How to manage a Projects App
The project App of Exentriq turn your Projects into actions by assigning tasks to teams. Each team has their own workflow that defines their process
Click on "Projects" icon
Click on "+" button to create a Board
Set the Board options
Add members to a Board
Click on the "<" button to open side menu
Click on the "+" button, start entering user name and then select existing user from the list
Change User's permission
Click on User Icon and select "Change permission"
Select the role of the user as Admin or Normal
Add a Card
Click on the "+" button to add a card to the board
Insert the card's name and click on save button
The Card is ready
When you create a card, you can use tags and shortcuts in order to add priorities, users, ETA and other easy to use options
Card options
Click on the card to view and set the options
Add members and set dates, events, description, task lists, images, priority, progress, effort and budget
Organize your Board
Move the card by drag and drop to an appropriate list
Add list on the Board
Board views
Kanban:
Visualization by cards
Table:
Visualization by assigning user
Gant:
events visualization
Calendar:
visualization by the cards associated with dates
Conversation: tag board into your emails
(“Exentriq gmail integration" chrome plug-in required)
Documents:
add document url to the board
Archive board
Click on options icon and then on "Archive Board" button
Click on "YES" button to confirm
Change board color
Click on options icon and then on "Change color" button
Pick your color
Multi-Selection options
Click on "Multi-Selection" icon and then select the cards
Pick the color to assign on the cards
Select the user you want to assign to the cards selected
Filter options
Filter by Label: click on "Filter" icon and then select label color, it will show the cards marked with yellow label
Filter by User: click on "Filter" icon and then select a user, it will show the cards assigned to the selected user
