Project Setup
Project settings can only be operated by: project administrators, project Owner, and people with project management permissions.
● In the project menu, click [Project Settings] in the upper right corner of the project. In the [Project Information], project fields such as project type, project name, introduction, and other project settings can be modified.
Project cover
● Up to 50 custom project covers can be saved (single image within 2M, size 200x100), and after saving, anyone who creates a project in the team can use it;
● Uploaded covers can be deleted;
Project Labels
● When creating a project, add project Lables according to project attributes
● Add project Lables to existing projects according to project properties.
[Project Settings] - [Project Information] - [Add Labels]
● Use Project Lables to define project properties
● Quickly find projects by project Lables
Project Type
● Project type displays all project types in the entire team, sorted by creation time;
● The system's standard project types do not allow editing or deletion, but custom project types supports modification and deletion;
● Customized project types can be created based on business needs;
There are no restrictions on custom fields and they are available in all versions.
By default, Only team administrators can manage them.
Add custom fields
[Create fields] - [Fill in field content] - [Save]
Use project types
Add created project types directly to the project settings
Project roles
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Project Owner: The only person who is responsible for the project
* The default Project Owner is the person who created the project
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Project admins: Assist the Project Owner in managing the members of the project, and can be set multiple times
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Project Members: All members involved in the project
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Customized project role: A customized role created for the project
Task roles and permissions
● Task operation permissions include: edit task details, delete tasks, restore tasks, move tasks/copy tasks, terminate tasks, download tasks, add collaborative tasks, delete collaborative tasks, share tasks
● Task roles can perform certain operations on tasks individually.
Approval management
● Supports approval for "create tasks, modify tasks, delete tasks, modify projects"
● Supports setting approval for "create tasks, modify tasks, delete tasks, modify projects" on the [Project Settings - Approval Management] page
Task Type
● Task types display all task types in the entire team, and sorted according to the creation time
● The standard task types that come with the system do not allow editing and deletion, and custom task types modifying and deletin.
● Task types can be created in task types according to business needs, and other task types added in the system can also be directly added for reference
● Add the created fields
Has the permission to manage task types and can edit, add, and remove custom fields in task types.
Task settings
● Set the way to start and complete tasks according to needs
● Allow task owners to complete unfinished subtasks in batches
● Support marking the current task as completed when the pre-sequence task is not completed
● When "Allow marking the current task as completed when the predecessor task is not completed" is not selected, the option "If the predecessor task is not completed, the subsequent task will not appear in the task leader's to-do list" will appear, which supports that if the pre-sequence task is not completed, the pro-sequence task will not appear in the task owner's to-do list
● Support task postponement. If the pre-sequence task is completed ahead of schedule/overdue, the start time of the pro-sequence task can be postponed to the actual completion time of the pre-sequence task after the subsequent task is automatically scheduled in the Gantt chart view
Task Notification
● Set message reminders for all task statuses in the project according to needs. Set them before the task starts, after the task starts, before the deadline, and after the deadline. The reminder method is to send it to the corresponding person to be reminded in the form of a work notification within the system of Aim.link;
Points coefficient
● Set the points coefficient allocation rules for different task roles in the project, and can set the reward and punishment rules for overdue and early tasks. This setting applies to all tasks in the project.
More options
● Projects can be exported, copied, archived and deleted;
Copy Project
● If ONLY the basic information and other properties of the project needed to be copied, it can be choosen not to copy the tasks within the process of copying;
Advanced Options
● Click "Advanced" to copy the entire project
● Choose to delete or replace project/task roles (equivalent to the project template function);
● Choose to retain/extend or clear the original task time;
● Choose to copy fields;
【Attention】
● When copying a project, the milestone status, automation rules, task attachments, logs, and discussion content of the tasks in the original project will not be retained;
● When restoring a project from the Recycle Bin, if the custom field is still in use, the field and content will be restored; if the custom field has been deleted, the field and content will no longer be displayed.
Delete project
● If there is no approval setting, the project can be deleted directly. Need to initiate the approval first to delete an project with approval setting.
● In [Project Settings], select [More Options] - [Delete]
● Only the project owners, project administrators, and people who have the project management permissions can delete project;
● Deleted projects will be retained in the Recycle Bin for 30 days and will be automatically deleted after 30 days; can choose to restore or completely delete in [Settings] - [Recycle Bin]
Archive/Unarchive Projects
Completed or suspended projects can be set as "archived projects"
[Attention]
●Tasks in archived projects will no longer triggered to notifications;
●Archived projects do not participate in any team-level statistics by default, and archived projects that participate in statistics can be added selectively;
●When archiving a project, if the task to which the project belongs has an automation rule set, the system will terminate the automation rule, and the automation rule cannot be restarted before the project is unarchived.
●Project overview and project dynamics still display dynamic content.
Export project
● Only project owners, project administrators and administrators with project management permissions can export project
● Standard version can select 6 fields to export, professional version can select 20 fields to export, and business version has no limitation
● Select the project fields to export according to needs which supports field sorting. The field order directly affects the field order in the Excel table after export;
● Background download does not affect other operations;
● When the number of exported projects is greater than 500, it needs to be exported in separate tables;