You can set up and manage Projects and link these to Subjects and allocate tasks to different members of your team through Reach.

Where appropriate tasks can be linked to jobs managed in your core Panacea Software, to allow proactive and detailed management of resources, activity and expenditure.   

  • Head to Projects > Projects to view, manage and edit your projects

  • From here, you will be able to see a list of all your Projects with a brief description, the owner, portfolio, subject, status, number of tasks within the project, and the deadline

  • Under Action you can edit, delete, or archive the project

  • You can use the search function by clicking the Search box and search for a project name

Projects

  • Click into the name of the project to see the detailed project board 

  • From here you can see all tasks within this project which are filtered in columns by the following status': 

    • To do 

    • In progress 

    • Blocked 

    • Completed 

  • The due date, and team member responsible for each task can also be seen here

  • You can add tasks for any work needed to fulfil this project

  • You can drag tasks from one column to another as work progresses

  • You can also edit the tasks by clicking into them

  • You can also view any connected events (and create an event linked to a project)

    • Tick Show Calendar Events and then press +Add Event

    • When an event has been linked to a task within a project, you can then view the number of tasks an event is connected with, the progress and filter (to show all events as a colour)

  • To add a new project click the +Add Project Board button at the top of the projects screen
  • From here you can add the details that are related to this project such as:
    • Project Name, Project Description, Project Owner, Project Status, Start and Deadline Date.
    • You can also link the project to any Portfolios, Subject types, labels and also chose an organisation or client that is related to this project.
    • Estimated amount of days this will take. This will link to the Capacity checker.
  • Once the project has been completed it will populate the Project page.

Projects - Filtering and Reporting 

  • You have the option to export projects as a PDF or Excel Spreadsheet.
    • To do this use the buttons at the top page under Projects within the Projects drop down.
    • Clicking on either the PDF or Excel buttons will export the grid you see on the screen.
      • This can be filtered using the filter bar above these buttons. You can filter by Portfolio, Start/End dates and Subjects. This will change what you see on the grid and hence change what is exported.