Product Environment: Happy Property Maintenance
Product Section: Projects (Make Readies)
Availability: Limited Release on November 18th, 2024 (contact your CSM to enable)
Click here for an interactive walk-through!
Description
The legacy Projects area within Happy Property was missing some core functionality. Users wanted to see more and take action on more without having to navigate to other sections of the platform. With Project Board Enhancements not only are you able to see all of your projects and tasks at-a-glance, but you can now update projects and tasks on-the-fly. Plus, with the new Project Priority field you can view your most urgent projects prominently displayed at the top. In addition to this, you will now see two views - List View and Board View.
List View
The List View is best used for project details and working at-a-glance. A new "Progress" column shows percentage progress, as well as count of work items completed per project. When clicking on the progress column you now see a clean overlay displaying all project tasks and their key details. These details can be updated on-the-fly, allowing you to work faster than ever, and saving hours of weekly time managing tasks. You also have more options to hide and show columns of your choice.
Board View
The Board View is best used to view project stages and upcoming due dates per stage. Users can quickly see which stages have pending work items, as well as which stages have no work items. Users can now click on a stage to see the task overlay and update tasks on-the-fly, similar to the List View. The new experience provides more space on the page dedicated to stages, which allows the user to see more, and to complete their work more easily.
Project Priority
Projects have a new field called "Priority" with two options - Normal (default) or Urgent. When a project is set to Urgent, the project will now stay permanently at top of the list regardless of column sorting order. All open tasks associated to the project will inherit the Priority status that you select. This saves you from having to update tasks to reflect the project. If you choose to set the priority back to Normal, all child tasks will inherit that Normal status as well. Please note - when a task inherits its priority of either Normal or Urgent, you can still open the task and manually override the status to whatever you would like.
Updating On-The-Fly
Click on the progress bar for any project to open that project's list of tasks. From here you can see 4 key details per task - Status, Title, Assignee, and Due Date. To update Status, Assignee, or Due Date, simply click on the icon for each and choose your new option. The updated information is automatically saved and will reflect anywhere that task is shown in HappyCo.