1. One-PageUserGuideto5pmprojectmanagementtool
Whenyouopen5pm,youwillseetheProjectsandtheTasksinsidethemintheleftpanel.
Therightpanelshowsallthecommunicationrelatedtotheprojectortaskselectedintheleftpanel-notes,files,etc.
Belowarethebasicsofthe5pmmainscreeninterface:
Herearethebasicstepsonhowtouse5pm:
AddaProjectandthenaddtheTaskstoit-useAddbuttononthe
topoftheleftpanel.
AddMessagestoProjectsandTasksselectedintheleftpanel-
usetheAddbuttononthetopoftherightpanel.
ToreportworkprogressonaTask,addProgressNotesintheright
panel...oryoucansimplycloseataskwhenit'sfinishedusingthe
rightclickand"MaskasDone"intheleftpanel.
AssignaTeamtotheProjectorTask-intheNewProject/Task
popupwindow.
Youcansplityour
projectsintoGroups
Resizethecolumns
bydraggingtheseparators
betweenthem
Add&hidecolumns
usingrightclickontheir
headers
Filestab
showsthefiles
inaflatlist
Panelmenu
formoreoptions
Sortbyanycolumn
byclickingonitsheader
Custom sortingorder
youcandragtheprojects
andtasksupanddown
Resizethepanels
bydraggingtheseparators
betweenthem
Project/TaskInfopanel
showsthedetailsofaprojectora
taskselectedintheleftpanel
Tips:
●Toedityouruserprofiledetails,includingyourpasswordandemail,usethePeoplearea-bigtabontheleft
●ToprintoutsomedatausetheGeneralReport-bigtabontheleft
●Tohidetheoldclosedprojectsandtasksusetheauto-archivepersonalfilter-availablethroughthe“settings”menuonthetop
June17,2011©5pmweb.com
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