Project Management

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Articles

Creating A New Project
How to create a project from scratch without using a request form.
Setting Project Status and Priority
Project Status and Priority can be selected for each project from the Project Dashboard.
Uploading Project Files
Learn about uploading project files and accessing them from the Project Dashboard and during proof upload.
Adding Tasks and Milestones
Use Tasks and Milestones to manage smaller goals and to-dos within your project scope.
Bulk Shift Task Dates
If you need to move some or all of your tasks and/or milestone dates forward or backwards, you can use the bulk shift feature.
Assigning Resources
Assign team members to projects and tasks while utilizing resource allocation .
Time Tracking
Learn more about inMotion's powerful time tracking features.
Available Project Notifications
Learn about email notifications related to Project Management.
Notifying Team Members of a Project
Learn how to send an email to project team members from the Project Dashboard.
Emailing Project Comments
From the Project Dashboard, users can leave a comment in the project area and email the comment out to the rest of their team.
Project Filter Groups
Project Filter Groups are customizable categories that allow users to filter projects, report on meaningful data and organize overall project campaigns.
Project Sequence ID
Sequence ID allows you to associate a customized numerical ID with every project and/or associated job launch within inMotion.
An Introduction to Project Templates
Project Templates help automate repeated projects including the creation of common tasks and milestones, making project setup and launch much faster.
Calculating Task Deadlines with Project Templates
Learn how to use project templates to automatically calculate your task deadlines based on task deadline windows, project start dates and project due dates.
Editing Project Templates
Learn how to edit existing project templates.
Assigning Project Templates to Existing Projects
Learn how to assign Project templates at any point during the project lifecycle.
Bulk Updating Projects
From the Projects Workspace, the Bulk Update feature allows you to make changes to multiple projects at once.
Archiving and Deleting Projects
Archive and delete your projects as necessary.
Auto-Archive Projects
Clean up your project workspace automatically by using this feature to auto-archive projects that are saved with a 'Closed' status.
Project Auto-naming
Learn how to create a standardized, automated naming convention that’s applied to every new project.
Project Schedule Manager
Customize the permission that gives a user the ability to add team members to a project, as well as create or make changes to tasks within a project.