This guide will help you navigate through the features and functionalities of Project Management in BizVue.


Getting Started with BizVue

1. Log In:

Once you log in, you will be directed to the BizVue home page. The home page displays a dashboard that gives you an overview of the app’s core features. The navigation menu is located on the left side of the screen.

2. Access Projects:

On the Projects page, click on + Add New at the top right.

access project

Steps to Create a Project in BizVue

1. Enter Project Name

  • Under Add Project Details, add the name of your project in the Project Name field.

2. Select project Types and Dates

  • Select Classic or Kanban

    select project types
  • Classic Projects have rows and task lines.

    classic projects
  • Kanban Projects have columns and task cards.

    kanban

3. Select Account or Department

  • Select Account (for a client) or Department (for an internal projects)

    select
  • Use the drop-down to choose your selection.
  • You will be automatically assigned to projects you create. You can invite users after a project is created or set up assignment early by using the Assign to Users drop-down. Optionally, add a description for the project.

4. Folder Management

  • Folders in BizVue work like folders in Windows, acting as containers for projects. While not required, they can help you better organize your projects.

    folder

5. Adding Tasks and Additional Features

  • Tasks live inside projects and describe the work performed. There are many features to add more details, so feel free to experiment with what works best for you.
  • Classic Projects have row of tasks.

    classic
  • Kanban Projects have columns with movable task cards.

    kanban-columns
  • To add a task, click on + Add New at the top right while viewing a project.

    add-new
  • The only required field is the Task name. Optionally, select a Start or Due Date, add a Description, change the status, assign the task to coworkers, assign a project section, change priority, or block task completion with a Blocked By task.
  • Once you’ve added all the necessary information click on create. You now have a project with a task! Add more tasks or projects for your clients or coworkers to see and interact with. All changes are made in real time so if you make a change, other users viewing the same project will see those changes at the same time.
  • To make any changes to a project you must click on the project itself on the Projects Page or click on the 3 dot ellipses next to the project name.

    changes

Frequently Asked Questions (FAQs)

Our FAQ section provides quick answers and support for creating and managing projects in BizVue. Whether you’re setting up a new project, organizing tasks, or utilizing different project views, you’ll find helpful information here. For additional assistance, please contact our support team at support@bizvue.io.

Can you drag and drop tasks?
YES
Do I need project sections or folders for my projects?
No
What is a Strategic Objective?
Test
Can you Favorite a project? How do I view my starred projects?
yes
I have questions about Creating Projects in BizVue, who do I reach out to if I have any questions?
Yes

info

This guide aims to provide a comprehensive understanding of creating and managing projects in BizVue. Follow these steps to efficiently organize and execute your projects.