Working with Proggio

Quick Start

Start creating a project

See the Quick Start Guide for the initial setup steps  Quick Start Guide

Change timeline view from daily to weekly to monthly, to quarterly to yearly view

Navigate to the + or – button just above the timeline and click, or you can use the mouse wheel on the timeline itself to expand/collapse the time view accordingly.

Create an Activity

Navigate the mouse over the blank ProjectMap, you will see a faint “+” sign, double click and an activity box will appear click on “Edit Me” to name the activity.

Change the start and finish date of an Activity

Click on the activity, see that the date appears on the activity box. You can either click on the “Settings” icon and change the date in the popup or, drag the left hand side of the activity box to change the start date or drag the right hand side of the box to change the end date. (note how the date changes as you do so)

Create a task within an Activity

Click on the Activity, from the Icon that appears, select the task Icon and the task window shall appear, you may enter one or many additional tasks in this window.

Change start and end dates for Tasks

Click on Activity, select the Task Icon that appears. Each task in the list will have a time frame associated to it – you can use the sliders or the calendar for each task to change the start/end date.

Create a Milestone

Double click on the date of the Milestone, click on the “settings” wheel to name the Milestone and add a description if needed.

Create Substream for Workstreams

Click on the three dots to the left of the workstream name – select “Add Substream”

Can I work Offline

Proggio is a very modern app. If we allow offline changes, 2 ppl working over the same timelines can do conflicting changes to the timeline. And when they go online again it will be difficult to resolve those changes. Proggio is designed for collaboration in realtime. Certainly if you need offline to present your project and timeline we have a screenshot feature at the bottom right cnr of the canvas that allows you to provide a snapshot moment in time of for a presentation or if you need to present to a customer. No offline mode is allowed as it breaks the link b/t different ppl working on the project.

Team Members

Invite Team members

There are two ways to do this – Navigate to the Team Admin page, simply add the email address of the person you wish to invite and assign him the appropriate permissions. You can also add a user when trying to assign a task or workstream. Simply click on the dropdown menu, with the names and click on Invite new user, enter the email address of the person you wish to invite and click Invite.

Reassign Tasks

Select the relevant activity, click on the Task icon, the list of tasks will appear, go to the “Assigned To” drop down menu of the task you wish to reassign and select the new owner.

Assign Permissions

To assign permissions, you need to be an Admin. If you are an Admin, click on your avatar/initials from the top right hand of the page and select Team Admin. Roles can be assigned and edited from this page.

See tasks assigned to others?

At the top of the Task Management page, you will see each member of the team represented by a small circle with either a picture or an initial. Simply select the circle that belongs to that person that you are looking for and their tasks will appear in the task list below.

Communicate with team members

There are multiple places with Proggio that you are able to communicate with team members, simply look out for the “Message” Symbol. Once located, click and the message window will pop up. You can write a message that is intended for the whole team or you can select the person that you wish to communicate with by adding the @symbol before the name. (All messages will be recorded in the project Log).

See a record of project communication

On the top right hand of the project plan, there is the “Chat” symbol – click on the symbol and the chat history will appear.

See a record of all project updates that have been made

On the top right hand of the project plan, there is the “Bell” symbol, this is the notification center, click on the symbol to see all project updates that have been made.

Task Management

Open Task Management

Click on the hamburger menu and select Task Management from the menu dropdown

See my tasks

At the top of the Task Management page, you will see each member of the team represented by a small circle with either a picture or initials. Your tasks will be listed as the default, if you wish to see tasks assigned to other members of your team, just select the circle that belongs to them and their tasks will appear.

See tasks assigned to others?

At the top of the Task Management page, you will see each member of the team represented by a small circle with either a picture or an initial. Simply select the circle that belongs to that person that you are looking for and their tasks will appear in the task list below.

Attach documentation

Open the Task Management Page, on the right-hand side, you will see three tabs, Info, Discussion and Attachments. Select the Attachments Tab, click on the green plus sign in the section for attachments. Go to the folder where your document is stored, select the document and click open. As soon as the file has been uploaded, click on Done. You will see the document has been added to the attachment section.

Select time frame view

You can see upcoming tasks for the next week, month or Quarter – Simply select the preferred choice from the dropdown menu on the top right of the page.

Edit name of Activity

Double click on the activity  and rename

Add a task to an activity

Select the activity – on the left side of each activity there are three dots, click on the three dots and select “Add task” (this change will automatically be saved on the planning layer)

Delete an activity/Task

On the left side of each activity there are three dots, click on the three dots and select “Delete”, please note, deleting the Activity will also delete any associated tasks. (this change will automatically be saved on the planning layer)

Assign an Activity or task

Select the Activity or task that you want to assign to a team member, the selected item will change color. On the right side of the page, there is a dropdown called “Assignee” Click on the menu and select the person that you wish to assign.

Communicate with Team Members

On the right side of the page you have three tabs, Info, Discussion and Attachment. Select the Discussion tab,  you can write a general message to all team members or to a specific person by adding the @ symbol.  Select the person that you are messaging and post your message, an email notification will also be sent to that person. (All messages will be kept in the project Log)

Change Activity or Task status

Each activity or task has its current status showing, to change the status simply click on the status dropdown and select the new status (this change will automatically be saved on the planning layer)

Features

Connect activities in different workstreams

Hover over the right-hand side of the activity that you wish to be the predecessor, the “Connector” will appear, click on the connector and drag to the next activity.

Keep track of all Project Activties

Select the Notifications icon (bell) which provides a feed/log of all changes. In addition if you select Plan v Actual at the top centre of the canvas this will provide overview of any decisions that have changed/deviated from the plan.

Receive Notifications

Notifications are sent via email, either Daily, Weekly or Monthly – you can decide and change in the user settings, which can be found under your avatar/initials in the top right of THE PLATFORM.

Sync with JIRA

The first step is to configure Proggio within JIRA. Go to Team Admin page, click on JIRA from the menu down the left-hand side, the instructions can be found there. Please note – you will need admin rights on JIRA to set this up.

Create new workstream

Above the workstream column, there is a green “+” sign. Click on the Green + sign and a new workstream shall appear at the bottom of the list of workstreams, click on the new workstream to rename.

Upload my own picture/Image

Click on the Icon with your initials on the top right-hand side of the Project plan, select user settings from the drop down. In the pop-up window, click on Upload new picture, select the right file/image and click on done once it has been uploaded.

View my Project Portfolio?

From within your project, go to the top right hamburger menu and click. From the dropdown, select “Projects Portfolio” – Each project is presented on its own row down the left-hand side. Every milestone for each project is represented by an arrow.

Priotise the list of projects in my Projects Portfolio

Open the Project Portfolio page, Click on the Project that you want to move up the list and drag to the top.

Understand the Arrows on the Project Portfolio screen

The Arrows represent milestones in a project. This allows you to keep track of all your projects in one screen and to make note of upcoming milestones across all your projects

Show progress on each Activity

Select the activity, click on the timer icon that appears, move the slider back and forth to show progress.

Add Task Descriptions

You can enter descriptions under the heading Descriptions on the Info tab once you have clicked Activities.

Create a Buffer in the Project plan

Create a new activity, Open the Activity window and click on the properties wheel, Select the “Turn to Buffer” button at the bottom of the popup and then on Accept, the buffer will be created on the ProjectMap

Increase / Decrease the height of each workstream

Hover your mouse over the workstreams and move your mousewheel up and down, The height of each workstream will move accordingly

Export my project plan

For a Mac User,

Taking a screenshot from a Mac could not be easier, just follow the following steps;

  1. Press Shift + command-4 – the pointer with change to a crosshair
  2. Move the crosshair to where you want to start the screenshot and then drag to select the area.
  3. When you have selected the area that you want release your mouse of trackpad button
  4. Find the screenshot as a .PNG file on your desktop

 

There are two ways to print your Project plan

  1. Right Click below the project plan, select Print from the menu, change the Layout to Landscape and print out
  2. If you are a windows user you can use the Microsoft sniping tool to take a screenshot of the project plan and crop the information that you need. more information on the Sniping tool can be found here – https://support.microsoft.com/en-ca/help/13776/windows-use-snipping-tool-to-capture-screenshots