Project
Map out your master plan with this powerful "project manager". Completely integrated throughout EventsAir, this tool lists tasks, dates, and deadlines to keep track of how the event is progressing.
There are four unique views of the Project Manager:
- Grid
- Gantt
- Cards
- Calendar
Each of these four views are discussed below.
Grid View
The Grid View is a completely interactive display of each project, task and subtask. You can edit entries directly inline within the grid. Data you can collect includes:
- Quick Edit Menu - also called the Hamburger Menu (three horizontal lines), you can perform essential functions such as:
- Insert Above
- Insert Below
- Promote
- Demote
- Edit
- Clone
- Delete
- Rank - you can enter a number ranking in this column which can be used to sort by rank
- Items - the actual project name, task or subtask. You can edit these inline, or select Edit from the Hamburger icon on the far left
- Team Members - the name(s) of the team members assigned to this item
- Status - the status of the task or subtask
- Progress - the progress pecentage for the task or subtask
- Start/End - the start and end dates for each task or subtask
- Note - you can enter a note for each project, task or subtask here
- Email Reminders - checking this for a specific project will email a project reminder to the the Project Manager
- Milestone - checking this will enable Milestone Increments for each task or subtask
- Milestone Alert - checking this box will enable Milestone Alerts
- Alert Level and Message - if you have selected Milestone ALerts, you can choose the Milestone Alert level as well as enter the Milestone Alert Message here
- Custom Fields - any custom fields you have assigned to the Project Manager will be displayed inline as well
Gantt View
The sections of the Gantt View are:
- Quick Edit Menu - also called the Hamburger Menu (three horizontal lines), you can perform essential functions such as:
- Insert Above
- Insert Below
- Promote
- Demote
- Edit
- Clone
- Delete
- Items - Your projects, tasks and subtasks are shown here
- Projects are where you define each unique Project that you are undertaking for this event. The green project bar in the timeline section indicates the defined start and end of the Project, and it compares to the defined start and end dates to the tasks underneath it.
- Tasks are individual assignments underneath a Project. Tasks are assigned to Team Members, and will track Status and Progress. You can assign tasks and sub tasks by using the Promote and Demote options on each task line.
- Team Members - all assigned Teams Members will be shown here
- Status - you can change the status at any time to any of the following:
- Not Started
- On Hold
- Deferred
- In Progress
- Completed
- Progress (in percentage complete)
- Start date and time
- End date and time
- Delete project item link
- Timeline Section - provides a graphical view in a Gantt Chart format.
Cards View
The Cards View lets you view projects, tasks and subtasks as individual cards that can be dragged and dropped within different status categories, which are:
- Not Started
- On Hold
- Deferred
- In Progress
- Completed
You are also able to view all cards sorted by Team Member.
Using Project Manager Cards
Clicking on any card will jump to the detail and setup options for the selected task.
Elements shown on the card are:
- Task or Subtask name
- Assigned team member
- Start and end dates of the task or subtask
- Project name that the task or subtask is assigned to
Additional Project Manager Functions:
The following items are functions of the Project Manager. These icons are available at the top left and far right side of the Project Manager panel.
Click on each to view details: