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Home └Project & Timesheets └Project basics and your first task

Project & Timesheets

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Course content
  • Project Management
    • Project basics and your first task 40 xp
      • Quiz
    • Project stages and statuses 60 xp
      • Join this Course to access resources
    • Customize projects 60 xp
      • Join this Course to access resources
    • Top bar 60 xp
      • Join this Course to access resources
  • Tasks Management
    • Creating tasks from emails and web forms 60 xp
      • Join this Course to access resources
      • Quiz
    • Creating tasks from sales orders 40 xp
      • Quiz
    • Subtasks 40 xp
      • Join this Course to access resources
    • Task dependencies 60 xp
      • Join this Course to access resources
      • Join this Course to access resources
    • Recurring tasks 60 xp
      • Quiz
    • Visibility and collaboration 60 xp
      • Quiz
    • Automations 60 xp
      • Quiz
    • Milestones 40 xp
      • Join this Course to access resources
  • Time Management
    • Timesheets basics 10 xp
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    • Timesheets configuration and leaderboard 40 xp
      • Quiz
  • Invoicing
    • Invoicing project tasks 40 xp
      • Quiz
  • Reporting and Analytics
    • Project dashbord 60 xp
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      • Join this Course to access resources
    • Measuring project's profitability 60 xp
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      • Quiz
    • Customer ratings 40 xp
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Project basics and your first task

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In this video, you'll learn how to start working on your project and handle your first task!

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1. What are the benefits of the Kanban view?
It allows a clear overview of all the active project tasks It allows to add and edit tasks without opening each individual record It allows to drag and drop tasks to update their stage All of the above
2. Which of the following sentences is false?
Kanban stage is used to keep track of the task’s progress by dragging and dropping into different columns Task statuses can be used to close a task as well as to mark it as approved Kanban stages and task statuses are the same feature It’s possible to create custom Kanban stages
3. What is the impact of updating a task status to “changes requested”?
The task is automatically moved to the previous Kanban stage Followers of the task are notified that changes have been requested A yellow status dot shows on the task to signify that the task needs additional work before moving to the next stage All of the above
4. How to close a task?
By changing its status to “Done” or “Canceled” By moving it to the “Completed” Kanban stage By dragging and dropping it into the trash By creating a “Closure” activity
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