click on a task tile to view tasks.


Timeline Board

Steps:

  1. Open desktop

  2. Click into the timeline/gantt board via the left-hand menu (The 3 horizontal line icon in the left hand menu)

  3. Click in the search towards the top of your screen

  4. Search for your projects (You can search for multiple)

Key features:

This view is great to manage tasks on production time/dates. Simple drag the bars to tasks to extend, reduce or move production dates. Clicking on a task name will also give you quick access to the full details.


Maps Board

Steps:

  1. Open desktop

  2. Click into the map board via the left-hand menu (The map pin icon in the left hand menu)

  3. Click in the search towards the top of your screen

  4. Search for your projects (You can search for multiple)

Key features:

This view is great to manage multiple tasks on their location. Just click on a task to see the location. If a task doesn't have a location, just click on the task tile, add a location and it will appear in the map.

Want to know more about Projects?

Head over to the projects section of our Feature Guide. Or speak to a member of the team via the chat icon in the bottom right.

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