Swyvel User Manual - Swyvel Project Management Simplified.
Contents
1. ADD A COMMENT Catherine To Frazer Hadwin mark the task as complete The Project Manager or Administrator can export and print a Tasks and Milestones report by selecting either the Export XLS or Print buttons Copyright 2012 All rights reserved Swyvel Inc confidential and proprietary information for Hardboot internal use only No unauthorized copying or distribution permitted Property of Swyvel Inc 210 Victoria Street Suite 4013 Toronto ON M5B 2R3 www swyvel com SWYVEL NOTES Add notes to communicate with people about the projects How to Add People w S Meeting Tomorrow at Sam aS How to Add a Note Welcome to Swyvel Open Notes Module New Note Oper gt ra e e To add a note and communicate with people within your project click on the notes module Copyright 2012 All rights reserved Swyvel Inc confidential and proprietary information for Hardboot internal use only No unauthorized copying or distribution permitted Property of Swyvel Inc 210 Victoria Street Suite 4013 Toronto ON M5B 2R3 www swyvel com SWYVEL a PROJECT NOTES ALL NOTES NEW NOTE Note aoz Ps e required apet General we ADD Visbleto EETA Everyone Notify EE None Note Attachments ATTACH FILES e After clicking on Notes click on New Note e All notes are required to have a title and body of content e Once you have created your note and attached any relevant files click POS2. Specify which Milestone has to be finished before this one can start None CREATE MILESTONE Property of Swyvel Inc 210 Victoria Street Suite 4013 Toronto ON M5B 2R3 www swyvel com SWYVEL e Name the Milestone and provide a short description e Assigning the Milestone will cause it to appear in the appropriate persons task list e You can choose who can view the milestone by clicking on t SELECT e Once you have filled in all the required information for the Milestone click on CREATE MILESTONE TOP TIP Sketch out your project timeline and milestones on paper before adding them to SWYVEL By doing this you will have a clear idea of start and end dates and any overlaps TOP TIP Creating a Dependency for a Milestone will link it to the start or completion of another Milestone Adding Tasks to Milestones Once you have created the project Milestones you can begin to add tasks that are required to be completed within that Milestone In the Project Timeline view select the Milestone that the task will belong to by clicking on the Milestone name PROJECT TASKS eT te Me ye tsa PROJECT TIMELINE Timeline view of project Milestones and Tasks EXPORT JPG Research Post Mortem D QA ean 2 Development Design Wireframes sow iP ideation Copyright 2012 All rights reserved Swyvel Inc confidential and proprietary information for Hardboot internal use only No unauthorized copying or distrib
3. SWYVEL trainingd 1 Meeting Tomorrow at F Swyvel People docx 9am How to Add a Note Welcome to Swyvel en Notes Module New Note Open Assets Module Upload File ibA Ma Copyright 2012 All rights reserved Swyvel Inc confidential and proprietary information for Hardboot internal use only No unauthorized copying or distribution permitted Property of Swyvel Inc 210 Victoria Street Suite 4013 Toronto ON M5B 2R3 www swyvel com SWYVEL Adding People from Pre Populated List e Ifthe person or persons you want to add are already added in your company click on People e Select those persons you want to add to your project by clicking on the box besides their name e After clicking on the number of names of individuals you want to add to your project you may assign their role and set their permission to allow them access to certain modules by clicking on the small box besides Set Custom Permission At this point all these individuals will have the same level of permission Se ws PEOPLE s INVITE A PERSON ADD TO PROJECT Add People to this Project All Companies v s lf the person is not on this list Invite Them instead ADD TO PROJECT Role Administrator Project Manager User Privacy Hide user s contact information from other users Availble Modules V Tasks V People V Assets V Tickets Financials V Notes Custom Permissions Administrator Has the capabilities to add people to proje
4. TOP TIP Selecting Filter By you may select a group of people Create in People module or quickly find a person by typing their name Visible to Ta Everyone Filter by All ate Developers 3 Selectec e When you have completed adding an attachment adding details and selecting who should be able to view it and be notified click on All Assets This page allows you to view all the assets which have been uploaded onto this project e Organize the assets by the options found in blue besides All Assets under the Project Asset Banner PROJECT ASSETS ALLASSETS RET OTS All Assets Notes Tickets Tasks and Milestones e To view your assets click on Download Assets are now downloaded onto your computer Add Comment Add comments to continue to the conversation regarding the asset e Click on Comment beside the asset e Add comment in the box e Add another attachment For example an updated asset document of the previous uploaded one e Click on Select to add those that should be notify by email e When you have completed with adding a comment click on Select Copyright 2012 All rights reserved Swyvel Inc confidential and proprietary information for Hardboot internal use only No unauthorized copying or distribution permitted Property of Swyvel Inc 210 Victoria Street Suite 4013 Toronto ON M5B 2R3 www swyvel com SWYVEL TICKETS Tickets are bugs conflicts and problems found in the proces
5. Time Tracker SWYVEL enii a Project Details Project Name Training Project required 40 characters max Project Brief required Creating a training Manual for SWYVEL Client Hardboot bd or New Client Name ADD required Project Duration Between 03 21 2013 Gi and 03 21 2013 required Project Number TR 1 Additional Details CREATE NEW PROJECT e When adding a client you can either choose from the pre populated drop down menu of existing clients or add a New Client Name or business and click ADD e Project Duration can either be manually input MM DD YEAR or chosen from the drop down calendar TOP TIP To create anew company in the drop down list the Administrator will have to create a new company separately Copyright 2012 All rights reserved Swyvel Inc confidential and proprietary information for Hardboot internal use only No unauthorized copying or distribution permitted Property of Swyvel Inc 210 Victoria Street Suite 4013 Toronto ON M5B 2R3 www swyvel com SWYVEL e Project Number will be a unique to your organization and will generally match a master project index In this case TR Training 1 training project 1 e Atthis point you may either create the project by clicking or ject i Let Additional Details include more project information by clicking ponent e Ifyou choose to add Additional Details the screen will expand Additional Detail
6. TICKET Microsoft Word e Insert a title in Ticket e Add the details of the ticket e Provide a deadline back either typing the date or conveniently use the calendar to select the date e Assign the ticket to solve it Copyright 2012 All rights reserved Swyvel Inc confidential and proprietary information for Hardboot internal use only No unauthorized copying or distribution permitted Property of Swyvel Inc 210 Victoria Street Suite 4013 Toronto ON M5B 2R3 www swyvel com SWYVEL e Set the priority Low Not urgent Medium Fairly urgent High Immediate attention needed e Optional Insert estimated hours expected to resolve the ticket e Optional Ticket Context a convenient tool to specify where the problem is especially if it online related Page URL Copy and paste the Page url where the problem ticket is found Browser Indicated which internet browser the problem ticket appears Operating System Indicated which operating system the problem ticket appears in such as Windows 8 Mac Windows 7 e When you are ready click on CREATE TICKET TOP TIP Attach a file that captures illustrates or links to the issues This will help the developer or individual tasked with the ticket see you issue Taking the time to write a detailed description will help the developer Copyright 2012 All rights reserved Swyvel Inc confidential and proprietary information for Hardboot internal use only No unauthor
7. with instructions to login in Swyvel TOP TIP Creating a group within your projects makes tagging people to assets and tickets faster and easier Copyright 2012 All rights reserved Swyvel Inc confidential and proprietary information for Hardboot internal use only No unauthorized copying or distribution permitted Property of Swyvel Inc 210 Victoria Street Suite 4013 Toronto ON M5B 2R3 www swyvel com SWYVEL CREATE A GROUP Creating a group is a great way to group a certain number of people who are would frequently be responsible for certain tasks ie Managers designers project coordinators etc e Click on New Group under Project Groups on your right a PEOPLE PROJECT GROUPS INVITE A PERSON RSM OD Biola ce san Invite Person View All Members Jemotaddress ooo Groups Developers mbers Add to Company ClientA 0 Client ABC 0 Company A3 3 S 4 a Tii A vy 2 fy Hardboot 4 tew Company 0 tew Company 2 U New Group SAKHNENKO Inc 1 Training 0 Tucker s Donughts 0 Videogami 0 Wideumbrella 1 Add to Project Group e Type in your group name in the box then click on Create Group e When the group is created click on Add People and select those persons who will join that group and then click Add to Group Copyright 2012 All rights reserved Swyvel Inc confidential and proprietary information for Hardboot internal use only No unauthorized copying or distribution
8. 5 Rent Frock Repeat 3 25 Total hours 10 50 Swyvel Rebuild Training Project 1 00 Total hours 1 00 To the left of the Time Sheet view is a list of all your activity that includes the summary you created in Time Tracker By default you will see All Projects ranging from the 1 of the current year until today s date Using the drop down menu and the calendar fields you can sort the list by project and or date To do this make the appropriate changes in the Time for field or date fields and click To the right of My Time Sheet is a summary of all you logged hours and a breakdown of past and current projects and how the hours listed break down by project Clicking on a blue project title will bring you to that project s Dashboard Copyright 2012 All rights reserved Swyvel Inc confidential and proprietary information for Hardboot internal use only No unauthorized copying or distribution permitted Property of Swyvel Inc 210 Victoria Street Suite 4013 Toronto ON M5B 2R3 www swyvel com SWYVEL SWYVEL will track your time while you are working and then prompt you to assign it to CREB ime Tracker title bar you can start a timer widget by clicking on This will start the timer widget running in a pop up window Swyvel Timer rebuild swyvel com timesheet timer Swyvel Timer Keep open in the background while the timer is running Stop the timer to log the time in your Swyvel project 00 00 20 While y
9. L Edit Project Details Project Manager Through Project Details you can create and view status updates and edit project details x TOP TIP Clicking on the project title banner will return you to the dashboard view where you can have a full overview of all the project modules Copyright 2012 All rights reserved Swyvel Inc confidential and proprietary information for Hardboot internal use only No unauthorized copying or distribution permitted Property of Swyvel Inc 210 Victoria Street Suite 4013 Toronto ON M5B 2R3 www swyvel com SWYVEL MY LOG My Log is simply shows all tickets and tasks that are assigned to you in order of priority My To Dos TRAINING PROJECT Gl Dashboard MyLog Tasks amp amp People ae Assets Tickets Financials F Notes MY TO DOs All Overdue Completed Post Mortem Milestone with no due date QA Milestone with no due date Development Milestone with no due date My To Dos can be filtered to show all tasks and tickets completed tasks and tickets or overdue tasks and tickets as needed In the All view tasks will be show in the order of overdue tasks first active tasks second and finally completed tasks Unopened items will appear in the list in bold type When a ticket or task is marked as complete it will appear in My Log with a check mark next to it My Activity 4 MYLOG any ACTIVITY Your 6 activities on this project mS New Pe
10. R3 www swyvel com SWYVEL Income This is where the project manager can input the money that is being made on the project Keep track of client payments for the project Add reminders for payments that are owed to you for additional services change requests etc Or simply set your budget to help you keep track of your expenses Add Spending First create a new category e Click on New Category e Adda title e Add a description e Optional Link to project user e Link to a project user The linked user will be able to see their own information in the Financials tab add invoices and their logged project hours will be visible e Click on Add New Category Edit Delete Category Scroll over the create category and the Edit Delete icon will appear Perform your edit Add a new Item under your created item for both Spending and Incoming Click on New Item Insert a title description of the spending new item You may either create your own item number or automatically an item number will be generated Select a due date when this will be due Insert a budgeted amount Insert the actual amount spent This may be filled out at another time Insert the taxes The total will be automatically calculated Edit Item Click on Edit Icon show button Perform edits Copyright 2012 All rights reserved Swyvel Inc confidential and proprietary information for Hardboot internal use only No unauthorized copying or distribution per
11. SWYVEL SWYVEL TRAINING MANUAL Copyright 2012 All rights reserved Swyvel Inc confidential and proprietary information for Hardboot internal use only No unauthorized copying or distribution permitted Property of Swyvel Inc 210 Victoria Street Suite 4013 Toronto ON M5B 2R3 www swyvel com SWYVEL Table of Contents LOG TINT VV es etcetera pases sue sda yaaa aed anna even seamen 3 PROIE Out OB crara een ere terre ee eee ees eee 5 CREATES PROJE a bere rceeer ror rer nrerne E E cece eee eee 6 eal 30 oh Ga Oa 2 2 Une ener errr creer ee eres rere ere AE nee r rer ere eset 11 MY GOC ee ce ee ee te nee ee ee ee 12 el oO cd Serene a ene eee eee eee ee ee eee 13 TASKS AND MILESTONES pecs cece vaca sssesepescpnoesanehoxeiveravocvenereestnuanecaavedenntanecacsecraantnaes 17 NOTE es ee esac ep ecco EEEE E E E E EEN 23 ADSE LS amp DOCUMEN PS crrcesconnani E tite cian enveneeneoes 26 LS P E E A E E tees ne esenesee ees ee peeceeeees 29 FINANCIA en AE A E 32 PIME TRACKER mereen E E EE E 34 FME SHEE T oeer cp aia caccaneonge EAEE E NE E eveeeev tetveesnevasectemea E E 36 PDI PROFID eee eet A E EE E A 39 Copyright 2012 All rights reserved Swyvel Inc confidential and proprietary information for Hardboot internal use only No unauthorized copying or distribution permitted Property of Swyvel Inc 210 Victoria Street Suite 4013 Toronto ON M5B 2R3 www swyvel com SWYVEL LOG INTO SWYVEL e Navigate your web
12. T NOTE Label Create labels to better organize your notes TOP TIP This is a great tool to organize you notes in case you don t want to go through all of your notes to find this note again Visible to Designates who has permission to view this note Notify Allows you to send an email to notify a note has been posted on your project dashboard Add Attachment Add an attachment to your notes if there is image document or file associated to your note TOP TIP You can click on New Notes at the bottom right corner to land on New Note page Copyright 2012 All rights reserved Swyvel Inc confidential and proprietary information for Hardboot internal use only No unauthorized copying or distribution permitted Property of Swyvel Inc 210 Victoria Street Suite 4013 Toronto ON M5B 2R3 www swyvel com SWYVEL PROJECT NOTES ALL NOTES NEWNOTE All Notes Development HowTo How to Add People Cathy To ir 21 2013 6 16 1 attachment Meeting Tomorrow at 9am Cathy To How to Add a Note Cathy To Welcome to Swyvel Cathy To e All of your notes within your projects will appear in All Notes e Filter you notes by clicking on the blue labels beside All Notes e Continue the conversation regarding the specific note by adding comments Meeting Tomorrow at 9am y Cathy To Copyright 2012 All rights reserved Swyvel Inc confidential and proprietary information for Hardboot internal use onl
13. and expense e Notes project notes including documents that project users may need to edit Shared files and collaborative documents are uploaded here Each module will be discussed in detail in its own section of this training manual You can select modules using either the navigation bar TRAINING PROJECT EDIT EXPORT Qa Dashboard A MyLog E Tasks e People Assets Tickets Financials J Notes or by clicking the title box on the desired module In the Dashboard view the Tasks title bar can toggle between tasks specific to you through clicking on MY or all tasks related to this project by clicking on PROJECT Below the title is progress bar that delivers a snap shot of percent complete amp Tasks mY Malte lta YOUR o Copyright 2012 All rights reserved Swyvel Inc confidential and proprietary information for Hardboot internal use only No unauthorized copying or distribution permitted Property of Swyvel Inc 210 Victoria Street Suite 4013 Toronto ON M5B 2R3 www swyvel com SWYVEL PROJECT DETAILS The Project Details module is unique as it does not have a link on the navigation bar and can be directly accessed by clicking on the Project Details heading TRAINING PROJECT Gl Dashboard 4 My Log E Tasks wt People om Assets Tickets Financials F Notes Project Details Project Brief Project Status Updates 0 New Project Status Update Creating a training Manual for SWYVE
14. ar ae YOUR F mn Post Mortem Milestone due Mar 21 2013 z QA Milestone due Mar 21 2013 6 Development View Full Timeline Milestone due Mar 21 2013 g Design Milestone due Mar 21 2013 E Notes Assets amp Documents a Wireframes Milestone due Mar 21 2013 Get a Discussion Going Organize Your Assets O SOW a Milestone due Mar 21 2013 Share your ideas in the Notes Module Use the Swyvel Cloud to upload all your o davon and use Swyvel s privacy setting to project documents to the Assets Module Milestone due Mar 21 2013 control exactly who can see and and share them with your team Participate e Project Timeline The project timeline provides a snapshot of the project schedule and key project milestones Clicking the project timeline title box will send you to the tasks module where you can edit and assign tasks e My Log your project activity e Tasks all project tasks as assigned and to who they have been assigned Copyright 2012 All rights reserved Swyvel Inc confidential and proprietary information for Hardboot internal use only No unauthorized copying or distribution permitted Property of Swyvel Inc 210 Victoria Street Suite 4013 Toronto ON M5B 2R3 www swyvel com SWYVEL e People all people involved in the project and their status e Assets Un editable files that belong to the project e Tickets project tickets for action and status e Financials Overview of project income
15. browser to your SWYVEL portal e This will be your companyname swyvel com New Tab yourcompanyname swyvel com TOP TIP Once you have arrived at your organizations SWYVEL page add it to your bookmarks bar SWYVEL WELCOME TO SWYVEL Already a Swyvel member Login below or Register for your free profile Your Email Your Password C Remember me LOGIN or M Login with Gmail e To login to SWYVEL enter your email address and the password provided Your Project Manager or Administrator will provide you with the access details that you require TOP TIP selecting Remember Me will enable you to skip this step in future visits Copyright 2012 All rights reserved Swyvel Inc confidential and proprietary information for Hardboot internal use only No unauthorized copying or distribution permitted Property of Swyvel Inc 210 Victoria Street Suite 4013 Toronto ON M5B 2R3 www swyvel com SWYVEL As with most applications you will notice that many of the modules have similar functions and work using the same logic Same as your web browser title tabs will move you between functions in a module Blue buttons a SELECT will perform an action in the module in which you are working such as selecting people or creating a new item Green buttons ADD act to complete an activity and in essence you are telling SWYVEL to go Copyright 2012 All rights reserve
16. cts edit project details and see the overall assets and notes occurring in the project with or without permission to be view Project Manager Same capabilities as an administrator Users Has the abilities to only view the modules they are granted by the administrator and project managers Copyright 2012 All rights reserved Swyvel Inc confidential and proprietary information for Hardboot internal use only No unauthorized copying or distribution permitted Property of Swyvel Inc 210 Victoria Street Suite 4013 Toronto ON M5B 2R3 www swyvel com SWYVEL Privacy Checking this box hides the user s contact information from others Available Modules Activating these modules gives the person persons to have access to these modules e After selecting your team assigning their roles and completing permissions for person persons click ADD TO PROJECT Inviting a New Person to Your Project This option is available to add people who may not be a part of your company and is a temporary client employee in your project a PEOPLE INVITEAPERSON Ar e Click on Invite Person e Enter the email address of the person whom you want to add e Click on the company which you want to add the person to if this applies e Assign the person with a role e Select the modules which the person will have permission to e Once you are done click on INVITE PERSON e An email will be sent to the person you wish to add to your project
17. d Swyvel Inc confidential and proprietary information for Hardboot internal use only No unauthorized copying or distribution permitted Property of Swyvel Inc 210 Victoria Street Suite 4013 Toronto ON M5B 2R3 www swyvel com SWYVEL PROJECT INDEX Once you log in to SWYVEL you will be directed to the project index This page will show e Active Projects projects that are currently running e On Hold Projects projects that are not active but are still current and are expected to become active projects in the future e Archived Projects projects that have been completed and closed but are still available for resource viewing Catherine To Edit Profile ime Sheet orout Logout Account Projects Settings People Support Time Tracker PROJECTS NEW PROJECT Q MY LOG ACTIVE PROJECTS 4 ONHOLD PROJECTS 0 ARCHIVED PROJECTS 0 e To create a New Project click TOP TIP In this screen you can also click the magnifying glass next to New Project to Search within SWYVEL Copyright 2012 All rights reserved Swyvel Inc confidential and proprietary information for Hardboot internal use only No unauthorized copying or distribution permitted Property of Swyvel Inc 210 Victoria Street Suite 4013 Toronto ON M5B 2R3 www swyvel com SWYVEL CREATE A PROJECT e Fill in the project details Catherine To EditProfile TimeSheet Logout Account Projects Settings People Support
18. e index under Active Projects On Hold Projects or Archived Projects to view a list of the project titles Clicking on your project will bring you to the Dashboard TOP TIP Clicking on the star next to your project name will make it a favourite and keep it near the top of your list TOP TIP Hovering over projects you own will enable you to edit the project and change its active status and edit the project details Throughout SWYVEL the Edit Delete function will appear in grey to the right of the item you hover over Copyright 2012 All rights reserved Swyvel Inc confidential and proprietary information for Hardboot internal use only No unauthorized copying or distribution permitted Property of Swyvel Inc 210 Victoria Street Suite 4013 Toronto ON M5B 2R3 www swyvel com SWYVEL The project Dashboard is a one stop overview of the project that you have selected From the project Dashboard you can navigate through all the project modules CatherineTo EditProfile TimeSheet Logout Account Projects Settings People Support SW I VEL This project is unpublished amp hidden PUBLISH TRAINING PROJECT Gl Dashboard 4 My Log E Tasks at People om Assets Tickets Financials J Notes Project Details Project Brief Project Status Updates 0 New Project Status Update Creating a training Manual for SWYVEL Edit Project Details Project Manager Project Timeline MY Mate loa Mar 21 2013 M
19. eck the button to the left of Description Copyright 2012 All rights reserved Swyvel Inc confidential and proprietary information for Hardboot internal use only No unauthorized copying or distribution permitted Property of Swyvel Inc 210 Victoria Street Suite 4013 Toronto ON M5B 2R3 www swyvel com SWYVEL Clicking on the Open My Time Sheet link on the bottom right of this widget will take you directly to a time sheet module that shows all your activities and allows you to edit any entries To finish tracking your time click isis belies Copyright 2012 All rights reserved Swyvel Inc confidential and proprietary information for Hardboot internal use only No unauthorized copying or distribution permitted Property of Swyvel Inc 210 Victoria Street Suite 4013 Toronto ON M5B 2R3 www swyvel com SWYVEL TIME SHEET Your SWYVEL time sheet is where all of you project activity on SWYVEL is displayed While you are in you time sheet you can view all your activity filter by project or date range and edit any previous inputs MY TIME SHEET O anreue SUMMARY OF HOURS Time for All Projects between 04 20 2011 and 04 25 2013 S FILTER 00 1 hours 100h Researching writing training manuals Apr 20 2011 Apr 25 2013 Training Project Hardboot Inc My Stuff 1 00 nsider 225 Kobo Valentines Project 0 75 Parasiticides Gnome Challenge 1 50 Merial Premier Portal Web site 1 7
20. ized copying or distribution permitted Property of Swyvel Inc 210 Victoria Street Suite 4013 Toronto ON M5B 2R3 www swyvel com SWYVEL FINANCIALS Financials allow users who to track the income and expense relating to the project The financials module will track project costs in real time including the hours budgeted and accrued in task and milestone tracking There are three tabs in Financials PROJECT FINANCIALS sali 1 spending categories NEW CATEGORY Stage 1 Front End 0 00 CAD Linked to Frazer Hadwin at 20 75 SCAD hour i Assigned 0 00 CAD Logged 0 00 CAD Details Edit Number Budgeted Sub total Taxes Total CAD CAD Front End Front end created from PSDs 1363964118 2000 0 00 0 0 00 Overview Shows the summary of the project financial for the project manager and administrator Spending This is where the project manager can input all the money that is being spent on the project e Organize your spending into categories by expense type by subcontractor etc e Add invoices and bills to each category and compare the budgeted amounts with the actuals e Link spending categories with specific project users and allow them to manage their own invoices Copyright 2012 All rights reserved Swyvel Inc confidential and proprietary information for Hardboot internal use only No unauthorized copying or distribution permitted Property of Swyvel Inc 210 Victoria Street Suite 4013 Toronto ON M5B 2
21. mitted Property of Swyvel Inc 210 Victoria Street Suite 4013 Toronto ON M5B 2R3 www swyvel com SWYVEL TIME TRACKER One of SWYVEL s features is the ability to track your time in relation to the tasks in a project By doing this the Project Manger can get track the budget scope and time Time Tracker runs throughout SWYVEL so you can track time to any project regardless of whether you are working in it at the time To access Time Tracker you click on the clock in the top right hand corner of the SWYVEL screen Frazer Hadwin Edit Profile TimeSheet Logout Account oe SW 1 VE L This project is unpublished amp hidden PUBLISH TRAINING PROJECT EDIT EXPORT Q Gl Dashboard My Log E Tasks at People om Assets Tickets Financials F Notes When you click on the Time Tracker button it will open a time detail widget that will allow you to enter your time to the appropriate project Log Your Time CLOSE Time hours required Project Select Project required Date 03 22 2013 He required Describe the activity required Aproject task A project ticket LOG THIS TIME Open My Time Sheet From this point tracking your time is very straightforward The Project drop down is pre populated with the projects that you are working on as are the project tasks and project tickets drop down menus If your work is not on a specific task or ticket you can fill out the Description field and ch
22. on performing the project On the right of your profile page you can see all the projects that you are involved with and can click on the project name to be taken directly to that projects dashboard TOP TIP selecting the send overdue reminders on the bottom of the Profile page will help keep a handle on your tasks and tickets Copyright 2012 All rights reserved Swyvel Inc confidential and proprietary information for Hardboot internal use only No unauthorized copying or distribution permitted Property of Swyvel Inc 210 Victoria Street Suite 4013 Toronto ON M5B 2R3 www swyvel com
23. ople frazerhadwin hotmail com invited by Catherine To Mar 21 2013 0359 pm Milestone deation marked as done by Catherine To Mar 21 2013 03 53 pm My Activity will show the all your activities over the lifetime of the project Activities will be show in reverse chronological order and will be accompanied by an icon that identifies the module that activity belongs to Copyright 2012 All rights reserved Swyvel Inc confidential and proprietary information for Hardboot internal use only No unauthorized copying or distribution permitted Property of Swyvel Inc 210 Victoria Street Suite 4013 Toronto ON M5B 2R3 www swyvel com SWYVEL PEOPLE Add people to your projects x TOP TIP Only project manager and administrators are allowed to a people onto projects e To add a people to your project click on People module either from the top navigation bar or the banner of the People module from the dashboard TRAINING PROJECT EDIT EXPORT Q amp l Dashboard 2 Mylog Tasks amp People Assets Tickets S Notes Project Details Project Brief Project Status Updates 0 New Project Status Update Creating a training Manual for SWYVEL Edit Project Details Project Manager Me gt Project Timeline D Tasks MY Gea Mar 21 2013 Apr 16 2013 VID 0 o Post Mortem Milestone due Apr 8 ill ll 2013 z Marien ae Y I VAfienfearmene View Full Timeline es Soe How to Add People
24. ou are working you can pause the timer when you temporarily step away from your project work for meetings lunch or to work on another activity Once you stop the timer it will automatically open the time detail widget that we have already discussed Copyright 2012 All rights reserved Swyvel Inc confidential and proprietary information for Hardboot internal use only No unauthorized copying or distribution permitted Property of Swyvel Inc 210 Victoria Street Suite 4013 Toronto ON M5B 2R3 www swyvel com SWYVEL Log Your Time CLOSE Time hours required Project Select Project required Date 03 22 2013 Gi required Describe the activity required Apraect task A project ticket LOG THIS TIME Open My Time Sheet TOP TIP When you begin working on a project task or ticket make your time Sheet your first stop Click the Start Timer button to easily track your time You x may have to enable pop ups for the SWYVEL application Copyright 2012 All rights reserved Swyvel Inc confidential and proprietary information for Hardboot internal use only No unauthorized copying or distribution permitted Property of Swyvel Inc 210 Victoria Street Suite 4013 Toronto ON M5B 2R3 www swyvel com SWYVEL EDIT PROFILE You can edit your profile in SWYVEL to better match your project status and update your contact information You can also upload a picture to your SWYVEL profile so remote
25. permitted Property of Swyvel Inc 210 Victoria Street Suite 4013 Toronto ON M5B 2R3 www swyvel com SWYVEL TASKS AND MILESTONES The tasks and milestones module enables you to create and assign project milestones and tasks Milestones are major project components such as Ideation Design Development Quality Assurance etc Tasks are sub items within milestones that impact the completion of its associated milestone TOP TIP Only Administrators or Project Managers may add assign or edit tasks People designated as Users may only view tasks assigned to them and designate tasks as complete or incomplete TRAINING PROJECT LJ Dashboard MyLog tasks BE People a Assets amp Tickets Notes PROJECT TASKS eee Un tae TASKS amp MILESTONES PROJECT TIMELINE 3 project milestones EXPORT XSL PRINT Collapse All Tasks Expand All Sort By Date Created 2 Post Mortem ka Frazer Hadwin 10 days Mar 29 2013 Apr 8 2013 Initial Milestone Stages ee ee sith iam o Oh Training guide review ka None priority Mar 29 2013 Apr 3 2013 5days 0 007 0 hours logged NEW TASK Hide 1 Tasks 4 Development Frazer Hadwin O days Mar 21 2013 Mar 21 2013 initial Milestone Stages Add task estimates to track NEW TASK Hide 0 Tasks Design kaa Frazer Hadwin initial Milestone Stages Add task estimates to track Copyright 2012 All rights reserved Swyvel Inc confidential and prop
26. rietary information for Hardboot internal use only No unauthorized copying or distribution permitted Property of Swyvel Inc 210 Victoria Street Suite 4013 Toronto ON M5B 2R3 www swyvel com SWYVEL When you arrive on the Project Tasks Screen you will see all the Milestones and Tasks that are assigned to you As a PM you will see all the tasks that and to whom they are assigned On the main Task module screen you have an overview of tasks that you are working on or have been given permission to view From this screen the Project Manager can also view the number of hours budgeted for the activity against the number of hours logged against the activity by the task PROJECT TASKS Se ts TAaskse MILESTONES MD oma ot Only users designated as Project Managers or Administrators will see the New Milestones tab shown below You may view a Gantt style project timeline by clicking on the Project Timeline tab In the Project Tasks title bar NEW MILESTONE To add a Milestone click on This will open the New Milestone screen TRAINING PROJECT LJ Dashboard MyLog Tasks SE People Assets Tickets F Notes PROJECT TASKS NEW MILESTONE TASKS amp MILESTONES PROJECT TIMELINE required Assign to Select User required Milestone Duration Between 03 22 201 3 bai and 04 21 2013 sari regu ired Viewable by t SELECT Everyone eu R Dependency
27. s ease include hosting information platform and development requirements and all necessary credentials wera j Ticket Notifications g Irinrih i ae tT O Lifa Never kd LOW morty Never hd we d um Never TE h Auto close resolved tickets Never Atter Notify the user if they haven t logged into the project Never Notify the user for overdue Tasks Never After the Due Date CREATE NEW PROJECT e Additional details include development requirements such as platform hosting information and also lets SWYVEL know how to deal with QA tickets and user activity TOP TIP SWYVEL will use a small pop up to let you know once you have completed a step or activity or if you need more information Copyright 2012 All rights reserved Swyvel Inc confidential and proprietary information for Hardboot internal use only No unauthorized copying or distribution permitted Property of Swyvel Inc 210 Victoria Street Suite 4013 Toronto ON M5B 2R3 www swyvel com SWYVEL DASHBOARD Once you have created a project SWYVEL will return you to the Project Index Catherine To Edit Profile ime Sheet Account Projects Settin SWYVE PROJECTS NEW PROJECT a MY LOG ACTIVE PROJECTS Training Proje rainin roject Retest Tickets w Hardboot k Mo Post Mortem Kevin Dale Recent Activity 4 Training Project Fl QA Hardboot FA Development ONHOLD PROJECTS a Design 0 e Expand the appropriat
28. s of the project development You are able to log in Tickets and assign who is responsible to resolve it e Access Tickets from your navigation menu bar or click on the banner of the ticket to access the ticket module a Reign In the Bugs A inside of Swyve s advaced Tickets Module you can assign and follow up on bug tickets to make sure nothing slips through the cracks Once you are in the Tickets Module there are three tabs in the Tickets title bar PROJECT TICKETS OPEN TICKETS CLOSED TICKETS NEWTICKET Sortby Date Created Assigned to All gt EXPORT PDF EXPORT XSL Open Tickets e Bugs conflicts and problems that are not resolved yet Closed Tickets e Tickets that are resolved New Ticket e Create new ticket Copyright 2012 All rights reserved Swyvel Inc confidential and proprietary information for Hardboot internal use only No unauthorized copying or distribution permitted Property of Swyvel Inc 210 Victoria Street Suite 4013 Toronto ON M5B 2R3 www swyvel com SWYVEL Create a Ticket PROJECT TICKETS OPEN TICKETS coka NEW TICKET m o Details required Deadline 03 23 2013 amp 9 Send Calendar Invite Assigned to Select User required Priority Low Estimate hours Visib le to t SELECT Frazer Hadwin Ticket Context Label Value Sronse 7 Operatngsystem ST SSESAS Attachments ATTACH FILES CREATE
29. to ON M5B 2R3 www swyvel com SWYVEL Deadline sg Start Date on Dependent on None v Assigned to Nobody Task Priority None Estimate hours ADD TASK to designate which task the time is associated to the Project Manger can then TOP TIP When a team member logs their time on SWYVEL they will be required J r track the projects progress in the Project Timeline screen Working with Tasks and Milestones Working with established Tasks and involves a similar interface Most users will interact with the task screen so we will focus there The task screen provides an overview of the task particulars such as e Who the task is assigned to e Start and Due Dates e Who can view the task e Estimated time as time logged against the completion of the task Copyright 2012 All rights reserved Swyvel Inc confidential and proprietary information for Hardboot internal use only No unauthorized copying or distribution permitted Property of Swyvel Inc 210 Victoria Street Suite 4013 Toronto ON M5B 2R3 www swyvel com SWYVEL In the task view you can add a comment to a task edit the tasks particulars and Project Tasks PROJECT TASK Part of Post Mortem milestone Training guide review No Dependency a Catherine To Mar 29 2013 Apr 3 2013 Catherine To Frazer Hadwin Cathy To Catherine To Frazer Hadwin j 0h Logged 0 00h ty None MARK AS COMPLETE ask Comments Prd Edit Delete
30. ution permitted Property of Swyvel Inc 210 Victoria Street Suite 4013 Toronto ON M5B 2R3 www swyvel com SWYVEL This will open up the Milestone detail page amp PROJECT MILESTONE Post Mortem No Dependency a Frazer Hadwin 10 days Mar 29 2013 i Apr 8 2013 Catherine To Frazer Hadwin Cathy To Catherine To Frazer Hadwin MARK AS COMPLETE Pd Edit Delete Milestone Tasks Training guide review ka None priority NEW TASK TOP TIP clicking on the Project Tasks heading above the Project Milestones title bar will return you to the Project Tasks list Tasks will need to be associated with a Milestone however a Milestone may be a stand alone deliverable that with no associated tasks e To add a task to a Milestone click armanlar e Creating a New task is very similar to creating a new Milestone e Name the task in the New Task bar e Give the task a start date and deadline completion date e You can assign a task a dependency if it requires another task to be completed before it can be started e Assign the task to a team member and signify the task priority e Estimate the number or hours that the task with require e To add the task click the Add Task button Copyright 2012 All rights reserved Swyvel Inc confidential and proprietary information for Hardboot internal use only No unauthorized copying or distribution permitted Property of Swyvel Inc 210 Victoria Street Suite 4013 Toron
31. workers or workers in other locations will recognize you at meetings To edit your profile click on the Edit Profile link located on the top or your browser Frazer Hadwin Edit Profile TimeSheet Logout Account Projects Support Time Tracker SWYVEL window above the SWYVEL title bar You will be redirected to your profile details page SWYVEL Your Email frazer hadvan hardbootinc com LINKED ACCOUNTS Your Password Swyvel Rebuild es Visit Account Leave Account My Projects 1 f si Full Name Frazer Hadwin Testing SWYVEL Training Project ml Phone Number 4163054264 Title Project Manager Location Profile Photo Change Image No file chosen Choose File Your Notifications 2 Send me Overdue reminders for Tasks and Tickets assigned to me SAVE CHANGES Copyright 2012 All rights reserved Swyvel Inc confidential and proprietary information for Hardboot internal use only No unauthorized copying or distribution permitted Property of Swyvel Inc 210 Victoria Street Suite 4013 Toronto ON M5B 2R3 www swyvel com SWYVEL You are probably familiar with most of the actions that you can perform on your Profile page Here you can change your password you name as it appears to other users add you phone number and location as well as you job title Only an Administrator can change your email address however this will usually be the address that is associated with the organizati
32. y No unauthorized copying or distribution permitted Property of Swyvel Inc 210 Victoria Street Suite 4013 Toronto ON M5B 2R3 www swyvel com SWYVEL ASSETS amp DOCUMENTS Assets are files documents and images used to move the project forward Upload and share all the information in Assets needed with your team members to complete your project effectively and efficient Any attachments uploaded in Notes and Tickets can conveniently be found here ip an Assets amp Documents SWYVEL training d_1 5 Swyvel People docx a Open Assets Module Upload File Upload an Asset to Your Project e To upload a document that is associated to the project and needs to be share click on Assets in the navigation menu bar or on the banner of the Assets amp Documents module found in the Dashboard e Once you open Assets amp Documents click on Upload e There are two ways to select the document which you want to upload 1 Upload from you file Clickon anda window will open for you to select your wanted document 2 Upload from you Dropbox account Ifyou have an account from Dropbox upload your file from there e Include details about the assets or any related information to better inform your team so details will be missed Copyright 2012 All rights reserved Swyvel Inc confidential and proprietary information for Hardboot internal use only No unauthorized copying or distribution permitted Property of Sw
33. yvel Inc 210 Victoria Street Suite 4013 Toronto ON M5B 2R3 www swyvel com SWYVEL PROJECT ASSETS ALL ASSETS UPLOAD Select File Upload from your computer mport directly from your Dropbox account required Details required rata ch al q Featured Mark as a featured asset will appear near the top of the list Link to Task None Visible to t SELECT Everyone Notify EEI None ADD ASSET TOP TIP Marking the box i will make this asset appear near the top of the list helping everyone find it easier This is a great option to use 8 8 if the document is important and needs to be refer to frequently TOP TIP Selecting Link to Task a drop down menu of all the Task will appear to convenient link the asset to your desired Task and it will appear under the View Task page e By Default everyone will be able to view your upload asset You may select a person or a group of people to limit who can view the assets if it is only relevant to certain group people or limit exposure e Select who should be notified that you have upload an asset by email but clicking on selecting who should be sent an email and then click on save Copyright 2012 All rights reserved Swyvel Inc confidential and proprietary information for Hardboot internal use only No unauthorized copying or distribution permitted Property of Swyvel Inc 210 Victoria Street Suite 4013 Toronto ON M5B 2R3 www swyvel com SWYVEL
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