A great idea is only the start of a new business venture. We look at how to keep a project on track at all stages of its development using a free online planner.
Step 7. Click ‘Add a project’ to bring up the ‘New Project’ page. As before, you can enter as little or as much detail as you wish, but be sure to enter a unique identification number and a descriptive name for your project, an estimated start and finish date, and your contact details as the project manager. Click Save.
Step 8. Choose the ‘Portfolio: All Projects’ tab and click the number (not the name) of the project you’ve just created. The ‘Edit Project Information’ page that pops up looks like the New Project page but offers several new tabs. Click the Assignment tab to see which of your colleagues is currently assigned to the project.
Step 9. Click ‘Assign a new user’ to assign the project to one of the user accounts you created earlier. Select the project manager from the list of users and ensure the Project Manager box below is selected. Click Save. Repeat the process if more than one user will be working on the project.
Step 10. Next, you need to add tasks to the project. You can assign tasks to Groups (project phases) and apply a Type and a Priority. As the project progresses you can also assign Statuses. Although you can define your own Groups, Types, Statuses and Priorities, to start we’ll stick with those that are already defined.