Set Up Gantt Chart

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!

Closed/open items

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
Set up Closed/Open Items 1

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

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 assembla

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”.
import assembla

import assembla

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.

import assembla

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

import assembla

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”.

import assembla

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

import assembla

To add them, we choose “Map user”
import assembla

 Then type your member’s email.
import assembla

When you find the right member accounts, click on their accounts.
import assembla
Noted: Make sure that your members have their email registered on UpDiagram yet.

Then click “Add”.
import assembla

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

Before transferring data, UpDiagram will check again your missing members from Assembla’s project.import assembla
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”.
import assembla

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.
import assembla

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. 
import assembla
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.

import assembla

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

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 🙌 

setting

 

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

 

turn off/ turn on

 

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

 

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.

 

add session manually

 

 

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

 

How many sessions I can track on the tasks?

 

sesscion

 

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 Jira

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

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 Trello

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

Step 2:  select import your Trello project to UpDiagram
trello (1)

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.
trello (4)

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.
trello trello import

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

Calendar View (Associate with Timeline)

Calendar View has been enhanced with a new look. This now illustrates the progress and timeline of your task by Months or weeks depending on your setting. This video will show you how to activate your calendar view and customize your data with purposes.