V2 Project Management Guide

Step 1: Login to the site


Step 2: Go to Projects



Step 3: You will get this page



Step 4:

Here, you can see the different tabs in the project.

• Projects
• Tasks
• Activity
• Roles
• Reports
• Settings
• Members Allocation

Projects:

In this projects page, you can manage all the project details like adding projects, goals, sprints, work items, project members, test scenarios, bugs, etc.

Creating a new project:

You can refer this to create a new project.

Guide to create Goals

For guidance on setting goals, please refer to this link: [https://timechamp.freshdesk.com/a/solutions/articles/101000505856]

Set Goals and add tasks.

You can refer this to set goals and add new tasks

Tasks :

In tasks tab, you will get all the tasks, which are work items, bugs, activities, etc., added to the project members.

It shows the tasks with estimated time and spent time and also displays the status of the task.

You can filter the tasks by clicking on filter icon

Here you can perform filter operations using two types of

One is with saved filters

Another one is that you can create filter, then save and apply that filter

Project Activity:

On this page, you can view the employees activity on the projects.

You can search the activity of the employees by using filter button

Project Roles:

The project roles page shows the roles with permissions

You can give permission to the employees based on project roles

Adding new roles:

If you want to add new roles to the project members, you can refer this

Project Reports:

Here you can get all the reports regarding to the projects

For example, the work log report will be as follows:

Project Settings:

You can manage workflows, board types, view logging reports, etc. by using the project settings page

How to Check and Submit the Timesheets:

You can refer this to check and submit the timesheets

How to generate invoices:

You can refer this to check and submit the timesheets