{"id":6529,"date":"2021-08-18T09:43:08","date_gmt":"2021-08-18T09:43:08","guid":{"rendered":"https:\/\/www.binfire.com\/blog\/?p=6529"},"modified":"2021-08-18T09:43:08","modified_gmt":"2021-08-18T09:43:08","slug":"project-management-software-guide-binfire","status":"publish","type":"post","link":"https:\/\/www.binfire.com\/blog\/project-management-software-guide-binfire\/","title":{"rendered":"Project Management Software guide &#8211; Binfire"},"content":{"rendered":"<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">In recent months, we have worked relentlessly to enhance our project management application, so, we wrote this project management software guide to help you get familiar with everything new and old here.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">The enhancements and new features we have added to Binfire are truly mind-boggling. From user-defined page views to <a href=\"#task_tree\">Task Tree<\/a>, we have introduced features that help you work more productively and can&#8217;t be found anywhere else.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\"> This project management software guide is written to help you get familiar with the old and new features Binfire offers and start using the app effectively in the shortest time possible.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">One of the changes we implemented in this version which impacts the small teams greatly, is the addition of a free plan for small teams.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">From now on we will offer our customers freemium plans. If you and your team are equal or smaller than 3 people, Binfire is free for you.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">For qualified non-profits and educational institutions (K-12, Colleges, and Universities) Binfire is free for teams of any size.\u00a0\u00a0<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Most of the information found here will be merged with our exciting <a href=\"https:\/\/www.binfire.com\/user-guide\/\">user guide<\/a> at a later date. When done, we will update this post. This Document will be published in a PDF file format too and you will be able to download it.<\/span><\/p>\n<h2><strong><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Project Management software guide<\/span><\/strong><\/h2>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Binfire project management software is divided into four main sections as shown below:<\/span><\/p>\n<ul style=\"list-style-type: square;\">\n<li><strong><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Portfolio section Pages &#8211; <\/span><\/strong><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Tasks and other items from all your projects are shown in different formats<\/span><\/li>\n<li><strong><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Project section Pages &#8211;<\/span><\/strong><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">\u00a0Task and other items from one project are shown in different formats<\/span><\/li>\n<li><strong><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Workspace section Pages <\/span><\/strong><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">&#8211;<\/span><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Manage everything related to your workspace<\/span><\/li>\n<li><strong><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Personal section Pages <\/span><\/strong><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">&#8211; <\/span><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Your own pages, files, and preferences. You only have access to these pages and no one else( absolute security)<\/span><\/li>\n<\/ul>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">In the following pages of this project management software guide, we will cover each section in detail.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Please note Binfire supports <a href=\"https:\/\/www.binfire.com\/blog\/agile-project-management-tutorial\/\">Agile<\/a> (Scrum and <a href=\"https:\/\/www.binfire.com\/kanban-board\/\">Kanban<\/a>), <a href=\"https:\/\/www.binfire.com\/blog\/waterfall-project-management-tutorial\/\">Waterfall<\/a>, and other project management methods including <a href=\"https:\/\/www.binfire.com\/hybrid-project-management-manifesto\/\">Hybrid project management<\/a>.\u00a0 \u00a0<\/span><\/p>\n<h3><span style=\"text-decoration: underline;\"><strong><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">1-Portfolio section Pages<\/span><\/strong><\/span><\/h3>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">When you log in to Binfire, you are taken to one of the portfolio pages called the home page. By default, your home page is the portfolio Grid page. But you can choose any one of these pages as your home page.<\/span><\/p>\n<ul style=\"list-style-type: square;\">\n<li><em><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Portfolio Grid<\/span><\/em><\/li>\n<li><em><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Portfolio Task(<span style=\"font-size: 10pt;\">WBS<\/span>) Page (we need suggestions for a new name for this!)<\/span><\/em><\/li>\n<li><em><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Portfolio Kanban Boards<\/span><\/em><\/li>\n<li><em><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Portfolio Calendar<\/span><\/em><\/li>\n<li><em><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Projects Page (Create, edit, view, and manage projects)<\/span><\/em><\/li>\n<\/ul>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">What is a Portfolio page? On a portfolio page, you can view and manage tasks and other items from all of your projects on one page.\u00a0<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Binfire supports several portfolio pages for displaying tasks. They include Grid, WBS, Kanban Boards, and Calendar. Soon we will support portfolio Gantt\/Timeline too.\u00a0\u00a0<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">You can choose which view of your project&#8217;s data works for you best. If you like the Excel sheet format, choose Grid.\u00a0<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">If you like <a href=\"https:\/\/www.binfire.com\/blog\/work-breakdown-structure-complete-tutorial\/\">Work Breakdown Structure<\/a> (WBS), choose the Task<span style=\"font-size: 12pt;\">(WBS)<\/span> page.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">If you like Kanban boards, choose the boards page.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">If you like calendar format, choose the calendar page.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">The great thing about Binfire is that you can go from one view to another and never lose access to any data in your project or focus where you were working on. Just the view changes, not your data.\u00a0\u00a0<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">You can view and manage all your projects on the projects page. The statistic for each project is shown in the project&#8217;s window. You can navigate to any page in the project from here.\u00a0<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">In addition, you can add or change items to each project\u00a0from this page.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">To collaborate with your team members use the conversation page. This is a more secure version of the Slack App that tightly binds your project conversation with your project&#8217;s data.\u00a0<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">If you are a software developer you can use the Bug\/issue page to record issues that are found during testing and assign them to any task in the project.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">In the following pages of this project management software guide, we will cover each page\/function in the app and then give you a roadmap for using the app properly.<\/span><\/p>\n<h4><strong><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">1.1-Portfolio Grid Page<\/span><\/strong><\/h4>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">The portfolio Grid is Binfire&#8217;s default home page when you log in. It shows all your tasks from all your projects in a familiar and easy-to-follow grid (sheet) format.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">When you click on the home page icon in the header, you are taken to the page you have selected as your home page. By default, Portfolio Grid is your home page until you change it on the personal settings page.\u00a0<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">You can change this default by changing your home page preference in personal settings (<a href=\"#personal_settings\">we cover personal settings in section 4.3<\/a>)<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">The top blue row or the header is the App&#8217;s navigation bar. You can access all portfolio pages plus a few others from here. To navigate to any of these pages click on their corresponding link on the header. See the picture below.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">So, from the Grid, you can go to Tasks(<span style=\"font-size: 10pt;\">WBS<\/span>) or boards, or any other page is shown on the top row.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\"><a href=\"https:\/\/34.136.207.224\/blog\/wp-content\/uploads\/2021\/08\/Grid-showing-subtasks-and-dependency.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-6649 size-large\" src=\"https:\/\/34.136.207.224\/blog\/wp-content\/uploads\/2021\/08\/Grid-showing-subtasks-and-dependency-1024x493.png\" alt=\"Grid with subtasks\" width=\"1024\" height=\"493\" srcset=\"https:\/\/www.binfire.com\/blog\/wp-content\/uploads\/2021\/08\/Grid-showing-subtasks-and-dependency-1024x493.png 1024w, https:\/\/www.binfire.com\/blog\/wp-content\/uploads\/2021\/08\/Grid-showing-subtasks-and-dependency-300x145.png 300w, https:\/\/www.binfire.com\/blog\/wp-content\/uploads\/2021\/08\/Grid-showing-subtasks-and-dependency-768x370.png 768w, https:\/\/www.binfire.com\/blog\/wp-content\/uploads\/2021\/08\/Grid-showing-subtasks-and-dependency.png 1366w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/a><\/span>\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 Picture #1 Grid with subtasks and Dependency<\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">The second row on the top is Binfire&#8217;s filter row. Here you can filter tasks in any way imaginable.<\/span><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">\u00a0<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">The hamburger icon on the top left opens a context menu that lets you navigate to portfolio section pages, workspace section pages, personal section pages, and project section pages<\/span><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">In the context menu (also called the navigational bar), you can add new users, create new projects, and go to one of your projects.\u00a0<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\"><a href=\"https:\/\/34.136.207.224\/blog\/wp-content\/uploads\/2021\/08\/Context-menu.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-6650 size-large\" src=\"https:\/\/34.136.207.224\/blog\/wp-content\/uploads\/2021\/08\/Context-menu-1024x494.png\" alt=\"context menu\" width=\"1024\" height=\"494\" srcset=\"https:\/\/www.binfire.com\/blog\/wp-content\/uploads\/2021\/08\/Context-menu-1024x494.png 1024w, https:\/\/www.binfire.com\/blog\/wp-content\/uploads\/2021\/08\/Context-menu-300x145.png 300w, https:\/\/www.binfire.com\/blog\/wp-content\/uploads\/2021\/08\/Context-menu-768x371.png 768w, https:\/\/www.binfire.com\/blog\/wp-content\/uploads\/2021\/08\/Context-menu.png 1366w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/>\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0<\/a><\/span>Picture #2\u00a0 Context menu<\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">On the Grid page, tasks and milestones are displayed in Excel sheet type format. The new Microsoft Project app uses this format too.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">The app displays the start date, due date, progress status, Lists, priority, skills needed, and assignees for each task.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">You can change all task&#8217;s attributes on the Grid.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">In addition, you can leave a comment regarding that task, and start the time tracking clock.\u00a0\u00a0<\/span><\/p>\n<h5><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\"><strong>1.1.1 Filters<\/strong><\/span><\/h5>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">The second row on the grid page is the filter row.\u00a0There are 10 filters and one sort button on this row.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">The filters are as follows:\u00a0<\/span><\/p>\n<ul style=\"list-style-type: square;\">\n<li><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Show projects filter- You can choose to show tasks from all projects or just one project using this filter.<\/span><\/li>\n<li><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Organized by filter- This filter allows the user to view tasks when grouped by projects, by members, by lists, or by project category, or by None. If by None, all tasks in all your projects are listed one after another.<\/span><\/li>\n<li><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Start Date filter- You can filter tasks that start today, start this week, or start anytime.<\/span><\/li>\n<li><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Due date filter- You can filter tasks that are due today, due in the next 7 days, late, late in the past 7 days, or all due dates.<\/span><\/li>\n<li><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Progress filter- You can filter tasks that are not worked on yet (To Do),\u00a0 in progress, completed, completed today, completed this week, verified, or backlog tasks (<a href=\"#backlog_tasks\">For Backlog Tasks see section 1.1.8<\/a>).<\/span><\/li>\n<li><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Lists filter- You can filter tasks by the user-defined list they belong too<\/span><\/li>\n<li><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Priority filter- You can filter tasks by priority, very low to very high.\u00a0<\/span><\/li>\n<li><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Skills filter- You can filter tasks by the user-defined skills.<\/span><\/li>\n<li><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Tags filter-\u00a0 You can filter tasks by user-defined tags<\/span><\/li>\n<li><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Assignee filter- You can filter tasks by Assignee<\/span><\/li>\n<li><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Manage Filter (Red +)- When you click on the red + sign, a dropdown opens which lets you manage the filters you use.\u00a0<\/span><\/li>\n<\/ul>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\"><a href=\"https:\/\/34.136.207.224\/blog\/wp-content\/uploads\/2021\/08\/Manage-filters.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-6653 size-large\" src=\"https:\/\/34.136.207.224\/blog\/wp-content\/uploads\/2021\/08\/Manage-filters-1024x494.png\" alt=\"Manage filters\" width=\"1024\" height=\"494\" srcset=\"https:\/\/www.binfire.com\/blog\/wp-content\/uploads\/2021\/08\/Manage-filters-1024x494.png 1024w, https:\/\/www.binfire.com\/blog\/wp-content\/uploads\/2021\/08\/Manage-filters-300x145.png 300w, https:\/\/www.binfire.com\/blog\/wp-content\/uploads\/2021\/08\/Manage-filters-768x371.png 768w, https:\/\/www.binfire.com\/blog\/wp-content\/uploads\/2021\/08\/Manage-filters.png 1363w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/>\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 <\/a><\/span>Picture #3\u00a0 Manage filters<\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">In addition to the above filters, the sort button (up and down arrows) will show the tasks by the order of creation or by the due date.<\/span><\/p>\n<h5><strong><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">1.1.2 Configuring the grid page (Red <span style=\"color: #ff0000;\">+<\/span> Sign)<\/span><\/strong><\/h5>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">There is a lot of data and fields\u00a0(shown in columns) on the Grid page. In case you don&#8217;t use all of them, you can configure the UI to suit your preference.\u00a0\u00a0<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">The following data\/columns are presented on the Grid page:<\/span><\/p>\n<ul style=\"list-style-type: square;\">\n<li><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Task Title<\/span><\/li>\n<li><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Task Start date<\/span><\/li>\n<li><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Task Due date<\/span><\/li>\n<li><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Task Timer, for time tracking)<\/span><\/li>\n<li><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Comments, all comments on a given task\u00a0<\/span><\/li>\n<li><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Progress status, where the task is in its life cycle<\/span><\/li>\n<li><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Lists\/Sections, shown in Kanban boards too<\/span><\/li>\n<li><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Priority, which task has higher priority<\/span><\/li>\n<li><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Skill, the skill needed for doing this task<\/span><\/li>\n<li><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Tags, assign as many as you want\u00a0<\/span><\/li>\n<li><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Assignees, you can assign tasks to multiple people\u00a0 \u00a0\u00a0<\/span><\/li>\n<\/ul>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">You can hide each column as shown above except the task title. This way you can configure the Grid page, the way that best suits your project&#8217;s needs.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Configuring the Grid is a personal preference and other users in your projects can still see all the columns shown above. So each user can configure his\/her page the way they want.\u00a0\u00a0<\/span><\/p>\n<h5><strong><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">1.1.3 Using the Grid<\/span><\/strong><\/h5>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Using the Grid, you can manage almost everything you need to do in your projects.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">In the portfolio Grid, the tasks from all projects are displayed on one page, so it is possible to view, filter, edit, or create tasks for all projects without leaving this page.\u00a0\u00a0<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">You can add Tasks, Milestones, Lists, and Skills using the Add Task dropdown on the top of the page.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\"><a href=\"https:\/\/34.136.207.224\/blog\/wp-content\/uploads\/2021\/08\/Add-Milestones.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-6678 size-large\" src=\"https:\/\/34.136.207.224\/blog\/wp-content\/uploads\/2021\/08\/Add-Milestones-1024x405.png\" alt=\"Add Milestones\" width=\"1024\" height=\"405\" srcset=\"https:\/\/www.binfire.com\/blog\/wp-content\/uploads\/2021\/08\/Add-Milestones-1024x405.png 1024w, https:\/\/www.binfire.com\/blog\/wp-content\/uploads\/2021\/08\/Add-Milestones-300x119.png 300w, https:\/\/www.binfire.com\/blog\/wp-content\/uploads\/2021\/08\/Add-Milestones-768x304.png 768w, https:\/\/www.binfire.com\/blog\/wp-content\/uploads\/2021\/08\/Add-Milestones.png 1365w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/>\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0<span style=\"font-family: arial, helvetica, sans-serif; font-size: 12pt; color: #000000;\">Picture #4 Add Milestones, lists, and skills<\/span>\u00a0 \u00a0 <\/a><\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Set start dates and due dates for tasks and milestones, assign tasks to someone (you can assign a task to more than one person).<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Set task&#8217;s priority, record task&#8217;s progress over time, assign a section\/List to a task, define what skill is needed to complete a task, and use tags to group tasks in logical groups.\u00a0\u00a0<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">To add a new task or Milestone, just click on the +Add Task or +Add Milestone from the dropdown as shown above.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">When you create a milestone, the app adds an icon on the grid, to differentiate a milestone from a task.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Note that you can add a dependency to Milestone the same way as for tasks. When a milestone has a dependency, its icon changes to include an arrow in the square box.\u00a0 \u00a0<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">You can also add comments by clicking on the comment icon shown on each task row.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">When you do so, a comment box opens which lets you add comments and view old comments added before.\u00a0\u00a0<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">If someone else leaves a comment for a task, the comment&#8217;s icon turns light yellow. This way you notice right away which tasks have comments you have not read yet.\u00a0<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">For task progress, Binfire has its native progress markers as shown below:<\/span><\/p>\n<ul style=\"list-style-type: square;\">\n<li><em><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">To-Do (This task is idle, and waiting to be worked on, no one is working on it)<\/span><\/em><\/li>\n<li><em><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">In-Progress (someone has started working on this task, maybe you)<\/span><\/em><\/li>\n<li><em><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Completed (this task is completed. In most projects this is the end of the task&#8217;s life)<\/span><\/em><\/li>\n<li><em><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Verified (someone verified this task was completed correctly. In some projects this feature is needed, but not all projects need this)<\/span><\/em><\/li>\n<li><em><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Backlog (the task is waiting to be added to a sprint when using the Scrum method. Backlog tasks are not part of the project yet.)\u00a0 \u00a0<\/span><\/em><\/li>\n<\/ul>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">In addition to native progress markers, the app lets users create their own special markers called Lists or Sections (Lists\/Sections are shown in the Kanban boards as columns).<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Lists or Sections allow the user to group tasks. As a task progresses through its life cycle, the user moves the task from one section to another section.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">To make this clear, assume you have four lists\/sections. One is called idle,\u00a0 one is called development, the other is testing, and the last one is called release.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">You start all tasks in the idle section. When you start working on a task, you move it to development. <\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">When work is completed for each task, it is moved from the development section to the testing section.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Finally, after testing is completed, the task is moved to the release section. You get the point.\u00a0 \u00a0 \u00a0 \u00a0<\/span><\/p>\n<h5><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">1.1.4 <strong>Sorting\/Filtering<\/strong> the data in the Grid<\/span><\/h5>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">The Grid has a huge variety of filters to filter or sort tasks to make your job easier to view, assign, and manage tasks.\u00a0<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">The filters are on the second row on top of the page and are as follows:<\/span><\/p>\n<ul style=\"list-style-type: square;\">\n<li><em><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Projects- You can select all or one project. Either all tasks or tasks from the selected project are shown.<\/span><\/em><\/li>\n<li><em><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Swimlane- You can arrange how tasks are displayed (grouped) in the Grid according to projects, project members, lists, project categories, or none.\u00a0<\/span><\/em><\/li>\n<li><em><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Assigned to- You can filter for tasks assigned to all members or just one member<\/span><\/em><\/li>\n<li><em><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Task\/Bug- Binfire supports Bugs (issues) reporting too. The default is Tasks.<\/span><\/em><\/li>\n<li><em><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Tags- Filter tasks based on tags added to tasks by the user.\u00a0<\/span><\/em><\/li>\n<li><em><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Start Date- Filter tasks based on their start date (starts today, this week, and All)<\/span><\/em><\/li>\n<li><em><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Due Date- Filter tasks by the due date (Due today, due this week, Late, and All)<\/span><\/em><\/li>\n<li><em><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Progress- Filter task based on their progress (To-Do, In-Progress, Completed, and Verified)<\/span><\/em><\/li>\n<li><em><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Lists- Filter tasks based on user-defined sections or lists.\u00a0<\/span><\/em><\/li>\n<li><em><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Priority- Filter tasks by priority (Very High, High, Moderate, Low, and Very Low)<\/span><\/em><\/li>\n<li><em><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Skills- Filter tasks by the skills needed to work on them<\/span><\/em><\/li>\n<li><em><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Reorder Task- Using the up and down arrow next to the due date filter you can change the list from task created first to tasks created last\u00a0<\/span><\/em><\/li>\n<\/ul>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">You can combine all these filters to narrow down tasks that are important to you at any given moment.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">For example, you can filter tasks for a specific project assigned to John, which are due this week, belong to the development section, and have a task priority of 5.\u00a0\u00a0<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">If you click on the three-dot (&#8230;) on the left of each task, a\u00a0 context menu opens.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">In this dropdown menu, you can choose one of the following:<\/span><\/p>\n<ul style=\"list-style-type: square;\">\n<li><em><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Details- It opens the task quick editor or QE (see next paragraph) for you to add or change the task&#8217;s details. &#8220;Details&#8221; is also available on each task row and becomes visible when the mouse is over a task on the desktop. In mobile devices, the &#8220;details&#8221; are always visible.<\/span><\/em><\/li>\n<li><em><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Move- Move the task to another project or make it a subtask for another task\u00a0<\/span><\/em><\/li>\n<li><em><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Copy- Copy the task to another project<\/span><\/em><\/li>\n<li><em><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Copy-in-place- Duplicate the task<\/span><\/em><\/li>\n<li><em><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Add Subtask- Add a subtask to a task. You can go 6 levels deep<\/span><\/em><\/li>\n<li><em><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Move Up- reorder the task list by moving this task up<\/span><\/em><\/li>\n<li><em><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Move Down- Reorder tasks by moving this task down<\/span><\/em><\/li>\n<li><em><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Delete- Delete this task<\/span><\/em><em><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">\u00a0\u00a0<\/span><\/em><\/li>\n<\/ul>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">If you like Excel, Microsoft Project, or Google Sheets, Then Grid is probably the page you want to use as your main page (home page) when logging into Binfire.<\/span><\/p>\n<h5><strong><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">1.1.5 <a id=\"task_tree\"><\/a>Task Tree<\/span><\/strong><\/h5>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Binfire has a unique feature called the Task tree. If a task has subtasks or children, an icon appears on the task row.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">When you click on the icon, a new window opens that shows you the task and its subtasks graphically.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">If a task with subtasks, has a parent too, the parent is also shown in the graph.\u00a0\u00a0<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">If you click on a subtask that has its own subtasks, the graph will traverse one step forward and you can see the subtasks of the subtask too.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\"><a href=\"https:\/\/34.136.207.224\/blog\/wp-content\/uploads\/2021\/08\/Task-Tree.png\">\u00a0 \u00a0\u00a0<img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-6657 size-full\" src=\"https:\/\/34.136.207.224\/blog\/wp-content\/uploads\/2021\/08\/Task-Tree.png\" alt=\"task tree\" width=\"684\" height=\"473\" srcset=\"https:\/\/www.binfire.com\/blog\/wp-content\/uploads\/2021\/08\/Task-Tree.png 684w, https:\/\/www.binfire.com\/blog\/wp-content\/uploads\/2021\/08\/Task-Tree-300x207.png 300w\" sizes=\"auto, (max-width: 684px) 100vw, 684px\" \/>\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 <\/a><\/span>Picture # 5 Task Tree<\/p>\n<h5><strong><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">1.1.6 Task Dependency\u00a0<\/span><\/strong><\/h5>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Another visual aid you will find helpful in the grid is the icon for dependency (left side arrow). If a task is dependent on another task before it could start, the application displays an icon in the task row for that task.<\/span><\/p>\n<h5><strong><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">1.1.7 Task Quick Editor<\/span><\/strong><\/h5>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">When using the Grid or other pages in Binfire, you can open a task editor dialog called Quick Editor or QE.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">To open the QE, click the &#8220;details&#8221; link on each row to the right of the task title or use the context menu on the left of each task to open QE.\u00a0<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Quick Editor lets you change the details of each task such as description, title, start and due date, assignee, and more.\u00a0<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">You can see the task tree (parent-child relationship) for each task, add subtasks, dependencies, or followers, attach files or tags, and more.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Quick Editor has a rich text editor for adding and editing tasks&#8217; descriptions.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">One of the unique features of Binfire is its auto-numbering of tasks and bugs. Each task or bug has a unique number.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">This makes it much easier to reference a task by number rather than by name, which sometimes could be quite long.\u00a0<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">So, in addition to referencing a task by name you can reference it by number. This makes finding tasks in a large project much easier than finding them by name.<\/span><\/p>\n<h5><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\"><strong>1.1.8 <a id=\"backlog_tasks\"><\/a>Backlog Tasks<\/strong>\u00a0<\/span><\/h5>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">To support Agile project management methods like Scrum, Binfire supports backlog for tasks.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Backlog tasks are not part of the project yet and are meant to be brought to the project at a later date.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">When you create a task you can mark it as backlog. When you change the progress filter to the backlog, all backlog tasks are shown.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">If you want to change the status of a backlog task to &#8220;To Do&#8221;, use the progress button to do so.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">This action will cause the backlog task to become an active task in the project.\u00a0 \u00a0<\/span><\/p>\n<h4><strong><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">1.2-Portfolio Tasks(<span style=\"font-size: 10pt;\">WBS<\/span>)<\/span><\/strong><\/h4>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">The tasks(<span style=\"font-size: 10pt;\">WBS<\/span>) page was designed for users who are familiar with the <a href=\"https:\/\/www.binfire.com\/blog\/work-breakdown-structure-complete-tutorial\/\">Work Breakdown Structure<\/a> or WBS.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">WBS has been used since the 1950s and is still popular in heavy industries, defense, and chemical plants.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">This page is divided into two sections. The left section shows all tasks from all your projects.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">The right window shows the details for a task that has been selected in the left section.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">The second top row has all the filters which we described for the Grid page.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">On top of the left column, so searching tasks by name or by tag.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">If you select one or more tasks in the elect column (marking the checkbox to the left of each task), you can perform mass actions on tasks.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">You can delete or complete several tasks, plus if you click on more actions, in the dropdown you can do the following:<\/span><\/p>\n<ul style=\"list-style-type: square;\">\n<li><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Assign\u00a0<\/span><\/li>\n<li><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Start Time and duration<\/span><\/li>\n<li><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Mark tasks as To-DO<\/span><\/li>\n<li><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Mark Tasks as completed<\/span><\/li>\n<li><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Mark Tasks as in-progress\u00a0\u00a0<\/span><\/li>\n<li><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Mark tasks as verified<\/span><\/li>\n<li><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Add Tags to tasks<\/span><\/li>\n<li><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Add Followers to task<\/span><\/li>\n<li><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Move tasks to other projects<\/span><\/li>\n<li><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Copy Tasks to other projects\u00a0<\/span><\/li>\n<\/ul>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">When you click on a task in the left columns. Its details are shown in the right window. <\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">All features in the Quick Editor are available in the right window too.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">A feature available in the right window of the WBS page and not in the QE is the task history. If you click on the three-dot context menu on the top right of the page, one of the options in the dropdown is Task History.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Here you can see a detailed history of a task since it was created until today and download the information if you need it.\u00a0 \u00a0\u00a0<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">If you are familiar with WBS, you probably find the Tasks page, your preferred page in Binfire.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">You can easily add tasks and milestones by clicking the + Add task or Add Milestone buttons to the right of each project&#8217;s name.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">The portfolio tasks(<span style=\"font-size: 10pt;\">WBS<\/span>) page has the same filters as the portfolio Grid to make it easier for you to focus on tasks that need your attention.\u00a0 \u00a0<\/span><\/p>\n<h4><strong><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">1.3-Portfolio Boards<\/span><\/strong><\/h4>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\"><a href=\"https:\/\/www.binfire.com\/kanban-board\/\">Kanban boards<\/a> are great tools for managing and visualizing the progress of tasks in a project.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">The portfolio Kanban boards bring the same level of clarity to tasks from all your projects.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">The app comes with a built-in Kanban board based on the <a href=\"https:\/\/www.binfire.com\/blog\/agile-project-management-tutorial\/\">Scrum Agile method<\/a>. This board is called &#8220;Standard Board&#8221; (you can rename it) and is present in all projects.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">In addition to the Standard board, you can create an unlimited number of boards. These boards could be private or public.\u00a0\u00a0<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\"> The standard board (you can rename it) includes the following lists\/sections:<\/span><\/p>\n<ul style=\"list-style-type: square;\">\n<li><em><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Backlog<\/span><\/em><\/li>\n<li><em><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">To-Do<\/span><\/em><\/li>\n<li><em><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">In-Progress<\/span><\/em><\/li>\n<li><em><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Completed<\/span><\/em><\/li>\n<li><em><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Verified<\/span><\/em><\/li>\n<\/ul>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Do you remember the above from the Grid and List-Page? You can drag and drop tasks from one list to another.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">The board displays images attached to tasks. You can get other details of a task like the Task-tree, task dependency, task due date, and more right on the board.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">When you add a list in the Grid, you can use it in the Kanban boards and vise versa.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">A board could be private (you have to invite people to participate) or public (everybody in your workspace has access to it).\u00a0<\/span><\/p>\n<h4><strong><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">1.4-Portfolio Calendar<\/span><\/strong><\/h4>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">People who use Google calendar or Microsoft outlook, like to see their work&#8217;s tasks in a calendar format.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">The portfolio <a href=\"https:\/\/www.binfire.com\/project-calendar\/\">calendar<\/a> displays all tasks from all your projects. It also displays bugs, events, vacations, out-of-office days, and holidays in one compact layout.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">You can change the display from monthly view (default) to weekly or daily views.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">You can create or modify tasks and other items on the calendar with just one click.<\/span><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">\u00a0<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Click on any item and an editor opens to view or modify its details. Click on any date on the calendar to create a new task, vacation, event, or holiday.\u00a0<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">You can sync your Binfire calendar with Google calendar and soon with outlook too.\u00a0 \u00a0\u00a0<\/span><\/p>\n<h4><strong><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">1.5-Projects (Manage Projects)<\/span><\/strong><\/h4>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">The project page shows all your projects and their statistics. The information shown for each project is invaluable in understanding the status of each project.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">On the right side of each project box, a three-point context menu lets you manage your projects.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">You can click on the hot links at the bottom of each project box to go to any page in that project.\u00a0 \u00a0<\/span><\/p>\n<h4><strong><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">1.6-Conversations (Slack Type communications)<\/span><\/strong><\/h4>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">The conversations page is a Slack-type tool for team communication and collaboration.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">It is the most secure way for team communication and lets you talk to the team or an individual in your team.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">You can create multiple channels for conversation with your team and invite people to those channels.\u00a0\u00a0<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">You can also leave notes to yourself on the conversation page.\u00a0\u00a0<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Each channel could be tied to a project. This allows using the files in that project in all conversations in that channel.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\"> Binfire&#8217;s Conversation tool is more secure than Slack and your data will never be compromised.\u00a0<\/span><\/p>\n<h4><strong><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">1.7-Events<\/span><\/strong><\/h4>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">You can plan for events on the Events page. This is a good tool for planning multi-day events and invite people to them.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">You can add sessions, times, and locations for each session.\u00a0<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">We will upgrade this page extensively in future versions.\u00a0<\/span><\/p>\n<h4><strong><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">1.8-Bugs\/Issues<\/span><\/strong><\/h4>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">In some projects like software development, bug\/issue tracking is an important part of the project. <\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">For example, software projects have a team that tests and logs bugs for the developers to fix.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">You can attach a bug to a task in your project.\u00a0<\/span><\/p>\n<h4><strong><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">1.9-Time tracking<\/span><\/strong><\/h4>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Binfire has its own built-in time tracking tool. In the Grid, in task quick editor, and on the task page, an active clock lets you record the time you spend on each task.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">To start tracking time, just click on the clock icon from any page. To stop, click again on the clock icon.\u00a0<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">You can manage\/edit and export the time you have spent on each project per month or per week on the Timesheet page.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">So if you forget to track time for a task, you can go back to the Timesheet page and fix it.\u00a0\u00a0<\/span><\/p>\n<h4><strong><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">2-Project Section<\/span><\/strong><\/h4>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">When you go to a project from the project section, you have a few pages that look similar to the portfolio pages.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">In the project section, there are a few features that are not available on portfolio pages yet.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">For example, Gantt Charts are only available in projects sections. So as whiteboard and project settings.\u00a0 \u00a0<\/span><\/p>\n<h4><strong><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">2.1-Project Grid<\/span><\/strong><\/h4>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Looks exactly like portfolio Grid, but only shows tasks for one project.<\/span><\/p>\n<h4><strong><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">2.2-Project Tasks(<span style=\"font-size: 10pt;\">WBS<\/span>)<\/span><\/strong><\/h4>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Looks exactly like portfolio Tasks(WBS), but only shows tasks for one project.<\/span><\/p>\n<h4><strong><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">2.3-Project Boards<\/span><\/strong><\/h4>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Looks exactly like portfolio boards, but shows tasks only for one project. In project boards, all boards are public and visible to all project members.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Like the portfolio boards, the app creates a default board called standard board (you can rename it). This board uses the native progress makers (internal lists) like backlog, to do, in progress, completed, and verified.\u00a0\u00a0<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">You can create unlimited boards for each project. Only project members have access to these boards.\u00a0<\/span><\/p>\n<h4><strong><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">2.4-Project Calendar<\/span><\/strong><\/h4>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Looks the same as the portfolio calendar, but tasks for only one project are shown here.<\/span><\/p>\n<h4><strong><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">2.5-Project Gantt Chart<\/span><\/strong><\/h4>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Gantt Chart is present in the project pages, but not in the portfolio pages. Soon we will have a portfolio Gantt\/Timeline page.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">A Gantt chart is a graphical presentation of all your tasks in one project. You can use drag and drop to change the start date and due date. You can add dependencies and assign tasks to someone.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">If you click on the task title on the left, the quick editor opens and gives more additional options to change the task.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\"><em>We are enhancing the Gantt Chart\/Timeline. When we finish this feature we will update this project management software guide.<\/em>\u00a0\u00a0<\/span><\/p>\n<h4><strong><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">2.7-Project Files<\/span><\/strong><\/h4>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Each project has its own file folder. This folder is a secure cloud-based file storage unit for collaboration.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">All project files are stored in this folder. You can create subfolders to better organize your files.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">If you have allowed Dropbox or Google drive access, you can also show files from those services in the project folder.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">You can view images and PDF files online in the project folder. If you click on an image file in the left column, the content of the file is displayed in the right window.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">It even gets better than this, you can collaborate on files you open in the right window with colleagues on your project.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">In the top right corner of the right window, turn on the collaborate switch. When you do this the app encloses the picture in an online app with drawing tools which enables you to draw or highlight the images.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">When the collaboration is on, all you project members who have open this file on the right window can see the changes you are doing to the image.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">A unique feature in the app tool is the pointer tool. When\u00a0 \u00a0<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Notice the file itself is never changed, all additions you make are stored in a separate file that you can download.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Binfire keeps all versions of a file for you and these versions are accessible at any time.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">You can follow a file, add comments, tag a file, access old versions, or look at the activity log of the file.<\/span><\/p>\n<h4><strong><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">2.8-Project Settings<\/span><\/strong><\/h4>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Project settings let you manage your projects and team members assigned to that project. <\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">You can add or remove people from your project, or create roles and assign those roles to your team members.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">The role function lets you clarify what each team member does in the project. As an example, a member could be the manager, individual contributor, team lead, tester, or guest.\u00a0 \u00a0<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">You can also manage the amount emails\/notifications your team receives during the time they work on the project.<\/span><\/p>\n<p><em><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">We are working to enhance this feature soon. When we finish this feature, we will update this project management software guide.<\/span><\/em><\/p>\n<h4><strong><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">2.9-Project Stats<\/span><\/strong><\/h4>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">All stats about your project are displayed graphically. You can download all the stats for future analysis.\u00a0 \u00a0<\/span><\/p>\n<h4><strong><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">2.10-Project Workload<\/span><\/strong><\/h4>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">The project workload displayed the number of hours each member work or was assigned to work per day.\u00a0<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">This info helps you balance each member&#8217;s work and make sure no one is overloaded or underutilized.\u00a0\u00a0<\/span><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\"> \u00a0<\/span><\/p>\n<h4><strong><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">2.11-Project Whiteboard<\/span><\/strong><\/h4>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">If you have a remote team, the whiteboard is a great tool for collaboration.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">You can write, or post images and soon videos on the board.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">You can create an unlimited number of boards, and add members to each board from your project.\u00a0<\/span><\/p>\n<h4><strong><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">2.12-Project Activity Stream<\/span><\/strong><\/h4>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">This page records everything that happens in your project from beginning to end.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Any action that is taken by project members like adding comments, creating tasks, or completing tasks, etc. is recorded here.\u00a0 \u00a0<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">You can download the data on this page for further analysis.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\"><em>This feature will be enhanced soon. When we finish this feature we will update this project management software guide.<\/em>\u00a0 \u00a0<\/span><\/p>\n<h3><strong><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">3-Workspace pages<\/span><\/strong><\/h3>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Workspace pages let you manage everything about your workspace, projects, people, conversations, roles, etc.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">To go to the workspace page, from the left column click on the name of your workspace.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">You are taken to the manage workspace page which displays graphically all actions you can take to manage your workspace.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Notice that, only the account owner and the admins have access to the portfolio pages.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">By default, the app makes all users admin. It is up to the account owner to decide who will be an admin and who is not by visiting the &#8220;members page&#8221; in the workspace section.\u00a0\u00a0<\/span><\/p>\n<h4><strong><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">3.1-Manage\u00a0 project<\/span><\/strong><\/h4>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">When you click on this link, you are taken to the projects page discussed above.\u00a0\u00a0<\/span><\/p>\n<h4><strong><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">3.2-Project Categories<\/span><\/strong><\/h4>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Each project could belong to one category. This helps to group projects in the right category.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\"> Like all marketing projects, could have Marketing Category, and all Development projects could have a Dev category.\u00a0<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">In the Grid and other project pages, you can filter the tasks on the page based on the desired project category.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">On the project page, you can filter projects which match a given category.\u00a0\u00a0<\/span><\/p>\n<h4><strong><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">3.3-Members<\/span><\/strong><\/h4>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Manage members in your workspace, add new members or remove members that have left your projects.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Assign one or more members as admins.\u00a0 This allows you to delicate work needed to manage the app to others in your team.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Admins have the same level of privilege as the account owner, only they can&#8217;t remove the owner from the workspace.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">The account owner can add and remove admins at any time.\u00a0\u00a0<\/span><\/p>\n<h4><strong><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">3.4-Skill Matrix<\/span><\/strong><\/h4>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">A unique feature in Binfire is to identify the skills each member has and match them with tasks.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Like in real life, each member has more than one or two skills. He or she might be an expert in one area and a novice in another area.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">You can identify each skill the user has which matches the project requirements and give them a competence level from 1 (low) to 5 (Expert).\u00a0\u00a0<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">When you assign tasks to someone, the app uses AI to identify the best resource for the task.\u00a0\u00a0<\/span><\/p>\n<h4><strong><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">3.5-Teams<\/span><\/strong><\/h4>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Grouping workspace members into teams. so instead of assigning people one by one to a project, you can assign the team to a project or a task in one click. <\/span><\/p>\n<p><em><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">This feature is under development. When we finish this feature we will update this project management software guide.<\/span><\/em><\/p>\n<h4><strong><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">3.6- Manage workload for all projects<\/span><\/strong><\/h4>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">A lot of times one person works on multiple projects. The Portfolio workload lets you see who is overloaded or underutilized.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">The beauty of the portfolio workload is that you can the hours&#8217; people are scheduled to work across all projects.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">If someone is scheduled to work more than the work hours defined in the workspace calendar, the result is shown in red on the workload page.\u00a0\u00a0<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">The portfolio workload could be viewed in weeks, months, or years.\u00a0 \u00a0<\/span><\/p>\n<h4><strong><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">3.7-Portfolio Report<\/span><\/strong><\/h4>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Binfire generates beautiful reports which you can download. These reports show the progress of your project until now.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">You can filter to have a project report for one or all your projects.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Manually generating reports is such a waste of time, Binfire generates the most accurate reports in PDF format which you can be taken to any project meeting or shared with colleagues.\u00a0 \u00a0 \u00a0<\/span><\/p>\n<h4><strong><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">3.8-Portfolio Timesheet<\/span><\/strong><\/h4>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">When project members use the time tracker, all their hours are recorded in the portfolio timesheet in addition to their personal timesheets.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Only the account owner and Admins have access to the portfolio timesheet.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">You can\u00a0download the hours each worker has worked on tasks and projects. If needed you can also edit or create new hours in the timesheet online to make corrections.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">You can sort the hours per day, week, month, or year. You also have the option to choose a time range for viewing the hours.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">You can sort hours for each member of the projects, or the whole project.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">The export function on top lets you export the hours in CSV file format.\u00a0\u00a0<\/span><\/p>\n<p><em><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">We plan to extend the functionality of the portfolio timesheet greatly and will update this project management software guide accordingly.\u00a0 \u00a0<\/span><\/em><\/p>\n<h4><strong><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">3.9-Workspace Calendardown<\/span><\/strong><\/h4>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">You can define the weekends and the number of hours each member should work each day in the workspace calendar.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\"><em>We plan to integrate the functionality of the workspace calendar into the portfolio calendar. When we do that we will update this project management software guide<\/em>.\u00a0<\/span><\/p>\n<h3><strong><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">4-Personal Pages<\/span><\/strong><\/h3>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Personal pages are pages which only you can see and no one else.\u00a0 These pages are yours and no one else can access them even if you belong to someone&#8217;s workspace.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Your manager or the account owner does not have access to these pages.\u00a0\u00a0<\/span><\/p>\n<h4><strong><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">4.1-Personal files<\/span><\/strong><\/h4>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">In addition to project Files, each user has his\/her own personal folder. This is a secure folder and only you have access to it, no one else!\u00a0<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Use this folder to save files that are private, like reviews, financials, etc.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">You can view images and PDF files online in the personal folder. The collaboration features available in the project folder are missing in the personal folder<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">The reason Binfire has a personal file folder is simple, some files should not be seen or shared with others.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Managers can store the written reviews of their team members in the personal folder and be rest ashore that no one except the manager can access these files.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Team members can store their personal objectives, goals, or private files in the personal file folder and be rest ashore no one else has access to these files, including the workspace owner.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">In short, files stored in the personal folder are private and will remain private until the end of time. <\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">All files in the personal folder like files in the project are encrypted.\u00a0\u00a0<\/span><\/p>\n<h4><strong><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">4.2-Personal Timesheet<\/span><\/strong><\/h4>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">The personal timesheet shows the hours you have worked on tasks and projects.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">When you activate the timer for a task, the app starts counting the minutes who work on that task.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">After finishing work on the task at the end of the or day or anytime during the day, the app calculates the time you spent on a task and records it on your personal timesheet plus the workspace timesheet.\u00a0<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">You can download the timesheet in PDF format.\u00a0 In case you forget to log in the time you spent on a project or forget to stop the timer, you can edit the timesheet before downloading it.<\/span><\/p>\n<h4><strong><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\"><a id=\"personal_settings\"><\/a>4.3-Personal settings<\/span><\/strong><\/h4>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">On the Personal Setting page, you can custom make the way you use Binfire, add an avatar, your location, and if needed change your password.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Adding a location helps the app to adjust the task&#8217;s due date with your local time.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Assume you are working with a group of people in several geographical locations.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">If a task is due at 12:00 Midnight EST On Monday and you are located in Tel Aviv, Israel, then this task is due for you on Tuesday at 7:00 AM.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">This is an important feature for synchronizing everybody&#8217;s time on the projects to one true moment.\u00a0\u00a0<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">In addition, you can sync your Binfire calendar with Google calendar and your files with Dropbox and Google drive.\u00a0\u00a0<\/span><\/p>\n<h4><strong><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">4.4-Inbox<\/span><\/strong><\/h4>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Binfire has its own internal messaging system. This reduces the number of emails you get during the project&#8217;s life cycle. <\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">All internal messages and notifications needing your attention, are found in the Inbox.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">These messages include when a task is assigned to you. When a task is changed (like due date, comments, etc.), or when someone starts a new conversation.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">We plan to enhance this function soon to give you better insight into what is happening in your projects in real-time.\u00a0<\/span><\/p>\n<h3><strong><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">5- Independent functions\u00a0<\/span><\/strong><\/h3>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">In addition to the above project-related functions,\u00a0 Binfire has a large number of tools to help you manage projects, tasks, communicate better, and interact with third-party software.<\/span><\/p>\n<h4><strong><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">5.1-Import Task to a project<\/span><\/strong><\/h4>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">When you go to a project&#8217;s Task<span style=\"font-size: 12pt;\">(WBS)<\/span> page, you can import tasks from a CSV(Microsoft Excel or Google Sheets) file.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Click on the three-dot context menu in the left column. Select import task from the dropdown. Follow the instruction to import your tasks from a CSV file.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">The CSV file format needs to be exact for the application to upload the file and create new tasks in the project for you.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">We are updating this function to make it much easier for you to upload tasks from other projects to Binfire.\u00a0\u00a0<\/span><\/p>\n<h4><strong><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">5.2-Export Task<\/span><\/strong><\/h4>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Same procedure as section 5.1. Instead of choosing import, choose Export from the dropdown. Binfire creates a CSV file that you can download to your desktop.\u00a0<\/span><\/p>\n<h4><strong><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">5.3-Sync files with Dropbox<\/span><\/strong><\/h4>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">When you go to the project&#8217;s files page, click on the Dropbox icon. Follow instructions to sync with Dropbox.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">To upload a file from Dropbox to Binfire click on the same icon.\u00a0<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Notice the Dropbox files reside in Dropbox and never moved to Binfire. We just create a link to those files so you can access them from within Binfire.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">You can view Dropbox files in your project&#8217;s folder. Like native Binfire files, you can attach Dropbox files to your tasks, bugs, or comments.\u00a0\u00a0<\/span><\/p>\n<h4><strong><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">5.4-Sync files with Google Drive<\/span><\/strong><\/h4>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Same as section 5.3 you can sync your google drive files in Binfire. <\/span><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">You can do this so by going to the personal settings page.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">To sync Google drive files go to the personal setting page, go to Google services integration, and click on &#8220;Click here to authorize&#8221;<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">After you sync your files, you can bring them from Google Drive, show them in your project&#8217;s folder, and attach them to tasks, bugs, or comments.\u00a0 \u00a0<\/span><\/p>\n<h4><strong><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">5.4-Sync tasks with Google calendar<\/span><\/strong><\/h4>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">You can sync your tasks with Google Calendar. This way all your tasks&#8217; due dates will show up in Google calendar.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">To sync your tasks with Google Calendar go to the personal setting page, go to Google services integration and click on &#8220;Click here to authorize&#8221;\u00a0<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Note that each user needs to sync tasks with their own Google calendar service.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">we are working to make the interaction of Binfire with Google&#8217;s G-Suite more robust. When done,\u00a0<\/span><\/p>\n<h4><strong><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">6-Roadmap for using Binfire<\/span><\/strong><\/h4>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Like any application worth using, Binfire takes some time to get used to and get the best results.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Although the application is designed with the user in mind, and relative to other apps is much easier to use, a user guide is still useful to many users.\u00a0\u00a0<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">In this last section of the project management software guide, we try to create a blueprint on how to start using the app and how to get better over time.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">After creating an account and logging in, you are presented with online help about the different features of Binfire.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Remember if you press the keyword H on your keyboard, the embedded help will pop up again.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Start with adding an avatar (preferably your picture) in the personal setting. Why is that important? It helps other people see your tasks and conversations by your picture next to them instead of your initials.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Now click on the blue + next to your avatar in the navigational bar to invite new members to your workspace. <\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">You can send an email to each member you want to add from the app or get a link and send everybody the link using your own email. <\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">It is better and easier to get the invite link and send it to people you want to add to your projects. If you have a mailing list, this should be the preferred way to add people.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Next, click on &#8220;+ New&#8221; in the navigational bar to create a new project. While you are creating a project, give it a title, a description, add people to it, and assign a category to the project.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">The links on top of the page, in the blue row (header), are for navigating to different pages.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">The second row holds the filters you need to filter out tasks the way you want them<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Make sure the Organized By filter is set to projects at the beginning. Click on the &#8220;add task&#8221; button in each project section to create a new task for your project.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Organized By filter displays tasks from all your projects grouped under the following sections:<\/span><\/p>\n<ol>\n<li><em><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">projects- Tasks from each project are displayed under the project&#8217;s name<\/span><\/em><\/li>\n<li><em><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">members- Tasks for each member is shown under their name\u00a0<\/span><\/em><\/li>\n<li><em><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Lists\/Sections- Tasks are shown based on the lists they belong<\/span><\/em><\/li>\n<li><em><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">project categories- Tasks from one or more projects are shown under project categories<\/span><\/em><\/li>\n<li><em><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">None- No section is created. All tasks are displayed one after another\u00a0\u00a0<\/span><\/em><\/li>\n<\/ol>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">You can filter tasks, by projects, by the start date, by the due date, by progress, by List\/Sections, by priority, by Skills, by tags, and of course by the assignee.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Note you can combine these filters to narrow down on the tasks you need to work on each day.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Now that you have created a few tasks, assign them to someone. Change the start date and the due date. <\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Set the task&#8217;s priority and create and assign tags to group tasks together.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">A couple of advanced features for tasks are Lists\/Sections and skills.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Lists\/Sections could be used to identify a task&#8217;s state or status. So tasks could be grouped as marketing tasks or development tasks, or the tasks are in different phases of development.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">The skilled field lets you specify what skill is needed to finish a given task. Each user profile on the Manage Team page has fields to show the skills each worker has.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Using the above two attributes, you can match workers with given skills to the right tasks.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">The quick Editor (Q.E), displays more details for each task. To open the Q.E, click on the Details link on each row.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">If you click on the context menu (the three-dot) on the left of each task, you get access to several advanced features for creating and managing tasks.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">We hope you find this project management software guide useful. Please send us your comments, correction, or questions.<\/span><\/p>\n<h5><strong><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">6.1 How to create tasks?<\/span><\/strong><\/h5>\n<ul style=\"list-style-type: square;\">\n<li><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">On the Grid page, click on the + Add Task Button on top of the page<\/span><\/li>\n<li><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">On the WBS page, click on the + Add Task button on the left column<\/span><\/li>\n<li><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">On the Kanban boards, click on the Add task box on top of each list<\/span><\/li>\n<li><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">On the Calendar, click on any date on the calendar and the quick editor opens to add new tasks<\/span><\/li>\n<\/ul>\n<h5><strong><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">6.2 How to create Milestones?<\/span><\/strong><\/h5>\n<ul style=\"list-style-type: square;\">\n<li><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">On the Grid page, click on the arrow next to the + Add task and chose milestone<\/span><\/li>\n<li><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">On the WBS page, click on the arrow next to the + Add task and chose milestone<\/span><\/li>\n<li><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">On the calendar, click on any date on the calendar, and in the quick editor select Milestone<\/span><\/li>\n<li><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">On Kanban boards, you can view and interact with Milestones, but can&#8217;t create them yet.<\/span><\/li>\n<\/ul>\n<h5><strong><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">6.3 How to create Lists?<\/span><\/strong><\/h5>\n<ul style=\"list-style-type: square;\">\n<li><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">On the Grid page, click on the arrow next to +Add Tasks and choose Lists<\/span><\/li>\n<li><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">On the WBS page, click on the arrow next to + Add tasks in the left column and choose lists<\/span><\/li>\n<li><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">On boards, click on the + Add list on the right to create a new list<\/span><\/li>\n<li><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">The lists are not shown on the calendar<\/span><\/li>\n<\/ul>\n<h5><strong><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">6.4 How To create projects?<\/span><\/strong><\/h5>\n<ul style=\"list-style-type: square;\">\n<li><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">From the left navigation bar, click on + New to the right of projects<\/span><\/li>\n<li><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">On the projects page, click on + New project on the top right of the page\u00a0 \u00a0<\/span><\/li>\n<\/ul>\n<h5><strong><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">6.5 How to add new users?<\/span><\/strong><\/h5>\n<ul style=\"list-style-type: square;\">\n<li><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">From the left navigational bar, click on + next to your Avatar<\/span><\/li>\n<li><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">On the Members page inside the workspace section, click on + add members on the top right<\/span><\/li>\n<li><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">On the projects page, click on the context menu (&#8230;) for the project you want to add a new member and choose Add Members<\/span><\/li>\n<li><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">On the project settings page, click on + Add nee members on the top right\u00a0 \u00a0\u00a0<\/span><\/li>\n<\/ul>\n<h5><strong><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">6.7 How to edit projects?<\/span><\/strong><\/h5>\n<ul style=\"list-style-type: square;\">\n<li><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">On the projects page, under the context menu for the project you want to edit, choose Edit Project<\/span><\/li>\n<li><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">On the project settings for the project, you can edit the project (name, description, members, etc.)<\/span><\/li>\n<\/ul>\n<h5><strong><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">6.8 How to remove members from a project?<\/span><\/strong><\/h5>\n<ul style=\"list-style-type: square;\">\n<li><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">On the projects page, choose Edit project. Click on the X to the left of the user Avatar<\/span><\/li>\n<li><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">On the &#8220;members&#8221; page in the workspace section, click on the Can icon next to the user you want to remove<\/span><\/li>\n<li><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">On the project settings page, click on the can icon to the left of the user&#8217;s Avatar\u00a0<\/span><\/li>\n<\/ul>\n<h5><strong><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">6.9 How to add skills to your workspace?<\/span><\/strong><\/h5>\n<ul style=\"list-style-type: square;\">\n<li><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">You can record in the app the skills each member of your team has. You can rate each team member for any skill from 0 (no knowledge) or 5 (expert). This information comes in handy when you want to assign tasks and you have more than one option. For example, a task needs web design skills, but you crack web designer is already busy with other tasks. In such cases, the app suggests who else can do this task. To create new skills and rate your team, go to the workspace section, select the Skill matrix page, click on + Add new skill on the top right of the page. The app by default shows two skills called Engineering and marketing. You can edit or remove these default skills.\u00a0\u00a0<\/span><\/li>\n<\/ul>\n<h5><strong><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">6.10 How to change my home page?<\/span><\/strong><\/h5>\n<ul style=\"list-style-type: square;\">\n<li><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Go to my Settings page under your avatar.\u00a0 Choose the page you want as your home page in the &#8220;Choose your home page&#8221; section by filling the checkbox. Notice, this is a personal choice and the home page is changed just for you and not your team. All other team members can set their own home page which could be different from yours.\u00a0\u00a0<\/span><\/li>\n<\/ul>\n<h5><strong><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">6.11 Who can see my workspace pages?<\/span><\/strong><\/h5>\n<ul style=\"list-style-type: square;\">\n<li><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">The workspace owner (the one who opened the account). The workspace owner can never be removed from the account.<\/span><\/li>\n<li><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Any Admin designated by the account owner. As we mentioned above, all new users added to Binfire are Assigned as admins. It is up to the account owner to change this by going to workspace sections, and then the &#8220;members page&#8221;.\u00a0<\/span><\/li>\n<\/ul>\n<h5><strong><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">6.12 How do I generate project reports in the app?<\/span><\/strong><\/h5>\n<ul style=\"list-style-type: square;\">\n<li><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Go to your workspace section, click on &#8220;Get portfolio report&#8221;. A PDF file with the full report for all your projects is displayed. This report includes graphs, charts, status, and statistics. You can save or print this report and take it to project meetings.<\/span><\/li>\n<li><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">On the projects page, under the context menu for each project, choose project report. A PDF file with a complete report on status, statistics, and graphs opens. Save or print the PDF file and use it in your project meetings or forward it to higher-ups or customers.\u00a0 \u00a0<\/span><\/li>\n<\/ul>\n<h5><strong><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">6.13 how do I create the project categories?<\/span><\/strong><\/h5>\n<ul style=\"list-style-type: square;\">\n<li><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">In the workspace section, click on project categories. On the new page click on + Add new category. You can select a color for each category. When creating or editing projects you can assign them a category.<\/span><\/li>\n<li><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">On the projects page, under the context menu, select edit project. In the window that opens, choose the &#8220;Create a new category&#8221; option in the category dropdown.<\/span><\/li>\n<\/ul>\n<h5><strong><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">6.14 How do I use project categories?<\/span><\/strong><\/h5>\n<ul style=\"list-style-type: square;\">\n<li><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">When creating or editing a project, assign it a category from the Category dropdown. Here you can create new categories for your projects.\u00a0<\/span><\/li>\n<li><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">In the Grid, set the filter &#8220;Organized by:&#8221; to the category you want. Only tasks whose projects belong to that category are shown.<\/span><\/li>\n<li><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">On the projects page, filter projects by category. Use the filter category on the top left of the page.\u00a0\u00a0<\/span><\/li>\n<\/ul>\n<h5><strong><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">6.15 How do I mark a project as my favorite?<\/span><\/strong><\/h5>\n<ul style=\"list-style-type: square;\">\n<li><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">The tasks for the favorite project are shown first on all pages. Also on the projects page, the first project shown is the favorite project. To select a project as your favorite project, go to the projects page and click on the star on the top left of each project box. By the way, using the favorite method you can rearrange the order of projects displayed on the projects and other pages. Remember the last project you mark as your favorite moves to the first spot, the last project that was your favorite is moved one step down.<\/span><\/li>\n<\/ul>\n<h5><strong><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">6.16 How do Archive a project?<\/span><\/strong><\/h5>\n<ul style=\"list-style-type: square;\">\n<li><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">When you finish a project, but don&#8217;t want to delete it, because you may need it in the future as a reference, archive the project. To do so, go to the projects page, and under the context menu for each project find Archive project. The project is saved and moved to the archived section. Archived projects&#8217; tasks will not be shown on the portfolio or project pages. Go to the context menu and choose &#8220;Make project active&#8221; to work on the project again.<\/span><\/li>\n<\/ul>\n<h5><strong><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">6.17 How do I put a project on hold?<\/span><\/strong><\/h5>\n<ul style=\"list-style-type: square;\">\n<li><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">There are many reasons to put a project on hold. Maybe some issues need to be resolved the project can start. Or, the team gets busy on a more urgent project. To put a project on hold, go to the projects page, choose &#8220;Put the project on hold&#8221; under the context menu. The project is moved to the On Hold section. All due dates are frozen and will be adjusted when the project is made active again.\u00a0\u00a0<\/span><\/li>\n<\/ul>\n<h5><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\"><strong>6.18 How to assign a member as an Admin?<\/strong>\u00a0\u00a0<\/span><\/h5>\n<ul style=\"list-style-type: square;\">\n<li><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">Go to the workspace section, choose members pages. Next to each user you will find a checkbox for making a user an admin. Note by default the app makes all new users an admin, it is up to the account owner or an admin to change the admin setting for each user on this page. We are doing so because at the beginning when the team is getting familiar with the app, by limiting functionality to some users, many features may go unnoticed.\u00a0 \u00a0 \u00a0 \u00a0 <\/span><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">\u00a0 \u00a0<\/span><\/li>\n<\/ul>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">We will update this project management software guide periodically and make it available in PFD format to download soon.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">We will also, add the above pages to the user guide to make the user guide reflect the new changes we have made.<\/span><\/p>\n<p><span style=\"font-family: helvetica, arial, sans-serif; font-size: 14pt;\">If you see mistakes or find things written here, which are not clear, please contact us or leave a comment here.\u00a0<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>In recent months, we have worked relentlessly to enhance our project management application, so, we wrote this project management software guide to help you get familiar with everything new and&hellip;<\/p>\n","protected":false},"author":4,"featured_media":6541,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2,47],"tags":[7,167],"class_list":["post-6529","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-project-management-2","category-project-management-software","tag-project-management","tag-user-guide"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.7 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Project Management Software guide - Binfire - Collaboration Corner<\/title>\n<meta name=\"description\" content=\"In this project management software guide, we have detailed every feature that Binfire provides and have made suggestions as to how to use it efficiently.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.binfire.com\/blog\/project-management-software-guide-binfire\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Project Management Software guide - Binfire - Collaboration Corner\" \/>\n<meta property=\"og:description\" content=\"In this project management software guide, we have detailed every feature that Binfire provides and have made suggestions as to how to use it efficiently.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.binfire.com\/blog\/project-management-software-guide-binfire\/\" \/>\n<meta property=\"og:site_name\" content=\"Collaboration Corner\" \/>\n<meta property=\"article:published_time\" content=\"2021-08-18T09:43:08+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.binfire.com\/blog\/wp-content\/uploads\/2021\/02\/project-management-software-guide.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1024\" \/>\n\t<meta property=\"og:image:height\" content=\"512\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Dan Smiljani\u0107\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Dan Smiljani\u0107\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"42 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/www.binfire.com\/blog\/project-management-software-guide-binfire\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/www.binfire.com\/blog\/project-management-software-guide-binfire\/\"},\"author\":{\"name\":\"Dan Smiljani\u0107\",\"@id\":\"https:\/\/www.binfire.com\/blog\/#\/schema\/person\/c85292bd82102a4d82c456ef778592e8\"},\"headline\":\"Project Management Software guide &#8211; 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