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 EditSome readersProjects 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 importantSome readersChange 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 readersHow 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 andSome readersSetting Up Workstatus for Multiple Clients
Setting Up Workstatus for Multiple Clients You can assign clients to your projects with Workstatus. This makes it easy to manage clients. Organization Owner/Manager : They can Add Clients, Remove Clients and Edit Clients. Delivery Head 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 linkSome readersCan 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 readersHow 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 readersCan 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 readersHow 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 can'Few readersWhere 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 asFew readersWorkstatus 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 readersHow to see Tasks Listing
How to see Task 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 PermFew readersHow to View a Task
How to View a Task Roles and Permissions: Organization Owner/Manager can view Tasks. Delivery Head can view Tasks. Project manager : can view Tasks. User can view 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 Project module and select Project. (https://storage.crisp.chat/users/helpdesk/website/f3e4eb6758a66800/scFew readersHow 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 readersHow 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 readersHow 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 readersHow to view listing of Task
How to view listing of Task Roles and Permissions: Organization Owner/Manager can view Tasks. Delivery Head can view Tasks Project manager : can view Tasks User can view Tasks Note: In order to see the updated changes on the screen, Please click on the refresh icon. 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 Project module and seleFew readersHow 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. Project MFew readersHow 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 readersHow to create Task in the application
How to create task in the application ? Please Check the below pointers for adding Tasks Login & navigate to project Management in menu >Open any project >Click on ""Add+"" icon >Click on Add Todo (https://storage.crisp.chat/users/helpdesk/website/f3e4eb6758a66800/screenshotFew readersHow 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 readersProject 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 readersView Project
View Project 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 important.Few readersTask 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 down then the todo status count will be updated based on selected todo group. (https://storage.cFew readersMessage 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 message iFew readersBulk 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 Project module and select Project. (https://storage.crisp.chat/users/helpdesk/website/f3e4eb6758aFew readersHow 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. DelFew readersHow 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