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

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==Overview==
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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.
  
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#On the '''Projects''' tab, click the hyper-link for the project to which you wish to add tasks.
 
#On the '''Projects''' tab, click the hyper-link for the project to which you wish to add tasks.
#[[File:Add Tasks CP.JPG|center]]
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#:[[File:Add Tasks CP.JPG|center]]
 
#On the '''Tasks''' screen, click the ''New Task''' button.
 
#On the '''Tasks''' screen, click the ''New Task''' button.
 
#:[[File:Task Add Edit CP.JPG|center]]
 
#:[[File:Task Add Edit CP.JPG|center]]

Revision as of 22:43, 23 July 2018

Overview

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.
    Add Tasks CP.JPG
  2. On the Tasks' screen, click the New Task button.
    Task Add Edit CP.JPG
  3. 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.
  4. 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.