FAQs

FAQsProjects

Managing projects

Create your "Project", assign people or department, project leaders, timing and privacy. You can decide who can see your project. (only the appointees, the members of your organization or the entire network).

You can list and order your projects alphabetically or by the last update.

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You can prioritize all the projects you consider most important, so that they appear in the top positions. By pressing the yellow star on the left of the image you will activate the function and access them much more quickly. In the image above you can see both projects selected as “favorites” in the “Project” area.

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Projects elements

Wall

It helps your team to keep up to date of everything happening in the project: share your ideas, problems or knowledge, and communicate with the rest of the team.

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Documents management:

You can share documents from Google Drive, One Drive, Dropbox or or from your computer. If you have Google Drive or One Drive synchronized with your Social Shared account, the system will assign permissions directly to the rest of the team without having to waste time, in addition to being able to work with a colleague on the same document simultaneously.

Tasks:

Create tasks and subtasks within a project and assign them to the members of the team you choose. You will have a complete and exclusive wall for each task and subtask and full control on the management of documentation related to each one of them.

The tasks are listed and provide the following elements and functionalities:

  • Flags with different colours to set the priority of the tasks.

  • Tags or labels that identify quickly the purpose of the work and allow the filtering of tasks and subtasks for a faster search.

  • Ability to drag the task and/or subtasks to order them in the position we prefer.

  • Number of comments on the task or subtask walls.

  • Status of the task, start and due dates, duration and number of hours worked.

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Files:

You will be able to see all your files, create new folders to organize them or upload the files you need.

Events:

You can assign events to a project, such as meetings, video conferences, etc.

Check Lists:

Build lists to control the fulfillment of certain tasks. It´s a great help to check activities and make sure you do not forget anything important.

Members:

You can include the team mates you need to involve in your project, or invite a new user who is not part of the organization but you want to involve as a client or external user. You can also set task and subtask as private to certain users.

Tracking:

From this functionality you will be able to view all the activity in each project, task or subtask.

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In addition, you can “edit the project” and “create video conferences” with the members of the project using Hangout or Skype.