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Project management
What is the difference between a "Scheduled project" and a "Normal project"?
Compared with a normal project, a scheduled project pays more attention to the time correlation between the tasks in the project, and can be automatically adjusted based on the expected duration and t...
How can I assign a "Project administrator"?
On PC: 1. Click the left arrow in the upper right corner to expand the panel; 2. Select the members whom you want to change administrator status in the member panel (multiple selections supported); ...
What is the difference between the permissions of "Leader/Administrator/Member" in a project?
In a project, there are three kinds of roles: "leader/administrator/member". The "leader" is the person who creates the project, the leader can assign "administrators" for the project and the rest are...
Can I restrict member's permissions of task, document, and note in a project?
The project leader or administrator can set the permissions for members in the project in two ways: 1. when adding project members; 2. for current members. When adding project members 1. Click the l...
Can I change the "Leader" of a project?
Yes. If you want to change the leader of a project, please contact your Teampel administrator
Will creating a "project folder" on my client side affect the project list display of other members?
No. When there are more and more projects, the project folder is for the members to sort projects based on their preference, and will not affect how the project list displays of other members.
How can I edit "Project bulletin"?
Only "Project leader" has the permissions to edit the project bulletin. Do as follows: On PC: Edit bulletin 1. Click the "Expand" icon (left arrow) in the top right corner of Project Chat window ...
How can I add project member in a current project?
Only project leader and administrator can add new member to the project. On PC: Add project member: 1. Click the left arrow in the upper right corner to expand the panel; 2. Click "Add" in the b...
How do I specify new members to be able to/not able to view old messages?
When adding a project member, you can select whether to "Allow new member to view old messages". If you do not select to allow the new member to view old messages, the member will not be able to view ...
How can I "quote" an attachment or project note to a task?
You can use the "Quote" feature in the task to add file reference or note reference as supplement to the task. The method is as follows: On PC: Open a task in project > "Quote" > Select "Add note re...
How can I copy multiple tasks to another project at once?
There are two ways to copy multiple tasks to another project at a time: Option 1 Select multiple tasks directly, right click "Copy to new project" ("Progress" and "Date" information not included); O...
How can I add important tasks to "Favorite "?
You can use "Add to favorite" feature to add tasks that are particularly important or worthy of attention to "Favorite". Here's how: On PC: Add task to favorite 1. Select "Task"; 2. Right-click th...
Can I tag my tasks for easy identification?
You can use Teampel's "Tags" feature to mark with "Tags" for the important or noteworthy tasks. (Tagging is a personal management tool, and only you can see it). Do as follows: On PC: Add tags to ta...
Can I edit my own tags?
Sure. You can edit your own tags through: Manage tags 1. Select "Task"; 2. Click "Manage tags" above the task window, or right-click the task and select "Tags" > "Manage tags"; 3. In the pop-up "M...
How can I set a task reminder?
You may have multiple tasks or even projects to do. You can set reminders for your tasks and at the specified time the reminders will prompt. Please do as follows: Set a task reminder On PC: 1. Ope...
How can I set workday exception for weekends/holidays and public holidays?
You can set workday and holidays in the properties window of scheduled project. For example, if you set Monday to Friday as workdays, and Saturday and Sunday as holidays, task duration will skip holid...
How can I digitize my personal projects and task status (Personal task stats)?
Personal task stats: display personal project and task information to help you manage and monitor your work 1. Select "Project" > "Project list" > "Dashboard" > "Person task stats". Custom project...
How can I add rating options for "appraisal" type of projects?
For appraisal type of projects, you need to enable "Appraisal" feature in Project. Please contact your Teampel administrator. Once enabled, you can fill in the scores and estimated quality of the tas...
What is the "bonus task" in task appraisal?
In some complicated evaluations, there are special bonus points, so we developed "Bonus task" feature. Bonus task's score will be calculated and displayed separately so as not to confuse the compositi...
How can I leave a project?
You can voluntarily leave a project as follows: On PC: Click "Project" > Right-click the project you want to leave and select "Leave" > "OK". APP: Enter the project you want to leave > Tap "..."...