Managing projects efficiently is crucial for team collaboration and timely delivery. The KaryaKeeper dashboard provides a structured and intuitive approach to project management. This section provides a comprehensive platform to create, update, manage, delete, duplicate, and filter projects effortlessly. Here’s a detailed guide to managing projects efficiently
1. Creating a New Project
To create a new project, follow these steps:- Go to the “Projects” section – Click on the “Projects” tab from the left-side navigation menu.
- Start the project creation process – Click on the “+ Create” (Add New Project) button to initiate the process.
- Enter project details – Fill in the required information:
- Project Name – Define a clear and descriptive project title.
- Project Price – Specify the project’s estimated cost or budget.
- Start & Due Dates – Set the project duration.
- Client – Assign the project to a client if applicable.
- Project Owner – Select the responsible project owner.
- Project Category – Choose a relevant category to organize the project (e.g., Internal, External)
- Project Type: Select the project type (e.g., Billable, Non-Billable).
- Tags: Add relevant tags to classify the project for easier searching and filtering.
- Status – Set the project’s current status (e.g., On Going, Completed).
- Description – Provide a brief summary or objective of the project.
- Team Members – Assign members involved in the project.
- Save the project – Click on “Create” to confirm and create the project. The project will now be visible on the Project list page.
2. Editing/Updating a Project
If you need to modify project details, you can easily update them using the edit feature.
- Go to the “Projects” section – Find the project you want to edit.
- Click on the “Edit” icon – Open the project details by selecting the “Edit” icon.
- Modify the necessary information – You can update any of the following:
- Project name
- Description
- Assigned team members
- Project status
- Project type
- Tags
- Start and end dates
- Save the changes – Click on “Update” to apply the changes. The updated information will reflect in the system.
3. Managing Projects
Stay on top of your projects by managing them effectively:
- Monitor Progress – Track project completion status through visual progress indicators.
- Reassign Team Members – Modify the team members if required.
- Adjust Deadlines – Update project timelines to ensure timely delivery.
- Change Project Status – Switch between statuses such as “On Going,” “Completed,” or “On Hold.”
4. Deleting a Project
To remove a project that is no longer required:
- Go to the “Projects” section – Locate the project you want to delete.
- Click on the “Delete” icon – Select the “Delete” icon to remove the project.
- Confirm deletion – A confirmation prompt will appear. Click “Yes, delete it!” to permanently delete the project.
Note: Deleted projects cannot be restored, so ensure the project is no longer needed before deleting.
5. Duplicating a Project
To save time and replicate project structures:
- Go to the “Projects” section – Locate the project you want to duplicate.
- Click on the “Duplicate” icon – Select the “Duplicate” icon to create a copy of the project.
- Confirm to create the duplicated project – Click “Yes, Duplicate it!” to create a duplicate version of the project.
- Update the duplicated project details – Modify the necessary fields, such as the project name, start date, or team members.
6. Filtering and Searching Projects
KaryaKeeper offers a powerful filtering and search system that helps you easily locate and manage projects.
A. Filtering Projects
You can filter projects based on the following criteria:
- Project Status: Filter projects by status such as:
- On going
- Completed
- On Hold
- Project Category: Filter based on the project category to categorize projects effectively.
- Project Type: Sort projects based on their type (e.g., internal, client-based, etc.).
- Tags: Use project tags to group similar projects or add additional context.
B. Searching Projects
Easily search for specific projects using the search bar:
- Search by Project Name: Quickly locate a project by entering the project’s name.
- Search by Project Owner: Identify projects by searching for the name of the assigned project owner.
7. Best Practices for Project Management
Define Clear Project Goals: Establish clear objectives and scope before initiating a project.
- Regularly Monitor Progress: Use filters and search options to stay updated with project statuses.
- Update Project Details Timely: Ensure that project information is current and relevant.
- Use Tags for Organization: Categorize projects with appropriate tags for better management.
- Duplicate Projects for Recurring Tasks: Save time by duplicating similar projects.
This guide empowers you to efficiently manage, organize, and oversee all your projects within KaryaKeeper, ensuring seamless collaboration and project success! 🚀
