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Project Management

This section guides project managers on various aspects of Traditional (Gantt chart) and Agile (Sprint board) projects.

Financial Tracking

  • 01. Street Financials - Revenue
  • 02. Street Financials - Cost
  • 03. Street Financials - Budget
  • 04. How to Export Street Financials
  • 05. How to Add Expenses

Traditional Projects

  • 01. How to Create a Traditional Project
  • 02. How to Add Tasks, Phases, and Milestones
  • 03. List View Overview (Task Toolbar)
  • 04. Timeline Overview
  • 05. How to assign Task to a Resource
  • 06. How to add Predecessors (Task Dependencies)
See all 18 articles

Agile Projects

  • How to Create, Edit and Attach - Project Template (Agile)
  • Time Line View and List View of Agile Projects
  • How to Create a Sprint
  • How to Create an Agile Project
  • How to Create User Stories and Backlog
  • How to add or change Resource Rates - Agile Projects
See all 12 articles

Documents

  • Create New Folders - Documents
  • Uploading a New Documents
  • Document - Rename and Delete
  • Moving Document to a Folder
  • Documents "Shared with Me"

Resource Allocation

  • 01. Resource Allocation Overview
  • 02. Resource Allocation - Adjusting Hours on Same Tasks

Customer Engagement

  • How to Assign Customer on a Traditional project
  • How to Edit and Delete Customers
  • How to create Customers

Personal Task Management

  • My Tasks

KEY TOPICS

  • Product
  • Solutions
  • Pricing
  • Resources

KNOWLEDGE BASE

  • Agile Projects
  • Traditional Projects
  • Case Management
  • Project Financials

VIDEOS

  • Agile Project Creation
  • Agile Story User Backlog
  • Sprint Detail
  • Traditional Project Creation

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