Project Management
You can manage your projects with the easy-to-use project module in TraqNext.
How to add a project
Adding and managing projects is super easy in TraqNext, follow these steps:
Step 1:
Go to the Project page from the main menu.
Step 2:
By clicking the Add Project button, a slider screen will open. Add the name of your project and other relevant details. After that you have to choose one of these three options for project member:
Everyone in the company: If you choose Everyone in the company, then the project will be assigned to all active employees in the organization.
Specific Teams: If you choose Specific Teams then all teams will appear and you can add one or more team(s) to the project.
Specific Users: If you choose Specific Users, then all active employees will appear, and you can select multiple employees in a project.
Who can create projects and tasks
By default, only Owners and Admins can add projects and tasks.
To make this module available to managers, the admin/owner can enable this option. Managers can create projects and tasks from Company settings under the Permissions section. After that, all employees with the role Manager can also add projects and tasks, but they can only assign them to the employees or teams they manage.
Note: Managers can only edit the projects that they are managing.