Overview

A project is an essential component of your workflow in Adjera, providing a structured way to manage and track your initiatives. It allows you to organize your work, collaborate with your team, and ensure that all aspects of your project are aligned with your goals.

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Getting Started with Project

Creating a new project is straightforward and efficient. You can add new projects in Projects in the application:

1. Click the + Create project button in the Projects view.
2. Fill in the required fields:
   • Title (required): A clear, descriptive name for your project.
   • Team (auto-filled): The team responsible for the project.
   • Status (auto-filled): The current state of the project.

To understand more about the properties available for a project, here’s a quick overview:

• Title: A brief description of the project.
• Status: The current state of the project (e.g., Active, Completed).
• Teams: The team assigned to the project.
• Template: Predefined templates that can be applied to streamline project setup.
• Start Date: The date when the project is scheduled to begin.
• Due Date: The deadline for project completion.
• Lead: The primary person responsible for overseeing the project.
• Members: Individuals assigned to the project, with the option to specify their name, role, rate, and role description.
• Milestones: Key points in the project timeline that help track progress.
• Allocate Individually Switch: A feature that allows you to specify members by their name, role, rate, and role description, enabling you to add multiple members to suit your project’s needs.

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Managing Your Project

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Quick Actions for Efficiency

Project is designed for easy management:

• Click directly into any attribute in the projects view to update it quickly.
• Attach files to the project for easy reference and collaboration.
• Add or update the project description to provide context and details.

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Editing a Project

To edit a specific project, simply click on the project title or any attribute within the project view. This action will allow you to modify the project details seamlessly.

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Managing Milestones

Scrolling to the bottom of the project view, you can manage milestones effectively:

• Add: Create new milestones with corresponding dates to track key deliverables.
• Edit: Modify existing milestones to reflect changes in the project timeline.
• Remove: Delete milestones that are no longer relevant to the project.

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Related Views

To enhance your project management experience, explore the following related views:

By effectively utilizing the Project feature, you can enhance your project management capabilities, streamline collaboration, and ensure that your team’s efforts are well-organized and aligned with your objectives.