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

Adding a Headline Status to a Project

Written by Leoni Keogh
Updated over a week ago

Kanban Board

Written by Leoni Keogh
Updated over a week ago

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

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

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 this week

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