Project detail view

Immediately after creating a new project you will be taken to the detailed view. Alternatively, this view can also be accessed in the project overview using the first symbol.

All saved data for a project can be seen in the detailed view.

By clicking on the "editing pen" you can correct the data you entered again.

You can also assign tasks & documents to the project here. To do this, click on the corresponding tab, which you will find on the right-hand side.

Under Tasks, you get an overview of the current tasks of the project. Here you can also create a new task for the project directly using the corresponding button.

Precise explanation of the presentation of your project tasks:

1. Check box: Indicates whether a task has already been marked as completed (blue tick)
2. Title: Exact description of the task
3. Task number: number of your task
4. User: User assigned to each task
5. Hours: Time estimate of how much time is likely to be needed to complete the task
6. Percentage: Task progress, to what extent the task has already been completed (in %)
7. Hours: actual time required to complete the task

Here you also have the option of deleting an existing task Delete or to Open/Edit:

• Use the red “trash can” icon to delete your task.
• If you click on the title of the task, its detailed view opens with more detailed information about the task.
• If you activate the checkbox in front of the task title, it will be marked as done.
• If you activate the checkbox “Show only open tasks”, all tasks that have already been completed will be hidden.

Under the tab "Documents" you can create any folder structure you like. To do this, click in the text field in the “New Folder” area, enter the name of the folder and select a color for your folder. If you want to create a subfolder, first select the relevant folder by clicking on the parent folder in the tree structure above and then repeat the steps for creating a folder. Use the trash can symbol to delete the entire folder, including the files it contains.

To upload new files, drag your documents into the area "Drag & Drop" or click on the "Upload" button. To load the files into a certain directory, select the folder in the document tree.
You can also move files and folders afterwards.

If documents have been filed for the tasks of your project, these are also displayed in the structure tree and marked with their own “Tasks” symbol (see screenshot below)

You can also enter comments on the individual projects. To do this, click on Save after entering your text. You can also send your comment by e-mail or file documents for your comment.

Other functions you can perform on your projects are:

	Edit master data
	project controlling
	Gantt
	send email
	Applicant management
	Logo
	Delete