Project/Task Manager - Quick Start

Overview

Project/Task Manager can help you manage and track projects by allowing you to assign tasks to staff members, monitor the project’s progress and keep an eye on deadlines. NOTE: Currently, this tool is in the beta stage and is available on the Pro version of ChamberMaster and MemberZone.

Using Project/Task Manager will give you the ability to:

• Assign projects and tasks to your staff members
• Track their progress with a “percentage complete” value
• Set deadlines for projects and tasks
• Keep an eye on the “big picture” with the Summary and Task Calendar pages
• Create templates for recurring projects like bringing on a new member

Create a New Project

1. Click Projects/Task in the left-hand navigation panel.
2. Click the Projects tab.

   

3. Click the New Project button.

   

4. Enter the following:
   • Category: (Optional) Select a category project. Assigning categories make it easy to filter and report on project.
   • Template: (Optional) If you have previously designed a template that can be used for this project, select it from the drop-down list.
   • Name: Provide a name for the project. For Example: If you are creating a project for an event, you may wish to name it the same as the event. This field is required.
   • Start Date: Enter the project start date.
   • End Date: Enter the project end date. This field is required.

   Project Owner: Select a project owner from the drop-down list. All of your active staff members will be available for selection.

5. Click Done.

The Projects tab will display the new project in the list of projects.

Add Tasks to a Project

Once a project has been created, you can add the tasks necessary to complete the project.

1. On the Projects tab, click the hyper-link for the project to which you wish to add tasks.

   

2. On the Tasks screen, click the New Task button.

   

3. Enter the following information:
   • Name: Provide a name for this task.
   • Project: The project will default to the project that you clicked on the projects tab.
   • Parent Task: If you wish to associate this task to a parent, enter the parent task name, or click the magnifying glass to search for the task.
   • Description: (Optional) Enter a description of the task. While this is optional, it provides a means to add additional information about what needs to be accomplished to complete the task.
   • Start Date: Enter the date on which activity on this task should begin.
   • End Date: Enter the date this task should be completed. The end date will be used to identify tasks that are over-due.
   • Assigned To: Select the staff member who is responsible for completing this task.
   • Type: (Optional) Select the type of task from the drop-down list. Types are used for reporting and filtering. To add additional types, click the edit hyper-link.
   • Priority: Select the priority you wish to associate to this event.
4. Click Done.

Create a Project Template

Instead of developing a new project each time, you can use a template and simply change the desired information. For Example: If you have a standard approach and tasks for on-boarding your new members, you can create a template. Then, you can select this template each time you setup a new member on-boarding project.

1. Click Project/Task in the left-hand navigation panel.
2. On the Projects/Task screen, click the Templates tab.

   

3. Click the New Template button.

   

4. Enter the following information:
   • Project Category: Select a project category. Categorization makes it easy for you to filter and report on your projects.
   • Name: Enter a name for this project. Best practice is to provide a name which at a glance lets you know what this template is used for. This is a required field.
   • Description: (Optional) Add further information about this template.
5. Add tasks to the template. Add the tasks that are involved in completing this project. When you actually use the template, you will be able to add additional tasks or remove tasks that are not needed.
   • In the Task List

   

   Click the Add Task hyper-link.

   

6. Configure the following:
   • Children must be completed first.: If this task is a parent task, select this option if all child tasks must be marked as completed prior to this task being marked as completed.
   • Task Name: Enter a name for this task. Best practice is to provide a name which,at a glance, describes the activity of the task. This is a required field.
   • Description: (Optional) Provide additional details about this task, such as the activities the task includes.
   • Start: Select the number of <days, weeks or months> before or after the project start date that this task must begin. When this template is used for a project, and a start date is defined, specific start dates will be associated to the task.
   • Start: Select the number of <days, weeks, months> before or after the project end date that this task must be completed. When this template is used for a project, and an end date is defined, specific end dates will be associated to the task.
   • Assigned To:: You may select the staff member to whom this task is to be assigned. This is optional when creating a template, and best practice is to assign the staff member when you use the template for a project.

   Type: (Optional) Select a project Type, or click the edit type hyper-link to add new types. Types are used for sorting on the tasks screen and on the 'Task Calendar.

   • Priority: (Optional) Set a task priority of Low, Normal, High, Critical.
7. Click Done.

What’s Next?

Now that you have created your first project, let’s explore some of the more advanced features of Project/Task Manager. The next section will introduce you to assigning owners, creating types, using the Summary screen and how to get the most out of these features.