Manage Your Project as a Tenant
Click the Programs menu from the Manager Control Panel dashboard, as shown in Figure 1 above, and you will be redirected to the program list page, as shown in Figure 2 below.
Add Project
Click on the + Add Program button available on the top right side of the program dashboard screen, and select the Project button from the dropdown menu, as shown in Figure 2 above, and the project add screen will open, as shown in Figure 3 below.
Enter the details below and click the Submit button to create a new project, as shown in Figure 3 above. The details that can be added are:
- Project Name (Textbox - Mandatory): Title of the Project
- Start Date (Date Picker - Mandatory): Select the date when the project will begin
- End Date (Date Picker - Mandatory): Select the date when the project will be completed
- Select Team (Select Box - Mandatory): Select the team for the project. If the desired team is not listed in the drop menu, select the option to Add New Team, and the add team fields will appear, as shown in Figure 4 below.
- Description (Text Area - Optional): Provide an overview or key details about the program to members associated with the program
As shown in Figure 3 above, click the Back icon at the top right of the screen to return to the program list page.
Individual Project Dashboard
Click on the View icon associated with each project available on the action column of the respective project, as shown in Figure 2 above, and the project dashboard will open, as shown in Figure 5 below.
The project dashboard consists of three sections.
The left section shows the team name and logo on the top, followed by team members' details along with the project timeline. The bottom part of the left section shows the project description, as shown in Figure 5 above.
The middle section shows the tasks associated with the project. You can also view the tasks list by clicking the arrow available on the task header, as shown in Figure 5 above.
The right section shows the activities of the project. You can also view all the activity list by clicking the arrow available on the activity header, as shown in Figure 5 above.
Edit Project
Click on the Edit button available on the top right side of the project dashboard screen, as shown in Figure 5 above, and the project edit page will open, as shown in Figure 6 below.
Edit project is similar to the add project. Follow the steps mentioned in the Add Project to edit the project details.
To close the project, click the Close button available at the bottom of the edit project screen, as shown in Figure 6 above.
To archive the project, click the Archive this Program button available at the bottom of the edit project screen, as shown in Figure 6 above.
Individual Project Task Dashboard
Click on the arrow available on the task header on the project dashboard, as shown in Figure 5 above, and the tasks dashboard for the particular project will open, as shown in Figure 7 below.
You can view the task dashboard in pipeline or list view by clicking the buttons Pipeline or List, as shown in Figure 7 above.
The pipeline view displays tasks in four different cards, categorized as 'Backlog', 'In Progress', 'Responded', and 'Completed' with a distinct color, as shown in Figure 7 above.
The list view will display the tasks in a tabular format with details like 'Action', 'Title', 'Status', and 'Timeline', as shown in Figure 8 below.
To view the ticket status chart, click the arrow available on the header Chart Showing Ticket Status, and the section will expand to show the chart, as shown in Figure 8 above.
You can filter the table data by clicking the arrow associated with the header row of the table, as shown in Figure 8 above.
To filter a particular data, enter the details in the filter textbox and click the filter button available just above the table header, as shown in Figure 8 above.
The status of the tasks is marked in the status column of the table, as shown in Figure 8 above.
Add Task to Project
Click on the + Add Task button available on the task dashboard of the particular project, as shown in Figure 7 above, and the add task page will open, as shown in Figure 9 below.
Enter the details below and click the Submit button to create a new task, as shown in Figure 9 above. The details that can be added are:
- Title (Textbox - Mandatory): Title of the Task
- Timeline (Date Picker - Mandatory): Select the expected date for the completion of the task
- Estimated Hours (Select Box - Optional): Select the expected duration required to complete the task
- Description (Text Area - Optional): Provide an overview of the tasks
- Upload (File upload - Optional): Upload any document related to the task with a maximum limit of 2 MB
Once the task is created, it will be marked as a Backlog task in the task list page.
View Task Log
Click on the Task Title if you are in the pipelive view of the task dashboard, or click on the View icon associated with the individual task row if you are in the list view of the task dashboard, as shown in Figure 8 above, and the particular task log page will open, as shown in Figure 10 below.
The task log screen consists of all vital information about the particular task on the left side and an add log section on the right side, as shown in Figure 10 above.
To add a new log to the particular task, enter the details in the Text Editor available on the right side of the screen and click the Submit button. To change the task status, click on the Task Type radio button available just above the Submit button, as shown in Figure 10 above.
Edit Task Under a Project
Click on the Edit button available on the top right side of the task log screen, as shown in Figure 10 above, and the edit task page will open, as shown in Figure 11 below.
