Projects. Getting Started.

• 1. Create project
• 2. Organize project
• 3. Activate/Complete/Delete project
• 4. Access rights inside project
• 5. Customize dashboard

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A project is a basic part of the functioning of any company, organization or office. Using the TeamLab Projects you can create, fill in and manage projects according to your company's needs. To access the Projects module from other TeamLab modules, use the corresponding link in the top left corner of the page.

1. Create project

Once the project is created, you may proceed with adding people to the project team:

1. Switch to the Team tab and click the Manage Team button.
2. In the opened window select the team members from the list of TeamLab users.
3. Use the rightwards arrow to move people to the Team list. Or use the leftwards arrow to remove them from the list.
4. Click the Save button. The selected people will be added to the project team.

If you often have to deal with similar projects you can once create a Project Template and use it to save time you spend on entering the same data. For more details please read one of our helpful Tips & Tricks.

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2. Organize project

A milestone is a key point in the progress of a project. An unlimited number of tasks can be united under a milestone. You may use it as a reference point by which the project must have achieved a certain development stage. To create a milestone:

1. Switch to the Milestones tab and click the Plan new milestone link.
2. In the opened window select the milestone due date using the calendar, next enter the milestone title.
3. Leave the Remind me 48 hours before the due date if you want a notification sent and tick the Key milestone option if needed.
4. When ready, click the Add This Milestone button.

The new milestone will appear on the Milestones tab in the list of open milestones.

A task is a minimal unit of a project. It describes a specific task within a project. An unlimited number of tasks can be attached to a milestone. To add a task:

1. Click the Add task link on the Actions panel from the Overview, Milestones or Tasks tabs.
2. In the opened window enter the task title and description, set the person and the milestone you want to assign the task to, select the task due date using the calendar and attach files if necessary.
3. When ready, click the Add This Task button.

The Tasks tab allows you to see all the tasks of a particular project, the tasks assigned to you or sort them by the team member.

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3. Activate/Complete/Delete project

To resume a project:

1. Click the Show Closed Projects button.
2. Select the needed project on the Projects tab.
3. Switch to the Project Settings tab.
4. Select Active project in the Status section.
5. Click the Save Changes button.

The project will be moved back to the All Projects list on the Projects tab.

To delete a project:

1. Select the needed project from the list of active projects on the Projects tab.
2. Switch to the Project Settings tab and scroll down to the Delete Project section.
3. Check the corresponding box and click the Delete This Project button.

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4. Access rights inside project

Inside Projects there are 4 access levels:

• - user (a TeamLab member not participating in any project);
• - project team member;
• - project manager;
• - administrator.

Being a user you may perform the following operations:

• view all content;
• add comments and start discussions;
• view reports;
• send new project requests to an administrator.

Being a project team member you may perform the following operations:

• perform all user operations;
• add tasks and assign them to yourself or other team members;
• manage tasks created by you/assigned to you;
• add/remove your own files.

Being a project manager you may perform the following operations:

• perform team member operations;
• add/remove people from project team;
• manage tasks, milestones, discussions, commentaries inside a project;
• view and edit project settings;
• set access rights to project team members (for private project only).

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5. Customize dashboard

• My New Tasks - displays the list of your active tasks across all projects;
• Overdue Milestones - displays overdue milestones across all projects;
• Upcoming Milestones - displays upcoming milestones across all projects;
• Recent Activity - shows the latest actions across all projects;
• Discussions - shows the most recently created discussions across all projects;
• New Projects - displays a list of recently created projects;
• Projects I Follow- the list of projects you do not participate in but have chosen to keep track of their progress;
• My Projects - displays the list of projects you participate in.

You can customize widgets so that only the needed information is shown to you on the dashboard. To customize, click the Customize Widgets link on the top of the page. Check/uncheck the widget's box to show/hide it on the dashboard. Enter a number to set the number of events to show for a particular widget.

Moreover you can change the widgets position on the Dashboard. Place the mouse cursor next to the widget title you'd like to relocate, and when it turns to the multi-directional arrow move the widget to the desired position on the page.

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