The Inmanage application allows you to create new projects and manage them effectively. This guide will walk you through the step-by-step process of creating a new project and explain how to manage it.
Click on the "Dashboard" or "Projects" Button in the Sidebar: Access the project creation page by clicking on the "Dashboard" or "Projects" button located in the left sidebar. This page is the starting point for creating a new project.
Click on the "Add Task/Project" Button: On the opened page, click the "Add Task/Project" button to start the new project creation process. This takes you to the area where you will enter the necessary information for your project.
Define the Project Type and Name: In the first step, select the type of project you want to create. Determine whether your project is a "Task" or a "Project" and enter the project name. This step establishes the basic information for your project.
Enter Start and End Dates: Set the start and end dates for your project. These dates clarify the time frame and duration of your project, ensuring it is completed within a specified period.
Select the Project Type: Define the type of your project. This type characterizes the nature and scope of your project, such as a software development project or a marketing campaign.
Assign a Project Manager: Choose the person who will manage the project. The project manager coordinates all phases of the project and ensures its successful completion.
Define Units and Their Leaders: Create the necessary units for the project and assign a leader to each unit. This determines the organizational structure of your project and optimizes task distribution.
Select Application Integrations: Choose and integrate the applications you will use to manage the project. This step ensures you use the tools that fit your project's needs and facilitates work processes.
Review and Confirm Project Information: Review the summary of the project information and make any necessary adjustments. Once all information is correct, click the "Create" button to finalize your project creation. Your project is now active and ready to be managed.
Benefits of Creating a New Project Better Organization: The project creation process helps you establish all the details and requirements of your project, leading to better organization.
Time Management: By setting start and end dates, you clarify the time frame of your project and improve time management.
Effective Use of Resources: By assigning a project manager and unit leaders, you can utilize your resources more effectively.
Application Integrations: Integrate all necessary tools to manage your project, optimizing work processes and increasing efficiency.
Define Project Requirements: Clearly define the requirements and goals of your project.
Set Realistic Dates: Set realistic start and end dates to ensure the successful completion of your project.
Effective Resource Management: Assign the project manager and unit leaders correctly to manage your resources effectively. This guide explains how to create and manage new projects in the Inmanage application step by step. By organizing your projects systematically and accessing them easily when needed, you can create a productive working environment with your team.