Perspectives of User/Project Dashboard

In addition to a thorough view, UpDiagram’s current views such as Kanban, Grid, Calendar, Mindmap, and Gantt Chart may be used for a range of goals and demands of each project. Then UpDiagram provides users with a new perspective, one that is more general, generic, and succinct, with the user as the User Dashboard and each project as the Project Dashboard.

You are a project member, and you become concerned when you don’t know what your work has today, or when you have to spend a long time going through the statistics of the work done in a month, a week, or a day.

Don’t worry, UpDiagram offers two types of Dashboards to assist you easily grasp and analyze your existing tasks. In terms of the Project Dashboard, the Items information of each project will be clearer, and you will discover progress, Items data, and a wealth of project information.

What features does the User Dashboard have?

Users may browse four dashboards to examine the account’s work information via the User Dashboard.

User Dashboard

– The first dashboard view concerns your present number of available positions. The User Dashboard clearly displays the project name, item name, and item deadline to the user. With four distinct requirements, such as:

Today Items: The number of items accessible today is shown.
Overdue Items: Statistics on the quantity of expired items
Upcoming Items: Items that are going to be due should be notified (showing items of the current week)
Unschedule: A location for goods with no defined due date.

– The second dashboard is where you can see how many Items you presently have and how many Closed Items you have.

– The third dashboard displays personal information about the account.

– The fourth dashboard is a calendar that allows users to keep track of their current projects. UpDiagram provides three types of calendars: monthly, weekly, and daily. In addition, users may select “List” to see the week’s work as a list. When users utilize the software’s functionalities, UpDiagram always provides advice. These recommendations will make utilizing the program easier and more efficient.

Tips:
1) A Popup Detail will display when you click directly on the Item name. When you click on the Project name, you will be sent to the Project Dashboard.
2) Every 30 minutes, theThe dashboard will be updated.
3) When in My Calendar, actions on Calendar Items have an effect on the Total and Closed Items above.

What features does the Project Dashboard have?

Project Dashboard

The Project Dashboard is one of two types of Dashboards available to UpDiagram customers. The Project Dashboard allows you to examine current project information, such as:

– Most active members: UpDiagram will compute and present active members during the week based on project operations and statistics.

– Member Workload: displays the names of the current project’s members as well as the number of Remaining, Overdue, or Closed jobs.

– Workload: Here, people may look for jobs in Packages. This is also where you can keep track of the number and status of existing Items in the project.

– Total Items: Total Items, Closed Items, and Open Items are the three sub-panels of UpDiagram. In addition, we may determine the current proportion of Items here.

Project Dashboard, like User Dashboard, includes a few fundamental suggestions that you may refer to.

Tips:
1) Hover over the Workload Status to discover how many Items are now available. And then click on any Status to be transferred to the appropriate Package.
2) You may also highlight a job by clicking on its name and status (Remaining, Overdue, Closed) under Member Workload.

Summary

UpDiagram provides the User Dashboard and Project Dashboard for users to understand the process, the progress of project, and each person. Encourage project team members to take the initiative to complete tasks.

Furthermore, UpDiagram users comprehend what has to be done now and in the next few days, vibrant interface, and have the opportunity to interact freely and flexibly on tasks.

If you would like to get our help for your project setup, please contact us here, LiveChat, our messengers, or email hana@updiagram.com for more information on our UpDiagram solutions for agile agencies and to discuss your needs.

Set Up Gantt Chart

The Gantt Chart is one of the most popular view used in projects. It lists the tasks in your project and illustrates their relationship to one another and the schedule using Gantt bars. The Gantt Chart view is the default view for new projects.

Gantt chart conveys this information visually. They outline all of the tasks involved in a project, and their order, shown against a timescale. This gives you an instant overview of a project, its associated tasks, and when these need to be finished.

How to set the Gantt Chart View?

Step 1: Go to Custom View, then map the field to a custom view. Finally, press Save.

Here is something you need to keep in mind, including:

– Due Date is the most important field, because it allows you to display tasks on Gantt Chart. The timeline is the key factor to activate the Gantt Chart.
– To make your Gantt chart easy to view and track, Turn on status field as image above will help you color and highlight your tasks based on their status. Thus, you can catch up what is going on with specific timeline in one glance
– Progress will display the percentage of tasks (set up by Number Field). This mean you should add a field with Number type, example: We create one column named Completed and set its type is number. Then, mapping the Completed with Progress as image above. Now, you can change progress by dragging progress icon or input number on Popup detail.

Step 2: Add new Items for Gantt Chart View.
To add a new item, you click the icon as image.

Then, you need to input the Description and set Time Period. Finally, you should click Save to create.

The tips you need to know when using Gantt Chart View

Tip 1: When you change the status of the tasks, their color will change too. Your working view will look more visual and clear to define the status of each task you need to handle. That is a tip for getting excited about your work.

Tip 2: You can change the percentage of the completion rate. You can do it by dragging the progress icon or inputting the number, percent to tell your team the current progress of the task.

Tip 3: You can extend or shrink the timeline. The Start time and Duration change automatically. Users can drag the start and end time of tasks to be able to quickly change them.

Tip 4: To add sub-items, you need to click on this icon.

Then, you can input a Description and set Time period. Similar as the Items, subitems also have their own full features such as changing percentage, customizing length,…

What’s in UpDiagram’s Gantt Chart?

UpDiagram’s Gantt Chart allows users to easily track tasks within a specified time period. With UpDiagram’s Gantt Chart, users can view the project from the perspective of time and association.

UpDiagram takes pride in allowing user to customize percentage of work in many ways and generating the flexibility for them to run their gantt chart as what they want for specific purpose.

You can watch our above video to review how we Set Up Gantt Chart View step-by-step. If you need more assistance from us, please fill out this form. If you have any questions about this or anything else in this article, feel free to reach out to us at support@updiagram.com.

Good luck with your project!

Import From Excel

Users have a lot of raw data from Excel and want to find a more professional management tool. But it still has the ability to migrate data to save time. UpDiagram will be your ideal choice.

Import your Excel projects into UpDiagram

Admins and members of the UpDiagram project can import the project from Excel if they have an Excel project file.

Step 1: Create the same UpDiagram’s custom fields as the Excel file.
– You should create a new package for the new project. In some cases, each package in UpDiagram could be considered a sheet in Excel.

Step 2: Go to Grid View. Click on “Add New Items”. Choose to import items by Excel

Step 3: Choose the Excel file that you want to import. Next, select the sheet you want.

Step 4: Map the UpDiagram’s custom fields to Excel columns, and press Import.
– Refresh to load all the data from Excel to UpDiagram. It may take a few seconds to upload all of it.

What are the things to keep in mind when importing data from Excel?

– Define clearly the Excel file and sheet to be imported.
– File formats: XLS, XLSX, and CSV. The file size is limited to 5 MB. (The subscription account will be extended for larger upload files).
– Updiagram The Name field is required when mapping column by column.
– Unmapped Excel columns will not be imported.
– The UpDiagram field mapped will be empty when Excel data has different types of data with it.

You can watch our above video to review how we import Excel projects step-by-step. If you need more assistance from us, please fill out this form. If you have any questions about this or anything else in this article, feel free to reach out to us at support@updiagram.com.

Good luck with your project import!

Set up Closed/Open Items

Users can choose to close completed tasks with the new capability of opening/closing a task’s status, and when they do, they are grouped together. This allows administrators and users easily to track and view all closed and opened tasks separately without manual filter actions.

Set up Closed/Open Items on UpDiagram

After setting the custom field as a list, users need to define a custom field that should be closed (In fact, people choose Done is Closed Status).

Step 1: Users go to Custom Views to install

Step 2: Select the list as desired as mentioned above in the Status section.

Step 3: The interface will display Closed Status and Open Status, and you need to add the status you define to Closed/Opened Status

Step 4: Remember to press Save to activate the function.

How can I check Closed/Open tasks on Work Views?

Closed/Opened Status on Grid View

Function Closed/Open Items available on all Work Views. The functionality is simple and easy to use, allowing users to quickly filter custom fields that are Closed/Open based on their needs.

Mix others filter with Closed/Open Status

Users can create the other filter with Closed/Open status:

– Do you want to see how many your Closed/Open items? Combine My Assignments with Closed/Open items
– If you want to know which due tasks are open, you can combine Due Assignments with Closed/Open items

Notes (Set up Closed/Open Items):
– The complicated List type can be used for Closed/Open status
– The Closed/Open status can’t be empty

If you need more assistance from us, please fill this form and you have any question about this or anything else about this article, feel free to reach out to us at support@updiagram.com.

Import projects from Assembla

Project management software is no longer a strange tool for us, especially project managers. Every platform has its unique features and workspace that adapt to personal and organizational demand. However, switching to using a new platform might be difficult for us, because we have to deal with transferring our data. If you are using Assembla, and want to import your data to UpDiagram, we have our “Import Assembla” feature released to help our users change their workspace easily.

Import your Assembla project into UpDiagram

Only Admin and Member in an Assembla project can import project into UpDiagram.

Step 1: Have your UpDiagram account login. At your Project page, click on “Add Project” then select “Import Project”.

Step 2: On this page, UpDiagram will show you all the tools that you can import to UpDiagram. In this case, we choose “Assembla” to import our Assembla project.

Step 3: Moving on, we choose the project space from Assembla that we want to import to UpDiagram

Step 4: Next, UpDiagram will enable us to edit our project information including “Project name” and “Description”. When you have your editions done, click “Save”.

Step 5: Having your basic project description set, we are moving to add project members to who we want to assign tasks.

To add them, we choose “Map user”

Then type your member’s email.

When you find the right member accounts, click on their accounts.

Noted: Make sure that your members have their email registered on UpDiagram yet.

Then click “Add”.

After adding all your project members, we choose “Import” to import our project data from Assembla.

Before transferring data, UpDiagram will check again your missing members from Assembla’s project.
If you want to add them, choose “Check contacts”, then UpDiagram will show us a list of unidentified assigned people to update.

If we have enough of our project’s members, then click “Import”.

Last, in Assembla’s project, there might be some milestones that no longer appear in the list of open milestones. It is moved to the closed milestones list. This has no effect on the tickets in the milestone. But UpDiagram also wants to confirm whether we want to add them following our importing process. If we want to import them, choose “Yes”, and vice versa.

Step 6: The importing project data process from Assembla starts, and UpDiagram will announce the status of our process. When our project is imported and already in use, UpDiagram will send you a notification through an email.

Click “Ok” to move to your importing project dashboard.

Step 7: When your project finished importing, let’s do some check on it by selecting a view mode on Work Views.

Switch each package on the package list in the toolbar above to see your project data location.

If you want to arrange your packages and edit their information, you can read this instruction.

It’s that simple, isn’t it? So our importing process from Assembla here is finally complete. Now you can easily manage your project with a friendly workspace from UpDiagram. You can watch our above video to review how we import Assembla projects step by step. If you need more assistance from us, please fill this form and you have any question about this or anything else about this article, feel free to reach out to us at support@updiagram.com.

Good luck with your project importing!

Time Tracking

With Time tracking, you can easily track workday activities of your all employees to gain visibility into productivity and identify performance metrics to increase accountability. Time tracking will help you uncover how your team spend their time and get real-time work day insights and scale faster for all company from mid size to enterprise level. Additionally, It gives employee total control over what is being tracked with a press of a button. Let see how it work and how to install it into your project.

Set up Time Tracking on UpDiagram

Step 1: Open your project and click on Setting >>> Customfield 🙌

Step 2: Click on Add field/column. Then, select Type is Time Tracking and select Format you expect to show all your project (h: the hour, m: the minute, s: the second)

Step 3: You can also Turn on/off Time Tracking on Grid View or Pop-up Detail

How can I turn on “Allow adding session manually”?

Also, you can add session manually by turn on it in Custom Fields setting.

After you turn on Allow adding session manually, select tasks that need to be tracked >>> choose to add session manually >>> select Start Time – End Time (enter time/date) >>> select Save. This Manual Session help you correct time tracked after the fact.

*Note: only add the date in the past and today.

How many sessions I can track on the tasks?

Unlimited sessions you track on the tasks. Sessions can stop, and that don’t effective in total working hours. There are multiple sessions support to track to long working hour tasks.

*Note: One member cannot turn on Time tracking for many tasks that he/she is assigned simultaneously. Apparently, you cannot do 3 or 4 tasks at the same time with the best performance.

It’s that simple, right? With just clicks and clicks, you can set up Time Tracking easily. Details can found in the video. Good luck with your project!

If you need more assistance from us, please fill this form and you have any question about this or anything else about this article, feel free to reach out to us at support@updiagram.com.

Import projects from Jira

Because of the desire from our users to migrate data from their existing project management platform into others to save their time and effort, UpDiagram has supported users to be able to import project from Jira.

Import your Jira project into UpDiagram

Only Admin and Member in a Jira project can import project into UpDiagram.

Step 1: Log in to your UpDiagram account. Then, select Add project >>> Import Project.🙌

Step 2: select import your Jira project to UpDiagram

Step 3: Input required information to import

After clicking on Jira project, you will be navigate to the page where to input the necessary data. Here you will need to enter data according to the requirements: “your email”, “your Jira Workspace name”, and “your API token”.

How can I get my Jira Workspace name?

Jira Workspace name is the name of your workspace on Jira (you can check in your Jira URL). Ex: your URL is testing001.atlassian.net, you should input testing001 in this field.

How can I get API Token?

To get API token, let’s access your Jira account, go to “Account setting”

Then, It show you Atlassian account page. Select “Security “and “Create and Manage API tokens”

After that, you can create your API token in there.

*Note: you should save these token somewhere in case you may need to reuse them again.

Step 4: After entering the required data, click “Connect”.

Step 5: UpDiagram will display all available projects on Jira and now you just need to select the project you would like to import.

Step 6: Map user

You are able to map UpDiagram user to user in Jira project (enter email address to link).

Note: only users who are in your Jira project can be mapped with UpDiagram users.

Step 7: Your data will be completely transferred from Jira to UpDiagram. You can input some basic data to make your project on UpDiagram clearer.

It’s that simple, right? With just clicks and clicks, you can integrate Jira easily. Details can found in the video. Good luck with your project input!

If you need more assistance from us, please fill this form and you have any question about this or anything else about this article, feel free to reach out to us at support@updiagram.com.

Set up Work View Kanban – UpDiagram Short Guide video

Kanban board is a management tool that helps us visualize our work. In this Video, we will show you how to set up the Kanban board View on Up Diagram. Hope you can Set up Work View Kanban successfully!

Export to Excel

UpDiagram can support you to extract data sheets with quick criteria – compact – complete. Export to Excel so easy with normal click.

Import project from Trello

This video instructs you on how to Import project from Trello. This feature is also free for all users. UpDiagram will help you.

Import your Trello project into UpDiagram

Only Admin and Member in a Trello project can import project into UpDiagram.

Step 1: Log in to your UpDiagram account. Then, select Add project >>> Import Project. 🙌

Step 2: select import your Trello project to UpDiagram

Step 3: The interface will provide you with general information regarding UpDiagram and Trello. You must choose to Allow for that projects import.

Step 4: UpDiagram will list all available projects on the platform; all you have to do now is choose the project you want to import.

Step 5: You need to input some basic data to make your project on UpDiagram clearer (image cover, name, description) and select SAVE.

Step 6: Map user

You may connect an UpDiagram user to another user in a Trello project (enter email address to link).
Note: Please keep in mind that only users in your Trello project may be linked to UpDiagram users.

Step 7: Finally, users must confirm the project import.

It’s that simple, right? With just clicks and clicks, you can integrate Trello easily. Details can found in the video. Good luck with your project input!

If you need more assistance from us, please fill this form and you have any question about this or anything else about this article, feel free to reach out to us at support@updiagram.com.