As a busy institute, juggling multiple projects can be a daunting task. Fortunately, Exatorial's Project Extension is here to streamline your workflow and help you stay organized. This powerful tool simplifies project management, allowing you to create, track, and collaborate on your projects.
What is the Project Extension?
The Project Extension is a feature-rich addition to Exatorial that acts as your project management hub. With this extension, you can centralize all your projects at one location, ensuring you never lose track of your tasks, deadlines, or crucial details.
Creating a New Project
Setting up a new project is a breeze with the Project Extension. Follow these simple steps:
Click on the "Add" button to initiate a new project.
Enter a descriptive title for your project in the "Title" field.
Add important details, key points, or specific requirements in the "Notes" column to effectively manage your projects.
Assign team members or collaborators to the project using the "Assignee" column, ensuring everyone stays on the same page.
Keep your project on track by setting clear start and due dates. It will help you stay organized and avoid any missed deadlines.
Updating Your Projects
Let's dive into the various aspects of project updates and how they can streamline your workflow.
Accessing Project Updates
Click on the name of the project you wish to update.
A dedicated project window will open, providing a comprehensive overview and editing capabilities.
Adding Notes
The "Notes" section is your go-to place for capturing important points, reminders, or updates related to your project. Here's how to make the most of it:
Click the "Add" button to create a new sub-project within your existing project.
Fill in the details for your sub-project, including:
Title: Provide a descriptive title for your sub-project.
Notes: Jot down key points or requirements specific to this sub-project.
Assignee: Assign the sub-project to a team member or collaborator.
Status: Set the current status (e.g., "On Hold," "To Do," "In Progress," "In Review," "Won," or "Lost").
Priority: Indicate the priority level, ranging from low to urgent.
Start and End Dates: Specify the planned start and end dates for the sub-project.
Source: Indicate where the sub-project originated from or any relevant source information.
Add Assignee
If you need to assign the project or sub-project to a new team member, click the "Create User" button in the "Assignee" tab. You can then add details like name, username, password, email, phone number, and user roles for the new assignee.
Links
The "Links" section allows you to associate relevant resources with your project or sub-projects.
Leverage the "Comments" section to add specific notes, clarifications, or instructions about your project or sub-projects. Additionally, you can attach files from your local drive or computer, ensuring that all relevant documentation is readily available within the project workspace.
Status
The "Status" field allows you to update the status of your project or sub-project quickly. Choose from options like "On Hold," "To Do," "In Progress," "In Review," "Won," or "Lost" to accurately reflect the current stage of your project.
Start and End Dates
Keeping track of project timelines is essential. Use the dedicated fields to update the start and end dates, ensuring that deadlines are met and schedules are adjusted as needed.
The "Add Contact" feature allows you to seamlessly integrate these external contacts into your project workspace, streamlining communication and collaboration.
Put the contact's name and designation, and have their information readily available whenever you need to reach out or share project updates.
Meeting Management
Meetings are crucial for any project, serving as platforms for discussion, brainstorming, and decision-making. Exatorial's Project Extension simplifies scheduling and managing meetings, ensuring everyone stays on the same page. You can add a new meeting as follows:
Subject: Clearly define the purpose of the meeting by providing a concise subject line.
Start and End Time: Set the start and end times for the meeting, ensuring that everyone blocks off their calendars accordingly.
Meeting Type: Choose from offline, audio, or video meetings based on your team's preferences and requirements.
Meeting Link: If hosting a virtual meeting, easily share the meeting link with all participants.
Notes: Capture any vital points, agenda items, or discussion topics that should be addressed during the meeting.
Attendees: Add contact information or user profiles of all meeting participants to ensure everyone receives the necessary notifications and updates.
Project Management Icons
In addition to the comprehensive project updating and collaboration features, Exatorial's Project Extension provides three handy icons for enhanced project oversight and management.
Eye Icon
Stay informed about project updates by enabling or silencing notifications with a single click.
Link Icon
Quickly copy the project link and share it with team members, stakeholders, or external collaborators, fostering transparency and enabling seamless access.
History Icon
Gain insight into the project's evolution by reviewing a detailed history of edits, changes, and updates, ensuring accountability and traceability.
By harnessing the power of Exatorial's Project Extension, you'll unlock a world of streamlined collaboration, effective communication, and enhanced productivity. Whether you manage a small team or coordinate a complex, multi-stakeholder project, this extension empowers you to keep everyone aligned, engaged, and focused on achieving shared goals.
