Geteilte Anleitung

How to create project roadmaps

This how-to guide teaches you the essential steps to create effective project roadmaps, from navigating project details and utilizing Gantt chart views to managing tasks and…

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·11 Schritte·41 Aufrufe·Veröffentlicht

This how-to guide teaches you the essential steps to create effective project roadmaps, from navigating project details and utilizing Gantt chart views to managing tasks and deadlines. Learn to visualize timelines, update tasks, and streamline project tracking for maximum efficiency.

Step-by-step Guide11 Schritte

  1. Click Project A

    Clicking on 'Project A' will open the details and tasks associated with this project, allowing you to manage and view specific items within it.

    Click Project A
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  2. Click the Gantt tab

    This action opens the Gantt chart view, allowing you to visualize project timelines and task dependencies for better project management.

    Click the Gantt tab
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  3. Click the Months tab

    This action displays the monthly view of your project timeline, allowing you to monitor tasks and deadlines for each month.

    Click the Months tab
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  4. Click the Days dropdown menu

    This action opens the options to select the time frame for tasks on your Gantt chart, allowing you to view tasks organized by days, weeks, months, or other intervals.

    Click the Days dropdown menu
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  5. Click here to create a new task

    Clicking this link will open a form that allows you to add a new task to your project, enabling you to manage and assign tasks easily.

    Click here to create a new task
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  6. Click the Gather requirementsProject A link

    This action opens the detailed view for gathering requirements related to Project A, allowing you to input specific details and requirements for the project.

    Click the Gather requirementsProject A link
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  7. Type 'PRO' in the Lui 10056 field

    Enter 'PRO' in the designated input field labeled Lui 10056 to specify the required status or identifier for your project task. This action will update the task information within your project management interface.

    Type 'PRO' in the Lui 10056 field
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  8. Click on Project KickoffProject A

    Clicking this link will take you to the details page for the 'Project KickoffProject A', where you can view and manage tasks, timelines, and overall project settings.

    Click on Project KickoffProject A
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  9. Click the Save view option

    This action will save the current layout and settings of the Gantt chart for your project. You will be able to quickly retrieve this view later for consistent project tracking.

    Click the Save view option
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  10. Click here to add a new task

    By clicking here, you can open a form to input details for a new task in the Gantt chart for your project.

    Click here to add a new task
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  11. Click the Message support option

    This action adds the 'Message support' task to your project list, allowing you to delegate the support messaging function to the relevant team members.

    Click the Message support option
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