Q: Understanding project board types

Understanding Project Types in Anywhere The type of project you choose determines who gets to see and interact with it. Here's a breakdown: <ol> <li>Public Projects:</li> </ol> <ul> <li>Accessibility: Open to everyone in your organization.</li> <li>**Operability: ** Any team member can view and work on these projects.</li> </ul> <ol> <li>Private Projects:</li> </ol> <ul> <li>Accessibility: Exclusive to the project owner and ivited members.</li> <li>Operability: Only those invited can view and work on these projects.</li> <li>Ownership: By default, the creator of the project becomes its owner. They have the privilege to invite others to collaborate.</li> </ul> <ol> <li>Shared Projects:</li> </ol> <ul> <li>Accessibility: Similar to private projects but with a twist. The project owner can invite both team members and guests.</li> <li>Guests: Individuals outside your organization, like clients. They can only access projects they're invited to.</li> </ul> <img src="https://storage.crisp.chat/users/helpdesk/website/e05a0680d04c8000/image_1qvcf4m.png" alt="Various project types in Anywhere" /> Choose wisely based on your project's confidentiality and collaboration needs.Boards are the backbone of Anywhere. You can create a new board to manage and track just about anything. It allows you to manage and track a lot of different kinds of information and are pretty flexible.

Q: Creating a new project

Creating a New Project in Anywhere: A Quick Guide <ol> <li>Head over to Workspaces. Notice the + icon? Click on it and select "Create New Project".</li> </ol> <img src="https://storage.crisp.chat/users/helpdesk/website/e05a0680d04c8000/image_yny894.png" alt="Create new project" /> <ol start="2"> <li>Choose the appropriate Workspace for this project.</li> </ol> <img src="https://storage.crisp.chat/users/helpdesk/website/e05a0680d04c8000/image_spxnye.png" alt="Details needed to create a new project" /> <ol start="3"> <li>Input the essential details: Project Name and Start Date.</li> <li>If you'd like, designate a project owner for added oversight.</li> <li>Select your preferred Project Type:</li> </ol> || Public: Open to all team members, but not to clients. || Private: Access limited to invited team members. || Shared: Invitation-based, accommodating both team members and clients. <ol start="6"> <li>Ready to collaborate? Click Add Users.</li> </ol> || Depending on your chosen project type, you can invite team members or even external collaborators. <ol start="7"> <li>To send an invite, simply enter the user's details. <img src="https://storage.crisp.chat/users/helpdesk/website/e05a0680d04c8000/image_1gd4fzv.png" alt="Invite users and clients" /></li> <li>Conclude by clicking Add Project. Your new project is now set up and ready to roll.</li> </ol>

Question 1

Users vs Guests

Accepted Answer

Understanding User and Guest Roles in Anywhere

In this article, we'll clarify the distinction between Users and Guests in Anywhere, helping you navigate the roles and permissions of each.

User:

A User is a full-time member of your team who requires a purchased seat in Anywhere to gain access to their own account. Users enjoy comprehensive access to their Anywhere account, enabling them to:

Manage and organize their tasks in "My Tasks."
Create personalized Dashboards to monitor their workflow.
Establish custom private boards for individual or team use.
View all public project boards within your account.
Collaborate on shared projects to which they are invited.
Additionally, administrators have the capability to manage roles and permissions for User accounts, granting them control over what aspects of Anywhere are accessible and visible.

Guest User:

Guest Users, on the other hand, are typically individuals external to your organization. These may include external collaborators, freelancers, or clients. Guest Users have specific limitations and characteristics:

They can only be invited to participate in Shared project type boards.
Guest Users are assigned a fixed role, aptly named "Guest," which cannot be modified by administrators.
Administrators cannot adjust the permissions of Guest Users.
However, you do have the flexibility to control what parts of your projects are visible to Guest Users by configuring project views. This ensures that you

Question 2

Introduction to Board Automation

Accepted Answer

Introduction to Board Automation in Anywhere In the evolving landscape of project management, efficiency is paramount. Board automation in Anywhere offers a seamless way to streamline your workflows, ensuring tasks progress smoothly and automatically based on predefined conditions.

What is Board Automation? Board automation operates on the principle of "If this, then that." In essence, it allows you to set specific conditions, and when those conditions are met, a corresponding action is triggered automatically.

${youtube}Using Project Automation in Anywhere

Benefits of Using Board Automation:

Efficiency: Reduce manual interventions and ensure tasks progress as per your defined workflow.
Consistency: Ensure uniformity in task progression, status updates, and assignments.
Timely Updates: Automate reminders, status emails, and other notifications to keep the team informed.

Examples of Board Automation Scenarios:

Auto-update the status to "New" for every newly created item.
Assign new items to a designated team member automatically.
Move tasks to a "Completed Items" group once their status is set to "Done" or "Complete".
Automate daily status emails highlighting tasks marked as done.
Set reminders for upcoming due dates.
Schedule daily or weekly status emails for the team.

How Does Automation Work? Imagine you want to ensure that every time a task's status changes to "In Progress," it gets automatically assigne

Question 3

Understanding project board types

Accepted Answer

Understanding Project Types in Anywhere

The type of project you choose determines who gets to see and interact with it. Here's a breakdown:

Public Projects:

Accessibility: Open to everyone in your organization.
**Operability: ** Any team member can view and work on these projects.

Private Projects:

Accessibility: Exclusive to the project owner and ivited members.
Operability: Only those invited can view and work on these projects.
Ownership: By default, the creator of the project becomes its owner. They have the privilege to invite others to collaborate.

Shared Projects:

Accessibility: Similar to private projects but with a twist. The project owner can invite both team members and guests.
Guests: Individuals outside your organization, like clients. They can only access projects they're invited to.

Various project types in Anywhere

Choose wisely based on your project's confidentiality and collaboration needs.Boards are the backbone of Anywhere. You can create a new board to manage and track just about anything. It allows you to manage and track a lot of different kinds of information and are pretty flexible.

Question 4

Creating and managing tasks

Accepted Answer

Creating and Managing Tasks in Anywhere

Tasks are the fundamental units of work in Anywhere. They help you break down projects into actionable items, ensuring that every aspect of your project is accounted for. Here's a comprehensive guide on how to create and manage tasks within your Anywhere projects.

Understanding Task Groups: Each Anywhere project is organized into groups or sections. These groups can be customized to fit your project's needs:

**Customization: **Create new groups, rename existing ones, reposition them, change their colors, or delete them as required.

Task Groups

Creating Tasks: Within each group, you can add multiple tasks. Each task can further have sub-tasks, allowing for a hierarchical organization. *** Quick Add: **Click on the blank row at the end of every section, type in your task title, and press Enter.

Using the Top Button: Another way to add tasks is by using the dedicated button at the top of your project board.

Task Creation

Task Management:

Selection: Hover over a task to select it. Once selected, you can perform bulk actions, such as moving or deleting multiple tasks simultaneously.
Task Menu: Hovering over a task also reveals a menu with various options, allowing you to manage the task effectively.
Drag & Drop:

Question 5

Creating a new project

Accepted Answer

Creating a New Project in Anywhere: A Quick Guide

Head over to Workspaces. Notice the + icon? Click on it and select "Create New Project".

Create new project

Choose the appropriate Workspace for this project.

Details needed to create a new project

Input the essential details: Project Name and Start Date.
If you'd like, designate a project owner for added oversight.
Select your preferred Project Type:

|| Public: Open to all team members, but not to clients. || Private: Access limited to invited team members. || Shared: Invitation-based, accommodating both team members and clients.

Ready to collaborate? Click Add Users.

|| Depending on your chosen project type, you can invite team members or even external collaborators.

To send an invite, simply enter the user's details.
Conclude by clicking Add Project. Your new project is now set up and ready to roll.

Question 6

Group Chat/ Team Chat

Accepted Answer

In the dynamic world of project management, communication is key. While task-specific discussions are crucial, there's also a need for broader project-related conversations that aren't tied to any particular task. Anywhere recognizes this need and offers a dedicated chat view for such discussions.

Features of the Chat View:

**General Project Discussions: **The chat view is designed for conversations that span the entirety of the project, rather than being limited to a specific task. This is especially useful for brainstorming, general updates, or any other project-wide discussions.

Chat View

**Threaded Replies: **To keep the chat organized and ensure that discussions are easy to follow, Anywhere supports threaded replies. This means that you can respond directly to a specific message, creating a mini-thread within the chat.
**Loom Integration: **Communication isn't just about text. With the one-click Loom recording feature, you can easily record and share videos or screen captures. This asynchronous communication method is perfect for detailed explanations, demonstrations, or simply adding a personal touch to your messages. It's a more interactive way to communicate, both within your team and with clients.

Private Mode for Internal Discussions: While transparency is essential, there are times when internal team discussions need to remain private, especially when clie

Frequently Read Articles

Browse All Categories