Adding a Milestone

To add a milestone, first enter the project view by clicking on the project (1). Next, choose the "Tasks & Milestones" tab, now choose "New Milestone" and enter the relevant details; Milestone Name, Start Date, End Date and Owner (2).

Adding a Task List

First nagivate to the "Tasks & Milestones" tab (1). Next, click "New Task List" and enter the relevant details; Task List Name, Related Milestone (2).

The other way to add a Task List is by navigation to a Milestone that has already been created. Then click "Add Task List" and choose the Task List's name.

Adding a Task

First nagivate to the "Tasks & Milestones" tab (1). Next, click "New Task" and enter the relevant details; Task Name, Related Task List and Owner (2). Next, click "Advanced Options" and choose the Start Date and the duration (in days) the task will take to complete, or an End Date (3).

The other way to add a Task is by navigation to a Task List that has already been created (1). Then click "Add Task" and choose the Task's name and Owner (2). Next, click "Advanced Options" and choose the Start Date and the duration (in days) the task will take to complete, or an End Date (3).

Adding a Note

First nagivate to a task that has already been created (1). Next, click "Add Note" and add a note about the current task (2).

Adding a Meeting

Navigate to the "Meetings" tab, next, click "New Meeting" (1). Then, when the dialog box has appeared, enter the relevant information; Meeting Title, Date and Time, how often participants should be reminded (2). Also, add the members that need to be present in the meeting and confirm the meeting by clicking "Schedule Meeting".

Editing an Element

Choose the element that you wish to change, i.e. Milestone, Task, Meeting etc. Depending on the element, choose the small icon (1) or the text link. Here you can edit the information that you entered originally (1).

Deleting an Element

Choose the element that you wish to change, i.e. Milestone, Task, Meeting etc. Depending on the element, choose the small icon (1) or the text link.

Adding Elements via the Calendar

Navigate to the Calendar Tab (1). Next, hover over the day you want to add an element, at this point 3 buttons will appear in the top left of the day (2). Click on New Task, New Milestone or New Meeting and the same dialog box used on the element's respective page will appear (3). Enter the relevant details and submit to add the element.

Using the Calendar to view user-specific elements

Navigate to the Calendar Tab (1). Look to the top right to the drop-down box and choose a users name or "All" to view the milestones, meetings and tasks set to that person (2).

Adding a Folder for files

Navigate to the Documents Tab (1). At the top right of the tools on the left, choose Add Folder (2).

Uploading a file

Navigate to the Documents Tab (1). At the top left of Document Tab, there is a button "Upload New File" (2). Once you choose this a dialog box opens for you to upload a file , click the "Browse..." button, navigate to a file for upload and click the Open Button (3). Next, add a comment to the file, such as the name of the file, also tags for the file so that it can be found in a search easily, as well as selecting the folder that the file should be added to (4).

Adding a Link

Navigate to the Documents Tab (1). Choose the "All Links" link in the tools panel to the right and then click "Add Link" at the top left of the tab and a dialog will appear (3). Use this dialog to add a name for the link, the link url, a description of the link and tags for the link so that it can be searched for easily (4).

Viewing links in a tag cloud

Navigate to the Documents Tab (1). Choose the "More..." link in the "Popluar Link Tags" section of the tools to the right of the tab (2).

Searching for Documents and Links

Navigate to the Documents Tab (1). If you would like to search for a document, make sure you are on the Files area of the Documents Tab (The title is "All Files" in the top left), if you would like to search for a link, click the "All Links" link in the tools panel to the right (2). If you are searching for a file, you can choose between searching for the Tags or Extension (3). Next type your search into the search box in the top right of the Documents Tab and click the Search button (4).