Track project progress through dashboards for tasks by planned date/ deadline

Since time immemorial, projects have either failed to start or end on time.

You always need to have metrics to track project progress. 

Not long ago, Raj Bansal who is the CEO of a cryptocurrency startup was encountering project hiccups.  The projects would either not start or end as planned. 

This also affected the deadlines for the project. As a result, no benchmarks could be set for efficiency.

If you are experiencing similar problems, it’s time to bid goodbye to all your woes.

As we have come up with a solution for you.

Now, you can track the progress using dashboards for tasks by planned date/deadline. 

Tasks by Planned date - On it, Planned, missed and not planned. 

Tasks by Deadline - No deadline, On track or Missed  

Click ‘Refresh dashboard’ to update the the dashboard for accuracy.  

Click on the settings icon  to set preferences. You have the option of  modifying the viewership rights of the charts. 

You can also view the charts for viewer specific tasks, filter it using date range and resize the width and the height. 

To see how it works, watch the video below.

To know more about dashboards, click here

Assign labels to tasks for better organization of project tasks

Headover to the 'Labels' option on the sidebar. On clicking it, a window such as the one below will appear.

Click on ‘Add Labels’ to create a label and a small window will open.

Enter a name which asserts or signifies priority.

For instance, creating an ‘End of Day’ label can used to assert the urgency of task. This way priorities are also sorted out. 

You also have options to make it private or public. Also, for better differentiation, you can select colours for the labels. 

Apart from the main label, you also also can create child labels and tag tasks.  

Other than tasks, labels can also be attached to polls and approval. 

To see how it works, watch the video below.

To know more about Labels, click here 

Choose predefined colour themes/manually change colours for the sidebar in the Organization settings 

(Only for Enterprise Plan Users

Default colours can be way too boring, isn’t it?  

In fact, it was found that colours have a profound effect in influencing our moods. 

To make Zapty, a memorable experience for you all, a new feature where you can change the sidebar colour has been introduced. 

Head over to the Organization settings in the sidebar and click ‘Sidebar Theme’ to change colours and customise the sidebar.  

You can choose either from the predefined themes or manually change the sidebar colours.

You can customise each thing on the sidebar individually. 

Below are the things that can be customised. 

All in all, there are 24 colour bars to customize. 

When you click on the colour bar, a small window pops up like the one below,

Select a colour and click ‘choose’.

Whenever a change is made, the ‘Apply Changes’ button is highlighted. Click on it to make the changes. 

Enjoy the colourful extravaganza! 

To know more about sidebar settings, click here 

Use Context Level Search to search better

Search has become a lot easier with the context level search. 

“I wish it could a lot better if searching was easy so that important conversations, files, projects and other things can be easily located,” says Latchumi Singaravelu, CTO of an IOT startup. 

If you too share similar thoughts, then throw your worries into a dustbin. 

The context level search will come to your rescue. 

We’ll tell you how it works. Use Ctrl + Shift + S to open global level search. 

Type in a word or phrase to search. You also can choose to advance level search by clicking the dropdown. 

For poll, task, approval, messages and files you have the option of context level search. Check ‘Search within current context’ 

Now, you can narrow your search further by plan date or deadline date using ‘Search By’.

For Plan date filter, 

For deadline  date filter, 

 Also, to saturate your search further, you can use ‘Date range’

It is to be noted that options like ‘Search By’, ‘Filter By’ and ‘Date Range’ appear only when you are searching for task. 

Awesome, isn’t it?  

To know more about context level search, click here 

Did this answer your question?