In this article, you will learn about:
1.3 Share project
1.4 Project Chat
1.5 Project Step
To see your projects within Runrun.it, go to the Company > Projects tab, where you can view the information in the card or list format.
In card format you can see the title, client and activity of that project.
By clicking on options, you can:
Share projects with staff or guests (not on your Runrun.it account)
Define project Visibility (which users have permission to view it);
Move a project to another client;
View the Gantt Graph or;
Delete a project.
Attention: in Runrun.it, deletions are irreversible - deleted projects are not recoverable.
You can also sort your cards by Name, Activity, Client, Project Group, Project Subgroup, Dates, Delays, Hours, Progress, Tasks, Budgets, Costs, etc.
In the list format, project info is divided into columns. You can select the following variables: Activity, Client, Project Group, Project Subgroup, Dates, Deliverables, Delays, Stage, Hours, Progress, Tasks, Budgets, Costs, Chat, Actions, etc.
Next to the last column on your list, you will find the same options and functions as discussed for the Card view mode.
To choose the items you wish to keep in this space, click on the “eye” icon to Hide/Show columns and select the options you wish to view.
You can create filters to select which projects you want to see more precisely in the card and list views.
In the example below, projects have been filtered by where their progress is </= equal to 0.
1.3 Share project
On the top right-hand corner, you will find the project sharing features. By clicking on the Share button, you can share project information with invited users, i.e., those not on your Runrun.it account, they are customers or partners who influence your team’s workflow and therefore need to be on the same page.
The information you can automatically share includes tasks, attachments, the current stage and work progress in percentages.
1.4 Project chat
For your team to establish a more agile communication among themselves and with the invited users (customers or external partners), use the Project Chat.
Your employees and guests can talk about a project using this capability, keeping everyone up to date about any progress on the request, besides keeping a log of messages in case someone needs to be updated.
To access this feature in the projects list, click on Projects and change the screen’s visualization mode to list. Then you’ll be able to find the Chat column on the right.
There are two places where people can exchange messages: select Project Members to chat with employees who have access to the Project.
When you select the Guest column, the chat is opened to both your team members and guest users, who are people external to Runrun.it. Remember that guests do not consume any licenses on your account.
This way, the Guest tab creates an extranet for easy communication between your team and any guests, establishing a dialogue in a direct and dynamic manner.
You must send an invitation to any external users you wish to participate in the chat.
Haven’t shared the project with any guests yet? You can do so from the guest chat screen, as shown in the figure below:
Another method of accessing the project chat is selecting the desired project, available at Company > Project. In addition to viewing the project information, there is an icon with the Chat option in the upper right-hand corner.
1.5 Project Stage
To track your projects’ progress, create and customize the Stage field. This information can also be shared with Guest Users.
To insert a Milestone, click on Projects and change the view mode for the screen to list. This way, you can locate the Stage column.
2. Viewing a project
By clicking on the name of a project, you can view it in three ways: in the Boards and the Statistics or Table tabs.
To view a project in kanban format, use the Boards and filter which project you want to view.
You can view more than one project and combine them with other filter conditions.
This tab can be used to define a deadline for the project delivery and a budget.
You can also use the percentage bars to monitor task progress and hours logged, as well as project costs.
The Burnup Chart allows you to compare budgeted, estimated, and the real-time spent on tasks and hours logged.
Burnup, unlike a Burndown chart, projects growth upwards. That is, your project will show as completed as soon as the curve reaches the peak - which corresponds to the total number of tasks that make up the project - pointing upwards, as you can see in the image below:
Using tables allows you to filter which tasks you want to see, and also track through the columns the following information: ID, Priority, Activity, Status, Allocated users, Allocated teams, Type, Stage, Created on, Start, Desired start, Delivery, Estimated delivery, Delay, Desired delivery, Estimated effort, Hours worked, Hours remaining, % Progress, Tags, Created by and Board.
Use the Hide/Show columns icon to choose which columns you want to see:
You can also export this table in the XLSX and CSV formats.
If you don’t want to add your files directly to tasks, you can add them directly in the project using this attachments tab.
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