|
Projects
A Project is defined as a Project or Job (usually with tasks) your company needs to achieve for a client or customer. These are usually billable, but don't neccesarily need to be.
Project Tasks
In the Project Details page (click on the Project Title), you'll notice a dropdown to add "Project Tasks". A Project Task is an item which needs to be completed as part of a Project. By default ProWorkflow creates 1 x Project Task when you create a Project. You can add as many Project Tasks and sub tasks as you need on a Project and assign each Project Task to a different person.
SUBTASKS are defined accourding to how many decimal points you use and can be indented to 3 levels deep.
Example Project Tasks (and Sub-tasks)
for a Project called "ABC Website Design" could be:
1.0 - ABC Proposal
1.1 - Write Proposal
2.0 - ABC Website Design
2.1 - Design Look and feel
2.2 - Initial visuals
3.0 - ABC Website Development
3.1 - Plan Development Changes
3.2 - Start Development
3.2.1 - Brief the contractors
3.2.2 - Send images to contractors
3.3 - Build Database
3.3.1 - Use Database Consultant
3.3.2 - Test Database
3.4 - Build Main Website
3.4.1 - Develop main pages
3.4.2 - Test main pages
3.5 - Get Signoff for project
General Tasks
General Tasks are general non-billable tasks which are unrelated to Projects. These are just miscellaneous things you need to do. Set up the Task Categories according to your particular business needs... Here's an example...
Task Category 1: Business Meetings
Task: Meet with account
Task: Visit lawyer on tuesday
Task: Meet with mentor for lunch
Task Category 2: Calls to Make
Task: Call Johnno
Task: Call Barry re: payment
Task: Call Frank re: project
Task Category 3: Accounting Stuff
Task: Invoice Client ABC
Task: Invoice Client DEF
Task: Pay Phone Account
Task: Complete GST Tax Return
Notes Page
This is unrelated to any other section. It's just a handy place to keep all your business and personal notes and information you don't want to lose. Use it to store things like Bank account info, Legal notes, bits of code you've found, advertising info etc... Instead of having Post-it notes on your desk, just make a note instead...
|
