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172 total results found

Timelog Change Reasons

Project

From this page, you can create and manage reasons that employees must select when manually adding or editing a timelog entry.  The reasons configured here will be available for employees to select when submitting a manual timelog request. To navigate here, g...

Module
project

Timer Deviation Reasons

Project

From this page, you can create and manage reasons that employees must select when a task timer deviates from the expected or estimated time. The reasons configured here will be available for employees to select when a task timer deviates from the estimated ti...

Module
project

Not A Bug Reason

Project

From this page, you can create and manage reasons used when a reported issue is marked as "Not a Bug." These reasons help QA and development teams document why a particular issue does not qualify as a bug, and can be configured separately for QA and developer ...

Module
project

Project Mode Templates

Project

From this page, you can create and manage project mode templates that define role-based permissions and restrictions for tasks within a project. These templates control what different roles can create, edit, delete, assign, and modify — giving you fine-grained...

Module
project

Default Project Users

Project

From this page, you can configure default users to be automatically added to a project based on the platform. This ensures that the relevant team members are pre-assigned to a project whenever it is created under a specific platform, saving time on manual user...

Module
project

Project Alert Templates

Project

From this page, you can create and manage alert templates that define when and how notifications are sent when project task estimations are crossed by a certain percentage. These templates help keep the relevant team members informed when task progress deviate...

Module
project

Projects

Project

From this page, you can create and manage all projects within your organization. Each project brings together team members, task configurations, budgets, alerts, and location details into a single structured setup. The project created here serves as the centr...

Module
project

User Rights (Project)

Project

From this page, you can define and manage access rights for user roles or individual employees specifically for the Project module. This allows you to control who can view, add, update, delete, or perform other actions on each page within the project module. ...

Module
project

Project Import

Project

Projects can be created in bulk by downloading and uploading an import sheet. To navigate here, go to Project->Project Setup->Projects. Download Sample Template: On the Projects page: Download the Sample Template. Import Sheet Fields: Fill ...

Module
project

Project Modules

Project

Project Modules: From this page, you can create and manage modules within your projects. Modules help break down a project into smaller, trackable components — each with its own estimation, billing type, budget, and test case groups. The modules created here...

Module
project

Create Task & Task Kanban

Project

From this page, you can create and manage all tasks within a project. The Tasks page is the primary workspace for tracking work across different stages of the project lifecycle. It supports multiple views and provides powerful filtering, bulk action, and task ...

Module
project

Review Todo Timelog Request

Todo

From this page, you can review and manage timelog change requests submitted by employees for their Todo tasks. When an employee manually adds or edits a timelog entry for a Todo, it generates a request that must be reviewed and actioned here. To navigate here...

Module
todo

Issue

Project

From this page, you can create and manage issues raised against tasks within a project. Issues are used to report bugs, defects, or problems identified during the review or QA stage of a task. To navigate here, go to Project->Issue. Note: Issues can only b...

Module
project

Project (Example)

Project

To better understand how task management works in the system, let's walk through a real-world example. The Scenario: Consider a company called ShopSwift — an ecommerce business that manages the entire order lifecycle in-house, from receiving customer order...

Module
project

Gantt-Chart

Project

From this page, you can visualize the time distribution of tasks, issues, and todos across team members on a date-based timeline. The Gantt Chart provides a clear overview of who is working on what and when, helping managers track workload and identify schedul...

Module
project

Meetings

Project

From this page, you can create and manage meetings associated with your projects. Meetings can be tracked with their agenda, attendees, timing, location, and meeting links, giving teams full visibility into scheduled and past meetings. To navigate here, go to...

Module
project

Sprints

Project

From this page, you can create and manage sprints for your projects. Sprints are used to plan and track a defined set of tasks within a specific time period, helping teams organize work in structured cycles. To navigate here, go to Project->Sprints. The sp...

Module
project

Project Release

Project

From this page, you can create and manage project releases. A release is used to document and track a versioned delivery of a project, capturing what was released, on which platform, and when. To navigate here, go to Project->Project Approvals->Project Releas...

Module
project

Renewals

Project

From this page, you can create and manage renewals for customer domains and other recurring services. Renewals help track tenure periods, payment status, and upcoming expiry reminders for each customer. To navigate here, go to Project->Renewals. The renewals...

Module
project

Project 360

Project

The Project 360 page provides a comprehensive 360-degree view of a selected project, displaying its details, task and issue counts, and a range of charts and reports across multiple tabs. To navigate here, go to Project 360 from the top navigation bar or go t...

Module
project