• Users vs Guests

  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 theirPopular

• 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: 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 defaPopular

• Introduction to Board Automation

  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 isPopular

• Creating and managing tasks

  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 groPopular

• Creating a new project

  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.Popular

• Using Reports

  Generating and Customizing Reports in Anywhere Anywhere offers a streamlined reporting system that allows users to generate, customize, and export reports seamlessly. Here's a step-by-step guide on how to utilize the reporting feature in Anywhere: Accessing Reports: Currently, Anywhere provides two distinct reports. To access them, navigate to the reports section in your Anywhere dashboard. Reports (https://storage.crisp.chat/users/helpdesk/website/e05a0680d04c8000/image1j8iwd8.pFew readers

• Creating Board via Excel Sheet

  Importing a CSV/Excel File to Create a New Project Board With Anywhere, you can seamlessly transform your Excel sheets into project boards. Here's a step-by-step guide to get you started: Initiate Board Creation: Navigate to the board browser. Click on the + button. In the project settings, spot the 3 vertical dots next to the Project Name? Click on them. (httpsFew readers

• Creating a board using predefined templates

  Kickstart Your Projects with Anywhere's Board Templates At Anywhere, we offer over 40 distinct board templates, tailored for various needs ranging from Project Management to Startups. These ready-to-use templates can be customized to fit your unique requirements. Steps to Create Boards Using Our Templates: Start a New Board: Click on the plus icon. Choose Create New Project from the list. Create new project (https://storage.crisp.chat/users/helpdesk/website/e05a0680dFew readers

• Inviting Clients to the board

  Collaborating with External Guests in Anywhere Anywhere allows you to seamlessly collaborate with guests from outside your organization on your projects. To extend invitations to external collaborators, there are two straightforward methods available. Important Note: External guests can be invited exclusively to Shared boards. You have the flexibility to convert any of your existing boards into Shared boards. Below, we outline the steps for inviting guests to Shared boardsFew readers

• Anywhere mobile apps

  Anywhere Mobile Apps Now Available! Great news! The Anywhere mobile apps are now live and ready for download. Whether you're an iOS or Android user, we've got you covered. Access your projects on the go, collaborate with your team, and stay updated no matter where you are. Download Links: Download for iOS Download for Android Your feedback is invaluable toFew readers

• How to use Desktop mode on various browsers:

  Installing the Anywhere Desktop App from Various Browsers The Anywhere desktop app provides a convenient way to access your Anywhere account directly from your desktop. This eliminates the need to remember your team URL or manually sign in through a web browser every time. Here's a guide on how to install the Anywhere desktop app using different browsers: Supported Browsers: Chrome Edge Installation Guide: Chrome: Open your Anywhere account in the Google Chrome browseFew readers

• Introducing Workspaces

  Introducing Workspaces in Anywhere Organization is key to productivity, and we understand the importance of having a structured and easily navigable system. That's why we're thrilled to introduce Workspaces in Anywhere! What are Workspaces? Workspaces are designed to keep your projects tidy and readily accessible. Think of them as folders or containers where you can group related projects together. Whether it's by department, client, or any other category, Workspaces offer a logical waFew readers

• Comments: Decisions: Blockers:

  Task Comments, Decisions, and Blockers in Anywhere Effective communication is the backbone of successful project management. With Anywhere, you can seamlessly communicate task-specific details, make decisions, and highlight blockers, ensuring that your team is always on the same page. Here's a comprehensive guide on how to utilize these features: Task Comments: Comments provide a platform for task-based discussions, ensuring that all relevant details are available in one place.Few readers

• Search across the boards using Universal Search

  Harness the Power of Universal Search in Anywhere In the vast expanse of project management tools, finding specific information can sometimes feel like looking for a needle in a haystack. But with Anywhere's Universal Search, you can swiftly locate tasks, comments, workspaces, boards, and even files across all your boards. It's like having a powerful searchlight that instantly illuminates what you're looking for. How to Use Universal Search: Initiating the Search: Navigate to thFew readers

• Setting Task Reminders

  Staying on top of your tasks is crucial for project management. With Anywhere's task reminders, you can ensure that you never miss a deadline or forget an important task. Whether it's based on a specific schedule or certain conditions, setting up reminders is a breeze. How to Set Up Task Reminders: Accessing the Reminder Option: Navigate to the task for which you want to set a reminder. Hover over the task to reveal the Bell icon, which represents reminders. Click on the BellFew readers

• Filter project data & working with Filter Views

  Working with Filter Views in Anywhere In the digital age, managing tasks efficiently requires tools that can adapt to your needs. The advanced filter in Anywhere provides a dynamic way to view, sort, and manage your tasks based on specific criteria, ensuring you see only what's relevant. What are Filter Views? Filter views allow you to set specific conditions and view tasks that meet those conditions. This feature is especially useful when dealing with large boards with numerous taskFew readers

• Managing Notification Preferences

  Managing Notification Preferences in Anywhere Staying updated with real-time notifications is essential for effective collaboration and task management. However, it's equally important to have control over the type and frequency of notifications you receive to prevent information overload. Anywhere provides a comprehensive notification settings option, allowing users to tailor their notification preferences based on their needs. How to Configure Notification Preferences: AccessingFew readers

• Rearranging Boards as Parent or Sub boards

  Reorganizing Boards in Anywhere: Moving Between Parent and Sub-Boards In Anywhere, boards are the central structures that help you manage and track various types of information. As your projects evolve, you might find the need to restructure these boards for better organization. Fortunately, Anywhere provides a seamless way to move boards between parent and sub-board structures. Here's how you can effortlessly reorganize your boards: Moving a Sub-Board to a Parent Board: NavigFew readers

• Setting Up Recurring Tasks

  Recurring tasks in Anywhere help automate your workflow by creating tasks on a set schedule or when specific conditions are met. This feature is especially useful for tasks that need to be done regularly, such as weekly meetings, monthly reports, or daily check-ins. Steps to Create a Recurring Task: Selecting the Task: Navigate to the task you want to set as recurring. Click on the task to open its details. Look for the clock icon and click on it. *Setting Up Recurrence:Few readers

• Working with Columns / Custom Fields

  Column Types/ Custom Fields Available in Anywhere Project Boards Columns in Anywhere project boards are versatile tools designed to help you manage and track custom data tailored to your specific needs. Think of them as custom fields that can be used to store and manage any type of data you require. With around 18 different column types currently available in Anywhere, you have a wide array of options to customize your boards. Regardless of the column type you choose, there are standard opFew readers

• Inviting users to the Project boards

  Inviting Users to Anywhere Project Boards In Anywhere, there are two distinct categories of project members: Users and Guests. Users: These represent your internal team. Remember, each user addition comes with a monthly subscription fee. Guests/Clients: These are external collaborators, such as clients. The good news? They're free! Based on your subscription plan, you're allocated 2 to 5 guest slots per active user seat. Steps to Invite Members to Your Project Board:Few readers

• Setting the Default View for Your Project Board

  Customizing your workspace to suit your preferences can greatly enhance productivity. With Anywhere, you can easily set a default view for your project boards, ensuring that every time you or your team access the board, it opens in the preferred view. Here's how you can change the default view for a project board: Steps to Set the Default View: Accessing Project Settings: Open the project board for which you want to set the default view. Locate the 3-dot menu icon in the upper rFew readers

• Understanding Anywhere project boards

  Dive into Anywhere Boards: Your Organizational Powerhouse Boards are the heart and soul of Anywhere. They're not just tools; they're dynamic platforms that bring your data to life, making management and tracking a breeze. Let's delve into the world of Anywhere Boards. These boards are designed for versatility. Whether you're juggling project tasks, planning sprints, logging bugs, or charting out a product roadmap, Anywhere Boards have got you covered. Think of them as your ever-present, reFew readers

• Moving a sub-board as a parent board

  Indeed, transforming a sub-board into a parent board is just as easy as flipping a switch. Let's dive into this swift process: How to Convert a Sub-Board into a Parent Board: First, locate the sub-board you want to elevate within the same Workspace or move it to a different one. Now, it's as simple as drag-and-drop. Grab that sub-board and place it where you desire. As you drop it, a friendly confirmation pop-up will appear, asking if you're sure you want to turn this suFew readers

• Reporting Bugs and Requesting Features in Anywhere

  At Anywhere, we're committed to delivering the best possible experience for our users. However, we recognize that creating a completely flawless product, free from bugs or issues, can be an immense challenge. If you happen to encounter a bug that's affecting your work or causing inconvenience, we strongly encourage you to report it to us. The most efficient way to report bugs is by reaching out to our support team through the support chat option. We give top priority to addressing bugs that aFew readers

• Optimizing Your Workflow with "My Tasks"

  Optimizing Your Workflow with "My Tasks" in Anywhere The "My Tasks" feature in Anywhere is designed to provide users with a centralized view of their tasks, making it easier to manage and prioritize work. With the introduction of the "Unplanned" section and enhanced filtering options, users can now have a more granular control over their task view. How to Set Up and Use "My Tasks": Accessing My Tasks: Start by navigating to the "My Tasks" page. On the top right corner, you'll fiFew readers

• Using Sub-tasks / Sub-items

  Using Sub-tasks / Sub-items in Anywhere Breaking down tasks into manageable pieces is crucial for effective project management. That's where sub-tasks come into play. They allow you to decompose a larger task into smaller, actionable items, ensuring that every detail is addressed. How to Use Sub-tasks: Initiate Sub-tasks: Navigate to the Table view. Hover over the task you want to break down. Click on the 'Sub Items' icon on the task. Create on this icon to expand the TFew readers

• Files option under comments

  Attaching Files to Tasks/Sub-tasks in Anywhere Documenting your tasks with relevant files can streamline your workflow and ensure that all team members have access to the necessary resources. In Anywhere, attaching files to tasks or sub-tasks is a straightforward process. Here's a step-by-step guide on how to do it: Click on Task Comments: Navigate to the desired task or sub-task. Click on the "Start Conversation" comment icon. Click on comments against the task where youFew readers

• Working with Task Groups

  Working with Task Groups in Anywhere In the dynamic world of project management, organization is key. Anywhere's board feature offers the flexibility to categorize and manage your tasks efficiently through the use of Groups. What are Groups? Groups in Anywhere are logical divisions that help you categorize your tasks or line items. They allow you to segregate your tasks based on relevance or any other criteria that suits your project's needs. Benefits of Using Groups: EfficientFew readers

• Understanding project types

  Choosing the Right Project Type in Anywhere In Anywhere, selecting the appropriate project type determines who can access and interact with the projects you create. There are three distinct project types available: Public Projects: These projects are accessible to all members within your organization. Anyone in your organization can view project details and actively participate in these projects. Private Projects: Private projects are exclusively accessible to the projFew readers

• Managing Your Anywhere Project Boards: Archiving and Deleting

  Managing Your Anywhere Project Boards: Archiving and Deleting In the dynamic world of project management, not all boards remain relevant forever. As projects evolve or get completed, some boards may no longer be needed. Instead of letting them clutter your workspace, Anywhere provides you with the option to archive or delete these boards. This ensures that your workspace remains organized and focused on current tasks. Steps to Archive or Delete a Board: Locating the Board: NavigateFew readers

• Enabling Desktop Notifications

  Enabling Desktop Notifications in Anywhere In today's fast-paced world, staying updated with real-time notifications is crucial. With Anywhere's desktop notifications feature, you can receive instant updates directly on your desktop, ensuring you never miss out on important tasks or updates, even when the browser is minimized. How to Enable Desktop Notifications: Accessing Notifications: Start by clicking on the notification bell icon located at the top right corner of your AnywFew readers