PSOhub

Introduction to Project Management

Julie Bennett

Claudette Albers-Reid

Understand and learn how to work with Tasks and Task Boards

Task Management

Understand how to create a task board for a Project

Create a Task board for a Project

Learn how to give access to a task board in read mode only

Task board shareable link

Learn how to create a task board without a project.

Create a task board without a project

Understand the different views of a task board including the overall task board view.

Task board views including the overall task boards view

Delete a task board

Understand how to modify a Task board within a Project

Modify a Task board in a project

Understand the different options to modify a Task board template

How to modify a Task board template

How to assign multiple tasks to team members

Assign multiple tasks to users within a project

Task boards

How to manage absence when assigning a task within a project

Absence during assigned task in a project

How to synchronize PSOhub tasks to HubSpot

PSOhub tasks synchronizing to HubSpot

Learn how to create tasks and sub-tasks as well as their related task lists.

Create tasks and sub-tasks

Create a milestone

Understand where a user can view and update his/her tasks, sub-tasks and milestones as well as create new ones.

Update and mark as complete Tasks, sub-tasks and milestones

Tags in Tasks

Learn how you can quick create tasks and task lists.

Quick create tasks and task lists

Tasks and milestones

Introduction to the Gantt chart

Understand the workflow for task boards and Gantt charts

How to create your Gantt chart through the Task board

Understand how to simultaneously track the progress of multiple projects

Track multiple projects using the Gantt chart

How to use tags (or keywords) for tasks and show in the Gantt chart

Tags in the Gantt Chart

Gantt Chart

Understand what Task Capacity is and how to work with it.

Task Capacity

How to assign multiple tasks to resources from Task Capacity

How to assign multiple tasks to one or multiple users via the Task Capacity

Understand backlog tasks assigned to absent resources

Absence in the Task Capacity

Introduction to the Kanban board

Understand when and how to use the Kanban board

How to use the Kanban board?

Kanban board

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