• How to Archive or Unarchive Tasks and Sub-Tasks

  Sometimes, you might find the need to archive tasks or sub-tasks to declutter your board. Don't worry, it's a straightforward process. Here's a step-by-step guide to help you through it: Archiving a Task or Sub-Task You can archive tasks or sub-tasks in two simple ways: through the Actions option or the Bulk update pop-up. Let's delve into both methods: Method 1: Using the Actions Option Hover over the 3-dot Actions menu next to your task title. Select the 'Archive' option that appeFew readers

• What you’ll see in the Calendar Day View , Week View & Month View

  The Calendar View in Anywhere allows you to switch from the default Table View and view your tasks in a calendar format. This feature is particularly helpful for scheduling and tracking events, meetings, and appointments. Here's what you'll see in the Calendar View: Calendar View Options: Day View: This view is useful for busy schedules or when you want to view multiple schedules side by side. Day View (https://downloads.intercomcdn.com/i/o/388486908/6b04099a568736836f4a25Few readers

• Using the Auto Progress mode

  In project management, keeping track of the progress of your tasks is crucial. The progress column type in your project board is designed to assist you in monitoring the overall progress of your tasks seamlessly. This feature offers two modes: manual and auto. Here, we will focus on how to activate and use the Auto Progress mode. Setting Up the Auto Progress Mode Accessing the Progress Column Settings: To initiate, navigate to the progress column settings in your project board. This is where yoFew readers

• Switch between board views

  Here's a rewritten version of your help article for Anywhere, presented in a semi-formal, conversational, and straightforward tone: Changing Your Board View in Anywhere In Anywhere, you have the flexibility to view your board data in different ways, either as a Table or as a Chart. It's easy, and it only takes a few clicks! Before You Begin Before you can switch views, make sure you have a board set up with various groups, tasks, and columns. Here's How to Do It: StartFew readers

• Using the deadline mode

  Enabling Deadline Mode in Anywhere can help you prioritize tasks by providing a visual indication of their urgency based on their due dates. Here's how to use Deadline Mode effectively: Note: Deadline Mode only works with the default Due Date and Status columns. Ensure these default columns are available on your board. In your Anywhere board, locate the Due Date column. Open the Due Date column settings by clicking on it. Check the "Deadline Mode" checkbox to activate thFew readers

• Exporting board data

  Effortless Board Data Export in Anywhere Exporting your board data in Anywhere is a straightforward process, requiring just a few clicks. This feature allows you to download your board data in CSV format, making it convenient for sharing with others or integrating into other platforms. Here's a step-by-step guide on how to export your board data: Start by selecting the board for which you want to export the data. Next, click on Board Settings located in the top right corneFew readers

• Viewing All Comments in a Board

  In the midst of managing various tasks, you might find the need to view all the comments within a specific board at once. Here's a simple guide to help you do just that: Step 1: Utilizing the Search Bar To begin, head to the search bar at the top of your screen. You'll be using the "in:" command followed by the board name to narrow down your search to a specific board. For instance, if you're looking to view all comments on a board named "Demo", simply type "in:demo" in the search bar. ThiFew readers

• Enhancing Task Descriptions with Links and Checklists

  In Anywhere, you have the flexibility to enrich your task descriptions with links and checklists, making project management smoother and more efficient. Here's how you can do it in a few simple steps: Adding a Checklist to Your Task Description Accessing Task Details: Click on a task to open the detailed view. Navigating to the Description Section: Head over to the description section and select the checklist option. Checklist Option (https://storage.crisp.chat/users/helpdesk/websiteFew readers

• Magic link for guest users

  When you invite a guest to join one of your Shared projects, they will receive an email containing a unique "magic link". This link facilitates hassle-free access to their client portal, eliminating the need for a separate sign-up process. Opting for a Manual Sign-in: Guest users who prefer aFew readers

• Managing Boards in Workspaces

  In the default setting, your account contains a single workspace where all your boards are listed. However, you can create new workspaces and rearrange boards as needed. Here's a guide on how to manage your boards and workspaces effectively: Creating a Workspace Initiate Workspace Creation: Click on the "Create workspace" option to open the workspace creation screen. Create Workspace Fill inFew readers

• Updating board settings

  Managing Board Access and Settings in Anywhere In Anywhere, our project boards offer remarkable flexibility for overseeing and monitoring various details. By default, every board can be edited by all of its members. However, we understand that sometimes you need to tailor access and permissions to specific users. Let's dive into how to achieve this through Board Settings: Accessing Board Settings: Begin by navigating to the board you wish to modify. Look for the board optFew readers

• Adding Multiple Board Owners

  Did you know that sharing control over a board is now possible in Anywhere? Yes, you can assign more than one owner to a specific board, allowing for a collaborative and flexible management approach. Here's how you can do it in a few easy steps: Select Your Board: Choose the board you want to manage and add some team members to it. Access Board Members: Navigate to the board members section by clicking on the Board Members icon. Assign New Owners: Hover over the name of theFew readers

• Leveraging Tags to Organize Your Tasks

  In the dynamic environment of project management, categorizing tasks efficiently is a vital aspect. Tags serve as a powerful tool to categorize, filter, and search tasks based on specific criteria, making task management more streamlined and organized. Here, we will walk you through the process of using tags to categorize your tasks effectively. Getting Started with Tags Adding the Tags Column: To begin with, open the column explorer in your project board. Here, you will find the option to addFew readers

• Tracking Your Project Schedule with Gantt Baseline

  Project management often involves tracking the progress of your project and comparing it with the initial plan. The Gantt Baseline feature is designed to assist you in doing just that. Here's a step-by-step guide to help you navigate this feature: Setting Up the Gantt Baseline Prepare Your Project: Before you begin, ensure that your project planning is complete and all tasks and timelines are clearly defined. Accessing Gantt View Settings: Navigate to the Gantt view and click on the setFew readers

• Filtering Notifications Like a Pro

  Need a quick way to sift through notifications pertaining to a specific board? You're in luck! Just follow these simple steps to streamline your notification view: Head to Notifications: Click on the notification bell icon, situated at the top right corner of your screen. Dive into Settings: Next, click on 'Notification Settings' to access more options. Discover Advanced Filters: Within the notification settings, locate and click on the 'Advanced Filter' option to unveil aFew readers

• Creating a board based on an existing board

  Creating a board on the based of an existing board Click on the "+" button in the board browser to create a new board. test image Choose "Select from existing board." Select the existing board you want to base your new board on and fill in the required details. img 3 (httpsFew readers

• Plan your projects with Gantt View

  Gantt View in Anywhere: An Effective Project Planning Tool The Gantt View in Anywhere is a powerful tool for planning and managing your projects. It provides a visual representation of your project's timeline, making it easier to understand and track your tasks and events. In Gantt View: Task Bars: Each task is represented by a bar, with its position and length indicating its start date, duration, and end date. This allows you to quickly grasp: The various groups andFew readers

• Creating sub-boards

  Creating sub-boards in Anywhere is a useful way to break down larger projects into smaller, more manageable sections. Sub-boards are essentially standalone boards with their own column structure and design, created under an existing parent board. Here are the steps to add a new sub-board: Prerequisite: Ensure you have a parent board for which you want to create a sub-board. Select Parent Board: Choose the parent board under which you want to create a sub-board. Access MoFew readers

• Integrating Your Cloud Storage Services with Anywhere

  In the modern workspace, the ability to seamlessly integrate with various cloud storage services is a necessity. Anywhere now facilitates this by allowing you to upload files directly from Google Drive, Dropbox, and OneDrive to your tasks. Here’s a step-by-step guide on how to do this: Step 1: Accessing the Comments Flyout Navigate to the table view and click on the chat icon to open the comments flyout. Click on the file attachment icon to proceed. Access Comments Flyout (https://storaFew readers

• Using File View

  The File View feature in Anywhere allows you to manage and access all project files associated with tasks or items in one place. You can upload files from various sources, including your PC, OneDrive, Google Drive, or Dropbox, directly within the Comment section of a task. Here's a step-by-step guide on how to use the File View feature: Open the Comment Section: Start by clicking on 'Start Conversation' in the Comment section of your task/item. Open Comment Section (https://downloFew readers

• Using the Timer column to auto-record the time against your tasks

  Timekeeping is a crucial aspect of managing and tracking your projects, and with Anywhere, you can now effortlessly track time against your tasks. Here's how you can enable automatic time tracking: Add a timer column to your board. Add Timer Column Once added, you'll see a green play button next to each of your tasks. To start recording time, simply click thisFew readers

• Transforming a Parent Task into a Subtask

  In Anywhere, you have the ability to transform a parent task into a subtask, either within the same group or in a different one. Here's a step-by-step guide to help you navigate this process: Select the Parent Task: Begin by selecting the task you wish to convert into a subtask. Access the Actions Button: Hover near the Actions button to reveal a four-direction arrow icon. Drag and Drop: Utilize the four-direction arrow to drag your selected task to its new destination withFew readers

• Creating a New Project from an Existing One

  If you've got a board that's just perfect and you'd like to replicate it for a new project, we've got you covered. With the "Create from Existing Board" feature, you can easily craft a new board using an existing one as a template, even bringing over all the data, widgets, and automations if you wish. Here's how you can do it: Step 1: Initiate creating a New Board Click on the + button located in the board browser to kickstart the creation of a new board. Choose the "From existing board" optionFew readers

• Visualization of Live preview of Widget

  Now, let's take a look at how you can easily view the live preview of a widget you've created. It's a quick process, so follow these steps: How to View the Live Preview of a Widget: Start by navigating to the Project Dashboard view. Make sure you've activated the Edit mode. Next, click on the Add New Widget option. In the widget creation process, select the groups, columns, and chart type you want. Don't forget to give your widget a name. Now, it's timeFew readers

• How to View All Decisions and Blockers on a Board

  Navigating through decisions and blockers on a board is a breeze with Anywhere. Follow these straightforward steps to get a comprehensive view: Step 1: Initiating the Search Start by locating the board you're interested in using the "in:" command in the search bar. For instance, to find a board named "Demo", you would type "in:demo". Step 2: Heading to the Comments Tab Next, move to the 'Comments' tab to delve deeper into the board's discussions and notes. Step 3: Filtering the ResuFew readers

• Project Dashboard

  Exploring Project Dashboards in Anywhere Project Dashboards in Anywhere offer a powerful way to track critical project details using customizable widgets. They provide a visual snapshot of your project data, making it easy to stay informed and make informed decisions. Here's the key difference between Account Dashboards and Project Dashboards: Project Dashboard: Focuses on project-specific widgets, allowing you to visualize data unique to a specific project. AccountFew readers

• Using the kanban view

  The Kanban View in Anywhere provides a visual way to organize and track tasks, status, labels, tags, people, and task progress on your project board. To access the Kanban View, follow these steps: Ensure Required Columns: To use the Kanban View, make sure your board has at least one of the following columns: Label, Status, or Priority. Select Kanban View: Click on the view switcher at the top right of your board and select "Kanban View." Select Kanban View (https://downlFew readers

• Creating and Utilizing Filter Views in Anywhere Boards

  Filter views are a powerful tool in Anywhere boards, allowing you to quickly locate the data you need and save these filters for future use. This guide will walk you through the process of creating and using these filter views. Creating Filter Views Access the Filter Option: Click on the filter icon situated at the top right corner of your board. Filter Icon Utilize the Filter Board: HereFew readers

• How to Search Your Data in Project Board

  In the course of managing your project, there might be instances where you need to retrieve past data from your board for various reasons such as gaining context on an issue, monitoring status trends, or locating specific tasks and their details. The Anywhere boards facilitate this through a keyword search feature. Here's how you can use it: Steps to Search Your Data in a Board Navigate to the Desired Board: First, make sure you are on the board where you want to conduct the search. You wilFew readers

• Browse boards

  Creating and Managing Boards in Anywhere With Anywhere, users have the flexibility to create individual or team boards, which can be shared among team members and guests based on specific needs. By default, your board list displays only the boards you are a member of. You can also explore and discover other public boards using the Browse Boards feature. Browse Boards Here's how it works: 1Few readers

• Managing board members

  In Anywhere, a project board serves as a collaborative workspace where you can invite your team members to help manage project details. This guide walks you through the process of managing board members. Follow these steps to view your board members: Click on the "Board Options" menu (represented by three dots in the upper-right corner of the board), and select the Manage Users option. Alternatively, you can access the "Manage Users" option by clicking on the profile imageFew readers

• Let's find out how to update board vocabulary:You can also create a custom vocabulary by following below steps:

  Boards are at the core of Anywhere, and accessibility is a key focus. Anywhere offers a feature called "Board Vocabulary" that allows you to customize the terminology used on your board to match its content. You have a range of predefined options such as Employee, Client, Item, Feedback, Lead, Task, Feature, Applicant, Bug, User Story, Request, Customer available within Board Vocabulary. You can select one of these options, or if you prefer, create your own unique labels. Here's howFew readers

• Utilizing Formulas in Number Columns

  In Anywhere, certain column types offer the functionality to display calculated values in the footer through predefined formulas. This guide focuses on the application of these formulas in the Number column, although a similar setup is also available in the timer column. Here's how you can leverage this feature to enhance your project management: Step 1: Understanding the Context The Number column can be a vital tool in project management, especially when you need to calculate project costsFew readers

• Managing Task Dependencies and Linked Tasks

  In project management, it's quite common to have tasks that are dependent on each other or need to be linked for better tracking and organization. The Task Dependency column in Anywhere is designed to facilitate this. Here’s a guide on how to use this feature effectively: Adding the Task Dependency Column To begin with, open the column explorer on your board. Locate and select the Task Dependency column to add it to your board. Task Dependency Column (https://storage.crisp.chat/users/hFew readers

• Managing Agency Clients Effectively

  In Anywhere, managing your agency clients is a streamlined process. You have the flexibility to assign a client to each shared project within your account. Here's a step-by-step guide to help you manage your agency clients efficiently: Adding a New Client Adding a new client is a breeze with Anywhere. You can do this in two ways: During Project Creation: While using the 'Create New Project Wizard', you have the option to add a new client directly. From the Administration Panel: Navigate toFew readers

• Create a new project board by copying an existing one

  Hey there! Did you know that you can now effortlessly duplicate an existing board? This nifty feature allows you to set up a board as a template and reuse it for every new customer, saving you time and effort. Here's how you can do it: Step into Your Workspace: Start by navigating to the 'Workspaces' screen. Choose Your Board: Hover over the board you wish to copy. Access Board Options: Click on the board options, represented by 3 vertical dots, located near a board or subbFew readers

• Managing Workspace Permission Settings

  Admins have the flexibility to manage workspace permissions in two distinct ways: either by assigning permissions based on roles or by customizing permissions for individual users. Here's a detailed guide on how to navigate both methods: Method 1: Setting Permissions Based on Roles Navigate to the Administration Tab: Start by going to the Administration tab and selecting the Role tab within it. Select a Role: Choose any role (except the "Guest" role) and click on the Action button nextFew readers