Jumptree Project Manual

Setup

System Requirements

License Agreement (EULA)

Upgrade from Trial to Full Release Version

Upgrade from v1.0 to v1.1

Projects Section

Permissions

• Who can create and delete projects?
• Who can edit projects?
• Who can view projects?

Projects Overview Page

• The [View] Filters
• The Statistics Columns

Creating a new project

• Project Status Workflow

Project Details Page

• Editing projects
• Deleting projects
• Creating milestones, tasks, and discussions within a project
• Project-specific categories

Milestones Section

Permissions

• Who can create and delete milestones?
• Who can edit milestones?
• Who can view milestones?

Milestones Overview Page

• The [View] Filters
• The Statistics Columns
• See all tasks in a milestone

Creating a new milestone

• Milestones Status Workflow

Milestones Details Page

• Editing milestones
• Deleting milestones
• Creating tasks within a milestones
• Removing tasks from milestones
• Changing the milestone due date (and future milestones)
• Closing a milestone (Done, Finished, Completed)
• Milestones in this Project

Tasks Section

Permissions

• Who can create tasks?
• Who can delete tasks?
• Who can edit tasks?
• Who can edit task comments?
• Who can view tasks?

Tasks Overview Page

• The [View] Filters

Creating a new task

• Assign a task to multiple people
• Attaching files to tasks
• Task Status Workflow

Tasks Details Page

• Editing tasks
• Deleting tasks
• New task comments and history are highlighted
• Easily update the status and actual hours worked

Discussions Section

Permissions

• Who can create discussions?
• Who can delete discussions?
• Who can edit discussions?
• Who can edit posts/replies?
• Who can delete posts/replies?
• Who can view discussions?

Discussions Overview Page

• The [View] Filters
• The Statistics Columns

Creating a new discussion

• Discussion Status Workflow

Discussion Details Page

• Editing discussions
• Deleting discussions
• Adding tasks within a discussion
• Removing tasks within a discussion
• Adding milestones within a discussion
• Removing milestones within a discussion
• Adding files within a discussion
• Deleting files within a discussion

Clients Section

Permissions

• Who can create and delete companies?
• Who can edit companies?
• Who can view companies?
• Who can create and delete contacts?
• Who can edit contacts?
• Who can view contacts?

Clients Overview Page

• The [View] Filters

Creating a new client

• Creating a new company
• Adding contacts to a company

Company Details Page

• Editing companies
• Deleting companies
• Adding contacts to a company
• Remove an entire company's access to the application

Contact Details Page

• Editing contacts
• Deleting contacts
• Remove a contact's access to the application

Admin Section

Permissions

• Who can access the Admin Section?

Project Properties

• Global Categories that all projects will share
• Task Priorities

Application Settings

• Company Profile
• Setup Email
• Who receives email and when is it sent?
• Application Errors
• Manage Users

Manage Users

Permissions

• Who can create and delete users?
• Who can edit users?
• Who can view users?

Users Overview Page

• How to unlock users

Creating a new user

User Details Page

• Editing users
• Deleting users
• Remove a user's access to the application