Add a project
![](http://dyzz9obi78pm5.cloudfront.net/app/image/id/6386df9ac22eb837a573c808/n/1669783448759.png)
After you've added a new project, your options include:
- Description
- Project Managers - choose one or more managers for this project.
- Note - a free-form text field to record any required details about this project.
- Milestone Increment - select to display a milestone marker.
- Email Task Reminders to Project Managers - automatically generate helpful reminder emails to Project Managers about task due dates in this project.
Adding new tasks
![](http://dyzz9obi78pm5.cloudfront.net/app/image/id/6386e00cda8ecd3a3c20ac9e/n/1669783562372.png)
Selecting Add Task lets you add new Tasks to your Project. Your options include:
- Description
- Team Members - select from a drop down list.
- Status - lets you set the beginning status.
- Start Date/Time
- Due Date/Time
- Percent Completed
- Note
- Milestone Increment - select to display a milestone marker.
Import
This option lets you enter your project details in an Excel Spreadsheet and import your project directly into EventsAir. There's a wizard to help you match your data fields to the corresponding fields in the Project Manager.
Important Considerations
- You must create your Projects prior to import, and you will select the specific Project that you will be importing details into.
- You must select a Date Format that matches the date format used in your projects, and use this in your import details as well.
- While Start Date/Time and End Date/Time are shown together in the Project List, they are imported via their own separate columns.
- You will assign team members, status, and progress items after the import is complete.
What You Can Import
There are six types of data you can import into a specific project:
- Name - the task name
- Note - the project task note
- Start Date - use mm/dd/year or dd/mm/year format as required by your region
- Start Time - use military (24 hour) time format
- Due Date - use mm/dd/year or dd/mm/year format as required by your region
- Due Time - use military (24 hour) time format
Importing Data
When you click on Import, you should follow these steps:
- Select your import data file (Excel format).
- Select the Project category that you plan to import into.
- Select the Date Format for your region (and reflected in your spreadsheet).
- Assign each column from your spreadsheet to the corresponding field in the Project list.
- Select Import to complete the import process.
Export
This option will let you export your detailed project list to Excel, maintaining the same general format.
![](http://dyzz9obi78pm5.cloudfront.net/app/image/id/6386e08891c1f3195b0302ff/n/1669783686376.png)
Filter
Selecting the Filter Option lets you filter your Project Manager view to see specific items, such as:
- Projects
- Tasks/Notes
- Team Members
- Status
- Start Dates/Times
- Due Date/Times
- Milestones
Any custom fields you may have created for the Project Manager can also be filtered on.
Promote/Demote a Task
This option lets you select a specific task and either demote it or promote it, in relation to the task before it.
- Demoting a task will make it a sub-task of the task before it.
- Promoting a task will move a demoted task back to its main level.
Re-assign team members & task dates
![](http://dyzz9obi78pm5.cloudfront.net/app/image/id/6386e13e6e9de96bfa73aeb7/n/1669783869171.png)
Selecting Re-Assign Team Members lets you assign or re-assign tasks to Team Members. You can choose from:
- All Tasks for This Event
- All Filtered Tasks
- All Highlighted Tasks
![](http://dyzz9obi78pm5.cloudfront.net/app/image/id/6386e11dbdad20788b54ba20/n/1669783836087.png)
Like Re-Assigning Team Members, Re-Assign Task Dates lets you choose tasks and either change the Start Date, Due Date, or incrementally advance either date by a specific number of days.
You can choose from:
- All Tasks for This Event
- All Filtered Tasks
- All Highlighted Tasks