WELCOME TO PROJECT INSIGHT! GETTING STARTED: The Home Screen is your launch pad for managing your daily work, tasks, projects, approvals and more. Most team members can make all of their task updates, comments and time entries from the home screen.
Transcript:
Welcome to Project Insight. The screen in front of you is our home screen. You can navigate to the home screen by choosing the main menu and selecting "Home" at any time.
Other menu items in the top bar include:
- Reports: Here, you will see your saved reports.
- Search Bar: Use this to find any of your projects and tasks in Project Insight.
- Notifications: This option shows you all of your most recent notifications.
- Edit Profile: You can edit your profile and your preferences here.
- Time Tracking: If you're using time tracking, you'll see a timer option to display your open timers.
- Print-Friendly or Downloading Options: These are available in this menu.
- Help Center: You can navigate to our help center anytime or see any videos or appropriate content related to the page you are on.
Many pages throughout the system will have help in video form at the bottom of the form. You will see that throughout some of the icons here. The layout resembles an iPhone interface, showcasing the apps you have enabled in your workspace. If you don't see certain apps displayed on your screen, you can add more add-ons in your workspace by selecting the "Add-ons" option or by going to the admin panel to check your account and invite more members to the system.
Two critical actions you will need to perform on this screen are:
- Navigate to Your Projects: Click on the "Projects" link, which will take you to your project list, where you can add a new project manager, templates, or get an overview of projects in your system.
- Access the Work List: This is particularly useful if you are a team member who mainly works on tasks. By clicking on your work list, you can see all the items you are working on in the system.
Note at the top is a list of the most recent items you have been working on. You will see tasks, approvals, issues, and other items represented by their respective icons.
On this screen, you will see the name of the task you need to work on, along with the associated project. At any time, you can update the status of this task by clicking on the status and changing it to "Done." You can also add a comment here and request help from other members. Tagging them will send an alert. If you have time tracking enabled, you can enter time directly from this interface, allowing you to manage all your responsibilities from your work list.
This information is accessible right from your home screen, so at any time, you can select "Home" and navigate back here. If you are using time tracking, the time entry option is also available, displaying how many hours you have entered so far this week. By choosing the time entry grid, you can access this functionality. This screen has its own video available as well.
So, welcome to Project Insight, and enjoy using our system!
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