Difference between revisions of "Project/Task Manager - Quick Start"

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Project/Task Manager can help you manage and track projects by allowing you to assign tasks to staff members, monitor the project’s progress and keep an eye on deadlines.
 
Project/Task Manager can help you manage and track projects by allowing you to assign tasks to staff members, monitor the project’s progress and keep an eye on deadlines.
  
Project/Task Manager is easily accessible from your Backoffice Dashboard by clicking the '''Project/Task Manager''' link on the left navigation bar. (See Figure 1). Currently, this tool is in the beta stage and is available on the Pro version of ChamberMaster and MemberZone.
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Project/Task Manager is easily accessible from your Backoffice Dashboard by clicking the '''Project/Task Manager''' link on the left navigation bar. Currently, this tool is in the beta stage and is available on the Pro version of ChamberMaster and MemberZone.
  
[[File:2015-06-05_9-32-18b.png|frame|none|550px|'''Figure 1:''' Accessing the Project/Task Manager module]]
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[[File:PT Links CP.JPG|center]]
 
 
==The Basics==
 
While Project/Task Manager has many features to give you granular control over project management, the core of this application can be broken down into a few steps:
 
 
 
#Creating projects
 
#Creating the tasks necessary to complete those projects
 
#Checking off tasks and projects as they are completed.
 
  
 
Using Project/Task Manager will give you the ability to:
 
Using Project/Task Manager will give you the ability to:
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*Create templates for recurring projects like bringing on a new member
 
*Create templates for recurring projects like bringing on a new member
  
==Create a Project in 10 Steps==
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==Create a New Project==
To get familiar with the Project/Task Manager, let’s create a very simple project with one task.
 
 
 
===Step 1:===
 
Click the '''Projects''' tab near the top of the Project/Task Manager screen. (See Figure 2).
 
 
 
[[File:new_project.png|frame|none|700px|'''Figure 2:''' The Projects screen]]
 
 
 
 
 
===Step 2:===
 
Click the '''New Project''' button near the upper right part of the '''Projects''' screen. (See Figure 2).
 
 
 
 
 
===Step 3:===
 
Give your project a name and an end date. (These are the only two required fields on the '''Add Project''' screen. We will discuss the optional fields in another section). Click the '''Done''' button near the lower right part of the '''Add Project''' screen. (See Figure 3).
 
 
 
[[File:addproject.png|frame|none|700px|'''Figure 3: '''The '''Add Projects''' popup screen]]
 
 
 
 
 
===Step 4:===
 
 
 
After clicking '''Done''', the '''Add Project''' popup screen will disappear and you will be back on the '''Projects''' screen with your new project listed at the top. (See Figure 4).
 
 
 
 
 
[[File:firstproj.png|frame|none|'''Figure 4:''' Your first project]]
 
 
 
 
 
===Step 5:===
 
Now let's create a task for your new project. Go to the Tasks page by clicking the '''Tasks''' tab near the top of the screen. (See Figure 5).
 
 
 
 
 
[[File:tasktab3.png|frame|none|'''Figure 5:''' The Tasks page]]
 
 
 
===Step 6:===
 
Create a new task by clicking the '''New Task''' button near the upper right corner. (See Figure 5).
 
 
 
 
 
===Step 7:===
 
This will bring up the '''Task Add/Edit''' popup screen. (See Figure 6).
 
 
 
 
 
[[File:task_add_edit.png|frame|none|'''Figure 6:''' The Task Add/Edit screen]]
 
 
 
 
 
===Step 8:===
 
 
 
Give your first task a name and an end date. (These are the only two required fields on the '''Task Add/Edit''' screen. We will discuss the optional fields in another section).
 
 
 
  
===Step 9:===
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#Click '''Projects/Task''' in the left-hand navigation panel.
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#Click the '''Projects''' tab.
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#:[[File:New Project CP.JPG|center]]
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#Click the '''New Project''' button.
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#:[[File:Add Project CP.JPG|center]]
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#Enter the following:
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#*'''Category''': (Optional) Select a category project.  Assigning categories make it easy to filter and report on project.
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#*'''Template''': (Optional) If you have previously designed a template that can be used for this project, select it from the drop-down list.
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#*'''Name''': Provide a name for the project.  For Example: If you are creating a project for an event, you may wish to name it the same as the event. This field is required.
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#*'''Start Date''': Enter the project start date.
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#*'''End Date''': Enter the project end date. This field is required.
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#:'''Project Owner''': Select a project owner from the drop-down list. All of your active staff members will be available for selection.
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#Click '''Done'''.
  
In order to link this task to the project we just created, select that project from the '''Project''' dropdown list. (See Figure 6).
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The '''Projects''' tab will display the new project in the list of projects.
  
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===Add Tasks to a Project===
  
===Step 10:===
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Once a project has been created, you can add the tasks necessary to complete the project.
  
To save this task, click the '''Done''' button near the lower right part of the '''Task Add/Edit''' popup screen.
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#On the '''Projects''' tab, click the hyper-link for the project to which you wish to add tasks.
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#[[File:Add Tasks CP.JPG|center]]
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#On the '''Tasks''' screen, click the ''New Task''' button.
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#:[[File:Task Add Edit CP.JPG|center]]
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#Enter the following information:
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#*'''Name''': Provide a name for this task. 
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#*'''Project''': The project will default to the project that you clicked on the projects tab.
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#*'''Parent Task''': If you wish to associate this task to a parent, enter the parent task name, or click the magnifying glass to search for the task.
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#*'''Description''': (Optional) Enter a description of the task.  While this is optional, it provides a means to add additional information about what needs to be accomplished to complete the task.
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#*'''Start Date''': Enter the date on which activity on this task should begin.
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#*'''End Date''': Enter the date this task should be completed. The end date will be used to identify tasks that are over-due.
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#*'''Assigned To''': Select the staff member who is responsible for completing this task.
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#*'''Type''': (Optional) Select the type of task from the drop-down list. Types are used for reporting and filtering. To add additional types, click the '''edit''' hyper-link.
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#*'''Priority''': Select the priority you wish to associate to this event.
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#Click '''Done'''.
  
  

Revision as of 22:42, 23 July 2018

Project/Task Manager can help you manage and track projects by allowing you to assign tasks to staff members, monitor the project’s progress and keep an eye on deadlines.

Project/Task Manager is easily accessible from your Backoffice Dashboard by clicking the Project/Task Manager link on the left navigation bar. Currently, this tool is in the beta stage and is available on the Pro version of ChamberMaster and MemberZone.

PT Links CP.JPG

Using Project/Task Manager will give you the ability to:

  • Assign projects and tasks to your staff members
  • Track their progress with a “percentage complete” value
  • Set deadlines for projects and tasks
  • Keep an eye on the “big picture” with the Summary and Task Calendar pages
  • Create templates for recurring projects like bringing on a new member

Create a New Project

  1. Click Projects/Task in the left-hand navigation panel.
  2. Click the Projects tab.
    New Project CP.JPG
  3. Click the New Project button.
    Add Project CP.JPG
  4. Enter the following:
    • Category: (Optional) Select a category project. Assigning categories make it easy to filter and report on project.
    • Template: (Optional) If you have previously designed a template that can be used for this project, select it from the drop-down list.
    • Name: Provide a name for the project. For Example: If you are creating a project for an event, you may wish to name it the same as the event. This field is required.
    • Start Date: Enter the project start date.
    • End Date: Enter the project end date. This field is required.
    Project Owner: Select a project owner from the drop-down list. All of your active staff members will be available for selection.
  5. Click Done.

The Projects tab will display the new project in the list of projects.

Add Tasks to a Project

Once a project has been created, you can add the tasks necessary to complete the project.

  1. On the Projects tab, click the hyper-link for the project to which you wish to add tasks.
  2. Add Tasks CP.JPG
  3. On the Tasks' screen, click the New Task button.
    Task Add Edit CP.JPG
  4. Enter the following information:
    • Name: Provide a name for this task.
    • Project: The project will default to the project that you clicked on the projects tab.
    • Parent Task: If you wish to associate this task to a parent, enter the parent task name, or click the magnifying glass to search for the task.
    • Description: (Optional) Enter a description of the task. While this is optional, it provides a means to add additional information about what needs to be accomplished to complete the task.
    • Start Date: Enter the date on which activity on this task should begin.
    • End Date: Enter the date this task should be completed. The end date will be used to identify tasks that are over-due.
    • Assigned To: Select the staff member who is responsible for completing this task.
    • Type: (Optional) Select the type of task from the drop-down list. Types are used for reporting and filtering. To add additional types, click the edit hyper-link.
    • Priority: Select the priority you wish to associate to this event.
  5. Click Done.


What’s Next?

Now that you have created your first project, let’s explore some of the more advanced features of Project/Task Manager. The next section will introduce you to assigning owners, creating types, using the Summary screen and how to get the most out of these features.