Projects, Task Groups, Tasks

A series of support articles for your project management

32 articles in this collection
Written by Rob Davison and Leoni Keogh

Welcome to WeTrack's Project Management module

Introduction to Project Management

Managing your work with WeTrack

Written by Leoni Keogh
Updated over a week ago

Your Projects and Tasks Homescreen

Where you can find your projects and tasks

Written by Leoni Keogh
Updated over a week ago

Departments and Department Categories Homepage

Viewing your department's work

Written by Leoni Keogh
Updated over a week ago

Projects - The Basics

Introduction to Projects in WeTrack

What is a project and how can it be used?

Written by Leoni Keogh
Updated over a week ago

Finding your list of Projects

See an overview of your Projects

Written by Leoni Keogh
Updated over a week ago

Finding full details about a Project

Project information and the task it contains

Written by Leoni Keogh
Updated over a week ago

Creating Projects

Creating a new Project

Written by Leoni Keogh
Updated over a week ago

Controlling Privacy and Confidential Projects

Confidential Projects and Permissions

Written by Leoni Keogh
Updated over a week ago

Adding a Headline Status to a Project

Written by Leoni Keogh
Updated over a week ago

Tasks - The Basics

Introduction to Tasks in WeTrack

What is a task and how can it be used?

Written by Leoni Keogh
Updated over a week ago

Finding your list of Tasks

See an overview of your Tasks

Written by Leoni Keogh
Updated over a week ago

Finding full details about a Task

Viewing full task information

Written by Leoni Keogh
Updated over a week ago

How to use Sub-Tasks

What is a sub-task?

Written by Leoni Keogh
Updated over a week ago

Using Task Baseline Dates

The original Start and Due Dates for a task

Written by Leoni Keogh
Updated over a week ago

Creating and Using Dependencies

Dependency control in WeTrack

Written by Leoni Keogh
Updated over a week ago

Creating and Managing Tasks

Creating Tasks

Creating tasks in WeTrack

Written by Leoni Keogh
Updated over a week ago

Creating Sub-Tasks

Creating new sub-tasks

Written by Leoni Keogh
Updated over a week ago

Grouping your Tasks into Task Groups or Sub-Projects

Grouping tasks within a project

Written by Leoni Keogh
Updated over a week ago

Tagging Projects and Tasks

Project and Task Tags

Written by Leoni Keogh
Updated over a week ago

Kanban Board

Written by Leoni Keogh
Updated over a week ago

Shortcut: Editing Projects, Tasks and Sub-Tasks in a list

Changing key project and task information, inline

Written by Leoni Keogh
Updated over a week ago

Editing Projects, Tasks and Sub-Tasks in their Details Page

Changing key project and task information, inline

Written by Leoni Keogh
Updated over a week ago

Sharing a Project, Task Group, Task, or Sub-Task with a User

Sharing an item with a colleague

Written by Leoni Keogh
Updated over a week ago

Adding Comments to Projects or Tasks and Tagging Other Users

Commenting on Projects or Tasks

Written by Leoni Keogh
Updated over a week ago

Adding Attachments to Projects or Tasks

Attachments in WeTrack

Written by Leoni Keogh
Updated over a week ago

Milestones

Introduction to Milestones in WeTrack

Using key milestones in your project planning

Written by Leoni Keogh
Updated over a week ago

Types of Milestone

Different levels of milestone

Written by Leoni Keogh
Updated over a week ago

The difference between Tasks and Milestones, and how to use them together

What is a milestone, and how does it differ from a task?

Written by Leoni Keogh
Updated over a week ago

Projects & Tasks Settings

Automatic RAG update rules

Automatic notification of slipping and overdue tasks

Written by Leoni Keogh
Updated over a week ago

RAG Status Calculation for Projects, Task Groups, Departments, as well as Tasks with Sub-Tasks

How WeTrack calculates rags for things like projects, task groups, & departments based on task RAG status.

Written by Rob Davison
Updated over a week ago

Customising your Milestone Types in Settings

Managing milestones

Written by Leoni Keogh
Updated over a week ago

Sorting your Task Groups By Default

Sorting task groups in WeTrack

Written by Leoni Keogh
Updated over a week ago