How-To

Create Projects

When you log in to awork for the first time, we will guide you through the process to create your first project. Afterwards there are some options to create a new project:

  1. Global add button

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  1. Dashboard Widget

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  1. Project Overview

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     4. Main Menu

 

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Creating a project

When creating a project, you need to select a project type. If done, you can add basic information to your project:

  • Project Name
  • Description
  • Start Date
  • Due Date
  • Customer (You can add a new one if you would like to)
  • Planned Effort
  • Team

Now you just need to select the status for your project and click on create. If you check "Navigate to project" you will be forwarded to your new project.

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Project Overview

To get to the project overview navigate to "Workspace" / "Projects". You have the option to show

  • All projects
  • Projects that are in progress
  • Projects that are done

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Within each view projects are ordered by project status. You can perform the following actions

  1. Click on the project to go to the project details
  2. Start a time tracking timer for a project
  3. Edit project
  4. Change proejct status
  5. Change project type
  6. Delete the project

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If you are in the project details you can easily get the project overview back by clicking on the “Projects” Button (1). If you want, you can lock the list on your screen, so that it stays expanded (2).

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Project Details

Detail Page

You can set the following things in the project details:

  1. Name
  2. Description
  3. Tags
  4. Change the status
  5. Enable/Disable Notifications
  6. Edit / delete the project and change project type
  7. Track time
  8. See Deadline
  9. See Tracked Time
  10. See number of finished tasks
  11. Project Progress (Switch between Progress by finished tasks or tracked time)
  12. Customer
  13. Project Team

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While editing the project you can also edit the following parts:

  • Name
  • Description
  • Start Date
  • Due Date
  • Client
  • Team

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Activity Log

The activity shows you everything that has happened in your project. But you can also comment on your project, upload / download files within the comments or tag your team members via the @ Button.

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Project Tasks

Within the project tasks you have two options to view your tasks

  1. Lists
  2. (Kanban-) Board

To switch between the views, just click on the button on top. The tasks are the same in each view, so you can work in the view that suits you best. 

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Project Tasks - Lists

Lists

To organize yourself within your project you can create lists that are like a container for your tasks. Reorder lists within your project by drag & drop. You can also move tasks by drag & drop between the lists. To add a new list just click on “Add list here” above or below a list.

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The easiest way to interact with multiple tasks is just clicking on the name of the task. awork will give you a split screen view where you can easily work within the task details and switch between tasks. You can find more information about how to create / manage task via lists here.

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The list view itself gives you also the option to

  1. Add new tasks
  2. Decide if you want tasks to be shown which are done
  3. Import Task Bundles
  4. Search

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Project Tasks - Board

(Kanban-) Board

The board enables the Kanban view for your project. You have different columns according to your project statuses. You can add new columns by clicking on the right sight of the screen and move them by drag & drop.

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You can drag & drop the task through the different columns and perform the following actions:

  1. Set task status (moves the task between columns)
  2. Start time tracking
  3. Set due date
  4. Set assignee
  5. Edit task
  6. Duplicate task
  7. Create new time entry
  8. Delete task
  9. Add new tasks
  10. Import Task Bundles
  11. Switch to presentation mode

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If you toggle the presentation mode, awork just shows the most important information (task name, description, picture) on the board. This helps to get a much better overview in the board. 

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Project Times

The project times show you all times that got tracked on a project. Time trackings from timers that are still running do not show up here.

On this page you can

  1. Switch between day or week view
  2. Switch between month
  3. Set filters
  4. Edit or delete entries

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Client overview

Clients help you to easily see for whom you are doing a certain project. This is also a good way for your team to see if you are working on an internal or external project. Furthermore you will find an overview about all projects for a certain client in the detailed client view.

To see the client overview nagivate to "Workspace" / "Clients". On this screen you can create new clients (1) or edit / delete (2) existing clients. 

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If you click on a clients name you will be forwarded to the clients detais. Here you have an overview about all the contact information (1) and the active projects (2) of this client. You can also switch to the overall project overview (3) for the client to filter for certain projects and see inactive projects, too. 

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Create a new client

You can create new clients either through the global add button or in the client overview. If you start typing your client's name, awork will recommend you the company name. You can either go with our recommendation or decide to put in the information yourself. You will also be able to set an industry sector for each client.

You can also set a logo and contact information like phone numbers, email and postal addresses for each client.

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You can access the client's details by clicking on the name in the client overview or via search.