Projects Functionality

Projects is a drag-and-drop Kanban style board created to help project managers keep track of undelivered projects for customers.

The project dashboard is a drag-and-drop Kanban style board to help keep track of undelivered customer projects

On the projects page, any project card can be dragged to any status at any time. In addition, the projects can be reordered within each status by dragging above or below any other card in the same status to automatically reorder the projects. In addition, you can quickly view some basic project information from each card, such as: project cover image (if one is selected), the project number and title, the project description (hover over the icon to view the description), the number of attached files, and the customer's name/profile picture.

Project Editing

The project editing window will allow you to edit the major components of any project

You can edit the project by clicking on the pencil icon on any project card. From the editing screen any of the details for the project can be edited, such as the project title, project description, editing/deleting any project attachments, and editing/deleting any project links.

In addition to editing details about the project, there are some other actions that can be taken, such as: setting a due date for the project, adding additional attachments to the project, adding links to the project, and deleting the project all-together.

Pro Tip: If you have a lot of undelivered projects, it is a good idea to add a project cover to the project, so that you can easily see the projects on the Kanban board.

When files are added to the project, they will automatically be stored in the customer's files in the appropriate folder with the project name. You cannot edit the project files from the customer's file screen, you must edit or delete them from the project itself. This will ensure that an employee won't accidentally remove an image or file while someone is working on a project.