Projects (Details)

You can view the details of the project by clicking on the respective project in the Project Listing page and then clicking on the Details tab.

• The Details tab provides a comprehensive information on the project.
• These are the two milestones set for the project.
• You can add an independent task (not under any milestone). Please note: the option to add an independent task is also available towards the top section of the project details page.
• This is the unique code given to the project.
• It shows the current progress percentage of the project.
• By clicking on this check box, you can view all the completed tasks set for this project.
• Clicking on this will take you to the previous page.
• You can edit the project and add notifications to it by clicking on the action drop down.

Milestone
Hovering the cursor on any of the milestones, show a few inline options.

• You can change the order of the milestone by clicking on it and dragging it up or down.
• You can view the tasks and sub tasks assigned under the milestone by clicking on any of the two icons.
• You can add a new milestone to the project by clicking here.
• You can add a new task under the milestone.
• You can edit the milestone.
• You can delete the milestone from the project.

Task
Clicking on any of the milestones, shows the tasks assigned under it.

• Click here to open the section that shows the existing sub task and provides the option to add a new sub task.
• Clicking on the check box beside the task will mark it as complete.
• The task can be added to your favorites by clicking on .
• The task can be followed by clicking on . By doing so, you will be able to receive all the task status change and updates in the feeds.
• It shows the comments made to in relation to the task.
• It shows the total number of hours given upon the task till now.
• It shows that a sub task is assigned under the main task.
• It shows the total number of employees assigned to the task.
• It shows the deadline set for the task.
• Clicking on Action drop down, you add sub task, time sheet, member and comments to the task.



• By hovering the cursor on the task, you get the options of adding or viewing the current:
  1. Member
  2. Documents
  3. Comments
  4. Time sheet
  5. Sub task
  6. Followers
  7. Tag.
• You can add a new sub task under the task.
• You can edit the task.
• You can delete the task from the milestone.

Adding a Task

• Fill in the name of the task.
• Choose one of the priority options from the drop down.
• Add in the resources to the task (i.e. the number of people who will work on it)
• Set the cost type of the task – fixed or variable.
• Click on the check-box if you want the task to get published in the calendar.
• Show how far the task has been completed through the progress percentage.
• Set the completion date (i.e. deadline) for the task.
• Choose whether you want to keep the task billable or not.
• Set the billing currency and amount.
• Decide the number of hours that will be invested on the task.
• Click on to add the task to the milestone. Or else, click on cancel.

Editing a Task

• Give a new name to the task.
• Change the priority of the task by choosing another option from the drop down.
• Reselect the number of resources for the task.
• Change the cost type of the task.
• Publish or un-publish the task to the calendar.
• Edit the existing progress percentage of the task.
• Set a new completion deadline.
• Change the billable option.
• Set in the new billing currency and amount.
• Edit the estimated target hours for the task.
• Click on to apply the changes. Or else, click on cancel.

Sub task

Existing sub tasks under a task can be seen by hovering the cursor on the task and clicking on the sub task option.

• Click on the check box beside the sub task to mark it as complete.
• Click to add a new sub task to the list.
• By clicking on the action drop down or hovering the cursor on the sub task, you get the options of adding or viewing the current:
  1. Member
  2. Timesheet
  3. Comments
• Click to edit the sub task.
• Click to delete the sub task.

Adding a Sub Task

• Give the name of the sub task.
• Click to save the sub task.
• Click to cancel the process of adding the sub task.

Editing a Sub Task

• Give a new name to the sub task.
• Edit the estimated target hours for the sub task.
• Edit the existing progress percentage of the sub task.
• Set a new completion deadline.
• Click on to apply the changes. Or else, click on cancel.