Do you have important links that are related to the project in any way? In project detail there is a section called Pinned items, where you can add information and assignments you want to have well visible.
You can refer to important tasks, team rules, external document cloud or project note. Just share URL address.
What can you setup for other users?
- Add Pinned items
- Rows or column project view
- Show/hide some project sections and order them
- To-Do lists
- Pinned items
- Notes
- Discussions
- Last project activity
- Files
- Users
Pinned items to a project
It is a section with important links, that help your team make their way through a project. It is useful to pin URL address for crucial tasks, notes, external document cloud or the client’s website.
First you have to set up project sections. There you can order the sections such as To-Do list, Notes or Pinned items.
How to pin new items
Find the section Pinned items. The link can be added via the green plus icon. Then input the URL address and name the pinned link > Save.
Project settings
If you want the pinned items to be visible for everyone, edit the listing of the project sections in project detail. Everyone will see the same list.
Go to the project detail, find the icon of setting on the right side and select Project settings.
Project views
Go to Project settings. If you are the project owner or admin, you can set the row or column view for other users. If you are the invited user, you can set the view for yourself only.
In case you use the methodology Inbox, In progress, Check, Done etc. we would definitely recommend to switch the view to kanban board/column view.
You can set the project detail for yourself for one project only or for all of your projects.
Project sections
In project detail are all its sections are shown by default. The sections are:
- To-Do lists
- Pinned items
- Notes
- Discussions
- Last project activity
- Files
- Users
And again, in case you are the project owner or admin, you can set the section view and listing for other users. If you are the invited user, you can set the view for yourself only.
You can set the view for you and the others differently. It is great when you want to see the last project activities/discussions as the Project Manager. The other sections are not as important for other users.
List the sections via drag & drop and confirm.
