Frequently Asked Question
An account or workspace, in MyTaskPanel, is an entity which function is to group all the projects under that title or denomination and invite users to work on that team. After signing in MyTaskPanel, the first thing you have to do is to create an account by clicking on the card shown in the image.
You must enter a name for that account, a description (optional) and decide if the access to its projects will be public (all members of the organization can access) or private (only the members that you invite will have access).
The next step, after creating an account, is to invite the people that will participate in one or more projects. There is more than one way to do this.
The first one consists in editing the account (if it has a private access). Do the following to achieve this:
- Edit the Account which you want to give access to.
- In the Members tab, you can see the invited users who have access, the guests who have not yet accepted your invitation and,
- by pressign the + sign you can enter, separated by commas, the emails of all those users you wish to invite and the type of access you will grant them.
If you want to invite your company users to join the MyTaskPanel team, but not to a particular account, you can do the following:
- Go to the Users module, in the left sidebar.
- Press the button to Invite Users.
- A window will appear to enter all the emails, separated by commas, from the people you wish to invite, and the type of access you will grant them.
Once you create an account or workspace and invite the users who will have access to it, you must creat a Project. In order to do this, perform the following steps:
- Select the Account on which you want to create the project.
- Press on the card to create a New Project.
- You must give the project a name, a description (optional) and, most importantly, decide between creating a simple create a simple Kanban board to manage task cards based on the capacity of your team (very useful when it comes to maintenance projects or very limited in scope and complexity ones) or a project with agile methodologies such as SCRUM (containing iterations, functionalities and tasks).
This will depend on the type of project you have chosen:
- Kanban board
- Agile project
It consists of a simple but complete list of each and every one of the tasks to be carried out in a specific project, which you can manage using a Kanban board . It is very useful when you are in a stage of maintenance, deployment or something punctual and limited in time.
For further information, go to the “Kanban board” section in this tutorial.
In the case of having the need of managing a project in stages (especially in agile methodologies such as SCRUM, although it could be adapted to other life cycles), this choice is appropriate. You can divide the project into iterations (also called cycles, phases or stages), where each iteration will contain a series of tasks (and subtasks) to perform. There is greater control of the project, although it requires more administration.
For further information, go to the “Agile Projects” section in this tutorial