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Plan your projects to increase your productivity!
-How does the "Projects" 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, assignable and can
-Consult our tutorial on how to use the Project Management module ⏱.
Consult our tutorial on how to use the module ⏱ with the following video :
-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. Create a new task
-How to create a project?
To create a project, click on the « » module, type the Project name and click on « Create Project ». 📝
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. ⏱
-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. ✅ Validate a task
-How to assign a person to a task?
To assign a task to a user, click on the task, then click on « Assign members » and enter the first or last name of your collaborator. 👥
-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. 🖍️ Edit a task Modify a task
-How to archive a task?
Click the task you want to delete and click « ». 🗑️ Archive a task
-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 ». ![Add a description to a task](https://storage.crisp.chat/users/helpdesk/website/6de753
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. ![Example of checklists](https://storage.crisp.chat/users/helpdesk/website/6de7535cefada0
-How do I add users to a project?
To add users to a project, go to the project in question and click « ». Then choose the group you want to share the project with. 👥
-How do I delete a project?
To use this feature, you must be the administrator or user who created the project. To delete a project, click the « Settings » ⚙️en symbol at the top right of the project, and then click « Delete ». 🗑️ Delete a project
-How can I change the color of a project?
You can choose a predefined color or customize it to your liking. 🎨 Click the « » ⚙️ symbol to the left of the project name, then click « ». Change the color of a project.
-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. 🎨 Create a label
-How to rename a project?
To use this feature, you must be the administrator or user who created the project. To rename it, click the « Parameters » ⚙️en symbol at the top right of the project, then click « Project Options », then click « Project Name ». 🖋️
-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. Add attachments to a task
-How is the percentage of progress of my projects and lists calculated?
To help you in the realization of your projects, Atolia calculates a in each of the lists according to the number of validated tasks. Percentage of progress of my projects ![Percentage of progress of my lists](https://storage.crisp
-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 « ». Move Task.
-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 « ». Duplicate a task.
-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: tasks in progress or completed By labels By date By user To do so, go to the project in question and simply choose your filters among those proposed at the top of your screen. ![Filters](https://storage.crisp.chat/users/helpdesk/website/6de7535cefada000/filtres-pr
-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! 🛠️