Product Update: Introducing Sheet View, Gantt Improvements and Other Exciting Updates

产品更新:发布工作表视图,改进甘特图,以及其他激动人心的更新

2020-12-18 03:30 project manager

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We created ProjectManager.com to give teams maximum flexibility in planning and working on projects, no matter their preferred view. Some teams prefer to work exclusively on the Gantt, where others prefer a combination of other views, as each view provides unique benefits. The Calendar is great for long-term planning but the Board is a great place to move work along. In our December release, we introduced a brand new view, called Sheet, that lets you work in a spreadsheet view. The Sheet gives you better visibility and functionality than ever before. In this release, we released additional features to make the Gantt more intuitive and easier to use. In addition, we released the ability to see Milestone and Summary task information on the Board, List, and Calendar views. Besides simply viewing the information, it’s easy to make changes without toggling to another view. Please keep reading to learn about all the exciting updates we made in December! Our Newest Project View, the Sheet! Now Even More Ways to Work The software is now more powerful and flexible than ever with the release of our newest view, the Sheet! Customers have long requested a view that resembles a spreadsheet but retains all of the functionality of the data grid columns. Read our Knowledge Base article to find out more about the Sheet view! Customers can work faster and more intuitively using the Sheet data grid columns. It’s super easy to view and input data on the Sheet because you can see more on the screen. You can also easily link tasks, assign resource hours and more on the Sheet so it’s just as powerful as the Gantt. As with all of the Project views, any data that has been input on the sheet reflects on the Gantt view, and vice versa, in real-time, which allows customers to toggle between the Gantt and Sheet easily. In addition to the Sheet view, we released several new features to help customers use the Sheet. A Faster Way to Copy Project Data It is now easier than ever to build out projects and keep them up to date! With the addition of the Sheet view, we added Drag to Copy functionality to make it easier to input and update data on the Sheet and the Gantt. Customers can now copy data across multiple cells on a column. This functionality is useful for bulk updating Assignees, Percent Complete, Priority and more. New Custom Column Option: Dropdown! We have introduced a new custom column option on the Gantt and Sheet, called Dropdown. The Dropdown custom column allows you to customize your projects by creating a list of items you can select in that column’s cell. You can even choose a single-select option or multi-select. This is useful for many types of projects from Engineering to IT to Marketing. For example, an Engineering team may create a list with many different types of part numbers. Our dropdown functionality ensures that the part numbers are available in just a click and that they are input correctly on each cell, as you only have to enter the information once. Intuitive Sheet View Print Customers can easily print the Sheet without the Gantt bars. The Sheet Print functionality allows you to customize your output, including timeframe, columns and more. You can even choose how you want it to fit on the page, including width, which is ideal for lengthy projects We Want Your Feedback on the Sheet! If you’re a current customer, we would love to hear how you are using the Sheet and any features you would like to see in the future. We built the Sheet view to help customers work faster on a grid view so customer feedback is important to us. Board, List and Calendar Update: You Can Now See Summary Tasks Summary Tasks are an important part of project planning and reporting, particularly for time-driven projects. It’s important for customers on the Board, List, and Calendar to see Summary Tasks due to potential impact with other tasks in the plan. You can now clearly see Summary Tasks on other project views. This extension of the Gantt functionality allows the tool to be more flexible and customizable. You can see each of the subtasks and the Summary Task’s total progress, which is a rollup of the tasks beneath it. You can see if a subtask is also a Milestone task or a Summary Task and important information such as assignee. If you wish to make changes to any of the subtasks, you can do so without navigating away. Milestones Are Now Labeled on the Board, List and Calendar Milestones are tasks with a one-day duration that indicate a due date. Most projects include several Milestones throughout the project that can be easily tracked. Our Reports and Dashboards allow you to track Milestone tasks to prevent slippage. Customers can now see Milestone tasks on the Board, List and Calendar to be tracked from project creation to completion. Customize Your View by Filtering Special Tasks Our December release focused on bringing Gantt specific information to the other Project views so teams could more freely work in their preferred view. Along with the ability to see Milestone and Summary tasks on the Board, we released the ability to filter by special tasks. This update allows you to see all types of tasks or isolate certain tasks depending on the project or your specific role. For example, a user may filter by Summary Tasks only to see a high-level view of the project. Improved Gantt Navigation and Customization Customers rely on the Gantt view so they can execute their time-driven waterfall projects. We have made numerous improvements on the Gantt view including expanding our keyboard shortcuts, the introduction of blank rows and more. Expanded Keyboard Shortcuts One of our goals with the December release was to release features that helped customers use the software more intuitively. We are excited to announce that we have expanded our Gantt keyboard shortcuts so you can access important functions quickly. You can now work faster on the Gantt by using a keyboard shortcut, right-clicking or using the Gantt ribbon. Introducing Blank Rows on the Gantt and Sheet We introduced the ability to leave blank rows in a project plan, without affecting the WBS. This important change allows customers to leave space in their project plan as they plan. In addition, customers can seamlessly import and export a project with blank rows to a MPP or XML file as well as Print. Gantt Right Click Menu Changes Customers can access lots of useful Gantt functionality on the right-click menu. We have redesigned the right-click menu so it’s easier to navigate. We have also added the ability to insert a row above, a row below and Share Task. Introducing Our New Contextual Knowledge Base! Our brand new contextual Knowledge Base is now live! If you are working in the software, click the question mark on the upper right hand corner and then click Knowledge Base. The Knowledge Base will open up in a new tab so you can view the article as you work in the software. The article will intuitively suggest other Help articles so you can learn more. You can also search for articles on the Knowledge Base homepage. If you are a current customer, you will see these new features the next time you log in. If you are not a current customer and would like to see how ProjectManager.com can help, go here to start your 30-day-free trial. Product Update: A New Way to View Your Team's Tasks Product Update: Improved Calendar and List Customization Product Update: New Templates & Imports in ProjectManager.com Product Update: Massive Redesign to "Overview Projects" Page, Notifications and More!
我们创建了ProjectManager.com,以使团队在计划和进行项目时具有最大的灵活性,无论他们喜欢的视图如何。有的团队只喜欢使用甘特图,而有的团队则喜欢其他视图的组合,因为每种视图都提供了独特的优势。日历视图非常适合长期规划,而看板视图适用于推进工作。在12月更新的版本中,我们推出了一个全新的视图,即工作表试图,它允许您在电子表格视图中工作,可为您提供好于以往任何时候的可视性和功能。 在这个版本中,我们发布了附加的特性,使甘特图更直观,更易于使用。此外,我们还增加了在看板、列表和日历视图上查看里程碑和摘要任务信息的功能。除了简单地查看信息之外,无需切换到另一视图就可以轻松进行更改。请继续阅读,了解我们在12月版本中所做的所有激动人心的更新! 我们最新的项目视图——工作表视图!工作方式更加多样化 随着最新视图工作表的发布,此软件现在比以往任何时候都更加强大和灵活!长期以来,用户一直要求一个类似于电子表格,但同时保留数据网格列所有功能的视图。 阅读我们的知识库文章,了解更多关于工作表视图的信息! 用户可以使用工作表数据网格列更快、更直观地工作。在工作表上查看和输入数据非常容易,因为您可以在屏幕上看到更多信息。您还可以轻松地在工作表上链接任务,分配资源小时等,因此它就像甘特图一样强大。 与所有项目视图一样,输入到工作表上的任何数据都会实时反映到甘特图视图上,反之亦然,这使得用户可以轻松地在甘特图和工作表之间切换。 除了工作表视图之外,我们还发布了几个新特性来帮助用户使用工作表。 一种更快的复制项目数据的方法 现在比以往任何时候都更容易建立项目并使其保持更新!随着工作表视图的推出,我们添加了拖动复制功能,以便更容易地输入和更新工作表和甘特图上的数据。用户现在可以在一列上的多个单元格之间复制数据。此功能对于批量更新受理人,完成百分比以及优先级等非常有用。 新的自定义列选项:下拉! 我们在甘特图和工作表上增加了一个新的自定义列选项,称为下拉列。下拉式自定义列允许您通过创建可在该列的单元格中选择的项目单来自定义项目。您甚至可以选择单选或多选选项。这对于从工程到信息技术再到市场营销领域的许多类型的项目都是有用的。 例如,一个工程团队可能会创建一个包含许多不同类型零件编号的列表。我们的下拉功能确保只需点击即可获得零件号,并确保在每个单元格上正确输入零件号,因为您只需输入一次信息。 直观的工作表视图打印 用户无需甘特条形图即可轻松打印工作表。工作表打印功能允许您自定义输出,包括时间框架,列等。您甚至可以选择您希望它在页面上的位置,包括宽度,这对于耗时长的项目来说是理想的。 我们需要您关于工作表的反馈! 如果您是当前用户,我们很想知道您是如何使用工作表的,以及您希望在未来看到的任何功能。我们构建工作表视图是为了帮助用户在网格视图上更快地工作,因此用户反馈对我们很重要。 看板、列表和日历视图更新:您现在可以看到摘要任务 摘要任务是项目规划和报告的重要组成部分,特别是对于时间驱动的项目。对于看板、列表和日历视图的用户来说,查看摘要任务是很重要的,因为它可能对计划中的其他任务产生影响。您现在可以在其他项目视图上清楚地看到摘要任务。 甘特图的这种功能扩展使该工具更加灵活和可自定义。您可以看到每个子任务和摘要任务的总进度,即其下任务的汇总。 您可以查看子任务是否也是里程碑任务或摘要任务,以及受理人等重要信息。如果您希望对任何子任务进行更改,您可以在不离开页面的情况下进行更改。 里程碑现在标示在看板、列表和日历视图上 里程碑指的是指示到期日的、具有一天持续时间的任务。大多数项目在整个过程中都包括几个容易跟踪的里程碑。我们的报告和仪表板允许您跟踪里程碑任务,以防止延误。用户现在可以在看板、列表和日历上看到从项目创建到完成需要跟踪的里程碑任务。 通过筛选特殊任务自定义视图 我们12月发布的版本着重于将甘特图的特定信息带到其他项目视图中,这样团队可以更自由地在他们喜欢的视图中工作。除了在看板上查看里程碑和摘要任务的功能外,我们还发布了按特殊任务筛选的功能。 此更新允许您查看所有类型的任务或根据项目或您的特定角色筛出某些任务。例如,用户可仅通过摘要任务进行筛选,以查看项目的高级视图。 改进甘特图导航和自定义功能 用户依赖于甘特视图执行时间驱动的瀑布项目。我们对甘特视图做了很多改进,包括扩展键盘快捷键,增加空白行等等。 扩展键盘快捷键 我们12月发布版本的目标之一是发布一些功能,帮助用户更直观地使用软件。我们很兴奋地宣布,我们已经扩展了我们的甘特键盘快捷键,因此您可以快速访问重要的功能。现在,您可以通过使用键盘快捷键,右键单击或使用“甘特图”功能区,更快地在甘特图状态下工作。 在甘特图和工作表上增加空白行 我们推出了在不影响WBS的情况下在项目计划中保留空白行的功能。这个重要的改变允许用户在他们的项目计划中留下空间,就像他们计划的那样。此外,用户还可以无缝地将带有空白行的项目导入和导出到MPP或XML文件,并打印出来。 甘特图右击菜单更改 用户可以通过右键菜单访问许多有用的甘特图功能。我们重新设计了右键菜单,使它更容易导航。我们还增加了在上方插入行、下方插入行和共享任务的功能。 推出新的上下文知识库! 我们全新的上下文知识库现已上线!如果您正在软件中工作,请单击右上角的问号,然后单击知识库。知识库将在一个新选项卡中打开,这样您就可以在使用软件工作时查看文章。本文将直观地展示其他帮助文章,以便您可以了解更多。您还可以在知识库主页上搜索文章。 如果您是当前用户,下次登录时将看到这些新功能。如果您不是当前用户,并且希望了解ProjectManager.com的功能,请点击这里开始您的30天免费试用。 产品更新:查看团队任务的新方法 产品更新:改进日历和列表自定义功能 产品更新:ProjectManager.com中的新模板和导入 产品更新:大规模重新设计“概览项目”页面和通知等!

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