Manage Projects & Job Schedules

Keeping your projects and job schedules organized is key to maintaining productivity and meeting deadlines. With Nexus Portal, you can efficiently manage projects, assign tasks, and track progress—all in one centralized location. This guide will walk you through the steps to optimize your project management workflow.

Steps to Manage Projects & Job Schedules #

Step 1: Create a New Project #

1. Log in to your Nexus Portal admin account.
2. Navigate to the Projects section in the main menu.
3. Click Create New Project.
4. Enter the project details:
   • Project Name: Choose a descriptive name for your project.
   • Description: Add an overview of the project goals and deliverables.
   • Due Date: Set a deadline for the project.
   • Client (Optional): Assign the project to a specific client if applicable.
5. Click Create to save the project.

Step 2: Assign Tasks to Team Members #

1. Open the project from the Projects dashboard.
2. Navigate to the Tasks tab within the project.
3. Click Add Task and fill out the following:
   • Task Name: Specify the task name.
   • Assignee: Select the team member responsible for completing the task.
   • Due Date: Set a deadline for the task.
   • Priority: Mark tasks as High, Medium, or Low priority.
4. Add additional instructions or file attachments as needed.
5. Click Save Task.

Step 3: Monitor Progress #

1. Return to the Projects dashboard to see a summary of all projects.
2. Click on a specific project to view its progress:
   • Task Status: Check which tasks are marked as Pending, In Progress, or Completed.
   • Project Timeline: Use the timeline view to track key milestones and deadlines.
   • Team Updates: Review comments or updates from team members within each task.
3. Use the Activity Log to track who is making updates and when.

Step 4: Set Up Job Schedules #

1. Navigate to the Schedules section in the main menu.
2. Click Create New Schedule.
3. Fill in the schedule details:
   • Job Name: Enter the name of the job.
   • Assignee: Select the team member or client associated with the schedule.
   • Date & Time: Set the start and end times for the job.
   • Location (Optional): Add a location for on-site jobs.
4. Click Save Schedule.

Tips for Successful Project Management #

• Define Clear Goals: Ensure every project has a clear objective and measurable deliverables.
• Set Realistic Deadlines: Avoid overloading team members by setting achievable deadlines.
• Leverage Notifications: Enable notifications to remind team members of upcoming tasks or deadlines.
• Use Templates: Save time by creating reusable task or schedule templates for similar projects.

Common Questions #

1. Can I assign multiple team members to the same task?
Yes! Tasks can be assigned to multiple team members, and all assignees will receive notifications.

2. How do I notify clients about project progress?
You can enable automated progress updates or manually send updates through the client portal.

3. Can I link tasks to invoices?
Yes, you can link tasks to specific invoices or billable items to streamline your billing process.

Next Steps #

• Enable Notifications: Set up reminders for tasks, deadlines, and project milestones.
• Track Time: Use the built-in time tracking tool to monitor task completion times.
• Create Recurring Schedules: Automate job schedules for ongoing or repeat tasks.