Documentation:ActiveCollab/Project Tabs

Once a user selects a project to work on, they are presented with the project tabs. These tabs allow the user to interact with the given project, as well as communicate and discuss aspects with other users. There are 10 project tabs displayed in the following order: Overview, Milestones, Checklists, Discussions, Files, Calendar, Pages, Tickets, Time, and People.

The following is a short breakdown of each tab:

• Overview -- This tab presents all the general information about the project and provides quick access to recent project activities and other project aspects.

• Milestones -- Milestones provide the means to map a project's phases and progress. Most activities in activeCollab can have a milestone associated with them to easily differentiate which tasks belong to a certain phase/aspect of the project.

• Checklists -- Checklists, similar to "To-do" lists from activeCollab, allow the user to group tasks together. Tasks can be marked as complete, can have priority levels, and can have time-tracking associated with them.

• Discussions -- Discussions are meant for, as the name suggests, discussing different aspects of the project. Users can leave comments in discussions and attach files as well.

• Files -- The Files tab provides a repository where people can place and share their work. Files can be updated by uploading new versions and can also be reverted to previous versions.

• Calendar -- The Calendar maps out activities which have due dates. It is also interactive in a way that activities can be accessed straight from the calendar and items such as tasks and milestones can be "starred" or marked as complete without leaving the page.

• Pages -- Pages offer a space for collaboration where people can contribute on the same document and add revisions - older versions of pages are logged. Pages can also have subpages, tasks, attachments and comments.

• Tickets -- Tickets are like tasks and checklists, but more powerful, as they allow users to communicate through comments and break up the ticket in smaller tasks. A Ticket is generally used for tasks that may evolve over time, take a longer time to complete, and/or require discussion.

• Time -- The Time tab allows users to keep track of the time they've put into tasks, tickets, etc. The option to create time reports is also available on this tab.

• People -- The People tab displays everyone that is involved in the project along with their role. This tab also allows Administrators and Project Managers to add or remove people form the project.

If a user wishes to exit the project tabs and return to the Dashboard, they can achieve this by clicking on the activeCollab logo, found in the top left corner of the page.

Overview

The Overview tab is quite similar in structure to the Dashboard. The tab can be broken down into three main sections: Project Information Header, Recent Activities List, and Sidebars.

The Overview tab also features an Options drop-down menu, which is expanded on in the Options subheading of this section.

Please note that once a user enters a project, the Overview tab is labeled as the project name. Example: If the selected project is called "Logo Redesign", then the Overview tab would be labeled as "Logo Redesign", not "Overview".

Project Information Header

The Project Information Header, which can be found in the top left corner of the Overview tab, displays general information about the project. The left side displays the project's icon, name, overview, leader, client, group, start date, and status. The right area features project related links: My Assignments, iCalendar Feed, and RSS Feed.

Clicking on the project's icon (the leftmost thumbnail in the header), opens up the "Change Icon" pop-up window. Here you can choose any compatible image file to serve as the project icon.

Clicking on the leader's name takes the user to the leader's profile page. The client link takes the user to the client company page. Lastly, the group link sends the user to the Active Projects page of that particular group.

The status of a project is displayed under the project's name and leader. The status of a project can be one of the following: Active, Paused, Completed, or Cancelled. The status of a project can be changed by using the Options drop-down menu in the project's Overview tab.

The My Assignments link takes the user to a page that is almost identical to the Assignmt. page (which was expanded on in the Dashboard section of this guide). The main differences are that the My Assignments link only lists the user's assignments related to the particular project selected and that it does not feature a "Filter" function like the Assignmt. page.

If a user has the iCalendar (or similar) application, they may wish to subscribe to an activeCollab iCalendar feed. This can be done by clicking on the iCalendar Feed link found right below the My Assignments link in the Project Information Header. From here, the user can simply click on the URL feed to subscribe to the calendar feed and have all milestones directly in their calendar application. Please note that, unlike the "iCalendar" link found on the Dashboard Calendar page (the one accessed by the Calendar button found in the "button header"), this iCalendar feed does not span all projects that the user may be involved in - it only spans the project whose "Overview" page is being viewed.

If the user wishes to follow the RSS feed for that particular project, they may do so by clicking on the RSS Feed link and copying the URL into their favourite RSS reader.

Recent Activities List

The Recent Activities List, situated below the Project Information Header, is a chronological record of past actions in the project. This list is nearly identical in structure to the one present on the Dashboard - the "starring" button and the "project name" link are not present (the user is already on the Overview page of the project, so a project link would be extraneous). For more information on the Recent Activities List structure, please refer to section 1.2.1.1 Recent Activities.

Sidebars (Overview)

The Sidebars, found on the right side of the Overview page, provide additional information on the project progress and all the involved parties. There are three main sidebars on the Overview page: Project Progress, Late / Today Milestones and Upcoming Milestones, and People on This Project.

The Project Progress sidebar graphically displays the percentage of tasks completed in the project.

The Late / Today Milestones and Upcoming Milestones sidebar comprises of two lists. One list provides quick links to all milestones that are either late or due on the current day and the other provides links to all milestones that are due in the future. The sidebar also displays how long ago these milestones were due or how many days remain until the deadline.

The People on This Project sidebar displays all the people involved in the project, grouped together under each of their respective companies. The last time a particular person was online is displayed next to that person's name. Clicking on a person's name takes the user to that person's profile page.

Options (Overview)

The Options drop-down menu, found right above the Sidebars, provides selections pertaining to the project as a whole. The following selections are available to users with a Project Manager or Administrator system role: Edit, Change Status, Change Icon, Delete, Add to Favorites, and Export Project.

The Edit selection allows the user to change the project's general information.

The following is a list of all the changes possible:

• Project name
• Project overview
• Leader
• Client company
• Project group
• Start date
• Visibility (Normal / Private. By default, Client Company system roles cannot see private material.)

The Change Status selection allows the user to change the status of a project to one of four pre-defined states: Active, Paused, Completed, or Cancelled. If a project is set to Paused, Completed, or Cancelled, it will be stored in the Archive section of the Projects page.

The Change Icon selection allows the user to upload any compatible image as the project's icon.

The Delete selection deletes the project. This action cannot be reversed.

The Add to Favorites selection adds the project to the user's list of favoured projects. Favourite projects appear in the Favorite Projects sidebar on the Dashboard.

The Export Project selection allows the user to export whichever aspects of the project they wish into an HTML format. The user can select whether to export Milestones, Checklists, Discussions, Files, Pages, Tickets, and/or Time Tracking. Furthermore, the user has the option to select whether they want to export private data (it is not recommended to export private data if the export is meant for the client company). Lastly, the Compress Output checkbox should be checked if the user wishes for the export to be downloaded as a ZIP file.

Milestones

The Milestones project tab enables the user to access a list of existing project milestones as well as create new milestones. Existing milestones are presented in a list and are separated in two different categories: Active and Completed. Each milestone features a "starring" button and presents the priority level (this is indicated by an icon next to the "starring" button), name, start and end date, and days late/due today notification (only appears if milestone is incomplete and is late or due on that day). Clicking on a milestone name opens up the Milestone Details page, while clicking on the New Milestone button found in the top right corner opens up the New Milestone page.

Milestone Details

The Milestone Details page displays all information tied and relevant to that particular milestone. All general information about the milestone is found in a list, at the top of the page. This is followed by any notes the creator/editor may have written, all the objects the milestone is tied to, and a subscriptions list for the milestone. The following horizontal tabs can be found on the right side of the page: Edit, Reschedule, Complete/Reopen, Subscribe/Unsubscribe, and Send Reminder. At the top right, an Options drop-down menu and a New Milestone button can be found.

General information is formatted in a list that presents the milestone's status, start and end date (classified as Front / To), priority, and tags. The last item on the list, called Add to Milestone, provides links to creation pages for objects that can be tied to the particular milestone. Clicking on any of the tags that are tied to the milestone will take the user to a page that displays all objects that have the same tag.

All the objects tied to a particular milestone are categorized by type and organized in a list. The following objects can be tied to a particular milestone: Checklists, Discussions, Files, Pages, and Tickets. Each object tied to the milestone is listed with a "starring" button, priority level icon (if applicable), title, time of posting, author, and parent project. Clicking on the "starring" button will cause the object to be bookmarked in the Starred list accessible by clicking on the Starred button located on the button header. Selecting the title/author/parent project transports the user to that particular object's page/author's profile/project overview page.

The Subscriptions list displays all users that are subscribed to the milestone. If a user is subscribed to a milestone, they will receive email notifications related to that milestone. Subscriptions can be managed by clicking on the Manage / Add link found on the Subscriptions header. This link opens up a pop-up window with a list of all the people on the project. Checking off the checkbox next to a person's name will subscribe that person to the milestone, while clicking on the name itself will take the user to that person's profile page.

The Edit tab takes the user to the Edit Milestone page which allows the user to change the milestone's title, notes, and priority level as well as add/remove tags and assignees. Any changes made can be saved by clicking on the Submit button found at the bottom of the page.

The Reschedule tab takes the user to the Reschedule milestone page which allows the user to change the start and end dates of a milestone as well as reschedule successive milestones alongside tasks and tickets that are tied to the particular milestones being rescheduled. Start and end dates can be changed by typing in the date in each entry field or by clicking on the small calendar icon located to the right of the entry field and selecting the desired date. Options for successive milestones can be found below the entry fields for the start and end dates. The default option for this field is "Don't change anything"; this option ensures that only the selected milestone is rescheduled. Selecting "Adjust all successive milestones by the same number of days" will cause all milestones that are due after the selected milestone to have their start and end dates shifted by the same amount of days as the change in end dates of the selected milestone. Selecting "Adjust only selected successive milestones by the same number of days" creates a list of applicable milestones, each with a checkbox next to their name. This option has the same effect as the previous, however, it only affects milestones with marked checkboxes. Finally, tasks and tickets tied to all the milestones being rescheduled can also be updated. If the "Also reschedule all tickets and tasks that belong to milestones you are rescheduling" checkbox is marked, then these objects' due dates will be updated according to the amount of days the due dates of all milestones being rescheduled are moved forward/pushed back. To finalize all changes, the user must press the Reschedule button found at the bottom of the page.

The Complete/Reopen tab allows the user to change the status of the milestone and is marked either Complete or Reopen depending on the milestone's current status. If a milestone is active, clicking on the Complete tab will cause the milestone to be marked as "complete" and moved to the Complete tab in the main Milestones page. If a milestone was marked complete, but the user feels that the milestone needs to be revisited, they may do so by clicking on the Reopen tab. All milestone subscribers will be notified of a status change for a milestone.

The Subscribe/Unsubscribe tab allows the user to start or stop receiving notifications about a particular milestone. The tab is marked accordingly depending on whether the user is or is not subscribed to said milestone.

The Send Reminder tab opens up a pop-up window which allows the user to create a milestone reminder for either all Assignees, all Subscribers, or a single Selected User. A comment may also be added to the reminder using the text field provided. Once the user clicks on the Submit button, everyone that was selected to be notified will receive an email of this notification and will also be able to check the notification in the Important sidebar located on the Dashboard.

The Options drop-down menu offers the following choices: Edit, Reschedule, Star/Unstar, Move to Project, Copy to Project, Move to Trash, Complete/Reopen, Subscribe/Unsubscribe, and Manage Subscriptions. The Edit, Reschedule, Complete/Reopen, Subscribe/Unsubscribe, and Manage Subscriptions selections are exactly the same as the similarly named features described in the previous few paragraphs of this section.

The Star/Unstar selection from the Options menu allows the user to "star" the milestone. All Starred milestones can be found by clicking on the Starred button in the top button header.

The Move to Project selection in the Options menu allows the user to transfer the existing milestone into a different project. The new parent project can be selected by clicking on the drop down menu. The projects are listed in alphabetical order and are separated in two categories: Active and Archive. All related tickets, checklists, discussions, and files can also be moved to the different project by selecting Yes under the "Move all related objects (tickets, checklists, discussions and files)?" question. All of the information that the user chooses to move will only be stored in the newly selected project; the milestone and its relevant data (if the option to migrate it is selected) will not be present in the old project anymore.

The Copy to Project selection in the Options menu is the same as the Move to Project selection, with one exception. This selection also stores a copy of the milestone and all its related objects in the old project.

The Move to Trash selection found in the Options menu allows the user to remove the milestone from the project. Only Administrators have access to the trash folder; therefore, they are the only ones that can recover milestones sent to the trash.

The New Milestone button, found at the top right of the Milestone Details page, sends the user to the New Milestone page which is described in detail in the next section.

New Milestone

The New Milestone page allows the user to create a milestone and define its features. The creation page consists of the following features: Summary, Start on, Due on, Notes, Assignees, Priority, and Tags.

The Summary field is meant to be filled out with a short description or title of the milestone. This is a required field.

The Start on and Due on fields represent the start and due dates of the milestone. Dates can either be typed in the entry field (typically YYYY/MM/DD) or selected by clicking on the calendar icon next to each entry field. These fields are required.

The Notes field is an optional field that can be filled out to add further descriptions/remarks about the milestone.

The Assignees feature allows the user to set who is responsible for the said milestone. Assignees will then have that particular milestone in their Assignments and My Project Tasks pages accessed by clicking on the Assignmt. button from the top button header and My Assignments link from the project Overview page respectively. Assignees can be selected individually or as a whole company. An individual can be selected by marking the checkbox next that person's name, while selecting an entire company can be done by checking off the box next to the "All of (insert company name here)" checkbox.

The Priority drop-down menu is used to set the priority level of the milestone. There are five priority levels:

• Normal (Default level. Visually represented as a single gray dash in lists that feature priority level icons.)
• High (one red upward-facing triangle)
• Highest (two red upward-facing triangles)
• Low (one green downward-facing triangle)
• Lowest (two green downward-facing triangles)

The Tags entry field allows users to tag a milestone with any kind of descriptive words they wish. If more than one tag is to be entered, each individual tag should be separated by a comma (,). Example: "very important, crucial, vital" would result in three tags: "very important", "crucial", and "vital". Tags can be used to find objects easier as they can be searched for using the Search button in the button header.

Lastly, the user should click on the Submit button found at the bottom of the page to create the milestone.

Checklists

The Checklists tab presents all active checklists (checklists that have incomplete tasks) in a list and allows the user to create new checklists and add tasks to existing ones. Checklists comprise of a number of tasks that can be completed. Each checklist comprises of a "starring" button, an open/close task list button, and the checklist's name. Checklists that are marked as Private also feature a red dot on the right side of their headers (private objects cannot be viewed by client company members).

Clicking on the "starring" button will cause the object to be bookmarked in the Starred list accessible by clicking on the Starred button located on the button header.

The "open/close task list" button can be found right next to the "starring" button and is displayed as a gray triangle (the triangle should be either facing to the right or down depending on whether the task list is closed or open). This button allows the user to view all tasks in the checklist and add other tasks without going to the Checklist Details page.

The task list drops down from the checklist header and contains all tasks related to that particular header. Tasks are objects that can be completed, can have due dates, and allow users to log their time. Each task also features a "starring" button, Complete / Reopen checkbox, priority level icon, task summary, task assignees (if there is one), days late (if the task is late), Subscribe / Unsubscribe button, Time button, Edit button, and Move to Trash button. An Add Another Task button can be found after all incomplete tasks in the list and before all complete tasks.

The "starring" button has the same functionality as the button found on the parent checklist.

The Complete / Reopen checkbox allows the user to change the status of the task. If a task is marked complete, it will be moved below the Add Another Task button found in the task list. Completed tasks are grayed out, display who completed the task, and do not feature the following: "starring" button, priority level icon, task assignees, days late, Subscirbe / Unsibscribe button, and Edit button. Completed tasks can be reopened if by clicking on the Complete / Reopen checkbox; however, if all tasks in a checklist are marked as complete, then that checklist and all its tasks are moved to the Archive. Anyone that is subscribed to a task will be notified through email of any status changes.

Clicking on an assignee name will take the user to the assignee's profile page.

The Subscribe / Unsubscribe button (presented as an envelope icon with an arrow on top), found on the right side for each task, allows the user to start/stop receiving email notifications about the given task. By default, the author of a task is subscribed to that particular task.

The Time button, presented as a clock icon and found on the right side of the task list, allows the user to log time spent on that particular task. Any time logged can also be found in the Time project tab. Clicking on the Time button opens up a pop-up window which displays the task's summary, total hours logged (with a View link next to it), and a button called Log Time. The task summary transports the user to the page of the object that the particular task is a part of. Clicking on the View link opens up the Time tab where all log entries related to that task are displayed. The Log Time button expands the pop-up window and allows the user to add an entry to the time log. The amount of hours, date of entry, and the user that worked on the task are all required fields when filling out the time log. A short summary for the time log can also be written and the user may choose whether the time entry is billable or not (the default is a billable entry).

The Edit button, displayed as a pencil and paper icon on the right side of the task list, links to the Edit task page. The Edit task page allows the user to change the task's summary, priority level, due date, and assignees.

There are five priority levels that a user can choose from in the priority drop-down menu:

• Normal (Default level. Visually represented as a single gray dash in lists that feature priority level icons.)
• High (one red upward-facing triangle)
• Highest (two red upward-facing triangles)
• Low (one green downward-facing triangle)
• Lowest (two green downward-facing triangles)

The Move to Trash button, a thick cross icon (X) found on the rightmost side of the task list, allows the user to delete a task. If the task is "trashed", it is sent to the Trash folder and can only be recovered by a user that has the Administrator system role.

The Add Another Task button, found between incomplete and complete tasks in the task list, allows the user to link a new task to a checklist on the fly. When clicked on, the button expands to a box of the same fields described in the Edit paragraph of this section (please note that the priority and due date fields can be accessed by clicking on the Set priority and due date... link found in this box).

Checklists can be rearranged in whichever order the user prefers by simply clicking on a checklist and dragging it to the desired position in the list. This can also be done for all tasks in task lists. Lastly, if more than one checklist's task list is open, then the user can drag tasks from one task list and into the other, if they wish to do so.

Clicking on the checklist name opens up the Checklist Details page for that checklist, while clicking on the New Checklist button found at the top right of the tab opens up the New Checklist page. Furthermore, clicking on the Archive link found at the bottom of the tab allows users to list through checklists that have all their tasks marked as complete in the Completed Checklists page.

Checklist Details

The Checklist Details page displays all information tied to a particular checklist. All general information about the checklist is found in a list, at the top of the page. This is followed by the full description of the checklist, and a task list. The following horizontal tabs can be found on the right side of the page: Edit, Complete/Reopen, New Task, and Send Reminder. At the top right, an Options drop-down menu and a New Checklist button can be found.

The checklist's general information is formatted in a list that displays the checklist's status, the milestone the checklist is tied to, and any tags associated with the milestone. The checklist's status can either be open or completed - if the checklist is marked as completed, the status will display information on when it was completed and by whom (clicking on the person's name leads to their profile page). The milestone line displays the milestone that the checklist is tied to (if there is one) and clicking on the milestone name will take the user to that milestone's page. Lastly, clicking on any of the tags will take the user to a Tag page that displays all objects that carry the same tag.

The task list is identical in function as the task list found on the main Checklist tab page.

The Edit tab opens up the Edit checklist page where a user can update checklist information and visibility. The following features can be edited: summary (this field cannot be empty), full description, milestone (meaning which milestone the checklist can be tied to, if any), tags, and visibility. Setting the visibility to private will not allow any Client Company users to view the checklist.

The Complete/Reopen tab allows the user to change the status of the checklist and is marked either Complete or Reopen depending on the checklist's current status. If a checklist is active, clicking on the Complete tab will cause the checklist (and all its tasks) to be marked as "complete", and be moved to the Archive which is accessible in the main Checklists page. If a checklist was marked complete, but the user feels that it needs to be revisited, they may do so by clicking on the Reopen tab (which would replace the Complete tab in this instance). All task subscribers will be notified of a status change (such as when a checklist is completed) for that task.

The New Task tab performs the same action as the Add Another Task button found in the task list. For more details on the Add Another Task button, please refer to the main Checklists section.

The Send Reminder tab opens up a pop-up window which allows the user to create a checklist reminder for a selected user. A comment may also be added to the reminder using the text field provided. Once the user clicks on the Submit button, the person that was selected to be notified will receive an email of this notification and will also be able to check the notification in the Important sidebar located on the Dashboard.

The Options drop-down menu offers the following choices: Edit, Star/Unstar, Move to Project, Copy to Project, Move to Trash, and Complete/Reopen. The Edit and Complete/Reopen selections are exactly the same as the similarly named features described in the previous couple of paragraphs in this section.

The Star/Unstar selection from the Options menu allows the user to "star" the checklist. All Starred checklists can be found by clicking on the Starred button in the top button header.

The Move to Project selection in the Options menu allows the user to transfer the existing checklist into a different project. The new parent project can be selected by clicking on the drop down menu. The projects are listed in alphabetical order and are separated in two categories: Active and Archive. The checklist will then only be stored in the newly selected project; it will not be present in the old project anymore.

The Copy to Project selection in the Options menu is the same as the Move to Project selection, with one exception. This selection also stores a copy of the checklist and all its tasks in the old project.

The Move to Trash selection found in the Options menu allows the user to remove the checklist from the project. Only Administrators have access to the trash folder; therefore, they are the only ones that can recover milestones sent to the trash.

The New Checklist button, found at the top right of the Checklist Details page, sends the user to the New Checklist page which is described in detail in the next section.

New Checklist

The New Checklist page allows the user to create a working framework for a checklist. The fields and settings for a new checklist are as follows: summary/title of checklist (required field), a field for a more in-depth description, a drop-down menu that allows the user to tie the checklist to any existing milestone, tags (searchable description words separated by commas), and visibility settings. If visibility is set to Private then no Client Company members can view the checklist. Lastly, the user will be sent to the Checklist Details page after clicking on the Submit button where they can add tasks.

Discussions

The Discussions tab provides a list of all project discussions and allows the user to reply to these discussions and place them in categories. The main Discussions page consists of a discussion list with category tabs and a New Discussion button that leads to the New Discussion page. Clicking on any of the discussion items in the discussion list opens up the Discussion Details page for the selected discussion item.

Each Discussion in the discussion list is represented by an envelope icon, discussion title, discussion author, number of replies, and last reply details (if there have been replies to the discussion). If the envelope icon has a red pin on it, that discussion has been pinned by the user to the top of the discussion list. Furthermore, a red circle on the rightmost of the discussion's bar signifies that the discussion is marked as private (Client Company members cannot see objects marked as private).

Horizontal Category tabs - and a Manage Categories tab - can be found on the right side of the discussion list. Clicking on any of the Category tabs will display discussions that belong only to that particular category, while selecting the default All Discussions tab will list all available discussions, regardless of category. Lastly, the Manage Categories tab allows the user to edit/delete existing categories and add new categories. Please note that if a category is deleted, all pages that belonged to that category will simply be marked as uncategorized.

Discussion Details

The Discussion Details page consists of a list of the discussion's attributes which is followed by the discussion details, the comments associated with the discussion and a comment entry field. On the right side of the page there are horizontal option tabs and above them an Options drop-down menu can be found.

The discussion attribute list presents the milestone that the discussion is tied to along with the discussion's category, subscribers, and tags. Clicking on any of these attributes will take the user to that attribute's page.

The discussion details are displayed right below the attribute list (given that they have not been toggled off - this is explained a bit later in this section) and present the user with the details of the discussion that the author has entered.

The discussion comments, found below the discussion details, display all comments made in the discussion thread. Each comment displays the author's name and display picture, the time the comment was written, the actual comment, an attachment list (if the comment has attachments), and a few options found on the right hand side. The options found on each comment consist of: Manage Attachments (paper clip icon), Update Comment (pencil and paper icon), and Move to Trash (bold 'X' icon). Additionally, if a comment has (an) attachment(s), then the user can find two more options on the attachment list header named: Show Details and Attach Another File.

The Manage Attachments comment option opens up a new page which allows the user to view/delete existing comment attachments or attach new files to the given comment.

The Update Comment option simply allows the user to change the text content of a comment.

The Move to Trash option allows a user to delete a comment from the discussion thread. Please note that only someone with an Administrator role can manage the Trash folder.

The Show Details and Attach Another File options serve the same purpose as the Manage Attachments option. The main difference is that these options allow changes to be made directly in the Discussion Details page and not on a separate page. These options are meant for more "on-the-fly" editing.

The comment entry field (the heading is Your Comment), found at the bottom of the page, allows the user to add a comment - with an attachment, if they wish - to the discussion thread. The user can create their comment entry with the entry field and can attach comments by clicking on the Attach Files...' button. The comment can then be submitted by clicking on the Comment button. Please note that the comment entry field will not be present on the page if a user has "Locked Comments" for the discussion thread.

The horizontal option tabs, found on the right side of the Discussion Details page consist of the following: Toggle Details, Edit, Subscribe/Unsubscribe, and Send Reminder.

The Toggle Details tab simply toggles the visibility of the discussion details on the page.

The Edit tab presents the user with an interface where the user can change the discussion's: summary (title), message (a.k.a. "details"), category, milestone (the one the discussion is tied to), tags, and visibility. Setting the visibility to private will prevent Client Company users from accessing the discussion.

The Subscribe/Unsubscribe tab allows the user to start or stop receiving notifications about the particular discussion. The tab is marked accordingly depending on whether the user is or is not subscribed to said discussion.

The Send Reminder tab opens up a pop-up window which allows the user to create a discussion reminder for either all Subscribers, Everyone involved in a discussion, or a single Selected User. A comment may also be added to the reminder using the text field provided. Once the user clicks on the Submit button, everyone that was selected to be notified will receive an email of this notification and will also be able to check the notification in the Important sidebar located on the Dashboard.

The Options drop-down menu offers the following choices: Edit, Pin/Unpin, Lock/Unlock Comments, Star/Unstar, Move to Project, Copy to Project, Move to Trash, Subscribe/Unsubscribe, Manage Subscriptions, and Manage Attachments. The Edit and Subscribe/Unsubscribe selections are exactly the same as the similarly named features described in the previous few paragraphs of this section.

The Pin/Unpin selection in the Options menu allows the user to "pin" (or unpin) a discussion on the discussion list (found on the main Discussions tab). If a discussion is "pinned", it will appear at the top of the aforementioned discussion list.

The Lock/Unlock Comments selection allows the user to disable/enable comments in the discussion thread.

The Star/Unstar selection from the Options menu allows the user to "star" the discussion. All Starred discussions can be found by clicking on the Starred button in the top button header.

The Move to Project selection in the Options menu allows the user to transfer the existing discussion into a different project. The new parent project can be selected by clicking on the drop down menu. The projects are listed in alphabetical order and are separated in two categories: Active and Archive.

The Copy to Project selection in the Options menu is the same as the Move to Project selection, with one exception. This selection also stores a copy of the discussion in the old project.

The Move to Trash selection found in the Options menu allows the user to remove the discussion from the project. Only Administrators have access to the trash folder; therefore, they are the only ones that can recover discussions sent to the trash.

The Manage Subscriptions selection opens up a pop-up window with a list of all the people on the project. Clicking on the checkbox next to a person's name will subscribe that person to the discussion, while clicking on the name itself will take the user to that person's profile page.

The Manage Attachments selection in the Options menu opens up a new page which allows the user to view/delete existing discussion attachments or attach new files to the given discussion.

New Discussion

The New Discussion page presents the user with an interface where the user can create a discussion with the following features: summary (title), message (a.k.a. "details"), category, milestone (the one the discussion is tied to), tags, and visibility. Setting the visibility to private will prevent Client Company users from accessing the discussion.

Furthermore, the user can attach files to the discussion by clicking on the "Attach Files..." link (found below the message box) as well as notify people of the new discussion by clicking on the appropriate checkboxes (found next to the person's or whole company's name at the bottom of the page).

A new discussion can then be created by clicking on the Submit button at the bottom of the page (given that the "Summary" and "Message" fields are not empty).

Files

The Files tab provides a list of all uploaded files and allows the user to download, update, add comments to, and delete existing files or add new files.

The main Files page consists of a file list with category tabs and an Upload Files button that leads to the Upload Files page. Clicking on any of the file thumbnails or names in the file list opens up the File Details page for the selected file item.

Each File in the discussion list is represented by a "starring" icon, file thumbnail, file name, file size, file description, the current version (if more than one has been uploaded), each version's author, a "Download" button, a "New Version" button, and a checkbox. A red circle on the right side of a file item signifies that the file is marked as private (Client Company members cannot see objects marked as private).

Clicking on the "starring" button will cause the file to be bookmarked in the Starred list accessible by clicking on the Starred button located on the top button header.

Clicking on the version author's name will open the author's profile page.

The "Download" button allows the user to download the latest version of the file, while clicking on the "New Version" link lets the user upload a revised version of the file as the latest version. Please note that older versions of a file are not deleted and can be accessed through the File Details page.

The checkbox, found at the rightmost end of a file's listing, is tied to the With selected... drop-down interface found below the file list. Clicking on this drop-down menu allows the user to either Move to Trash or Move to Category all files that have their checkboxes checked off by selecting the desired option and clicking on the Go button found next to the drop-down menu. If a file is moved to the Trash folder, it can only be recovered by someone with an Administrator system role.

Horizontal Category tabs - and a Manage Categories tab - can be found on the right side of the file list. Clicking on any of the Category tabs will display files that belong only to that category, while selecting the default All Files tab will list all available files, regardless of category. The All Attachments tab on the other hand displays all the attachments in the project regardless of whether they are attached to a comment or page. Lastly, the Manage Categories tab allows the user to edit/delete existing categories and add new categories. Please note that if a category is deleted, all pages that belonged to that category will simply be marked as uncategorized.

File Details

The File Details page consists of a list of the file's attributes which is followed by the file preview (if the file format is supported in activeCollab), file description, Subscriptions list, the comments associated with the file, and a comment entry field. On the right side of the page there are horizontal option tabs and above them an Options drop-down menu can be found.

The file attribute list presents the the file name, version (and version's author), size and type, category, the milestone the file is tied to, and file tags. Clicking on the filename will either open the actual file (if it can be opened within activeCollab), or download the file. Clicking on another attribute will take the user to that attribute's page.

The file preview (generally available for image files) can be found right below the attribute list. Clicking on the preview will open up the file in a full page.

The file description is displayed right below the file attribute list (or below the file preview if it's available) and presents the user with the description of the file that the author has entered.

The Subscriptions list displays all users that are subscribed to the file. If a user is subscribed to a file, they will receive email notifications related to that file. Subscriptions can be managed by clicking on the Manage / Add link found on the Subscriptions header. This link opens up a pop-up window with a list of all the people on the project. Checking off the checkbox next to a person's name will subscribe that person to the file, while clicking on the name itself will take the user to that person's profile page.

The Older Versions list, found below the Subscriptions list, displays all previous versions of the file. Each file in the list is presented by a version number, thumbnail, file name, size and type, upload time, author, and Delete Permanently button. Clicking on the file thumbnail or name will either open the actual file (if it can be opened within activeCollab), or download the file. Meanwhile, clicking on the author's name will take the user to the author's profile page. The Delete Permanently button eliminates the file from the system (please note that this does NOT mean that it can be recovered from the Trash folder).

The file comments, found below the Older Versions list, display all comments made about the file. Each comment displays the author's name and display picture, the time the comment was written, the actual comment, an attachment list (if the comment has attachments), and a few options found on the right hand side. The options found on each comment consist of: Manage Attachments (paper clip icon), Update Comment (pencil and paper icon), and Move to Trash (bold 'X' icon). Additionally, if a comment has (an) attachment(s), then the user can find two more options on the attachment list header named: Show Details and Attach Another File.

The Manage Attachments comment option opens up a new page which allows the user to view/delete existing comment attachments or attach new files to the given comment.

The Update Comment option simply allows the user to change the text content of a comment.

The Move to Trash option allows a user to delete a comment from the discussion thread. Please note that only someone with an Administrator role can manage the Trash folder.

The Show Details and Attach Another File options serve the same purpose as the Manage Attachments option. The main difference is that these options allow changes to be made directly in the File Details page and not on a separate page. These options are meant for more "on-the-fly" editing.

The comment entry field (the heading is Your Comment), found at the bottom of the page, allows the user to add a comment - with an attachment, if they wish - to the file comments section. The user can create their comment entry with the entry field and can attach comments by clicking on the Attach Files... button. The comment can then be submitted by clicking on the Comment button. Please note that the comment entry field will not be present on the page if a user has "Locked Comments" for the file comments section.

The horizontal option tabs, found on the right side of the File Details page consist of the following: Download, Edit, New Version, Subscribe/Unsubscribe, and Send Reminder.

The Download tab simply downloads the file to the user's computer.

The Edit tab presents the user with an interface where the user can change the file's: name, description, category, milestone (the one the file is tied to), tags, and visibility. Setting the visibility to private will prevent Client Company users from accessing the discussion.

The New Version tab allows the user to upload an updated version of the file. Please note that previous versions of the file are not automatically deleted by this action, and can be accessed through the Older Versions list found on the same (File Details) page.

The Subscribe/Unsubscribe tab allows the user to start or stop receiving notifications about the particular file. The tab is marked accordingly depending on whether the user is or is not subscribed to said file.

The Send Reminder tab opens up a pop-up window which allows the user to create a file reminder for either all Subscribers, Everyone involved in a discussion, or a single Selected User. A comment may also be added to the reminder using the text field provided. Once the user clicks on the Submit button, everyone that was selected to be notified will receive an email of this notification and will also be able to check the notification in the Important sidebar located on the Dashboard.

The Options drop-down menu offers the following choices: Edit, Lock/Unlock Comments, Star/Unstar, Move to Project, Copy to Project, Move to Trash, Subscribe/Unsubscribe, Manage Subscriptions, and Manage Attachments. The Edit and Subscribe/Unsubscribe selections are exactly the same as the similarly named features described in the previous few paragraphs of this section.

The Lock/Unlock Comments selection allows the user to disable/enable comments in the file comments section.

The Star/Unstar selection from the Options menu allows the user to "star" the file. All Starred files can be found by clicking on the Starred button in the top button header.

The Move to Project selection in the Options menu allows the user to transfer the existing file into a different project. The new parent project can be selected by clicking on the drop down menu. The projects are listed in alphabetical order and are separated in two categories: Active and Archive.

The Copy to Project selection in the Options menu is the same as the Move to Project selection, with one exception. This selection also stores a copy of the file in the old project.

The Move to Trash selection found in the Options menu allows the user to remove the file from the project. Only Administrators have access to the trash folder; therefore, they are the only ones that can recover files sent to the trash.

The Manage Subscriptions selection opens up a pop-up window with a list of all the people on the project. Clicking on the checkbox next to a person's name will subscribe that person to the file, while clicking on the name itself will take the user to that person's profile page.

The Manage Attachments selection in the Options menu opens up a new page which allows the user to view/delete existing file attachments or attach new files. If a user adds a new file on this page, the file will be saved as the most recent version on the File Details page.

Upload Files

The Upload Files page allow the user to easily upload files with their own description and attributes. If the user wishes to upload multiple files with the same set of attributes, this can also be done on the Upload Files page.

Uploading a file is done by clicking on the Choose File button, selecting the file to upload, and by clicking on the Upload button found at the bottom of the page. However, a user can also add attributes to the file such as a description (description entry field next to Choose File button), a category (drop-down menu found on the right), a milestone that the file would be tied to (also a drop-down menu), tags (entry field on the right), and the visibility of the file (radio buttons on the right). Note that if the visibility of a file is set to Private, then people with a Client Company system role will not be able to view the file. Furthermore, a user can choose to notify people that are involved in the project of the upload action by selecting their name's (or the entire company's) checkbox in the Notify People section of the website.

If a user wishes to upload multiple files that belong to the same category and milestone, and have the same tags and visibility, they can do this by simply selecting a file for each of the three file fields that are displayed on the page by default. If the user is uploading more than 3 files at a time, they can upload more files by clicking on the Add Another File button until they have the amount of files they wish to upload in one go.

Calendar (tab)

The Calendar tab opens up the project calendar. The project calendar has exactly the same features as the global calendar, but it only contains items related to the project that it's tied to, whereas the global calendar displays items in all projects that a user is involved in.

For more information on Calendar features, please visit the global Calendar section: 1.2.3.4 Calendar (button).

Pages

The Pages tab provides a list of all existing pages and subpages and allows the user to view/edit these pages as well as create new pages. The main Pages tab consists of a page list - pages in this list are grouped according to their creation/update dates - with category tabs and a New Page button that leads to the Create a New Page site. A Reorder Pages button can also be found at the top right corner of the tab depending on which horizontal category tab the user has open. Clicking on any of the pages in the page list opens up the Page Details area for the selected page.

Each Page in the page list is represented by a "starring" icon, page title, current version author, initial version author, and time of creation/update time. A red circle on the rightmost of the page's listing signifies that the page is marked as private (Client Company members cannot see objects marked as private). Additionally, if a user is viewing any category other than the Recently Updated category, they will notice that Archived pages are crossed out and grayed out on the list (though they are still accessible) and all subpages are marked with two horizontal dots in front of their page name and are found right below their parent page.

Clicking on the "starring" button will cause the page to be bookmarked in the Starred list accessible by clicking on the Starred button located on the top button header.

Clicking on the version author's name will open the author's profile page.

Horizontal Category tabs - and a Manage Categories tab - can be found on the right side of the page list. Clicking on any of the Category tabs will display pages that only belong to that category, while selecting the default Recently Updated tab will list the pages based on when they were updated/created. Furthermore, accessing any category other than the Recently Updated category enables a Reorder Pages button to appear in the top right corner of the tab. Lastly, the Manage Categories tab allows the user to edit/delete existing categories and add new categories. Please note that if a category is deleted, all pages that belonged to that category will simply be marked as uncategorized.

The Reorder Pages button allows the user to drag and drop pages in any category (other than the Recently Updated category) and reorder them as they see fit. Dragging a page above or below another page will place the pages in the list relative to their positions. However, if a user holds a dragged page over the name of another, then the dragged page will be listed as a subpage of the other page.

Page Details

The Page Details site consists of a list of the page's attributes, the page content, a list of Subpages (if any), a list of Older Versions (if any), Tasks, Subscriptions, Attachments, comments associated with the page, and a comment entry field. On the right side of the page there are horizontal option tabs and above them an Options drop-down menu can be found.

The attribute list contains the page's status (it can be Active or Archived), the milestone the page is tied to, and all of the page's tags. Clicking on a milestone/tag will take the user to that milestone/tag's page.

The subpages list contains any possible subpages that the current page might have. Each subpage is presented by a "starring" button, the subpage title, the subpage version number, the time of creation/last update, and the most recent version author's name. The "starring" button allows users to bookmark any of the subpages - the starred subpages can be accessed easily accessed by the Starred button found in the main button header. The subpage title redirects the user to that page's site. If a subpage title is preceded by two horizontal dots, that means the subpage is actually a subpage of a subpage or a sub-subpage. Finally, clicking on the author's name redirects the user to the author's profile page. Pages can be selected to be subpages through the horizontal option tab Edit found on the Page Details, through the Reorder Pages button found on the main Pages tab, or when creating a new page using the New Page button.

The Older Versions list contains all previous versions of a page, listed from most recent to least, and features a Compare Versions link found on the right side of the list's header. The Compare Versions link allows the user to choose any two versions from two drop-down menus and analyze the page versions' differences. Each version in the version list is presented by a version number, posting time, version author, Revert to previous version button, and Permanently delete version button. Clicking on the version number will open up a Compare Versions page where all the differences between the selected older version and the current page version are displayed. The Revert to this version button, represented by a semi-circular curved arrow, allows the user to change the current page version to the selected older version. Lastly, the Permanently delete version eliminates the version from the list (please note: this does NOT mean that the page version can be recovered by accessing the Trash folder).

The task list found on the Page Details page is nearly identical in function to the task list found on the main Checklists tab. Please refer to section 1.3.3 Checklists for more information.

The Subscriptions list displays all users that are subscribed to the page. If a user is subscribed to a page, they will receive email notifications related to that page. Subscriptions can be managed by clicking on the Manage / Add link found on the Subscriptions header. This link opens up a pop-up window with a list of all the people on the project. Checking off the checkbox next to a person's name will subscribe that person to the page, while clicking on the name itself will take the user to that person's profile page.

The Attachments list contains the page's attachments and allows users to attach more files to the page. Each attachment on the attachment list is represented by a thumbnail, name, size and type, time of upload, and who uploaded it. Clicking on either the attachment thumbnail or name allows the user to either view the attachment or download it depending on the file-type. Furthermore, clicking on the uploader's name will take the user to the uploader's profile page. Lastly, selecting the Attach Another File link found on the right side of the Attachments list header allows the user to add more attachments to the page.

The page comments can be found at the bottom of the page. Each comment displays the author's name and display picture, the time the comment was written, the actual comment, an attachment list (if the comment has attachments), and a few options found on the right hand side. The options found on each comment consist of: Manage Attachments (paper clip icon), Update Comment (pencil and paper icon), and Move to Trash (bold 'X' icon). Additionally, if a comment has (an) attachment(s), then the user can find two more options on the comment attachment list header named: Show Details and Attach Another File.

The Manage Attachments comment option opens up a new page which allows the user to view/delete existing comment attachments or attach new files to the given comment.

The Update Comment option simply allows the user to change the text content of a comment.

The Move to Trash option allows a user to delete a comment from the comment thread. Please note that only someone with an Administrator role can manage the Trash folder and recover any comments moved there.

The Show Details and Attach Another File options serve the same purpose as the Manage Attachments option. The main difference is that these options allow changes to be made directly in the Page Details page and not on a separate page. These options are meant for more "on-the-fly" editing.

The comment entry field (the heading is Your Comment), found at the bottom of the page, allows the user to add a comment - with an attachment, if they wish - to the page comments section. The user can create their comment entry by using the entry field and can attach comments by clicking on the Attach Files... button. The comment can then be submitted by clicking on the Comment button. Please note that the comment entry field will not be present on the page if a user has "Locked Comments" for the page comments section.

The horizontal option tabs, found on the right side of the Page Details page consist of the following: Edit, Archive/Unarchive, Subscribe/Unsubscribe, New Task, and Send Reminder.

The Edit tab opens up the Edit page site where a user can update page information and visibility. The following features can be edited: name, content, the category the page belongs to (marked as File Under), milestone that the page is tied to, tags, and visibility. Selecting another page instead of a category in the File Under menu will cause the current page to become a subpage of the page selected in the menu. Setting the visibility to private will not allow any Client Company users to view the page. Lastly, checking off the checkbox at the bottom of the page will prevent the edit to be logged as a completely new version of the page and no subscribers will be notified of the change.

The Archive/Unarchive tab changes a page's status. If a page is set as Archived it will appear crossed out and gray under its category in the main Pages tab.

The Subscribe/Unsubscribe tab allows the user to start or stop receiving notifications about the particular page. The tab is marked accordingly depending on whether the user is or is not subscribed to said page.

The New Task tab performs the same action as the Add Another Task button found in the task list. For more details on the Add Another Task button and ticket lists, please refer to the main Checklists section: 1.3.3 Checklists.

The Send Reminder tab opens up a pop-up window which allows the user to create a page reminder for either all Subscribers, Everyone involved in a discussion, or a single Selected User. A comment may also be added to the reminder using the text field provided. Once the user clicks on the Submit button, everyone that was selected to be notified will receive an email of this notification and will also be able to check the notification in the Important sidebar located on the Dashboard.

The Options drop-down menu offers the following choices: Edit, Archive/Unarchive, Lock/Unlock Comments, Star/Unstar, Move to Trash, Subscribe/Unsubscribe, Manage Subscriptions, and Manage Attachments. The Edit, Archive/Unarchive, and Subscribe/Unsubscribe selections are exactly the same as the similarly named features described in the previous few paragraphs of this section.

The Lock/Unlock Comments selection allows the user to disable/enable comments in the page comments section.

The Star/Unstar selection from the Options menu allows the user to "star" the page. All Starred pages can be found by clicking on the Starred button in the top button header.

The Move to Trash selection found in the Options menu allows the user to remove the page from the project. Only Administrators have access to the Trash folder; therefore, they are the only ones that can recover pages sent to the Trash.

The Manage Subscriptions selection opens up a pop-up window with a list of all the people on the project. Clicking on the checkbox next to a person's name will subscribe that person to the page, while clicking on the name itself will take the user to that person's profile page.

The Manage Attachments selection in the Options menu allows the user to view/delete existing page attachments or attach new files.

Create a New Page

The Create a New Page site allows the user to set the features of the initial version of a page. The following features can be entered: name, content, the category the page belongs to (marked as File Under), milestone that the page is ties to, and visibility. The user can also attach files to the page by clicking on the Attach Files... link below the content entry field, and can notify people on the project of the new page by clicking on the appropriate person/company checkboxes found at the bottom of the site before clicking on the Submit button.

Selecting another page instead of a category in the File Under menu will cause the current page to become a subpage of the page selected in the menu.

Setting the visibility to private will not allow any Client Company users to view the checklist.

Tickets

The Tickets tab provides a list of all existing tickets and allows the user to view/edit these tickets as well as create new tickets. The main Tickets tab consists of an active ticket (meaning ticket that is yet to be completed) list with category tabs and a New Ticket button that leads to the New Ticket page. A With Selected ... drop-down menu and an Archive link can be found at the bottom of the page. Clicking on any of the tickets in the ticket list opens up the Ticket Details page for the selected ticket.

Each Ticket in the ticket list is grouped under a milestone that it is tied to and is represented by a "starring" icon, priority level, ticket number, ticket title, and a checkbox. A red circle on the rightmost of the ticket's listing signifies that the ticket is marked as private (Client Company members cannot see objects marked as private). Additionally, tickets can be dragged around to rearrange their order and and also be moved from their milestone group to another milestone.

Clicking on the "starring" button will cause the ticket to be bookmarked in the Starred list accessible by clicking on the Starred button located on the top button header.

Horizontal Category tabs - and a Manage Categories tab - can be found on the right side of the ticket list. Clicking on any of the Category tabs will display tickets that only belong to that category, while selecting the default All Open Tickets tab will list all tickets that haven't been marked as complete yet. Lastly, the Manage Categories tab allows the user to edit/delete existing categories and add new categories. Please note that if a category is deleted, all tickets that belonged to that category will simply be marked as uncategorized; they will NOT be deleted.

The With Selected ... drop-down menu allows users to change ticket attributes for multiple tickets at once. The options offered in the menu are as follows: Mark as Completed, Star, Unstar, Move to Trash, Visibility, Change priority, Move to milestone, and Move to category. To apply a change to any number of tickets the user should simply select the option they want from the drop-down menu, check off the checkboxes of all tickets they want modified, and click on the Go button next to the drop-down menu.

The Mark as Completed option moves any active tickets to the ticket Archive page. The ticket and any additional tasks that the ticket contains will be marked as complete. The ticket Archive can be accessed by clicking on the Archive link found at the bottom of the main Tickets tab.

The Star option bookmarks any tickets onto the Starred page found by clicking on the Starred button found in the main button header. Conversely, the Unstar option removes any "starred" tickets from the bookmarked list.

The Move to Trash option removes the ticket from the Tickets tab. Tickets moved to the Trash folder can only be recovered by someone who has an Administrator system role.

The Visibility option can be set to either Normal or Private. The Private option prevents Client Company members from viewing the ticket while the Normal visibility allows all people involved in the project to view the ticket.

The Change priority option allows the user to change the priority levels of tickets.

There are five priority levels that a user can choose from in the priority drop-down menu:

• Normal (Default level. Visually represented as a single gray dash in lists that feature priority level icons.)
• High (one red upward-facing triangle)
• Highest (two red upward-facing triangles)
• Low (one green downward-facing triangle)
• Lowest (two green downward-facing triangles)

The Move to milestone option changes the tickets' related milestone.

The Move to category option simply allows the user to switch the tickets' parent category.

The Archive link found at the bottom of the main Tickets tab leads to a page that lists all tickets that have been marked as Complete. This page has most of the same features as the main Tickets tab view.

Ticket Details

The Ticket Details page consists of a list of the ticket's attributes, the ticket description, Subscriptions, Tasks, comments associated with the ticket, a comment entry field, and a History list. On the right side of the page there are horizontal option tabs and above them an Options drop-down menu can be found.

The attribute list contains the ticket's status (it can Open or Completed), priority level, due date, assignees, the milestone the page is tied to, time logged for the ticket, and all of the ticket's tags.

Clicking on any of the links in the attribute list will open that attribute's page.

The Time button, presented as a clock icon and found on the Time section of the ticket attribute list, allows the user to log time spent on that particular task. Any time logged can also be found in the Time project tab. Clicking on the Time button opens up a pop-up window which displays the ticket title, total hours logged (with a View link next to it), and a button called Log Time. The ticket title reverts the user back to the Ticket Details page. Clicking on the View link opens up the Time tab where all log entries related to that ticket are displayed. The Log Time button expands the pop-up window and allows the user to add an entry to the time log. The amount of hours, date of entry, and the user that worked on the task are all required fields when filling out the time log. A short summary for the time log can also be written and the user may choose whether the time entry is billable or not (the default is a billable entry).

The Subscriptions list displays all users that are subscribed to the ticket. If a user is subscribed to a ticket, they will receive email notifications related to that ticket. Subscriptions can be managed by clicking on the Manage / Add link found on the Subscriptions header. This link opens up a pop-up window with a list of all the people on the project. Checking off the checkbox next to a person's name will subscribe that person to the ticket, while clicking on the name itself will take the user to that person's profile page.

The task list found on the Ticket Details page is nearly identical in function to the task list found on the main Checklists tab. Please refer to section 1.3.3 Checklists for more information.

The ticket comments can be found at the bottom of the page. Each comment displays the author's name and display picture, the time the comment was written, the actual comment, an attachment list (if the comment has attachments), and a few options found on the right hand side. The options found on each comment consist of: Manage Attachments (paper clip icon), Update Comment (pencil and paper icon), and Move to Trash (bold 'X' icon). Additionally, if a comment has (an) attachment(s), then the user can find two more options on the comment attachment list header named: Show Details and Attach Another File.

The Manage Attachments comment option opens up a new page which allows the user to view/delete existing comment attachments or attach new files to the given comment.

The Update Comment option simply allows the user to change the text content of a comment.

The Move to Trash option allows a user to delete a comment from the comment thread. Please note that only someone with an Administrator system role can manage the Trash folder and recover any comments moved there.

The Show Details and Attach Another File options serve the same purpose as the Manage Attachments option. The main difference is that these options allow changes to be made directly in the Ticket Details page and not on a separate page. These options are meant for more "on-the-fly" editing.

The comment entry field (the heading is Your Comment), found at the bottom of the page, allows the user to add a comment - with an attachment, if they wish - to the page comments section. The user can create their comment entry by using the entry field and can attach comments by clicking on the Attach Files... button. The comment can then be submitted by clicking on the Comment button. Please note that the comment entry field will not be present on the page if a user has "Locked Comments" for the ticket comments section.

The History list presents all the changes made to the ticket in a chronological order from most recent to least.

The horizontal option tabs, found on the right side of the Ticket Details page consist of the following: Edit, Complete/Reopen, Subscribe/Unsubscribe, New Task, and Send Reminder.

The Edit tab opens up the Edit Ticket page where a user can update ticket information and visibility. The following features can be edited: summary (or title), full description, the category the ticket belongs to, milestone that the ticket is tied to, priority level, tags, due date, visibility, and assignees. Setting the visibility to private will not allow any Client Company users to view the ticket. Lastly, the user may also wish to change/update who is assigned to the ticket. This can be done by either checking off individual people or an entire companies in the Assignees checkboxes section.

The Complete/Reopen tab changes a ticket's status. If a ticket is marked as complete then any additional tasks that the ticket contains will also be marked as complete. Completed tickets are stored in the ticket Archive. The ticket Archive can be accessed by clicking on the Archive link found at the bottom of the main Tickets tab.

The Subscribe/Unsubscribe tab allows the user to start or stop receiving notifications about the particular ticket. The tab is marked accordingly depending on whether the user is or is not subscribed to said ticket.

The New Task tab performs the same action as the Add Another Task button found in the task list. For more details on the Add Another Task button and the task list, please refer to the main Checklists section: 1.3.3 Checklists.

The Send Reminder tab opens up a pop-up window which allows the user to create a ticket reminder for either all Assignees, all Subscribers, Everyone involved in a discussion or a single Selected User. A comment may also be added to the reminder using the text field provided. Once the user clicks on the Submit button, everyone that was selected to be notified will receive an email of this notification and will also be able to check the notification in the Important sidebar located on the Dashboard.

The Options drop-down menu offers the following choices: Edit, Lock/Unlock Comments, Star/Unstar, Move to Project, Copy to Project, Move to Trash, Complete/Reopen, Subscribe/Unsubscribe, Manage Subscriptions, and Manage Attachments. The Edit, Complete/Reopen, and Subscribe/Unsubscribe selections are exactly the same as the similarly named features described in the previous few paragraphs of this section.

The Lock/Unlock Comments selection allows the user to disable/enable comments in the ticket comments section.

The Star/Unstar selection allows the user to "star" (bookmark) the ticket. All Starred tickets can be found by clicking on the Starred button in the top button header.

The Move to Project selection in the Options menu allows the user to transfer the existing ticket into a different project. The new parent project can be selected by clicking on the drop down menu. The projects are listed in alphabetical order and are separated in two categories: Active and Archive.

The Copy to Project selection in the Options menu is the same as the Move to Project selection, with one exception. This selection also stores a copy of the ticket in the old project.

The Move to Trash selection found in the Options menu allows the user to remove the ticket from the project. Only Administrators have access to the Trash folder; therefore, they are the only ones that can recover tickets sent to the Trash.

The Manage Subscriptions selection opens up a pop-up window with a list of all the people on the project. Clicking on the checkbox next to a person's name will subscribe that person to the ticket, while clicking on the name itself will take the user to that person's profile page.

The Manage Attachments selection in the Options menu allows the user to view/delete existing ticket attachments or attach new files.

New Ticket

The New Ticket page allows the user to set initial ticket information and visibility to a new ticket. The following can be entered: summary (or title), full description, the category the ticket belongs to, milestone that the ticket is tied to, priority level, tags, due date, visibility, and assignees. The user can also attach files to the page by clicking on the Attach Files... link below the full description entry field.

Setting the visibility to private will not allow any Client Company users to view the ticket.

The user may also set who is assigned to the ticket. This can be done by either checking off individual people or entire companies in the Assignees checkboxes section.

Time

The Time tab allows users to log their time spent on project tasks and contains a log of all time-tracking entries. A With Selected ... drop-down menu and Export CSV link can also be found at the bottom of the page. Lastly, the tab allows the user to create time reports by clicking on the Reports button found at the top right area of the tab.

A new entry can be created by simply selecting the date and person responsible, entering the hours, and summary of the entry (not required), and clicking on the Add button. Furthermore, each entry can be marked as Billable by leaving the Billable checkbox checked off when creating the time entry.

The time log displays each entry by the date of completion, person responsible, hours, entry summary (this may contain links to linked Tasks or Tickets), whether the entry is billable, a Billed/Not Billed button (dollar icon - this is only present if entry is marked Billable), an Edit button (pencil and paper icon), and a checkbox.

The Billed/Not Billed button allows the user to quickly change the status of a billable time entry. If the button is coloured green, then the time entry is marked as billed; meanwhile, if the button is grayed out, then the entry is marked as NOT billed.

The Edit button allows the user to change the hours, summary, date, person responsible, and billable status for the time-tracking entry. The billable status menu allows for the following statuses: Not Billable, Billable, Pending Payment, and Billed. Please note that selecting the Pending Payment option will disable the Billed/Not Billed button from the corresponding time-tracking log entry.

The With Selected ... drop-down menu becomes active as soon as a user checks off at least one time log entry's checkbox. The drop-down menu offers the following options: Mark as Billable, Mark as Non-Billable, Mark as Billed, Mark as Not Billed, and Move to Trash. The Move to Trash option removes the time entry from the project. Please note that only Administrators can recover time entries from the Trash folder.

The Export CSV link simply creates a CSV file with all the related time report data.

Reports

The Reports page, accessed via the Reports button found in the top right are of the main Time tab, allows users to create custom time reports and export them into a CSV file format. The page features a report type drop-down menu, a New Report button (situated on the top-right), and the actual time report. The report type allows the user to create a time report with only the desired time log entries.

The report type drop-down menu features the menu itself, and three buttons found on the right side of the header: Toggle Report Details (icon of circle with the "i" character in the centre), Update Report (pencil and paper icon), and Delete Report (thick "X" icon).

The Toggle Report Details button enables/disables the description of the report type selected in the drop-down menu. The description is very useful for users that may not be sure which type of time log entries the given report type would display.

The Edit Report button opens up a page where the user can change the settings of the selected report type. The name and report group can be edited as well as whether the report would be summarized by user and the type of filters the report type should contain. The report type can filter out time log entries by assignees, the period in which the log entry was recorded, and the log entry's status. The filters can be changed by adjusting the drop-down menus under the Show Records... heading found in the Edit Report page. Please do NOT attempt to UPDATE/EDIT report types in the GENERAL REPORT GROUP.

The Delete Report simply deletes the selected report type. Please do NOT attempt to DELETE report types in the GENERAL REPORT GROUP.

New Report

The New Report page, accessed via the New Report button found in the top right area of the Reports page, allows the user to create a new report type.

The page has a name (required) and report group (this is the group the report wil be filed under in the report type drop-down menu) entry field as well as the option whether the report would be summarized by user and the type of filters the report type should contain.

The report type can filter out time log entries by assignees, the period in which the log entry was recorded, and the log entry's status. The filters can be changed by adjusting the drop-down menus under the Show Records... heading found in the Edit Report page.

People

The People tab lists all people that are involved in the project and allows users to add people to the project through the Add People button found in the top-right area of the tab.

People are listed in alphabetical order and grouped under the companies that they belong to. Each person is represented by their profile picture, email, and role.

The Add Users page, accessed via the Add People button on the main People tab, enables the addition of people to the given project. This can be achieved through the Change button found under the Select Users heading (this opens pop-up window). Once the Select Users window is open, select each user's name individually, press on the right arrow to add them to the "Selected users" list (clicking on the 'X' icon next to a person's name in the "Selected users" list will remove them from the list), and press the Ok button once all desired users have been added. The final stage is to select the users' "project role" (a set of access permissions) which can be adjusted under the Set Permissions header and, lastly, click the Submit button at the bottom of the page. Please note that all selected users will have the same project roles if they are added at the same time. Users with differing project roles should be added individually. For more on project roles, please visit the Roles section of this guide.