Projects

Organize your tasks, folders, and media files—then assign them to others.

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Adding a Project

You can use projects to organize your tasks, folders, sub-projects, documents, and notes. Projects can be assigned just like tasks so your team can collaborate on them.

  • Click the Add button on the Power.ME Toolbar.
  • Click the Project option from the menu that appears (the icon with the colorful binders).
  • Enter any details about the project on the Project Details page that appears. Only the project’s name is required information, but there are all sorts of options you can customize to help you organize better (see details on the project options below to learn more).
  • When you’re done editing the details, click Save (in the lower right corner of the screen).

Deleting a Project/Folder

  • To delete a project or folder, click the project’s icon to open the Project Details window.
  • Click Delete (in the lower right corner of the screen).
  • Confirm you choice by clicking Yes.
Deleted items are stored in your Trash until you destroy them or empty the Trash. Should you need to restore a project, go to the Trash, click the project you want to restore, and select Restore from the options that appear.

Organizing Projects

Power.ME automatically organizes projects in alphabetical order by name. Information within a project or folder is also alphabetized, but the items are divided by type. Projects and folders are grouped together first, then tasks, and then documents.

  • If you want to edit the order of the items within these divisions, click the Actions button in the upper right corner of the screen.
  • Click Change Order on the menu that appears.
  • A three-lined icon will appear in the right-hand side of the items’ cells. Click and hold the icon of the item you want to move. This lets you “grab” it.
  • Drag the item up or down into the position you want. Continue re-ordering items until you have your ideal order. (NOTE: Items can only be organized within their divisions. That means that tasks will always group with the other tasks, and tasks will always come after projects and folders, etc.)
  • When you’re finished re-ordering, click Done in the upper right corner of the screen.
If you ever want to undo your re-ordering and return to alphabetical order, click the Actions button and click Sort A-Z.

Making Sub-projects

You can organize projects and folders under parent projects so you can keep things in order and get things done as efficiently as possible.

  • Either add a new project or click the icon for an existing one to open the Project Details page.
  • Click the Parent field.
  • Click the parent project you want from the list on the left. (If you later decide to make a sub-project a root project, set the parent to None.) By default, projects and folders are organized alphabetically by title, first by their root project or folder and then by the sub-projects and folders. If you can’t see the project you want, or want to find it faster, click on the Search field at the top of the list on the left and type in its name.*
  • After you’ve clicked the project you want, you can either continue editing project details or click Save (in the lower right corner of the screen).
*You can also streamline what you’re viewing by clicking Shared or Mine right under the search bar. These will limit the projects and folders to either those that you and others have shared with each other or items you have shared with no one.

Changing a Project’s Status

A project’s status refers to where it is in terms of completion. Possible statuses are None, Assigned, Accepted, Declined, In Progress, On Hold, Canceled, Ready for Review, and Complete. Most of these options are for letting your team members know where the project is and where it’s going.

  • Add a new project or click an existing one to open the Project Details window.
  • Click the Status field.
  • Click the status you want to assign to the task. You can set the status to be any of the available options.
  • Either continue editing project details or click Save (in the lower right corner of the screen).

Converting a Project to a Folder (or a Folder to a Project)

  • To convert a project to a folder (or a folder to a project), click the icon for an existing project to open the Project Details page.
  • Find the Project or Folder field and click the Folder button in it (when converting a folder to a project, click the Project button).
  • Either continue editing project details or click Save (in the lower right corner of the screen).

Setting a Start Date/Due Date for a Project

Setting start dates and due dates allows you to manage the timeframe of your workflow.

  • To set a start date/due date, add a new project or click the icon for an existing one to open the Project Details page.
  • Click on the Start Date or Due Date field.
  • Click your desired calendar date (you can navigate through the months by clicking the forward and back arrows at the top of the calendar window).
  • If you’d like to set a time, click the checkbox to the left of “Select a time” at the bottom of the Calendar window.
  • Then click the hour, minute, and AM/PM boxes in turn and select the time you want by clicking the right numbers.
  • Click Done (in the lower right corner of the Calendar window) and either continue editing task details or click Save (in the lower right corner of the screen).

Requiring a Password to View or Edit a Project/Folder

With Power.ME you share a lot of data. To ensure you don’t accidentally share private information, you can choose to password protect certain projects and folders. When a project/folder is password protected, you must enter your Power.ME password to view its contents or edit its details.

  • To password protect a project, add a new project or click the icon for an existing one to open the Project Details page.
  • Find the Password Protected field and click On (if you want to remove the password protection, click Off). This will toggle the protection option.
  • Enter your Power.ME Password and tap Enter on your keyboard or click Submit in the password window. Either continue editing project details or click Save (in the lower right corner of the screen).
Now whenever you want to access this project’s contents or details, you will have to enter your Power.ME password. To turn off the password protection, repeat the same steps, only make sure that when you’re finished the Password option is switched to Off.

Assigning a Project

When assigning individual tasks is just too inefficient, you can assign entire projects and folders so you and your team can stay on track. NOTE: To assign a project or folder you must be a subscribed Power.ME Sync & Share user.

  • Either add a new project or click the icon for an existing one to open the Project Details page.
  • Click the Assign To field.
  • Type your team member’s email* into the field at the top of the Assign Project To window and click the plus sign (+) on the right to add it. Continue doing this until you’ve added everyone you want to assign the task to. You can also choose recipients by clicking the Add from Contacts button in the lower right corner of the window. A list of people you have previously assigned items to will appear. Click the blue plus sign (+) to the right of your team members’ names to add them to the assignment.
  • Click Done (in the lower right corner of Select window) and either continue editing project details or click Save (in the lower right corner of the screen).
*You can assign projects to team members who do not have Power.ME: their assigned project will be emailed to them. However, for them to view more than just the project details window, they will need to register for a free Power.ME account. Once they have an account, they’ll be able to view anything you assign to them.

Adding Notes to a Project

Adding notes can help you and your team members stay on the same page when it comes to collaborative projects.

  • Either add a new project or click the icon for an existing one to open the Project Details page.
  • Scroll down to the Notes space (the lined yellow field).
  • Click it and start typing.
  • When you’re finished, either continue editing project details or click Save (in the lower right corner of the screen).

Commenting on a Project

When a project is assigned to you, you can’t edit its Notes, but that doesn’t mean you can’t add collaborative thoughts to it. Every task, project and folder has a comment area where all team members can voice their thoughts.

  • Click the icon for the shared project to open the Project Details page.
  • Scroll down below the Notes field. Just underneath it is a white field that says, “Write comment here …” This is the comment field.
  • Click on the comment field and start typing.
  • To publish your comment, click the blue plus sign (+) on the right-hand side of the comment field. Then either continue editing project details or click Save (in the lower right corner of the screen).
To delete a comment, hover over the comment’s cell. A red X button will appear on the right-hand side of the comment field. Click it and confirm your choice by clicking Yes, and your comment will be deleted.


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