Business Management Software Working for You
Address Your Business’ Financial Concerns with Business Management Software
When using Protasker business management software , it is recommended that you use an external accounting or financial software to...
How Business Coaches Can Use Project Management Software to Help Companies Achieve Growth and Stability
Why Business Coaches Should Use Project Management Software to Help Clients
There’s no doubt that a business coach, who makes use of software in rendering his project management skills and expertise, is aware...
Allowing users to select “completed” as the task status
Question:
I don’t know why, but when my employees are done with a task it is not allowing them to select “completed” as the task status? I am able to change it to completed though.
Answer:
Once...
Canceling Your ProTasker Account
WHAT!!! Why would you want to leave us?
Ok… we know that ProTasker might not be for everyone, however we know it helps many stay organized with projects, goals or even processes within a small company. Before...
Task Calendar Tutorial
Let’s check out ProTasker’s Task Calendar feature. From the left navigation, click on Task Calendar.
Here we’ll find a great calendar tool that allows Project Managers to schedule Tasks for completion...
Task Priority Levels Tutorial
Need to quickly communicate how important a Task is to a peer or member of your team? ProTasker does all that for you with Task Priority Levels. Check it out!
Click on the Edit Account link and then Task Priority...
Task Status Definitions Tutorial
Just like Project Status Definitions, ProTasker offers Task Statuses for individual Tasks within each Project. Let me show you how easy this is to use.
Click on Edit Account in the top right, and then Task Status...
Task Templates Tutorial
Ever wish you could automate processes within your company? ProTasker makes it simple with Task Templates. Let’s take a look.
Click on Edit Account and then Task Templates. You’ll see our sample template...
User Access Levels Tutorial
ProTasker allows you to keep your data secure and customize the permissions you grant to all Admin users. Click on Edit Account and then User Access levels from the left to see our existing user levels.
By default,...
Project Tags Tutorial
Now that we have our Project Categories set up, let’s talk about Project Tags. If you haven’t set up your Project Categories, you should do that now.
Project Tags are a great way to tag your ProTasker...
Project Status Definitions Tutorial
Project Status Definitions. Sounds complicated, but it’s simple. ProTasker lets you create customized statuses for all your projects. Let’s dive right in.
Click on the Edit Account link in the top right...
Manage Clients – Import Tutorial
Now let’s say you have a lot of clients and no time to add each one individually. The good news is ProTasker will allow you to import the list of your clients using our nifty import feature.
Chances are you...
Manage Clients – Add New Tutorial
Have you ever wished managing your client’s information was simpler? ProTasker allows you to put all of your clients in one location and manage all the information from the web.
Click the Edit Account button...
Edit Account, Logo, FTP Tutorial
ProTasker makes it super simple to manage all of your account information in one space. When you click on the Edit Account button in the top right of any ProTasker screen, you’ll see all of the info you used...
Project Categories Tutorial
ProTasker makes it really simple to tag all of your projects by categories that you use everyday. We’ll use these categories later when it’s time to create Projects. Let’s show you how this works.
Click...
Admin Users Tutorial
The Admin Users section is where we put everything together. Since we’ve already set up our job titles and access levels, we’re ready to add our staff members and employees who will be using ProTasker.
Click...
Adding a Task Tutorial
You’ve gone ahead and created Projects, so now it’s time to create the Tasks that complete our Projects. Let’s get down to it.
From the Project Dashboard, click on a Project you’d like to...
Adding a Project Tutorial
ProTasker allows you to create new projects for easy time, task, and employee tracking. Let’s go ahead and check it out.
To create a new project, click the Add A Project link in the left navigation or the...
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...