Loading...
General Project Questions Questions
How to Use Filters on your Project Views#9900:02:51
Filters can be used to provide various project views and sort by relevant information.
1 people found this useful.
General Project Questions
How to move items from one activity to another#9500:01:57
You can move any item from one project to another, or to another item-type completely, using the "Attached to:" menu.
No votes yet.
General Project Questions
Setting Up Auto Update Period from Sub-Projects#9100:03:03
Instead of manually updating your project period (start and end date) each time you add/update sub-projects, "Auto Update Period from Sub-Projects" lets you ignore your project "Period'' by automatically updating it for you, based on the start and end dates of the sub-projects.
1 people found this useful.
General Project Questions
How to Automatically Update Project Progress#88
How do you activate the auto-update progress for sub-projects and ToDos? How do you activate the auto-update feature for ToDos upon creating your project? How do you select progress weight for Sub-Projects?
1 people found this useful.
General Project QuestionsToDos (Tasks)
Billing your Projects#8500:04:14
WORK[etc]'s combined project management and billing allows you to bill your projects directly. There are a number of ways you can invoice customers, and many of them are created through an automatic workflow for your Project.
3 people found this useful.
Invoicing / BillingGeneral Project Questions
What does archiving do?#54
While it does not delete the item, it removes it from your 'active items'. You can restore completed activities to your active items by selecting ''Unarchive."
2 people found this useful.
ToDos (Tasks)General Project Questions
When will something display in “People” Tab of a project?#33
A project, task, etc will display in the people tab if someone is a “Creator” or assigned to that item. You know that someone is the creator because their name follows the "by" field. You know that someone is assigned to because there name follows the "for" field. You of course can modify who is listed as the creator or who is assigned to a project at anytime.
2 people found this useful.
General Project Questions
How AutoUpdate Progress Works in Projects#3000:02:10
By enabling the ''Auto update progress'' settings in a project for ToDos and/or Sub-projects, completion of these items will automatically update the overall progress of the project.
No votes yet.
General Project Questions
Troubleshooting: I can't see all my projects in the My Projects area!#1800:02:59
This article explains that if you can't see a project it's likely because of your filtering settings within the project, the chance you haven't been assigned the project, or other employee settings.
No votes yet.
General Project Questions
What's the difference between a Project, ToDo or Timesheet?#13
ToDos are independent tasks with no affect on the progress of a project. Projects/Project Tasks are a collection of phases/milestones. Timesheets are recorded to keep track of the work performed.
47 people found this useful.
Core ConceptsGeneral Project QuestionsToDos (Tasks)Timesheets
Show:   10 results.  Page of 1