Introduction – Free and open source project management software

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Introduction

At this stage, we assume you register or install MyCollab successfully and go to project dashboard. Below are what you start the new adventure to MyCollab.

There are some features may not be presented in the Open source/Community edition. If you see some instructions in this section are not in the Community edition, it means your version does not have these features.

Dashboard

After you access the MyCollab project module, you will go to the project dashboard. It shows all projects you are involved, the latest activities in these projects, upcoming tasks and other important information you must pay attention

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Project List

You are able to see all project you are involved in the list view by select the tab ‘Projects’ in the dashboard view. You are able to search projects by choosing the appropriate criteria, customize the table views and get the information of projects that you are interested in.

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Client List

Clients or customers are the most valuable aspects to help your business running. Client section helps you can manage your client information, such as:

  • How many projects belong this client
  • The statuses of projects belong to this client
  • Assignments relate to this client
  • How many remain unpaid invoices

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In the client list, you are able to search client and recap any critical requests quickly to make your clients happy.

Calendar

Calendar view keeps you updates all assignments in the related projects in the visual view. You can edit task directly on the calendar view, or search the related assignments only. Calendar view supports 2 modes: Weekly or Monthly view

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Project Summary

This view keeps you update the latest events, activities and critical information of project that you need to know when access to the project. There are:

  • Project timeline
  • Members information
  • Overdue assignments
  • Activity stream

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Message

The message is the simplest way to send the information to all members in the project. It will send an email to all current members but it is different than email that it still keep in the MyCollab system for later users still read the message.

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Phase

The project phases make up a project life cycle, and as such, the phases are tailored to fit a project’s needs. You are able to define the MyCollab phases to the definitions of PMBook and typical it has 5 phases:

  1. Project Initiation
  2. Project Planning
  3. Project Execution
  4. Project Monitoring
  5. Project Closure

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In the scrum team, we usually use the Phase represent for the life cycle of a Sprint. You can define many phases (sprint), add the goals, people, timeline etc to execute the Sprint successfully.

Task

Per Wiki definition, a task is an activity that needs to be accomplished within a defined period of time or by a deadline to work towards work-related goals. A task can be broken down into assignments which should also have a defined start and end date or a deadline for completion. One or more assignments on a task put the task under execution. Completion of all assignments on a specific task normally renders the task completed.

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MyCollab supports tasks and its subtasks. Unlike other project management tools support task group and 1 level of task only, you can nest a task with the unlimited sub level tasks in MyCollab. In addition, you can log time, assign user, and update task statuses until it is completed.

You can use the Kanban board to manage just-in-time tasks by its status. Go to Kanban board to see how to use the Kanban board effectively in MyCollab.

MyCollab supports the exporting in tasks. You can export tasks to the CSV, Excel or PDF file.

Issue

MyCollab supports the full life cycle of issue management from the project member log an issue to the closing issue action.

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You can assign bug to another project member, resolve or approve bug status. In addition, you can set the bug dependencies to others such as duplicated, block on, depends on.

Risk

Risk management is one of the important aspects of the project management, especially for the large projects. With MyCollab, the project manager is able to identify, assess, prioritize the risks followed by coordinated and economical application of resources to minimize, monitor, and control the probability and/or impact of unfortunate events or to maximize the realization of opportunities.

Timesheet

TBD

Invoice

TBD

Member Management

TBD

Permissions

TBD

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