Updated 12 December 2016
Creating a project allows us to group multiple tasks together, meaning we can allocate groups of tasks at once. For example, you could filter for all tasks in a certain region relating to fire door replacement and issue the project to a particular contractor.
To find an existing project, enter the title of the project into the search field or select ‘Project’ from the type drop down filter. Double click on a project to view the tasks within it.
Projects and their tasks are displayed in the data grid – allowing us to view total projects or tasks, group, sort or download them as a PDF report – see ‘Using The Data Grid’ .
Once we have identified a series of tasks to place into a project we need to create it. If needing to edit the name of an existing project, rather than creating a new one, see ‘Editing a Project’.
(From tasks page) select ‘New’ > ‘Project’ > type project title > ‘Create Project’
Once our project is named and setup we can start adding tasks to it, doing so by filtering the task list in the data grid to add either one or multiple tasks at a time.
Click ‘Add’ button > filter/search for tasks to add > select* tasks to add > click ‘Add Selected’
*see ‘Updating Multiple Tasks’ for selecting multiple rows from the data grid
We suggest clicking on task rows, not the tick boxes (because the Ctrl and Shift key functions have no effect unless clicking a task row)
Click ‘Remove’ button > select tasks to remove > ‘Remove Selected’
See ‘Adding Tasks’ for how to make multiple selections from task list
Double click project for deletion > click ‘Project’ button > select ‘Delete’
Once a project has been deleted, the tasks in that project become available for adding to another.
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