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3. Projects and Tasks http://www.twproject.com - Teamwork is © 2001-2013 Open Lab Page 1 of 267 User guide - a document from Open Lab Updated for Teamwork version 5.2 Last modified on Monday, March 11, 2013 Teamwork is © Open Lab 2001 – 2013 The quoted products may be registered trademarks of their producers. Company’s HQ Open Lab Via Venezia 18b 50121 Florence - Italy Teamwork Support Services: Web site: http://www.twproject.com Support forum and submit/vote feature requests: http://answers.twproject.com/ (958 answered questions – 2013) Direct contact: E-mail: [email protected] Phone: +39 055 5522779 Time zone: 'Central European Time' (6 hours ahead of New York) http://www.twproject.com - Teamwork is © 2001-2013 Open Lab Page 2 of 267 Summary What’s in here? .................................................................................................................. 11 I. Stories of work management ....................................................................................... 12 i. Introduction .............................................................................................................. 12 ii. Who uses Teamwork? ............................................................................................. 13 iii. How do I begin project management? .................................................................. 14 iv. Teamwork’s philosophy: a short story ................................................................... 16 v. Managing with lists vs. managing with trees ............................................................ 17 vi. Deep IT integration ............................................................................................... 18 vii. A critical moment: change and overcoming opposition ......................................... 19 viii. The problems of estimation .................................................................................. 21 ix. Agile methods, SCRUM and Kanban .................................................................... 22 x. Public pages ............................................................................................................ 25 xi. Simplistic cost/benefit evaluations of organizational tools adoption ...................... 26 xii. How Teamwork is made with Teamwork .............................................................. 27 xiii. Teamwork and multilinguism ................................................................................ 28 xiv. Single and distributed help desks ......................................................................... 30 xv. What Teamwork does not do and never will ......................................................... 31 xvi. Thank you for reading these adoption stories ....................................................... 31 1. Begin of user guide: how to start ................................................................................. 32 1.1 Basics ................................................................................................................... 32 1.1.1 Login .............................................................................................................. 32 1.1.2 Teamwork header .......................................................................................... 34 1.1.3 Teamwork sidebars ........................................................................................ 36 1.2 Profile page .......................................................................................................... 37 1.3 Home pages ......................................................................................................... 38 1.3.1 Most used page: Get Things Done ................................................................. 38 1.3.2 For the project manager – Project manager page .......................................... 39 1.3.3 For the supervisor and the stakeholders – Supervisor page .......................... 40 1.3.4 For the help desk: Help Desk page ................................................................ 41 2. Users as resources ..................................................................................................... 42 2.1 Introduction ........................................................................................................... 42 2.2 Editing ................................................................................................................... 42 2.3 Teamwork’ resources with login: users ................................................................. 45 2.4 Company/Department ........................................................................................... 48 2.5 Search / reporting ................................................................................................. 50 2.6 Importing contacts ................................................................................................ 51 3. Projects and tasks ....................................................................................................... 53 3.1 Introduction ........................................................................................................... 53 http://www.twproject.com - Teamwork is © 2001-2013 Open Lab Page 3 of 267 3.2 Editing ................................................................................................................... 53 Hints - task scheduling: start, duration, end ........................................................................... 60 Some remarks on task status change ..................................................................................... 61 Removing tasks ....................................................................................................................... 62 3.2.1 Assignment .................................................................................................... 64 3.2.2 Expenses ....................................................................................................... 66 3.2.3 Assignment custom fields............................................................................... 66 3.2.4 Assignment cost custom fields ....................................................................... 67 3.2.5 Notifications .................................................................................................... 67 3.2.6 Move assignment ........................................................................................... 70 3.2.7 Assignment list ............................................................................................... 70 3.3 Costs .................................................................................................................... 72 3.4 Task tree ............................................................................................................... 74 3.5 Gantt editor ........................................................................................................... 74 3.5.1 Toolbar ........................................................................................................... 76 3.5.2 Textual panel .................................................................................................. 77 3.5.3 Graphical tree panel ....................................................................................... 78 3.5.4 Task line editor ............................................................................................... 79 3.6 Prints and snapshots ............................................................................................ 80 3.7 Public pages ......................................................................................................... 82 3.8 Import/export......................................................................................................... 84 3.8.1 Import from Teamwork Gantt ......................................................................... 84 3.8.2 MS Project import / export .............................................................................. 85 3.8.3 Escape from Basecamp ............................................................................. 87 3.9 Security ................................................................................................................. 89 3.10 Task - other pages............................................................................................. 90 3.10.1 Discussions ................................................................................................. 90 3.10.2 Logs ............................................................................................................ 91 3.11 Business processes ........................................................................................... 92 Reducing trees to business processes .................................................................................... 96 3.12 Search / reporting .............................................................................................. 97 3.13 Copy/move projects ........................................................................................... 98 Copy ........................................................................................................................................ 99 Move ..................................................................................................................................... 101 4. Issues ........................................................................................................................ 102 4.1
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