Client portal ยท Raising and tracking work
Following progress in the trackers
A project carries a row of tabs across the top, and three of them are lists you can filter. Learn one and you have learned all three.
- Open the project and select the tab you want: Project Overview, Request Tracker, Issue Tracker, Feature/Change Tracker, Maintenance Tracker or, where time is shared on the project, Time.
- Read the stat tiles across the top. They count the records in each state.
- Press a tile to filter the list down to it. The tile stays lit while it is active, and pressing it again clears the filter.
- Type into the search box to narrow by title. It waits until you stop typing, so there is no button to press.
- Use the Status and Type dropdowns beside the search box for anything the tiles do not cover. The number of matching records reads at the right of that row.
- Every active filter appears below as a small chip. The cross on a chip drops that one, and Clear all appears once you have more than one.
- Select any row to open the record.
What each tab holds:
- Request Tracker: everything raised on the project, including what is still unsorted. Tiles are Unsorted, Raised, Sorted to issue, Sorted to feature and Sorted to change. Columns are ID, Title, Type, Raised By and Status.
- Issue Tracker: the requests triaged into something broken. Tiles are Raised, Open, In progress, Closed, Cancelled, Rejected and Need meeting.
- Feature/Change Tracker: new work and changes to existing behaviour, with the same status tiles plus a Type filter for Features or Changes.
- Maintenance Tracker: what your maintenance agreement covers, its window and the allowance per month. The hours used against it read on Time.
- Time: the man-days spent on the project, and a line per record. The tab is only there when time is shared on your project.
Long lists page rather than scroll forever. The footer reads which slice you are looking at, and the page buttons sit beside it. The priority of a record shows next to its title, so you can see what is queued without opening anything.
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See this on your own workflow
This is the product as it stands today. A call is where you find out which parts of it your team would turn on, and what a deployment looks like.
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