New project
The projects you created will have an asterisk mark (*) to the left of its name on "Project list".
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- Select Project > Project list > Create > New Project.
- In the pop-up New Project dialog box, enter the project name and select the members.
- Click "OK".
Create project by copying
You can copy a project to create a perfect duplicate and then edit it as needed.
- In Project list, right-click a project and select "Copy project" from the menu.
- In the pop-up Copy Project dialog box, edit project name and add member to it.
- Click "OK".
Rename project
Only the owner can rename a project.
Edit project info
Only project leader or manager can edit project info.
- Select Project > Project list
- To update progress, right-click a project and select "Project info".
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- You can set start time, set task notification, edit project progress, etc.
- Click "OK" to save the changes.
View project appraisal score
When a project member enters task appraisal data, the project appraisal score will be automatically calculated.You can view project appraisal score through the following ways.
- In project card view, the bottom of the card shows the project appraisal score, in the form of "Expected score/Total score", "+ Expected score/Total score" or "Expected score/Total score, + Expected score/Total score".
- In project list view, "Score" field shows project appraisal score, in the form of "Expected score/+Expected score".
- In Gantt view, project appraisal score shows after the project name on the left list, in the form of "[Expected score/Total score] [+ Expected score/Total score]".
View project stats
- Select Project > Project list
- Right-click the project to view and select "Stats".
Import project
- Select Project > Project list.
- Click "Import".
- In the "Import project" dialog box, click "Select file" to import a CSV file (UTF-8 encoding required).Or you can click "View template" for creating a CSV file.
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- Click the "Start import" button.
Export project
You can export all projects in batch.Click "Export" and specify a save location for the csv file.
Search project
If you want to look for a project, please choose Project > Project List, and enter a keyword related to the project name or its member in the field in the upper right corner, and press Enter.
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Close Project
Only the owner can close the project.To permanently remove a project, please contact your TP admin.
- Select Project > Project list。
- Right-close the project and select "Close".
Reopen closed project
Only project owner can reopen project.
- Select "Project" > "Project list".
- Click "Reopen project".
- Select the project to reopen and click "OK".
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