Some projects are only meant for internal company use. Additionally, you may have Internal Projects that do not need to be billed to a client but you want to keep track time and expenses. Here’s how you can do this with Avaza.
Any existing project can be used as a template while creating a new project. When creating a new project click the “Use previous project as template” link and select one of the existing projects to copy tasks from.
To quickly find all outstanding tasks on a project, apply the “Outstanding” status filter. This will filter your task list to show all tasks that are “Not Started” or “In Progress”.
For an Existing Task Changing the assignee on an existing task will always trigger a notification for the new assignee and other users who are added to the task as Followers. However, only users who have enabled task assignment notifications will receive them. This can be managed by each user under User Profile > Notification […]
Yes, you can change the customer a project belongs to up till a certain point. Projects with timesheet entries that are already on an invoice cannot have their customer updated. This is to ensure the invoice currency remains consistent with the currency of the customer.
You can create a project from multiple places in Avaza. The simplest way is to click the ‘Projects’ menu and from the drop-down click ‘Add Project’ option. Add Project option is also available on Active Projects and Account Dashboard page.
Task discussions are how teams collaborate. Each piece of collaboration is around a task where team members can provide input. Here is how task discussions work in Avaza.
Yes, you can reply to a task email. You can collaborate on a task by replying to the task via email or opening the task in Avaza. You can even add attachments to your reply.
Project Members that are interested in particular tasks can be added as Followers, enabling them to receive notifications on specific task-related changes.
To delete a project, you need to archive it first. You can archive projects by going to the Project Settings page of a particular project and scrolling all the way to the bottom and clicking the “Archive” button. Figure: Go to Project Settings and Click on ‘Archive Project’ You can also archive a project from the ‘All […]