Mastering Project Management on Symba đ
Projects are essential tools for collaboration and execution within your organization. Admins have comprehensive control to create, assign, and monitor projects, ensuring progress and completion across teams.
Creating a New Project đ
Permissions: Both Admins and Managers can create, assign and manage projects.
Start a Project:
Click "New Project" at the top right.
Enter the project title, due date, and a compelling description. Crafting a clear and detailed project description sets expectations and guides your team effectively.
Add Tasks and Resources:
After submitting the initial details, add individual tasks to the project. Each task can include a description up to 500 characters, clarifying the taskâs requirements.
Attach necessary resources or documents as files or links to assist in project completion.
Assign Users:
Click âAssign a new userâ to select and assign project participants. Search by name or other criteria to find the right team members for the task.
Monitoring Progress đ
Track Completion: As users work on their tasks, you can view their progress and statusâwhether theyâre in progress, stuck, or have completed their tasks.
The creator of the project will get an email and in app notification if one of their assignees has indicated they are "stuck" on a project.
When the assignee indicates they are stuck, they will be prompted to enter a message to let the project owner know what they are stuck on.
The project owner will then receive an email and in-app notification that their assignee is stuck.
Notifications will happen every time an assignee indicates they are stuck even if they have previously indicated they were stuck and it was resolved.
Review Submissions: Access and review project submissions by clicking on the submission link provided by the users.
Recommendations for Project Descriptions đ
Be Specific: Clearly define the project scope, objectives, and expected outcomes.
Be Concise: While detail is valuable, conciseness is crucial. Keep descriptions under 500 characters to ensure clarity and focus.
Encourage Engagement: Motivate your team by explaining the project's impact and its importance to the organizationâs goals.
Notes on Permissions and Roles
Admins: Only admins can create, assign, and view all projects across the organization.
Managers: Managers can create and assign new projects and view their completed projects.
Users: Regular users can view and work on projects specifically assigned to them.
Pro Tips: đĄ
Regular Updates: Keep your team engaged and informed by regularly updating project details and statuses.
Feedback Loop: Encourage feedback on projects to refine processes and improve future project planning.
Visibility: Ensure that all project participants have clear visibility and access to necessary resources for their assigned tasks.
Questions? We're always happy to help! Reach out to us at support@symba.io anytime or by using the chat widget found within your Symba account.