Projects

1. Overview
2. Actions 3.Tasks
4. Calendar
5. Team
6. Add Projects
7. Project Actions

v9.0 - Last Mod.: 08/11/2017


With SITEFORUM Projects you can manage projects and tasks in your portal.

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1. Overview

  1. Click the button Portal Manager to get to the administrative area.
  2. Then click Intranet & Backoffice > Projects.
On this overview you can see current projects, add and manage them and filter by status, type or keyword.
  • Button "+" When you click on this icon, you can add a new project.
  • Button "Actions" Here you can access settings, manage tasks status codes and - types and download project lists.
 
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2. Actions

2.1 Settings

  1. Click the Actions Icon.
  2. Click Settings.
  3. Here you can select the dialog mode and type of tasks listing you prefer and click save.
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2.2 Tasks Status Codes

  1. Click the Actions Icon.
  2. Click Tasks Status Codes.
  3. Here you can view and manage existing tasks status codes and add new ones.
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2.3 Tasks Types

  1. Click the Actions Icon.
  2. Click Tasks Types.
  3. Here you can view and manage existing tasks types and add new ones.
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2.4 CSV Download

  1. Click the Actions Icon.
  2. Click CSV Download.
  3. Downloads a .csv file with a list of existing projects.
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2.5 PDF Download

  1. Click the Actions Icon.
  2. Click PDF Download.
  3. Downloads a .pdf file with a list of existing projects.
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2.6 RSS Feed

  1. Click the Actions Icon.
  2. Click RSS Feed.
  3. View the .rss feed of your existing projects.
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2.7 JSON Download

  1. Click the Actions Icon.
  2. Click JSON Download.
  3. Downloads a .json file with a list of existing projects.
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3. Tasks

  1. Click the button Portal Manager to get to the administrative area.
  2. Then click Intranet & Backoffice > Projects.
  3. Click on the Tasks tab.
On this overview you can see current tasks, add and manage them and filter by status, user or keyword.
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4. Calendar

  1. Click the button Portal Manager to get to the administrative area.
  2. Then click Intranet & Backoffice > Projects.
  3. Click on the Calendar tab.
On this overview you can see the calendar view of existing tasks, view, add and manage them and filter by status, user or keyword.

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5. Team

  1. Click the button Portal Manager to get to the administrative area.
  2. Then click Intranet & Backoffice > Projects.
  3. Click on the Team tab.
On this overview you can see users of your team, the status of their assigned tasks, a summary of total tasks assigned and filter by status, user or keyword.

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6. Add Projects

  1. Click the button Portal Manager to get to the administrative area.
  2. Then click Intranet & Backoffice > Projects.
  3. Click on the + Project Icon.
Fill in Details, set Status and Access Rights and click on Save.
Optionally, enable the checkbox "Task owner may update the deadline date."

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7. Project Actions

+ Add Task

  1. Click the button Portal Manager to get to the administrative area.
  2. Then click Intranet & Backoffice > Projects.
  3. Next to an existing project, click on the + icon.
Fill in Title, Description and set Deadline, Priority, Type and Status and click on Save.

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7.1 Display

  1. Click the button Portal Manager to get to the administrative area.
  2. Then click Intranet & Backoffice > Projects.
  3. Next to an existing project, click on the "v Actions" icon and select Display.
In this area you can view Tasks that are assigned to the project, edit existing tasks by Mass Operations and view Content as well as Status & History.
In the Tools area you can Edit the project and download a .pdf file.

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7.2 Edit

  1. Click the button Portal Manager to get to the administrative area.
  2. Then click Intranet & Backoffice > Projects.
  3. Next to an existing project, click on the "v Actions" icon and select Edit.
In this area you can edit Details, as well as Status & Access Rights of the project.

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7.3 Tasks-Bulk

  1. Click the button Portal Manager to get to the administrative area.
  2. Then click Intranet & Backoffice > Projects.
  3. Next to an existing project, click on the "v Actions" icon and select Tasks-Bulk.
In this area you add multiple tasks, select a Deadline, Priority, Type and Status and click on Save.

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7.4 Tasks-Import

  1. Click the button Portal Manager to get to the administrative area.
  2. Then click Intranet & Backoffice > Projects.
  3. Next to an existing project, click on the "v Actions" icon and select Tasks-Import.
Here you can import simple files with tasks. Currently the following formats are allowed: *.csv, *.json. Tasks limit per file: 100.

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7.5 PDF Download

  1. Click the button Portal Manager to get to the administrative area.
  2. Then click Intranet & Backoffice > Projects.
  3. Next to an existing project, click on the "v Actions" icon and select PDF Dowload.
In this area you add multiple tasks, select a Deadline, Priority, Type and Status and click on Save.

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7.6 Tasks / CSV Download

  1. Click the button Portal Manager to get to the administrative area.
  2. Then click Intranet & Backoffice > Projects.
  3. Next to an existing project, click on the "v Actions" icon and select Task / CSV Download.
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7.7 Tasks / PDF Download

  1. Click the button Portal Manager to get to the administrative area.
  2. Then click Intranet & Backoffice > Projects.
  3. Next to an existing project, click on the "v Actions" icon and select Tasks / PDF Download.
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7.8 Tasks / RSS Feed

  1. Click the button Portal Manager to get to the administrative area.
  2. Then click Intranet & Backoffice > Projects.
  3. Next to an existing project, click on the "v Actions" icon and select Tasks / RSS Feed.
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7.9 Tasks / JSON Download

  1. Click the button Portal Manager to get to the administrative area.
  2. Then click Intranet & Backoffice > Projects.
  3. Next to an existing project, click on the "v Actions" icon and select Tasks / JSON Download.
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7.10 Tasks Status Assignments

  1. Click the button Portal Manager to get to the administrative area.
  2. Then click Intranet & Backoffice > Projects.
  3. Next to an existing project, click on the "v Actions" icon and select Tasks Status Assignments..
In this area you can assign the different status codes to the project and change the order.

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7.11 Delete

  1. Click the button Portal Manager to get to the administrative area.
  2. Then click Intranet & Backoffice > Projects.
  3. Next to an existing project, click on the "v Actions" icon and select Delete to delete the selected project.
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