We sent out a survey to our customers last week and got some great feedback. Thank you to everyone who contributed.
Here are answers to some of the questions we received. And check out the next blog entry for some great new features!
How can I see the breadcrumb trail of the parent items?
To see the breadcrumb trail of any item, hover over the ellipsis (three periods that look like this “…”) that appears to the immediate left of an item’s icon. After a very brief delay, a yellow box will pop up to show you where that item belongs.
In the Dashboard, what’s the difference between “Recent Activity” and “Activity Log”
The Activity Log allows you to find (and print) activity for any date range, any project (or all projects), any person (or all people), and any item type (or all item types). The Activity Log will also show your own activity as well as your team members’ activity. For example, you could find and print all of the tasks and notes for the Acme Project between March 1, 2008 and March 31, 2008.
Recent Activity is designed to show you only the activity that has taken place since the last time you looked here. It won’t show you your activity because Projjex assumes that you know what you’ve done
Remember to mark each item as “Read” once you’ve looked at it. That’ll remove it from Recent Activity and keep this section fresh for you.
By the way, if you don’t want to see certain items types show up in Recent Activity, you can adjust this in your “Settings” area; just click on “settings” at the top right corner of Projjex and then click on the “Recent Activity” tab. Select the items you want to see and then click “Save”.
Is there a better way to be reminded when we’re waiting on a team member to do something?
As of today there is! See the next blog which announces our new email reminders. In short, you can get a daily email reminder of overdue items (and other items as well). This will help you understand who’s a little behind. It also helps remind the person who’s a little late.
Can you speed up the “documents” tab? And can you help us sort documents?
We’ve spent a ton of time speeding up the “documents” tab. You should see an extraordinary improvement here!
And you can sort in the “documents” tab as well: simply click on any of the five column headers that you wish to sort by: click once to sort in ascending order; click again to sort in descending order.
Can documents be associated with a task or project or meeting or milestone?
Yes. In order to do this, documents need to be uploaded in the “projects” tab:
- click on the “projects” tab
- move to the item you want to attach a document to
- click on the menu’s down arrow and select “Documents”
- the item’s edit window will open and you will be on the Documents tab. Use this tab to upload one or more documents
- click “Close” when you’re done. Projjex will pause briefly while it stores your documents
You can access the documents here by hovering over the Paperclip icon that now appears next to this item. Click on a document to view it. And you can also see all your documents in the “documents” tab as well. Note that you can tell which item they’re attached to by hovering over the ellipsis (three periods “…”) that appears just to the left of the document icon.
Can I import data from MS Project files?
A very common request indeed! Today the answer is “yes”. Check out our next blog entry to learn how!
Thanks again for participating in the survey. Even though that survey is now closed, we’d love to hear your comments. Send email to feedback@projjex.com. We’re listening!
Alex Glassey and
The Projjex Team