Let's dive into what these 4 elements mean: Boards, Projects, Tasks and Clients and understand how does project management work in TimeDive.
Board:
Organise multiple projects specific to different departments, offices etc.
You can assign it to specific employees and the board and projects created in them will be visible to them only.
To create the board, please click on "Add board" and add the name.
If you wish to make the board visible to specific employees, add their names from the dropdown menu.
Projects:
Once you create a board, please create different lists/stages for each projects.
To create the project, click on "Add project"
Select all the relevant info like name, description, priority, due date, employees assigned, client (you can either select it from the dropdown menu or create new by clicking on manage).
Add the tasks associated to each project
The project and the tasks are now created. You can move project cards cross different list to track the progress
The total number of tasks mapped to each project will be visible on the card
Clients:
To create clients, click on "Manage clients"
Add name, rate (will help you track client billable) and currency and click on "create". The new client will be added to the dashboard.
To track time spent on a projects, task, or client, just click on this article