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.

Question 1

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 2

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

Question 3

Working with the Status Updates View

Accepted Answer

The Status Updates View in Anywhere is designed to streamline communication between teams and clients. It provides a centralized platform to share project updates, ensuring transparency and fostering trust.

Key Features of the Status Updates View:

**Centralized Communication: **The Update view offers a consolidated space to share project status updates, ensuring that all stakeholders are on the same page.

Status Updates View

**Creating New Updates: **Navigate to your project updates and click on the + button. Fill in the necessary details like Date Range, current project status, and a comprehensive description. The default sections provided are:

What's completed: Describe the tasks completed within the specified timeframe.
What's blocked: List tasks that are currently blocked and provide reasons.
What's Next: Share what the team plans to tackle next.

|| Note: Users with Grow or higher plans can customize these sections by renaming, deleting, or adding new ones, with a maximum of five sections per update.

**List Tasks in Update Sections: **Utilize the widget panel to drag and drop tasks into the appropriate sections. Configure widgets to display tasks based on different statuses or date ranges.

Task Widgets

**Publishing Updates: **Once satisfied with the update, click the

Question 4

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 5

Using Project Dashboard

Accepted Answer

The Project Dashboard in Anywhere provides a high-level overview of all active projects within your agency. It offers a quick snapshot of project statuses and enables you to request updates from project owners. Here's how to use the Project Dashboard effectively:

Project Dashboard

Project Summary: The dashboard displays a list of active projects in your agency. Each row represents a project, and you can see relevant project information at a glance.
Last Update: This column shows the date of the last status update for each project. It helps you track when the project was last worked on or when a status update was provided.
Request Update: If you need the latest update for a specific project, hover over the cell value in the "Last Update" column. A "Request Update" button will appear. Clicking this button will send an email to the project owner, asking them to provide an update.

Request Update

Navigate to Project: To access more details about a particular project, click on its name. This will take you directly to the project's board, where you can view all the project-specific information and updates.

The Project Dashboard is a convenient way to keep track of your agency's active projects and request updates when needed, ensuring that you stay informed about

Question 6

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:

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