Team Management
Team Members Management
Easily add team members to projects and assign tasks. Team members can:
- View assigned tasks
- Check remaining, upcoming, and overdue tasks
- Review completed tasks
- Filter tasks by week, month, or total tasks
Setting of project management
- Role Management Setting
In this settings option, administrators can easily manage user roles and permissions within the system.
Default Roles
The system comes with four pre-defined roles:
- Member: Basic user privileges
- Manager: Moderate privileges with some administrative access
- Full Access: Complete administrative access to all features
- Outsider: someone who are not in your team
Creating New Roles
Administrators can create custom roles to suit specific needs:
- Enter Role Name: Give the new role a descriptive name
- Select Access Level: Choose the level of access for the new role
- Configure Menu Access: Select specific menus and options for the new role, including: (Projects, Teams, Folders, Security, Tasks, Delete, Read, Update, Create)
Editing Roles
Existing roles can be edited or modified as needed:
- Click Edit Option: Select the role to be edited.
- Modify Role Settings: Update the role name, access level, or menu access as required.
Add Notes
Notes are a crucial feature in project management, enabling team members to collaborate, communicate, and track progress effectively.
Types of Notes:
- Project Notes: General notes related to the project, visible to all team members.
- Task Notes: Specific notes related to individual tasks, visible to assigned team members.
- Meeting Notes: Notes taken during project meetings, summarizing discussions and action items.