Tracking Projects
4 guides
Milestones
The article provides a comprehensive guide on managing project milestones using Halo. It covers how to enable and configure the Milestones tab for Ticket types, add new milestones with sequence, dates, and dependencies, and manage locked tasks. It also explains configuring column profiles for milestones, updating milestone dates, and linking child tickets to milestones. Additional topics include using ticket templates to add milestones and controlling modifications. The guide emphasizes efficient tracking of projects by associating tasks with specific milestones and adjusting settings to automate scheduling.
Planning and Forecasting
The article provides a guide on planning and forecasting within a timesheet module. It details how the Planning Screen helps assess agent availability based on appointments, using color-coded percentages. Forecasting involves allocating project time per agent, calculated automatically with the auto-estimate feature from version 2.214.1 onwards. The guide also covers enabling forecasting on specific ticket types, automatic calculation based on project tasks' start and end dates, and configuring percentage thresholds for color-coded alerts in planning and forecasting screens.
Project Hierarchies
This guide outlines project hierarchies, explaining how they classify tickets as either 'Project' or 'Project Task.' The hierarchy determines organization and billing processes in project management. 'Project' tickets are higher in billing precedence, affecting invoicing and how child tickets are grouped under tabs. Different tabs display child tickets based on their hierarchy, with projects under the 'Projects' tab and tasks under the 'Project Tasks' tab. Invoicing is structured so that a 'Project' ticket includes all associated task time, while 'Project Task' tickets handle their own invoicing separately.
To-Do Lists
This article guides users on setting up and managing to-do lists in Halo, which can be attached to tickets manually or through pre-configured templates. It covers creating to-do lists and groups, integrating them into workflows, and customizing them for specific customers. The guide demonstrates adding to-do items via different methods, organizing lists, using ticket templates, and applying customer-specific to-do lists, enhancing task management and workflow efficiency.