Project/Task Manager - Quick Start

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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. (See figure 1). Currently, this tool is in the beta stage and is available on the Pro version of ChamberMaster and MemberZone.

Figure 1 Accessing the Project/Task Manager module

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:

  1. Creating projects
  2. Creating the tasks necessary to complete those projects
  3. Checking off tasks and projects as they are completed.

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
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