ALITEO uses a tabbed system that allows you to easily navigate between different parts of a project. These tabs appear in the main, central part of the project screen. The availability of individual tabs depends on your permission settings and your project membership type.
The following tabs are available:
- Tasks – On this tab, you'll find project tasks that were created within the given project or moved into it. The displayed list of tasks is subject to the settings in the left panel, which is covered in a separate sub-chapter. Within project tasks, you can switch between 3 types of views:
- List – A classic list of tasks.
- Kanban by Status – This section is divided into several Kanban sections, automatically generated according to resolution stages or task statuses. You can move tasks between sections using drag and drop, thereby changing their resolution stage or status.
- Kanban by Section – These Kanban sections are configured in the project or workspace settings. They are not automated, but you can also move tasks between these sections using drag and drop.
- Gantt – This view allows you to see tasks based on their start and due dates. If tasks don't have these dates set, you can easily define them by clicking into the timeline. Then, using drag and drop, you can move the rectangle representing the task's duration by grabbing its center, or move individual dates by grabbing the beginning or end of the rectangle.
- Planning – This view provides an overview of individual users' capacities and enables efficient task planning. Capacity planning helps project managers with effective management and provides immediate information about the workload of project members. Detailed information on how planning works can be found at this link.
- Tasks for Reaction – This section displays tasks that may have been created outside of this project but are in the "Awaiting Reaction" status for this project. The left panel is also available here, influencing the displayed list of tasks for reaction.
- SLA – If SLA is configured in the project, this tab will show data related to this functionality. Here, you'll see tasks for which SLA metrics like response time and repair time are being tracked. The tab offers a left panel where you can filter tasks based on various parameters, such as time or the status of response/repair time. An important part of the left panel is a toggle switch that allows you to view currently active or completed tasks. This switch provides ALITEO users with the ability to look into the project's task history and ascertain which tasks were completed on time and which were not. A client filter is also available for further refinement of the displayed tasks. The main screen displays SLA metrics via widgets, which can be manipulated, removed, or added. Below these widgets are individual tasks whose SLA metrics are monitored, including a graphical representation of their progress and other details. This tab is only visible to internal users.
- Meetings – Meetings are covered in a separate chapter, which you can find here.
- Documents – This part of the project is dedicated to storing documents. You can create a directory structure and insert documents into it. On this tab, you can create:
- Folders – When creating folders, you define display and write permissions. The following options are available:
- All – All project members have permission.
- Internal – All internal project members have permission.
- Selected – Only selected members have permission.
- Documents – When uploading documents, you determine the document's privacy, and its permissions are governed by the permissions set for the folder. Options are available for each document by clicking the three-dot icon on the right side of the document card. The following options are available:
- Open
- Download
- Rename document (only allowed for the attachment author)
- Duplicate document
- Cancel document
- Archive document
- Work Logs – This section contains work logs created for the project, a meeting, or a project task belonging to this project. A left panel is available to filter the list of work logs in various ways. This tab is accessible to all project members.
- About Project – This tab includes three sections, whose visibility depends on the user type and provide users with information about the project. These are:
- Information – This section is visible only to internal users. It is a left panel that provides basic project properties:
- Description – The project description defined in its settings.
- Project Attributes.
- Start and Due Date.
- Project Manager.
- Project Status.
- Members – Here you can see all project members. Users with administrator rights can manage these members directly from here. This section is always visible to internal users and only to external users if project visibility is set to "only members."
- Activities – Project activities chronologically include all changes that have occurred in the project. This record is particularly useful for finding past information. This section is only visible to internal users.
