Articles on: User Guide

The Projects Module - Main features 🎯

Welcome to the Projects Module. 🥳

In this video, we tell you all about your Projects module! 👇

You'll find below a description of all the features you may find on the module.

1) Access your daily dashboard, which displays your tasks for the day and those to come.

2) Access all your current projects: personal and group projects.

3) Access all archived projects (those you've closed).

4) Click to access your project tasks.

5) Access project options (rename, add color, etc.) and sharing options.

6) Create your new project.

7) Filter your projects by group, alphabetical order or date.

Change your list view to banner mode.

9) Add a task to your project.

10) Check your task to close it once completed.

11) Click on the pencil to edit the task and :

- Assign someone to the task so that it appears in their daily dashboard.
- Add a deadline: a start and end date for the task to keep you organized.
- Add a label to categorize the task, such as "urgent" or "important".
- Duplicate the task.
- Move the task to prioritize it in the list, or change it from the list.
- Follow the task if you wish to be informed of any changes made.
- More options: add an attachment, a comment, a description, subtasks...

12) Click to have different options for all tasks in the list: duplicate, delete, check, uncheck or move.

13) Create a new to-do list.

14) Change the view of your lists to banner mode.

15) Access the same project options as in 5) above. To the right of the dotted lines, you'll find the percentage of completion of your project's tasks (based on the tasks you've ticked).

16) Filter tasks by label, date, assigned member, in progress or completed.

Updated on: 30/08/2023

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