Lavorare con progetti

Pronto per iniziare a esplorare progetti E lavori ? Scopri come accedere progetti , aggiungere lavori per cliente accounts , lavorare con lavori dentro progetti e altro ancora.

Pipeline list

You can view all pipelines on the Workflow > Pipelines page available from the left sidebar menu.

Vedrai queste intestazioni di colonna:

• Name: the name of the pipeline
• Available to: the team members who have access to this pipeline
• Recurring jobs: the number of job recurrences set up for this pipeline
• Active jobs: the number of currently active jobs in this pipeline
• Archived jobs: the number of archived jobs in this pipeline

To sort the list of pipelines by name, click on the up-down arrow next to the Name column header.

Customize pipeline list

On the Workflow > Pipelines page, you can customize your pipeline list in several ways. This is especially helpful if you have many pipelines and want to keep them well organized.

• You can resize, enable, disable, and move columns to your liking.
• Puoi personalizzare la dimensione di ogni colonna. Per fare ciò, fai clic e tieni premuto il divisore tra i nomi delle colonne e ridimensionalo spostando il mouse.

To modify the columns you want to be displayed in the pipeline list, click the gear icon at the top right.

You can enable, disable or move any columns you want, except for the Name column.

After clicking Apply, the table will be rebuilt with new columns. Clicking Reset will display all columns.

Accesso progetti

Pipelines are available for a firm owner, admin and team members with the pipeline access. Learn more on granting pipeline access and managing job assignees .

You can view pipelines for a single client account or for all accounts. You can also see pipelines with job recurrences.

• For all client accounts: Go to Workflow > Pipelines from the left sidebar, then select the pipeline. To switch to a different pipeline, click the drop-down arrow next to the pipeline name and select it from the list.

• Per un account cliente: vai su Clienti > Accounts dalla barra del menu a sinistra, clicca su account nome, quindi seleziona la scheda flusso di lavoro . Vedrai tutti i progetti con lavori per quel cliente account e i progressi compiuti. Una volta lavoro è stato completato e archiviato o eliminato, non è più visibile. Tuttavia, se il Progetto non ha attivo lavori ma la ricorrenza è fissata per quello account , IL Progetto verrà comunque visualizzato su questa pagina.

• Pipelines with job recurrences: Navigate to Workflow > Job recurrences from the left sidebar to view and access pipelines that contain jobs with recurrences .

Lavora con lavori dentro progetti

Once you’ve accessed the pipeline, you can either add new jobs to it by clicking Add Job or work with the existing ones. 

Questo è ciò che puoi fare dalla visualizzazione kanban del tuo Progetto :

• Filter job list to display only the ones with specified parameters.

• Sort job list to display jobs in a specific order.

• Review essential info on a job card, such as the due date or number of actions needed to proceed with moving the job to another stage.

• Visualizzazione lavori cliccando sulle loro carte e accedendo agli elementi collegati, come questionari , discussioni in chat o proposte. Apporta modifiche a lavoro dettagli, ad esempio, pagamenti collegati, contrassegna come collegato attività come completo, aggiungi commenti, ecc.

• Inizia a monitorare il tempo trascorso su un lavoro .

• Move job to another stage or the other pipeline.

• Archive or delete jobs, either individually or in bulk .

Mancia

Deleting jobs after the final stage is not recommended. Related entities (documents, notes, tasks, etc.) will not be deleted but will not be accessible from the deleted job card page. We recommend archiving jobs instead.

Collapse stages

If you have a large pipeline with many stages, it can be difficult to focus on the stages relevant to your work. You can collapse stages to reduce visual clutter and improve navigation, especially if:

• You work with only certain stages and don’t need to see all of them.
• You have a large team where different members work on different parts of the workflow.
• Your pipeline is too large to fit on one screen, making it hard to get an overview.

Collapsing stages helps you focus on what matters most by hiding stages you don’t need to see at the moment.

To collapse a stage:

1. Go to Workflow > Pipelines from the left sidebar menu and select a pipeline.

2. Click the collapse icon next to the name of the stage you want to hide.

The stage will be collapsed, showing only its name and the number of jobs it contains. To expand it again, click the expand icon .

Nota

Your collapsed/expanded stage preferences are saved for each pipeline and will persist when you return to it.

Visualizza quale accounts Avere lavori In progetti

Per sapere quale accounts Avere lavori all'interno di uno specifico Progetto :

1. Go to Clients > Accounts from the left menu bar, then click Filter. You can also use another method by accessing Workflow > Jobs.

2. Seleziona un Progetto nome nel filtro Progetto e fase e seleziona il fase Puoi selezionarne diversi progetti E fasi se necessario.

Verrà quindi visualizzato un elenco di tutti i client accounts che sono stati aggiunti ai selezionati Progetto e/o fase .

Condividere

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