FAQs
Help Topics
| Projects |
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How do I add people to a project?
How do I setup project templates? How do I define project categories? How do I change my recent activity count?
If you have an access role that allows you to create a project you can create a new project by clicking on the New Project button when looking at a list of projects. Additionally, if you have the Quick Add module installed you can create a project from anywhere within JForce. If you have an access role that allows you to delete a project you can delete a project by clicking the radio button in front of the project and then clicking the delete project button from the top menu. Renaming a project is easy! If you have create or edit privileges to a project just open the project up, click the edit link from the top menu and change the name of the project. How do I add people to a project? When you create a project you assign a company to that project, JForce will automatically add all people within that company to the project with their global access role. Also, JForce will also add the leader you select for the project. You can add additional people to a project by clicking the people tab from the project submenu. How do I setup project templates? Project templates are created from the admin panel inside your administration of Joomla!. You can setup milestones, tasks, discussions, and documents to be associated with a template and then apply that template to a project. How do I define project statuses? Project statuses are initially created from admin panel, however, if you have the permission to create categories you can dynamically create statuses when creating or editing a project. How do I change my recent activity count? When creating or editing a project you can change the number of items that display in the recent activity of the project overview from the dropdown option on the right column. A project alert is a message that will be displayed at the top of the project overview page. This can be used to display urgent or time-sensitive messages regarding a specific project to everyone that can view that project. |