Projects Quick Reference

Essential shortcuts and workflows for daily project management tasks.

Project Basics

Creating a Project

Projects → Add Project → Fill details → Assign tags → Create

Project Dashboard Navigation

• Overview: Statistics, earnings, project details
• Tasks: Kanban board with custom columns
• Time: Time entries and analytics
• Files: File storage with tagging
• Team: Member and team management
• Billing: Usage monitoring and cost control

Task Management

Quick Task Actions

• Create: Click ”+ Add Task” in any column
• Move: Drag task between columns or use status dropdown
• Edit: Click task card → Edit details
• Assign: Add team members to tasks
• Priority: Low, Medium, High, Urgent

Custom Columns

Column header Settings → Manage Columns → Add/Edit/Reorder

Task Information Display

• Title, description, priority, due date
• Assignee avatars and status badges
• Overdue highlighting (red) and completion tracking
• Comments and time tracking integration

File Management

File Operations

• Upload: Files tab → Upload Files or drag & drop
• View: Click file to open in browser/external app
• Download: Download button on file cards
• Tag: Assign project tags for organization
• Filter: By type, size, uploader, tags, date

Quick Views

• Grid View: Visual thumbnails for images/documents
• List View: Detailed table with metadata

Advanced Filtering

Filter by: Type | Size | Date | Uploader | Tags
Combine filters for precise results

Team Management

Adding Members

Team tab → Add Member → Search users → Add Members

Assigning Teams

Team tab → Assign Teams → Select teams → Assign Teams

User Limits Quick Reference

• Free: 5 users per project
• Pay-per-user: Unlimited with monthly billing
• Warning: Automatic alerts approaching limits

Time Tracking

Time Logging Methods

1. Direct: Time interface → Select project + tag → Add notes
2. Task-based: Click timer icon on task cards
3. Project Time: Time tab → Add time entry

Time Analytics Overview

• Total hours and project value
• User breakdown and activity patterns
• Tag-based billing with hourly rates
• Export options for reporting

Usage & Billing

Resource Limits Quick Check

• Storage: 100MB free, pay-as-you-go available
• Users: 5 free, per-user billing available
• Monitoring: Real-time usage in Usage & Billing tab

Enabling Billing Features

Usage & Billing tab → Enable pay-as-you-go or per-user pricing

Cost Monitoring

• Current month charges and projections
• Usage alerts and spending notifications
• Historical billing data and trends

Daily Workflows

Project Setup Checklist

1. Create project with basic details
2. Add project tags for billing/organization
3. Invite team members or assign teams
4. Set up custom Kanban columns
5. Create initial tasks and assignments

Daily Task Management

1. Check task analytics for overdue items
2. Update task statuses via drag & drop
3. Log time on completed work
4. Add new tasks as needed
5. Review team progress and blockers

Weekly File Organization

1. Upload new project documents
2. Tag files consistently for organization
3. Clean up outdated or duplicate files
4. Review file storage usage

Monthly Project Review

1. Export time and billing data
2. Review project analytics and metrics
3. Audit team membership and access
4. Check usage and billing costs
5. Update project information and status

Keyboard Shortcuts & Tips

Task Management

• Drag & Drop: Tasks between columns for status updates
• Quick Edit: Click task title to edit inline
• Bulk Select: Use filters to focus on specific work
• Search: Find tasks quickly by title/description

File Management

• Drag Upload: Files directly to upload area
• Quick Preview: Click files for instant preview
• Batch Operations: Select multiple files for actions
• Smart Filters: Combine multiple filter criteria

Navigation

• Tab Switching: Quick access to different project views
• Export Functions: Available in Overview and Time tabs
• Real-time Updates: All views update automatically
• Mobile Responsive: Full functionality on all devices

Common Keyboard Shortcuts

Troubleshooting Quick Fixes

Common Issues

• File Upload Failed: Check file size and storage limits
• Can’t Add Users: Verify user limits and permissions
• Time Not Saving: Ensure project and tag are selected
• Tasks Not Moving: Check column permissions and settings

Quick Solutions

• Refresh Browser: Resolves most temporary issues
• Check Permissions: Ensure proper project access
• Clear Filters: Reset views to see all items
• Contact Admin: For billing and access issues

Integration Tips

Time Tracking Best Practices

• Log time in real-time for accuracy
• Use consistent tags for billing
• Add detailed work descriptions
• Review entries before billing

File Organization Strategy

• Use consistent naming conventions
• Apply tags systematically
• Regular cleanup and archiving
• Maintain version control

Team Collaboration

• Clear task assignments and deadlines
• Regular status updates and communication
• Use comments for task-specific discussions
• Monitor team workload and capacity

For detailed information, see the complete project documentation sections or contact your system administrator for additional support.