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Projects

Project

Projects are needed to organize complex workflows that cannot be completed within a single task.

At its core, a Project is a container for managing a group of tasks. It automates the process of creating a typical group of tasks and the process of their implementation. Within a project, tasks can be put into operation sequentially, in parallel, or in a combined way.

Using templates, you can easily organize standard work processes in a company. This will automatically create and fill in the specified pool of tasks will be automatically distributed to the necessary groups of employees.

Sample Project

Let's consider a live example of a project: a telecommunications company needs to connect a home Internet to a new client .

The connection process cannot be performed within the task, because affects the work of 5 divisions of the company, and each division has a task must be entered sequentially.
  1. First, the manager must conclude an agreement with the client and take related actions
  2. After that, the network service should allocate ports, ip addresses, etc.
  3. After that, the physical connection will take place. The installation engineer must physically connect the apartment and set up the equipment client, demonstrate the work of the service
  4. Next, the actual data for billing this client must be entered in the billing
  5. As a final step, the marketing service should call the client, inquire about the quality of the service and the work performed
This whole process is very difficult to organize within one task. It will be difficult for a manager to create 5 tasks, to think about who and when will do it. Employees will have to call each other every time, inform them that the task has been done and you can start your own. The system should organize such processes automatically.

The example in the figure shows a similar project, it can be created with two clicks of the mouse, specifying the name, date and template of the project for an Internet connection. Then the system will do everything by itself:
  1. Fill this project with tasks.
  2. In each task, it will indicate client data from the project.
  3. Will distribute them to the required divisions of the company.
  4. Within the departments will distribute to the required employees according to the distribution algorithm, specified in the task template (in turn, by task type, by workload, etc.).
  5. Will fill in comments and checklists with a work plan for each department.
  6. Further, tasks will be sequentially put into operation by departments.
All this will happen absolutely automatically.

Templates

You can create a template for each task. Templates can be collected into a group of templates.

In the example above, we have created task templates for each point in the connection process. Filled them with data with information and distribution algorithm. Then we combined these templates into a group called "Internet Connection".
Now, to create this group in a project, you just need to specify it when creating a project or in an already created project.

A project can be filled with tasks from different groups, for example, when connecting different services to one client, you can insert several groups of templates, or pre-create them as complex.
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