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All Project Information at One Place
Brief explanation about Projects.
The Projects module is the best way to collaborate with your internal team as well as the client and various consultants, to bring out the best output. It will help you to manage work through tasks, files, deliverable and team members to smoothly complete your projects. You can create phases, and track project progress in real time. You can also document multiple versions of the client brief or project requirements as the project progresses.
How can I manage phases in a project?
Project Phases : In Projects, you can create phases and divide project into different phases as per your planning and convenience. Phases help you to manage the project better by grouping tasks by phase and tracking the progress more efficiently. You can create phases like 'concept', 'execution' etc. to create a system which makes sense to you. How can I add phases? In Project overview, enter phase name in phase field and click on Add button to add phase. You can also do the actions l
How can I use Project templates?
Redbracket HUB allows you to create and manage project templates as per your requirement and use it while creating a new project. This will add phases as per template into the new project. This guide let you know how to use project templates. Let us see how we can use template while creating a project: Example : [ Using System Defined Project Template ] Enter all required details and choose default proje
How can I set or change project template in a project?
Redbracket HUB allows you to create and manage custom project templates as per your requirement and use it while creating a new project and adding multiple tasks. Now, you can set specific template for each project in project overview. Steps to proceed: Go to projects page and click on Edit Project Info. Choose required template from dropdown in template field as shown in below. ![Set template](https://storage.crisp.chat/users/helpdesk/website/2da846f00bc18200/set-template_1az
How to create a new project?
Projects Module is a work space that let you plan, collaborate, organize and deliver work in most efficient way via file management, tasks, deliverable, time records and an array of tools designed to increase efficiency and make co-ordination easy. Follow the below steps to create new project: Go to projects page and click on +New. New Project Select the project type, give a name to your
How can I add or remove team members in projects ?
You can add as many team members as you want in a project with specific role. The team member will be able to access and work on the information as per the permissions given in the role. Follow the below steps to add team members: Go to the projects page and open the project where you want to add team members. Click on project details icon in the header. ![Project Details](https://storage.
How do I archive and unarchive projects?
Now, Archive unwanted or completed projects when you do not want to see in the list of projects. Archived project will not be visible in list of projects anywhere in the system except Reports. You can view archived projects using search and filter options. To Archive a project: Go to the projects page. Choose 'Archive' from the action menu of the project. Click on Yes in pop up as shown in below sc