• How does the Project Management module work?

  The module « » allows you to organize the work to be done on your different projects. 📝 The functionality is directly inspired by the Toyota Kanban method: it corresponds to a table organization (of columns) listing labels. Each label represents the tasks to be accomplished in order to complete a project. Labels are editable, assignabSome readers

• Consult our tutorial on how to use the Project Management module ⏱.

  Consult our tutorial on how to use the module ⏱ with the following video :Few readers

• How do I create a new task?

  To organize your work, you can create multiple tasks by clicking on the project and then clicking « » at the bottom of each list.Some readers

• How to create a project?

  To create a project, click on the « » module, type the Project name and click on « Create ». 📝Few readers

• How do I add a description to a task?

  You have two possibilities to add a description to a task: Add a description to a task when creating it. If you want to do this later or modify it, go to the task in question, then to « ». You can then add a description and click on « Save ». (https://storage.crisp.chat/users/helpdesk/website/6de7535cefada000/description-enSome readers

• How to validate a task?

  When you have completed a task, you can validate it by clicking on the to the right of the task. ✅Some readers

• How to modify a task ?

  Click on the task you want to modify or move your mouse over it and then click on the « Pencil » symbol. All editing options will then be displayed. 🖍️Few readers

• How to archive a task?

  Click the task you want to delete and click « ». 🗑️Few readers

• How do I set a deadline on a task?

  To add a deadline, click on the task, then « » and select a date. You can set a start date and a deadline to the task. This will be displayed in the main view « My Tasks » so that you are always aware. ⏱Few readers

• How to assign a person to a task?

  To assign a task to a user, click on the task, then click on « Assign collaborators » and enter the first or last name of your collaborator. 👥Few readers

• How do I archive a project?

  The "Archived Projects" tab allows you to sort the projects you have completed into a specific folder. This way, you can easily see which projects are in progress and which ones have been completed.Few readers

• Can I add sub-tasks on a task?

  To be better organized, it is possible to create checklists on a task. To do it, just click on the task, then on « ». After that, in the « » section, select « ». You can also add a new custom checklist by clicking « ». You will be able to rename or delete it at any time. (https://storage.crisp.chat/users/helpdesk/website/6de7535cefada000/liste-end8Some readers

• How do I delete a project?

  To use this feature, you must be the administrator or the user who created the project. To delete a project: On the Project Management homepage, click on the " Settings " at the top right of the relevant project, then click on " Delete ". 🗑️ If you are on the proFew readers

• How do I add users to a project?

  To add users to a project: On the Project Management module home page, click on Settings at the top right of the project concerned, then on Share. If you are on the project concerned, click on Share at the top right of the interface. (https://storage.crisp.Few readers

• How can I change the color of a project?

  You can choose a predefined color or customize it as you wish. 🎨 To change the color of a project: On the Project Management module home page, click on Settings at the top right of the relevant project, then on Project Options. If you are on the project concerned,Few readers

• How to rename a project?

  To use this feature, you must be the administrator or the user who created the project. To rename a project: On the Project Management module home page, click on Settings at the top right of the project concerned, then on Project settings. If you are on the projecFew readers

• How do I create a label?

  You can create labels on a task by clicking directly on the task and then clicking « ». Then click « Create a new label » and you can choose the label name and color. 🎨Few readers

• How to move a task to another project?

  You have the option to move an entire task or select certain items you wish to move to the project and list of your choice. To do this, click on the task in question and then click « ».Few readers

• How do I add documents to a task?

  You can add one or more attachments to a task. 📎 Click on the task and then click « ». You will be able to add and delete one or more files.Few readers

• How to duplicate a task?

  You have the option of duplicating an entire task or selecting certain items that you wish to duplicate to the project and list of your choice. To do this, click on the task in question and then click « ».Few readers

• How is the percentage of progress of my projects and lists calculated?

  To help you in the realization of your projects, Atolia calculates a percentage of progress in each of the lists according to the number of validated tasks.Few readers

• What are the possible filters to refine my searches in a project?

  There are several filters to refine your searches and allow you to quickly find certain tasks: By status By label By date By users To do so, go to the project in question and simply choose your filters among those proposed at the top of your screen.Few readers

• Can I import external projects on Atolia?

  This feature is not yet available but our team is working on it. We will inform you when it is available! 🛠️Some readers