Project panel

Contains the list of both the active and inactive projects and allows you to review their status, edit the characteristics, assign tasks, check all of the time records and add more projects.

You can open it on the slide-out menu; just slide from the left or click on the top-left icon, and select the option "Projects".


Index

  1. Filter the active and inactive projects
  2. Reviewing the project information
  3. Editing a project
  4. Project tasks
  5. Project time records
  6. Adding a new project

1. Filter the active and inactive projects: Allows displaying the active (in process) or inactive (completed) projects.

The following steps will guide you through the process:


a. Open the slide-out menu, by sliding from the left or clicking on the top-left icon.

b. Select the option "Project" and you will see the list of your projects.

c. Touch the settings button located at the top-right corner of the screen.

d. Select the option "Filter".



e. The filter option will be opened, allowing you to select whether to display the active projects, the Inactive projects or both.


2. Reviewing the project information: Allows you to have an overview of the project status and its characteristics.

The following steps will guide you through the process:


a. Open the slide-out menu, by sliding from the left or clicking on the top-left icon.

b. Select the option "Projects" and you will see the list of your projects.

c. Touch the project of which you wish to check the status of.


d. Once you open the project, you will see the following information:

  • Summary: You can see the total hours tracked and the money earned.
  • Project details: You can see the project characteristics.
  • Tasks: You will see all tasks and will be able to add more if necessary.
  • Time records: You will see the time records related to the project.


3. Editing a project: Here you are able to change the project details.

The following steps will guide you through the process:


a. Open the slide-out menu, by sliding from the left or clicking on the top-left icon.

b. Select the option "Projects" and you will see the list of your projects.

c. Touch the project you wish to edit.

d. Touch the edit button to open the edit panel.



e. Here you can change the project details.

f. Touch the button to save the changes.


4. Project tasks: Users are going to be able to check the assigned tasks and edit them or add more.

The following steps will guide you through the process:


a. Open the slide-out menu, by sliding from the left or clicking on the top-left icon.

b. Select the option "Projects" and you will see the list of your projects. 

c. Touch the project of which you wish to review the task of.

d. Once you are there, slide the screen to the task panel


e. Here you will see the list of tasks, where you will be able to perform 3 actions:

    I: Add a new task: Simply touch the option “+ Add task” and fill in the task information.

    II: Edit a task: Follow the steps below:

    • Touch the task to be edited
    • Here you will see the full task details
    • Next just press the edit button
    • Edit the data and save it by pressing on the button.

    * Note that while editing, you can also mark the task as a complete, by checking the DONE checkbox.

    III: Open the quick action tools: By touching and holding a task, the quick action tool will open, allowing you to:


    a. Edit the task.

    b. Create a new time record.

    c. Start the stopwatch.


    Note that the data is going to be filled in according to the selected task.

5. Project time records: In this section it’s possible to review all the time records up to date.

The following steps will guide you through the process:


a. Open the slide-out menu, sliding from the left or clicking in the top-left icon.

b. Select the option Project, and you will see the list of projects.

c. Touch the project you wish to review the time records of.

d. Once you are in, slide the screen until the time records panel appears.


e. Once there, you will see the list of time records; from here you can perform 3 actions:

    I: Add a new time record: Simply Touch the option “+ Add time record” and complete the Time record information.

    II: Edit a time record: Follow the steps below:


    • Touch the time record to be edited.
    • You will see the full time record details.
    • Proceed with the changes you want to make.
    • Press "Save".

    III: Open the quick action tools: By Touching and holding a time record, the quick action tool will open, allowing you to edit, create a time record or start a new stopwatch. The data it’s going to be populated according to the selected time record.

6. Adding a new project: Here you can also add projects as needed.

The following steps will guide you through the process:


a. Open it on the slide-out menu, sliding from the left or clicking in the top-left icon.

b. Select the option Project, you will see the list of projects.

c. Touch the option “+ Add project”.



d. Complete the project information and press in the button to save.


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