Your event Project Management tool
There are three ways to view Project Manager:
Grid
Cards
Calendar
Grid View
The Grid View is a completely interactive display of each project, task and subtask. You can edit entries directly within the grid.
Quick Edit Menu - also called the Hamburger Menu (three horizontal lines), you can perform essential functions such as:
Insert Above
Insert Below
Promote
Demote
Edit
Clone
Delete
Rank - you can enter a number ranking in this column which can be used to sort by rank
Items - the actual project name, task or subtask. You can edit these inline, or select Edit from the Hamburger icon on the far left
Team Members - the name(s) of the team members assigned to this item
Status - the status of the task or subtask
Progress - the progress percentage for the task or subtask
Start/End - the start and end dates for each task or subtask
Note - you can enter a note for each project, task or subtask here
Email Reminders - checking this for a specific project will email a project reminder to the the Project Manager
Milestone - checking this will enable Milestone Increments for each task or subtask
Milestone Alert - checking this box will enable Milestone Alerts
Alert Level and Message - if you have selected Milestone Alerts, you can choose the Milestone Alert level as well as enter the Milestone Alert Message here
Custom Fields - any custom fields you have assigned to the Project Manager will be displayed inline as well
Cards View
The Cards View lets you see projects, tasks and subtasks as individual cards that can be dragged and dropped within different status categories, which are:
Not Started
On Hold
Deferred
In Progress
Completed
You can also see all cards sorted by Team Member.
Using Project Manager Cards
Clicking on any card will jump to the detail and setup options for the selected task.
Elements shown on the cards are:
Task or Subtask name
Assigned team member
Start and end dates of the task or subtask
Project name that the task or subtask is assigned to
Other Project Manager features:
The following items are features of the Project Manager. These icons are available at the top left and far right side of the Project Manager panel.
Add Project
Add Task
Excel Import and Export
Project Filter
Promote and Demote
Re-Assign Project Members
Re-Assign Project Dates