Project and Workload
- 10 Topics
- 8 Replies
I have started using the Project module over the past weeks and more often than not I tend to hit this once every hour or so which then leave me in a state in which I cannot continue the work I’m attempting to complete.Is this a known issue, and if so how do we remedy? I know others are experiencing this also, using various web browsers.
Freshservice Projects Module -Is there no way to intelligently link up the Operational Teams and Customer project fields to the relevant Group and Company/Customer fields within the same FreshService instance? Feels like duplication where as the same information in ticket form fields apply to those within the project module? Ideas/thoughts?
Hi, Project template with start and end date + duration?As I see it it works with the built in template “Talent Acquisition Plan” However if I try to do a template like that myself all dates except the main start and end date for the project will be deleted so I have to fill in the dates on all task again.It’s a gamechanger for me to be able to create templates like “Talent Acquisition Plan” with the complete plan for all tasks.We are looking into using the project module for +300 projects the next year with the exact same plan every time - just new dates and projekt names.
Has anyone figured out a way to sort or re-order the list of all project names displayed when you first open the projects pane? I know you can filter the projects, but we need to re-order this list. This seems to be a very basic needed feature that doesn’t appear to exist right now.
Is there a way of closing/resolving a task when it is linked to an incident or request. i.e. If a task is linked to an incident and that incident is set to resolved can the task also be set to resolved without having to remember to update the linked task or at least a warning/notification that there is a linked task.
Does anyone know how to create a project time tracking (sum) by agent by day?I have made one that I thought would work but the “Date Range Dimension” skews the data. I have some tasks that may be not be closed yet, but I still need to see the current time tracked against them (preferably without exporting a spreadsheet). If I set this as created date, it will only track time for the date that it was created, even if I track time against it at a later date. I just want to be able to see in a chart how much time is tracked per day, per agent within a particular project.Thank you for y’alls time!
It would be beneficial to be able to add a resource to a project that is not an agent/requestor. For example, I have tasks that are being added to a project but are assigned to external entities. Being able to add the project resource and assign the task to them helps me track who is responsible for that task. We have cases where a consultant, state level employee, or external vendor are leveraged on a project.
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