• Adding and assigning projects in Workstatus

  Adding and assigning projects in Workstatus Projects are used to organize the work your team will track their time against. Under each project, to-dos or tasks are assigned to specific members. You can also link clients to projects so you can bill the time logged to a specific project for that client. Roles and Permissions: Organization Owner/Manager : They can Add projects, View Projects and Edit Project. Delivery Head : They can Add projects, View Projects and EdiPopular

• Projects Overview

  Projects Overview Projects are a great way to organize tasks. Creating projects lets you monitor how much time was spent by your team on a specific project so you can easily generate reports against them so you can stay on top of project budgets. After creating an organization, the first thing you will need to do is create projects and assign them to your team members, or yourself. Your team won’t be able to track any time unless they are assigned to a project, so this step is very importanSome readers

• Change user permissions on a project

  Change user permissions on a project Organization owners and managers can manage per-project level access to ensure their team can only access specific information within different projects. Roles and Permissions: Organization Owner/Manager : They can Add projects, View Projects and Edit Project. Delivery Head : They can Add projects, View Projects and Edit Project. Project Manager (User) : They can't Add project. They can edit and view only assigned project.Some readers

• How do I add Clients to a Project?

  How do I add Clients to a Project? You can assign multiple clients to your projects with Workstatus. This makes it easy for organization owners to manage clients. Roles and Permissions: Organization Owner/Manager : They can Add Clients, Remove Clients and Edit Clients. Project Manager (User) : They can't Add Clients, Remove Clients and Edit Clients. User : They can't Add Clients ,Remove Clients and Edit Clients. Please refer following link for accessing Roles anSome readers

• Can I add time for two projects during the same timespan?

  Can I add time for two projects during the same timespan? Add Time for Two Projects at the Same Time QUESTION: Is it possible to add time for two projects during the same timespan? ANSWER: No, Workstatus will only allow you to work on one project during the same 10-minute interval. If you add manual time at the same block of time you have tracked automatically, the Workstatus will not allow for the same. Please refer following link for accessing Roles and Permission : https:/Some readers

• How to Edit a Project Name and Description?

  How to Edit a Project Name and Description? Roles and Permissions: Organization Owner/Manager : They can Add projects, View Projects and Edit Project. Delivery Head : They can Add projects, View Projects and Edit Project. Project Manager (User) : They can't Add project. They can edit and view only assigned project. User : They can't Add projects and Edit Projects. They can view only assigned Project. In this article you will know how to edit basic projectSome readers

• Can I Delete a Project?

  Can I Delete a Project? Roles and Permissions: Organization Owner/Manager : They can Add projects, View Projects ,Edit Project and delete project. Delivery Head : They can Add projects, View Projects , Edit Project and delete project. Project Manager (User) : They can't Add project Edit Projects and delete project.. They can only view assigned project. User : They can't Add projects ,Edit Projects and delete project.. They can only view assigned projecSome readers

• How to change organization & project roles?

  How to change organization & project roles? Workstatus has different member roles to give you flexibility in running your business. Changing your team member’s roles per project and organization allows you to choose what access level they have on each of your organizations or projects. Organization Owner/Manager : They can Add projects, View Projects and Edit Project. Delivery Head : They can Add projects, View Projects and Edit Project. Project Manager (User) : They canSome readers

• Where can I see my archived projects?

  Where can I see my archived projects? Roles and Permissions: Organization Owner/Manager : They can Add projects, View Projects ,Edit Project and delete project. Delivery Head : They can Add projects, View Projects , Edit Project and delete project. Project Manager (User) : They can't Add project Edit Projects and delete project.. They can only view assigned project. User : They can't Add projects ,Edit Projects and delete project. They can only view asSome readers

• Workstatus User Roles and Permissions Guide

  Workstatus User Roles and Permissions Guide You can assign different roles to various team members to designate the level of access allowed for each team member within your organization. Refer below table to find out what features are available to each team member’s role. (https://storage.crisp.chat/users/helpdFew readers

• How to View Tasks Listing?

  How to view Tasks Listing ? Roles and Permissions: Organization Owner/Manager : They can Add Task List, View Task List and Edit Task List. Delivery Head : They can Add Task List, View Task List and Edit Task List. Project Manager (User) : They can't Add Task List. They can edit and view only assigned Task List. User : They can't Add Task List and Edit Task List . They can view only assigned Task List. Please refer following link for accessing Roles and PFew readers

• How to View the Milestone

  How to View the Milestone Roles and Permissions: Organization Owner/Manager : They can Add Milestone , View Milestone and Edit Milestone. Delivery Head : They can Add Milestone , View Milestone and Edit Milestone. Project Manager (User) : They can't Add Milestone . They can edit and view only assigned Milestone . User : They can't Add Milestone . They can edit and view only assigned Milestone . On the project details page (Milestone) tab, you see list ofFew readers

• How to Add Tasks List

  How to Add Tasks List Roles and Permissions: Organization Owner/Manager : They Add can Tasks List, View Todo Group and Edit Tasks List. Delivery Head : They Add can Tasks List, View Todo Group and Edit Tasks List. Project Manager (User) : They can't Add Tasks List. They can edit and view only assigned Tasks List. User : They can't Add Tasks List and Edit Tasks List . They can view only assigned Task List. Please refer following link for accessing Roles anFew readers

• How to Add a Task in a Project?

  How to Add a Task in a Project? ? Any project member can create a task for the project. Please Check the below pointers for adding Tasks. Login & navigate to projects in menu >Open any project >Click on List >Click on ""Add+"" icon >Click on Add Todo. (https://storage.crisp.chFew readers

• How to Edit the Tasks List

  How to Edit the Tasks List Roles and Permissions: Organization Owner/Manager : They can Add Tasks List, View Tasks List and Edit Tasks List. Delivery Head : They can Add Tasks List, View Tasks List and Edit Tasks List. Project Manager (User) : They can't Tasks List. They can edit and view only assigned Tasks List. User : They can't Add Tasks List and Edit Tasks List . They can view only assigned Tasks List. Please refer following link for accessing RoFew readers

• How to edit the Milestone

  How to edit the Milestone Roles and Permissions: Organization Owner/Manager : They can Add Milestone , View Milestone and Edit Milestone. Delivery Head : They can Add Milestone , View Milestone and Edit Milestone. Project Manager (User) : They can't Add Milestone . They can edit and view only assigned Milestone . User : They can't Add Milestone . They can edit and view only assigned Milestone . Please refer following link for accessing Roles and PermissioFew readers

• How to Add Milestone in a Project

  How to Add Milestone in a Project Roles and Permissions: Organization Owner/Manager : They can Add Milestone , View Milestone and Edit Milestone. Delivery Head : They can Add Milestone , View Milestone and Edit Milestone. Project Manager (User) : They can't Add Milestone . They can edit and view only assigned Milestone . User : They can't Add Milestone . They can edit and view only assigned Milestone . Please refer following link for accessing Roles and PFew readers

• Project based Timesheet

  Project based Timesheet We are excited to introduce a new feature to our project management module: Project Timesheets. This feature enables comprehensive tracking and reporting of time spent on project tasks. Below is a detailed guide on how to use this feature, along with screenshots to help you navigate the interface. Step 1 A new tab named "Timesheets" is available within each project. This tab displays the timesheets of all users associated with the project. Click on Project mFew readers

• How to check the Milestone listing

  How to check the Milestone listing Select any project from the available >view Project, Now click on Milestone tab, user will be able to access Milestones of the related project. Note: In order to see the updated changes on the screen, Please click on the refresh icon. Roles and Permissions: Organization Owner/Manager : They can Add Milestone , View Milestone and Edit Milestone. Delivery Head : They can Add Milestone , View Milestone and Edit Milestone. ProjectFew readers

• Message Board

  What is Message Board ? To view and participate in discussions, click on the "Message Board" tab where you can post updates, share ideas, and collaborate with team members. Use this space to stay connected and informed about project progress and any important announcements. Who will access this massage board? The message board will be accessible to all team members involved in the project, allowing them to post updates, share ideas, and collaborate effectively. How to post a messageFew readers

• Task Status Count on Project Overview Page

  Task Status Count on Project Overview Page Step 1: Go to Project Management >Select Project >Click on Overview >>Under task status >right top corner of the widget and in that dropdown which has list of all the todo groups Step2 Upon selecting any todo group from the drop dFew readers

• Bulk Import Task in the projects

  How to Bulk import task in the projects . Roles and Permissions: Organization Owner/Manager can Bulk Import Tasks. Delivery Head can Bulk Import Tasks Project manager : can Bulk Import Tasks Please refer following link for accessing Roles and Permission : https://support.workstatus.io/en/article/workstatus-roles-and-permissions-guide-zzkoo6/ Step 1: Go to Projects module and select Project. (https://storage.crisp.chat/users/helpdesk/website/f3e4eb6758Few readers

• How to view Task in Kanban View

  About Kanban View The Kanban view of a task list is a visual project management tool that helps teams and individuals track work in progress.In a Kanban view, tasks are organized into columns that represent different stages of the workflow. It provides an easy-to-understand overview of tasks and their progress. By focusing on limiting work in progress, teams can avoid bottlenecks and enhance productivity. Visual signals like color-coding, labels, or tags can be used to indicate task prioritFew readers

• Project Setting

  How to view project settings in project module? Roles and Permissions: Organization Owner/Manager : They can View Project setting . Delivery Head : They can View Project setting . Project Manager (User) : They can only view assigned project setting. User : They can't view project setting. In this article you will know how to edit basic project properties such as the name and description. Please refer following link for accessing Roles and Permission :Few readers

• Project Setting : Budget

  How to view project settings in project module? Roles and Permissions: Organization Owner/Manager : They can View Project setting . Delivery Head : They can View Project setting . Project Manager (User) : They can only view assigned project setting. User : They can't view project setting. Please refer following link for accessing Roles and Permission : https://support.workstatus.io/en/article/workstatus-roles-and-permissions-guide-zzkoo6/ Select PFew readers

• Project Setting : General

  How to view project settings in project module? Roles and Permissions: Organization Owner/Manager : They can View Project setting . Delivery Head : They can View Project setting . Project Manager (User) : They can only view assigned project setting. User : They can't view project setting. Please refer following link for accessing Roles and Permission : https://support.workstatus.io/en/article/workstatus-roles-and-permissions-guide-zzkoo6/ STEP 1Few readers

• People Tab

  How to invite members/Client from project? The Members tab is designed to display and manage the details of team members associated with a specific project. Here's an explanation: How to navigate to the People tab Navigate to Project Module Navigate to People tab click on project kebab menu and click on view project also you can click on project name then you will reFew readers

• Project Setting :Status and Tags

  How to view Status and Tags in project settings under project? Roles and Permissions: Organization Owner/Manager : They can View Project setting . Delivery Head : They can View Project setting . Project Manager (User) : They can only view assigned project setting. User : They can't view project setting. Please refer following link for accessing Roles and Permission : https://support.workstatus.io/en/article/workstatus-roles-and-permissions-guide-zzkoo6/Few readers

• How to view Task in Matrix View

  About Matrix View A matrix view is an effective way to organize and visualize tasks, allowing users to track and manage different activities in project . It is especially useful for teams who need to manage multiple tasks, monitor progress, and ensure nothing is overlooked. This view typically uses a grid format where rows and columns represent various parameters of the tasks. Key Elements of a Matrix View Columns: Each column typically represents a category or attrFew readers

• How Can We View Tasks in Gantt View?

  About Gantt View A Gantt view is a popular project management tool used to visually represent the timeline, tasks, and progress of a project. In this view, tasks are displayed as horizontal bars across a timeline, making it easy to track the start and end dates, task dependencies, and overall project flow. Roles and Permissions: Organization Owner/Manager They can view the tasks in the Gantt view and also change the status of the all task by simply dragging and dropping. DeFew readers

• How to view Subtask, Time Logs and checklist in a Task

  How to view Subtask, Time Logs and checklist in a Task Subtask A subtask is a smaller, more specific task that is part of a larger main task. It helps break down complex work into manageable steps, making it easier to track progress and ensure that all aspects of the main task are completed efficiently. Step 1 : Navigate to project Step 2: Select project Step 3: Click on View Task Step 4: Click on Subtask >Here, you can see the total count of subtasks for this parentFew readers

• Edit Tasks

  How to edit tasks in task list ? Anyone assigned to a task can edit it, Tasks can be edited from the view task or from the task drawer . To edit task from the task drawer , follow these steps : Step 1 : Go to project listing , click on lists ,click on edit task from 3 dots . Step 2 : You can edit Task List .Parent Task Name , Task Name ,Assignee and Status on basic information pageFew readers

• How to View/ Add Member in Project?

  How to View/ Add Member in Project? Step 1 Go to Side menu>Projects> Select the project you wish to see the members of Step 2 Open The Project >select "People" Option. Here you can see list of all the members which part of this project. There is an option to Add Member & Client directFew readers

• Check Activity Logs in Task

  Check Activity Logs in Task Activity Logs of a task gives Information on any action taken/ Update on any Field, by when & by whom its has been Updated. Please follow below steps: Open any Task >Go to Comments & Select the Check box "Activity Logs" on Top of this screen It gives the statements mentioning about the Update/changes done on the Task by Sharing the Member Name & Time !Few readers

• How to add comments in a Task?

  How to add comments in a Task? Step 1 Go to Project >Select to Open a Project >List >Open a Task Step 2 Click On Comments Click on POST to write your comment Then Click on Submit to Post it. (https://storage.crisp.chat/users/helpdesk/website/f3e4eb6758a66800/image8s9ggqFew readers