How to use our Project Management
Managing projects within a software platform involves organizing, coordinating, and overseeing tasks to ensure they are completed on time and within budget, while meeting set objectives. These tools typically offer features like task assignment, progress tracking, resource management, and communication capabilities to enhance workflows and improve team productivity. More advanced solutions integrate with time tracking, financial planning, and analytics tools, providing real-time updates on project progress and performance. Automating tasks such as generating progress reports and sending alerts helps keep teams aligned and on schedule. By centralizing project data and fostering collaboration, managing client projects enables organizations to achieve their goals efficiently while remaining adaptable to changing priorities and demands.
Project Board List
The Project Board List showcases all projects within an account, providing a detailed breakdown of clients and their projects. It displays project statuses and offers options to modify or delete them as needed.
Using Project Details
The Project Details section provides essential information for project execution, including content, images, and Figma designs. It also outlines the project scope and lists the team members responsible for completing it from start to finish.
Project Details Attachments
The Project Details Attachments section allows you to easily upload and access essential project files. It also displays the original file owner and provides options to download or delete files when no longer needed.
Project Board Attachments
The Project Board Attachments section enables seamless uploading and access to crucial project files directly from the project itself. It also identifies the original file owner and offers options to download or remove files as needed.
Understanding Project Published
The fifth and final stage of the Project Board's Kanban is the "Project Published" panel. Users can reactivate these projects if any aspects remain unfinished or require further updates.
Delivered To Client
The fourth stage of the Project Board's Kanban is the "Delivered To Client" panel. Clients are provided with the project to review and test, ensuring it functions correctly and is fully completed before they approve and sign off.
