Projects

Every Projects topic of the Zyntra OS user guide, step by step: Start a project, Project templates, Members and milestones, Add a task and 2 more.

6 topics

Start a projectA project holds the work you do for a customer: its tasks, milestones, sprints, time and billing.
Project templatesA project template is a project that runs the same way every time: its tasks in order, its milestones, who waits on whom, and roles instead of people.
Members and milestonesThis is the project's own page. Members are the people who work on the project. Milestones are the points it must reach, each with a due date.
Add a taskA task is one piece of work with a person on it. It can belong to a project, a customer, a lead, a deal or a ticket.
Run a sprintA sprint is a short run of work, usually one or two weeks, with a goal. Plan it, start it, and complete it.
Who is overloadedStaff Workload compares each person's estimated hours with the hours they can work, so you see who is overloaded before it is too late. Nothing is typed here: the figures come from the tasks' estimated hours and from the timesheets.

The other parts of the guide