This weeks quick tip follows our last release to tell you how to use some of the new functionality to edit or create new tasks without leaving the calendar view.

When you create a new project you start with just one task and a bar which represents the project. To create tasks for this project left click on the projects name (to the left of the calendar) or right click the bar.

The Edit Task Details popup below will open and you will be able to edit the details for the project. Click the 'Sub Task' icon and you will be able to add as many tasks to the project as you need to. You can do this again later for any of these new tasks to create more Sub Task (child task) levels.

Rearranging the Task Order
The only reason you should have to leave the main calendar screen is to change the order of the tasks. To do this click the 'Rearrange Tasks' icon and you will be taken to the Task screen. From this screen you can change the task order (up and down arrows) or drag the tasks in the tree to change how they sit in the project.

We've been busy this year working on many requested enhancements which combined make Team Effect easier for those just getting started.  Our focus with this release was about improving the experience for new users and introducing a much-requested "Dashboard" to summarise all your projects.

Dashboard

The major piece of new functionality in this release is a new start screen (or dashboard) that pulls together a summary of your projects.

Highlights include...

1. One click access to quick start help guides and one click to create new projects.
2. One click access to all of the projects you are working on. 
3. Summary of all tasks, schedules and actions for the current week across all projects.
4. Summary headlines of this blog.
5. Create Projects and setup new People in one click.

Get Started Faster

The new dashboard gets you creating and planning a new project straight away.  Enter nothing more than a name for your project and click Go.  Now you're straight into the new project's schedule ready to break it down into tasks and sub-tasks

Task Management

Many people didn't realize that you can create tasks/sub tasks directly in the schedule by right clicking the bars.  In this release our goal was to make this functionality easier and more obvious.

You can now edit task details by simply clicking on the task names or the task bars (as well as right-clicking on the bar representing the task as well).

More tasks can be created directly from the task details panel - this makes it easy to setup a detailed project without ever leaving the schedule screen.

We have also added links so you can jump into and back from the task screen if you want to do any bulk editing or change the task order.

Help

We have refined the help articles and and made them more accessible.  Two new "getting started" guides are accessible straight from the dashboard.

Feedback

As you all know we enjoy responding to customer feedback and are constantly improving Team Effect following on from observations of our most vocal customers.