Details within a project
After creating a new project, you will find all information about the project in the Details tab in the project.
There, you can edit most of the fields by simply clicking on them.
With the action button in the upper right corner, you perform further actions like deleting the project.
The name of your project should help you identify it, so choose a luscious, unique name. You can easily edit the name inline if you want to change it.
Each project always has a current status. This is displayed in the overviews and plays an important role in awork. Often, only running projects are displayed in selection fields or overviews. You can define the available statuses for your project in the project settings.
The project briefing is a description of the project for your project members. It is recommended to record everything important here and list relevant links and documents so that everyone has access to everything quickly.
Do extensive formatting in the text editor, such as inserting headings, lists, hyphens as well as attaching or linking images & files.
A small image can be uploaded for each project so that it can be recognized more quickly.
To do this, click on the round project image in the project details or upload an image via the edit window (Action button > Edit).
If a customer is assigned to the project which already has an image, this will also be displayed by default for the project.
If no image is selected, neither for the project nor for the client, the icon of the project type is displayed.
Tags are labels to categorize your projects or to tag them for filters. This way, you're able to easily search for them, filter them or recognize certain projects in the overviews faster.
The tag editing window shows all the tags that have already been used for existing projects in awork.
Learn more about tags in awork.
A project may or may not have a deadline. However, it is very helpful in the communication with the team and for the task planning in the timeline. This is because the deadline is displayed there.
A project deadline has no time in awork. Tasks have a time, but from our experience, this level of precision is not necessary for projects.
Project budget & planned effort
The project budget is a time budget that can be planned for the project. It often corresponds to the sold client budget.
The planned effort is the sum of all planned efforts of the project tasks. It can't be processed for the project, but it is always the sum of the planned times of all tasks.
The progress is calculated via the recorded time and the budget. If no budget has been entered, it is calculated using the planned effort. If this is also not stored, the progress is calculated based on the completed vs. all tasks. By clicking on the progress value, you can switch between the three modes at any time.
Open project budget
If the planned effort of a project task is edited, the still open project budget appears in a small popup. It is composed of:
= budget - recorded time (only on project) - recorded time (on completed tasks) - planned time (still open tasks).
Projects in awork can have clients, but they do not have to. Clients help to more efficiently assign your projects, categorize them within awork, and to evaluate or invoice times across projects.
When creating a new project, you'll always able to select an existing client or simply create a new one quickly.
☝️Hint: If you maintain the client logos cleanly, then your projects with the clients automatically adopt the logo and your project overview looks super well maintained and clear.
Here's more about the clients in awork.
Adding members to your project has two functions:
Display as My Project
A project of which you're a member is recognized as My Project. My user is shown (if running) e.g., on the dashboard or as a suggestion in the time tracking. This allows you to find it quickly because it is assigned to your user.
Specific project rights
When assigning a user as a project member, you need to select a role that defines the user's rights on the project. This happens if they don't already have the rights to see and edit all projects anyway.
More about this can be found in the rights' management section.
Each project has exactly one responsible user. Select this user in the user selection window by using the checkbox between the username and the project role.
The project owner is shown in the project overview with his picture and can be used for the grouping of the projects as well as in the filters.
Another relevant role is played by the project manager when the autopilot is activated. In this case, this user receives separate mails intended for the management of the project.
The assignment has no further implications.
The activity on the project
The activity log shows all important changes of the project in chronological order. This allows the activity to be tracked.
☝️Hint: Updates to the time tracking and tasks are seen only by the users who also have permission to view this project.
You'll be able to leave comments in the activity log and also upload files in the comments while tag/mentioning other users using @. The tagged users receive an explicit notification whether they receive the general notifications for the project or not.
Subscribe to or unsubscribe from notifications
In the Details tab of the project, you will find a bell icon in the upper right corner. If it's activated, it means that you'll automatically receive notifications about updates on the project, e.g. when other users change the status or leave a comment.
For each user that is assigned to the project, these notifications are activated. If needed, these notifications can be turned off again.
In your profile settings, you're able to decide which notifications about projects you want to receive and on which channel (e.g. if also by email) you want to receive them.