How do I create a new project?
You can create your first project by going to “projects” and pressing “create project” button. If it is disabled it means you have no permission to create a “root” project, eventually you may have permission to create sub-tasks on project where you are already working as project manager. /
How can I specify people working on a task?
You can do this by creating a new “assignment”. Each assignment define the resource working on that task, the role he/she plays and some additional information. You can have multiple assignment for each task. The assignment is the “core” of Twproject; it collects work done, planning, costs, permissions and subscriptions. See https://twproject.com/support/using-twproject/projects-and-tasks/assignments-who-is-working-on-projects/
Can I attach document to a task?
Of course, as many you want. Just drag files (one or more at once) on the document box in the project editor. If you upload the same file more than once, versions will be created. Uploaded documents will be full-text indexed.
Can I track task progress?
Yes, but what is exactly “progress”? How can you determine the correct progress percentage? We think that only the PM experience can answer correctly. Twproject supplies all the information needed for evaluating correctly the progress, but do not set automatically this number. Time spent, work done, issues closed/open, team size etc. all this information are available at glance. A thermometer will show you your project’s health.
Of course you will get informed on work done overflow, budget overflow, milestones approaching and other “alert”.
How can I insert and monitor task costs?
In Twproject costs are mainly given by work done. Assigning a resource to a task you can specify the estimated work to be done and the hourly cost; this is the minimal requirement for monitoring cost. Moreover you can also manage fixed costs for the project, this means costs that not comes from men-work; both estimated and actual costs are managed. You can also define a global budget for a project and eventually split this budget on sub-task.
You can also manage expenses for each assignee (e.g: travel or stay expenses) and assign him a budget. https://twproject.com/support/using-twproject/projects-and-tasks/assignment-expenses/
Who users can edit my task?
You (the owner), the assignees with “task write” permission, eventually an area manager (global task write permission), the system administrator. See https://twproject.com/support/using-twproject/security/
Can I create a discussion over a task?
Of course. You can start one ore more discussion on every task. You can get notified when someone contribute to discussion. See https://twproject.com/support/using-twproject/projects-and-tasks/discussions/
Can I create a project template?
Yes. Every project can be used as “template”. You can simply copy a project; the copy tool will let you specify what you would like to reuse of that task https://twproject.com/support/using-twproject/projects-and-tasks/work-with-projects/. If you want you can mark a project as “template” using a type.
Can I move a project?
Of course. See https://twproject.com/support/using-twproject/projects-and-tasks/work-with-projects/
Can I categorize a task?
Tasks have a “type”, “relevance” and a set of tags. Moreover you can eventually add a custom field. See https://twproject.com/support/twproject-advanced-usage/customizations/custom-fields/
How can I set priority on assignments?
The simplest way is to go on the assignment editor from the project itself, and change the priority. Higher priority projects will “float” in your home page. You can plan an assignment priority on a weekly view: see https://twproject.com/support/using-twproject/projects-and-tasks/assignments-who-is-working-on-projects/
Can I move an assignment?
Yes. you may need, in some rare cases, this feature. https://twproject.com/support/using-twproject/projects-and-tasks/assignments-who-is-working-on-projects/
Can I give access to a customer of mine to its projects without giving a Twproject access?
Yes. You can set-up a project public page. This feature lets you define what you would like to allow to your customers. See https://twproject.com/support/using-twproject/projects-and-tasks/work-with-projects/
There is a task history log?
Of course. From the task editor, use the “more” button and then “logs”. Here status and date changes are tracked. In case your task uses a workflow “process” here you will have a detailer view.
Can I export task data?
Yes. You can export a project in MS Project format.