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Projects

Plan, manage, and execute projects

Projects

Projects – Overview Tab

Projects – Rider Journal

Projects – Documents Tab (Single Projects Only)

Projects – Big Picture Tab

Projects – Time Tracking Tab

Projects – Uploads Tab

Projects – Documentation Tab

Project Structure

Transition from the project to long-term support

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Projects – Tab Tasks (Ticketing)

Benefits of a ticket-based workflow

List views and Kanban boards

Create task

Edit tasks

Estimate working time

Public View on Tasks

Subtasks

Task participants

Tags in tasks

Express-Quotations

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Projects – Tab Configuration (only single projects)

Projects – Project Planning Tab

Project Planning – Overview

Project Planning – Products

Project Planning – Project Tree

Project Planning - Project Progress

Version management

Dealing with change requests

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Projects – Tab Settings

Projects – Settings – Basic Settings

Projects – Settings – Document Settings

Projects – Settings – General Billing Settings

Projects – Settings – Subscription Billing

Projects – Settings – Partial Payments

Projects – Settings – Custom Fields

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Workshop Project Implementation

Planning and executing projects with lead time (Workshop Part 1)

The project template used (Workshop Part 2)

Create a project (Workshop Part 3)

Project configuration with components (Workshop Part 4)

Add products to projects (Workshop Part 5)

Automatic Effort Estimation (Workshop Part 6)

Create Offer Versions (Workshop Part 7)

Manual Items and Discounts (Workshop Part 8)

Generate requirements specification (Workshop Part 9)

Create project contract (Workshop Part 10)

Communicate project timeline (Workshop Part 11)

Work packages, tasks, and getting things done (Workshop Part 12)

Distribute the tasks to the team (Workshop Part 13)

Acceptance tests and integrated test case management (Workshop Part 14)

Settle a completed project (Workshop Part 15)