Welcome to ProTasker Tutorial
Hi, and welcome to ProTasker. You’ve taken a huge step in streamlining the processes of your company, which is going to make projects easier to complete, employee training a breeze, and your business more profitable. Allow me to show you around a bit.
You’ve logged in and you’re at your Project Dashboard. It may look overwhelming but relax, it’s really simple. I’ll take you through step by step.
You’re first step will be to click on Edit Settings in the top right corner. It’s good to note that if you don’t see the Edit Settings link in the top right, you need to talk to the person who setup the ProTasker account so they can put that information in there for you.
When you click Edit Settings, you’ll see your account information, as well as a list of settings that need to be updated on the left. If you’re having trouble or you’re not sure what to do, don’t worry, we’ve thought of everything. In the top right of all settings screens, as well as other ProTasker features, you’ll see a Help icon. Click this icon to watch a brief video about how to use this feature.
Once you’ve added all your account information, click on Project Dashboard to return from where we started.
Here, we’ll see a list of all our Projects, with information about the client, the start date, and then the due date. You can sort the list by client name, project name, and due date.
We can also search for Projects based on status, category, and name. Project Managers can view Projects by user.
To add a new Project, click the Add a Project link from the side or top navigation. Again, if you’re not sure what to do, watch the Add a Project movie and you’re questions will be answered.
We can also schedule our employee’s tasks from the Task Calendar page, and create Task Templates that streamline and automate processes. Watch the help video to learn more about these features.
ProTasker is one of the web’s most powerful project and task management applications and it’s going to do wonders for your business. We know you’ll love what we’ve created, so feel free to check out all the great features ProTasker has to offer. You’ll be up and running in no time.