How to use Projects and Tasks

Document created by Judi Cardinal on Nov 4, 2014
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Jive projects provide lightweight project management with tasks, due dates, checkpoints, and notifications.

A project can contain various kinds of content, including tasks. You can create tasks with titles and descriptions, assign them to people, set due dates, and mark them as complete. Once you enter all the tasks for a project, you can edit or delete them, add sub tasks, set up email notifications on tasks, and mark tasks complete. As with other content, you can assign tags to tasks, too.

You can add checkpoints to a project as a way of making sure your project is proceeding on track. A checkpoint is merely a named place in the schedule, and it's often used as a point at which to take stock.

To help you manage your project's progress, Jive provides visual cues that snapshot the project. On a project's home page (which you can customize with widgets, as with other main pages), you'll get a checkpoint timeline that shows where your checkpoints are between the project's start and finish, and where the current date falls on the timeline. A project calendar captures task due dates and checkpoint dates in a traditional calendar style.

  • Creating a Jive Project
    Follow these steps to create a project. After that, you can create some tasks for the project.
  • Creating a Task
    You can create a personal task for yourself or assign a task for others and associate it with a project.
  • Completing Tasks
    There are two ways to manage and complete tasks: through your personal tasks list or the tasks list associated with a project.
  • Mark as Action, or Task?
    Understand the differences between Mark for Action and creating Tasks and the best ways to use these features.