Introduction

Welcome to the Bicol University Student Organization Project Management Tool! This guide will help you navigate and make the most of this powerful Kanban-based platform, tailored specifically for your organization.

Getting Started

Start your journey in three simple steps:

1. Sign up using your official Bicol University email address or a Google account.
2. Log in with your chosen method (email and password or Google OAuth2).
3. Create your first workspace and begin organizing your projects.

Dashboard

The dashboard is your central hub. It provides an overview of your workspaces, ongoing projects, and tasks.

New users will see a prompt to create a workspace, which serves as the foundation for managing projects and tasks.

Navigating the App

• Workspaces: Switch between workspaces or create new ones for different teams or projects.
• Home: Quickly view an overview of all projects and tasks within a workspace.
• Tasks: Access and manage tasks using Table, Kanban, or Calendar views.
• Settings: Adjust workspace settings, reset/copy invite links, or delete the workspace.
• Members: Add, remove, or modify the roles of members in your workspace.

Managing Tasks

Effectively manage tasks using the various views provided in the Tasks tab:

• Table View: See a detailed list of tasks, including their priority, assignees, and due dates.
• Kanban View: Visualize tasks by status and drag-and-drop them across stages like Backlog, Todo, In Progress, and Done.
• Calendar View: View tasks on a timeline based on their deadlines. This helps in planning workloads effectively.

Workspaces & Projects

Workspaces are containers for projects. Create separate workspaces for different teams or initiatives.

Within a project, you can manage tasks, update project details, and track progress.

Settings

The Settings tab allows you to:

• Update workspace names for clarity.
• Generate or reset invite links for collaboration.
• Delete a workspace when it’s no longer needed.

Managing Members

Collaborate by adding members to your workspace. You can:

• Assign roles such as Admin, Editor, or Viewer to manage access levels.
• Remove members when they no longer need access.