Scenario

Scenario

A small IT team is working on a new software development project. The team consists of a project manager, two developers, a designer, and a quality assurance (QA) tester. They need to use Semsto's Project Management module to manage their tasks, track progress, and collaborate effectively.

Steps for Using the Project Management Module

  1. Project Setup

    Project Manager (PM) sets up a new project:

    1. Access the Project Screen:

      • The PM clicks on the "Project" tab.

      • Seeing no existing projects, the PM clicks the "Add Project" button.

    2. Add New Project Details:

      • In the Basic tab, the PM fills out the project details:

        • Select Client: Enter client details.

        • Project Name: "New Software Development".

        • Code: "NSD01".

        • Project Task Prefix: "NSD".

        • Department: "Development".

        • Skills: "JavaScript, HTML, CSS".

        • Project By: "John Doe".

        • Approx End Date: "2024-12-31".

        • Version: "1.0".

        • Priority: "High".

        • Project Status: "Pending".

        • Logo: Uploads project logo.

        • Select Project Supporter: "N/A".

        • Status: "Active".

        • Billable: "Yes".

        • Our Product: "Yes".

        • Note: "Initial phase of software development".

      • Click "Save".

    Outcome:

    The project "New Software Development" is created and visible in the card widget.

  2. Project Section Creation

    Developers and Designer collaborate to define sections:

    1. Create Project Sections:

      • The PM clicks "Project Section" and "Add Project Section".

      • Fills in details:

        • Project Name: "New Software Development".

        • Section Name: "Frontend Development".

        • Start Date: "2024-07-01".

        • End Date: "2024-10-01".

        • Estimated Hours: "200".

        • Total Progress: "0%".

        • Employee Team: Selects Employee developers and designers.

        • Status: "In Progress".

      • Click "Save".

    2. Repeat for Other Sections:

      • Backend Development, UI/UX Design, and Testing sections are created similarly.

    Outcome:

    The project is divided into sections, each visible in the project dashboard under the "Sections" tab.

  3. Project Sub Section Creation

    Developers define sub-sections for tasks:

    1. Create Sub-Sections:

      • The PM or lead developer clicks "Project Sub Section" and "Add Project Sub Section".

      • Fills in details:

        • Project Name: "Frontend Development".

        • Sub-Section Name: "Login Page".

        • Start Date: "2024-07-01".

        • End Date: "2024-07-15".

        • Estimated Hours: "20".

        • Total Progress: "0%".

        • Employee Team: Selects developers.

        • Status: "In Progress".

      • Click "Save".

    Outcome

    Sub-sections for specific tasks are created, allowing for detailed task management.

  4. Assigning the Project Task Team

    PM assigns tasks to team members:

    1. Assign Team Members:

      • PM clicks "Project Task Team".

      • Selects team members for specific tasks.

      • Use the "Edit" button to assign tasks and send notifications.

      • Click "Save".

    Outcome:

    Team members are assigned specific tasks, and they receive notifications about their assignments.

Conclusion:

Using Semsto's Project Management module, this small IT team can efficiently manage their project, from initial setup to daily task tracking and bug management. The module's features, like visual status indicators, task assignment, and support ticket management, ensure seamless collaboration and project oversight.