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hiddentrue

This article in Russian: Руководство по работе с системой ведения проектов внедрения

Starting to Work with the System 

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On the left, you can see the project timeline and all the responsible persons involved in the project from both Latera and the Customer's sides.

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In the upper right corner, click Edit My Details to set up your profile.

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Working with Tasks

All tasks in the system are grouped into lists. See below an example of 2 lists — Preparatory works and The Billing server preparation.

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Every task has the following details specified:

  • The responsible person
  • The deadline
  • The number of comments per task (see the green rectangle)
  • The priority
  • The person to track the task (i.e. receive email notifications concerning changes made to the task)

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Click the task header to enter its description. It is obligatory to read it and proceed to fulfill the task.

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Subsequently, all discussion participants will be notified automatically. Also, you can attach a file to the task.

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You can set up email notification per all changes to the task, or vice versa, unsubscribe from such notifications with the help of the eye icon:

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If the task is fulfilled, it is necessary to mark it by clicking the empty box to the left of the task. Sometimes, the task cannot be closed and is marked with a red box, which means that it cannot be closed before fulfilling some other task.

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