FAQ

How is a projects progress calculated?

The progress of a project will be calculated in two ways:

  1. Tracked hours / Planned effort
  2. Number of done tasks / Number of planned tasks

The planned effort for a project is the sum of the planned efforts set in the project tasks.

You can switch between the modes by clicking on the progress icon.  

GIF_Progress_ENG.gif

Is there a kanban board in awork?

Yes, you can switch between a list view and the kanban view within the project tasks.

How can I create project roles?

Project roles can be created / edited within project types. To see how to create / edit them follow this link.

Why do I need Project Types?

It is important to keep an overview about your projects; therefore, you can classify them as project types to know directly what kind of project it is. If you want to know how to create a project type you can look it up here.

Furthermore, you can assign statuses, roles and task bundles to a project type. This way you save a lot of time creating new projects by using the project types.

Why do I need a Project Team?

The project team shows you who is working on a certain project and also gives you an indication about the responsibility of a user concerning a project.

You can change the project team for a project within the project details.

The users' project role also sets permissions for this specific project. That way you can include external users such as clients or freelancers without having to grant access to your entire awork workspace.

Team_ENG.jpg

How can I use Project Tags?

There are different reasons to tag projects in awork. You can classify projects by tagging them for example. This can be helpful, e.g. if you want to tag critical projects or just projects with the same type.

Later on, you can easily search for the projects by using the tag filter or set a filter with certain tags in the project overview.

What do I need to setup before creating a project?

Actually, you don't need to prepare anything. awork provides you with a basic set of settings right from the start.

But if you want to customize your settings you may do a few steps before your start. First you can create a project type and assign task bundles to the project type.

Can I tag users in the Activity Log?

Yes, you can easily tag another user via the @ symbol. The user will get a notification about your entry, depending on their own notification settings.

GIF-Tag_ENG.gif

Is there an easy way to see all projects for a client?

Yes, you just need to access the client details via the search or client overview to see all projects connected with you client.

When using the search, awork will show you your clients project directly in your search results.

Why do I need clients?

Clients help you to easily see for whom you are doing a certain project. This is also an easy 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.

Can I change the client for a project?

You can change the client for a project within the project details by just clicking on the client’s name and selecting a new one.

GIF-Client_ENG.gif