ICG Project and Task Management System: Documentation

Project Dashboard

A PROJECT can be a project you are working on, a client, and even a personal task list that you would like to better organize and manage. To get to your Project Dashboard, go to the Reports →  Projects and Tasks. 

 

Features of the project dashboard:

  • By default, you will get to see the active projects with a grid view.
  • However, you can select the completed option to view the completed projects.
  • You can also change the Grid view option to List view.

  • There is also a ‘Favorite‘ option to mark a project as a favorite to set priority when it comes to the appearance on the list.
  • Also choosing a project category will only show the projects belonging to that particular category.
  • There is also a global search bar to help you get to a project, task, task list, or subtask quickly.
  • You can use the shortcut buttons to get to a task, tasklist, subtask, and so on. You will be able to view the progress of a project with a progress bar. When you hover on an icon you will see a tooltip demonstrating a brief overview.
  • Use the three vertically aligned dots to delete, restore, and duplicate a project. Please note that these options are only available to projects that you create and are listed as the Project Administrator or Manager.

Creating a project

Creating a project is only a matter of a few seconds. You can create a project in just two steps.

Step:1

Go to Project Manager → Projects → New Project.

Step:2

When you click on the “New Project” button you will get a pop up containing options for creating a new project:

When creating the new project, you can add project categories from a drop-down. Adding a category to a project is optional though and not available on all accounts.

You can also add all the co-workers right from this modal window and if you check to notify, they will receive email notifications.

When you finish filling out the fields, hit the “Add New Project” button to create the project.

Note: Whenever you are naming a new project, try to give it a unique name because you can not create projects with the same name.

Milestones

Milestones help you to achieve your goal with better precision. To break down your projects into several phases, use Milestones.

Creating a milestone is very easy.

To change the status of a milestone or edit or delete it, go to the right buttons on each entry.

cpm-milestone-stages

Task Lists

What is a task list?

A task list is the backbone of your project management system. Within a project, you can create several task lists to host your project tasks. Task lists can also be tagged with milestones so that you can check progress. 

Add task list

Creating and editing a task list

Go to Project Manager → Projects → Create a project or click on an existing project → Task lists tab.

After that, click on the “Add Task List” button. Then give a name and description for the Task List you are going to create.

Task List

Finally, click the “Add List” button to save the Task List. Next, you will be able to see the saved task list.

You can also click and hold the following icon to drag and drop or rearrange a task list among a list of task lists.

Move tasks

You will get four more icons to know the status of a task list:

Click the “eye” icon to get a single view of a task list. If you click on the icon, you will be redirected to this single task list page:

Eye Icon

The progress bar will show the number of tasks completed in a task list.

Progress Bar

You can also get to know whether a task list is visible to others or not by the lock key. The unlocked icon means it is viewable to others in the project whereas the locked icon indicates that it is restricted to other users.

Adding tasks to the task list

To add tasks to a task list, just click on the following (red) marked area and type the task name.

Adding Task to task list

On hitting the Enter button you can create the task. And the task will look much like this:

Created Task

If you want to complete a task simply check the radio box next to it.

Radio Button

Please note that if you create a task outside of a task list, you will find it in the Inbox task list which is the default task list for any task without an assigned tasklist.

Inbox Task List

Customizing a task

Use the lock icon while creating a task to make it private and keep it viewable only by the preferred users. The lock is by default open. It will get locked after you click on it.

Lock A Task

You can add a description for a task with a full-fledged text editor. Click the task and the following icon to get the editor.

Add Description

You can add preferred users by clicking this icon. You can also use the search bar to find your desired users

Assign a user

To add dates to the task use the calendar icon and select a date.

Calendar to add due date

Finally, click the “Update” mark to save the task.

Add new button

Use the “Show completed task” option to see which tasks have been completed.

show completed task

If you click on the “Show completed task” button then you will get the tasks that have been completed.

Show Completed task

Adding sub-tasks to a task (module required)

To break down your tasks into further divisions, you need the Sub Task module.

First turn on the module from WP Admin Dashboard → Project Manager→ Modules. Find the Sub Task module and enable the toggle button.

Next, after you have added a task, click on that task. After that, you will get a modal window for creating the subtask:

Adding Sub tasks to a task

Next, click on the enter button from your keyboard to create the subtask. Here is an example of a subtask.

Subtask added

Use the three vertically aligned dots to get the option like the URL link of a task. For every task, you will be able to get and copy the unique URL to share with others.

Copy link

In this modal window, you will be able to edit the main task, such as, add a deadline, description, make the task private for yourself, or discuss it with others.

My Tasks

While using the ICG Project and Task Management System, sometimes you need to get insights into your projects and tasks. You can easily get a quick bird’s eye view and insights about your tasks. This new version of the ICG Project Manager is faster and stronger. Navigate to-

Project Manager → My Tasks

My Tasks – Current Task

You will get a handy dashboard where all your current tasks are available. This page shows a quick view of your current tasks. There is a drop-down box where you can also check your Outstanding and Completed tasks.

You can also search your task by selecting ‘Task Title‘  or ‘Project‘ from the drop-down box.

WP Project Manager- My task

Add New Tasks (Feature Update!)

With our new version of the WP Project Manager, you can now add a new task directly from your dashboard. Click on Add New button. Then you will get a pop-up window where you will choose a project, choose the task you want to create a task under, and the name of your task. Hit Enter and the task will be created. You can view the task in ascending or descending order.

WordPress Project Manager- My task

Check out the GIF below, to get an insight on how to create a task from your dashboard.

Overview

To get an overview of your work, navigate to

WP Admin → Project Manager → My Tasks → overview.

The overview page shows a quick view of your tasks including the current, outstanding and completed ones. There is also a chart for your activity. This visualization shows an overview of your activities over a certain period.

You can also view your calendar. It specifies your to-do lists and tasks according to their working dates.

WP Project Manager- My task update

Activities

To view all your activities details, navigate to-

WP-Admin → Project Manager → My Tasks → Activities.

WP Project Manager- My tasks

Outstanding Tasks

To get all your outstanding task details, select “Outstanding Task” from the drop-down box and click on “Filter”. You will be able to view all your outstanding tasks.

WP Project Manager- outstanding task

After clicking “Filter” you can view your outstanding tasks.

WP Project Manager- My task filter

Completed Tasks

To view all your completed tasks, select “Completed Task” from the drop-down box and click on “Filter”. You will be able to view your completed tasks.

WP Project Manager- My task update

After clicking “Filter” you can view your completed tasks.

WP Project Manager- My task filtering

View Activities of Other Users

Admin can view the activities of all other users. Navigate to 

WP-Admin → Project Manager → My Tasks

There is a drop-down menu on the top-right side of the page. From there, you can select any user who is assigned to the projects. This can also be done from the rest of the activity task tabs.

WP Project Manager- My task management

That’s it!. And this is how WP Project Manager will serve you from now on. Enjoy the tutorial.

Discussions

While managing a project, you need to communicate with all the persons involved in that certain project. With the discussions, you can discuss anything online with your co-workers, clients, coach, or director. Your team can also attach files to their comments when it is necessary.

Step: 1

To use the feature, you will have to navigate to Project Manager → Projects → Select a project.

Project select

Step: 2

Next, click on the ‘Discussions‘ tab.

discussion

Step: 3

After that, you will get a discussion panel which can be used to create an open discussion, group discussion, and private conversation. 

Click on the “Add New Discussion” button to get options for creating a discussion.

Add new discussion

After clicking on the button, you will get the following interface with a view to giving a name of your discussion, adding a comment, attaching files, selecting relevant milestones, selecting users, etc.

Note: you can select all the users to make the discussion open, or create a group discussion by selecting a few users from the total list of users.

Step: 4

Hit the “Add Message” button to create the conversation:

What’s more?

Your notified users can participate in the discussion by commenting.

Any participator can also attach files so as to submit their tasks in the form of documents, images, zip file,s and so on.

If you have created multiple discussions, you can view them easily by navigating to the discussion tab:

discussion

That’s how you can use the discussion feature of WP Project Manager.

Calendar

The ICG Project and Task Management System has a calendar feature for your projects. You can view an interactive calendar view of your projects and tasks. To view the calendar, navigate to Project Manager → Calendar

Calendar

If you want to view any of your team's shared tasks, select the project then choose the user. Click on the Filter button to see that user’s task.

Calendar Color Annotation

This area shows you the explanation of the differently colored taskbars. With the colored taskbars, you can quickly get to know whether a task is incomplete, complete, or outstanding. You can also see if there is any milestone with the help of color.

task type

Taskbars

You will see different bars that indicate the status and duration of the tasks. These are called taskbars. The longer the duration of a task the more stretched the bar for that task will be.

task types

The Red bars represent the due tasks or outstanding tasks or the tasks that have a starting date but do not have a due date.

The Green bars represent the ongoing tasks or the tasks your team members are working on.

The Blue bars represent the completed tasks.

The light Blue bars represent the milestones you set for the project.

Filtering the Calendar

When you navigate to the calendar, it will show all the tasks for all the projects and users on your team. But you may wish to see only the tasks for a particular project and user.

Luckily, you can filter the tasks shown on the calendar using three methods:

  • One is selecting a project
  • Another is selecting a user.
  • The other is by selecting both a project and a user.

Calendar2

Filter by Project

Choose a project from the dropdown list and hit the Filter button in order to see your desired project’s tasks.

Filter by projects

You can also choose the monthly, weekly, and daily options to see the tasks.

Filter by User

Choose users from the dropdown and hit the filter button to see the tasks of those users only:

filter by userss

Filter by Both (Project and User)

filter by users and projects

You can also specify projects and users together and filter the tasks accordingly:

 Users, Monthly, Weekly, and Daily View

You can get 4 types of views in the calendar. They are:

  • Users View
  • Monthly View
  • Weekly View
  • Daily View

Users View

 See all the tasks from the users’ perspective by selecting the User View tab.

user view

However, you can also choose certain users and projects to filter tasks and get a user view.

Note :

  • The user view will only show tasks for one week.
  • You can easily navigate between dates in this view using these two icons (<,>).

Assigning Tasks in User View by Dragging and Dropping

You can also assign tasks from one user to another user by simply dragging and dropping a task in the calendar.

For example, you have two users. One is Felipa and the other is Gladyce. Now, if you move a task of Felipa to Gladyce by dragging and dropping then Felipa will no longer remain assigned to that task. Rather Gladyce will be assigned to that task.

Another thing is when you are dragging and dropping a task to a different date the date will also be changed accordingly.

Monthly View (Default View)

Selecting this option will only show you the tasks on a monthly basis. Use the left single arrow and the right single arrow to navigate to the previous and next months.

monthly view

Weekly View

Selecting this option will only view the tasks on a weekly basis. Use the left single arrow and the right single arrow to navigate to the previous and next weeks.

weekly view

Daily View

Selecting this option will show you the tasks on a daily basis. The daily view counts and shows tasks from 12 a.m. to 11 p.m. of a day and so it is a 24-hour-calendar view. Use the left single arrow and the right single arrow to navigate to the previous and next days.

daily view

Note

  • you can use the ‘today‘ button to quickly navigate to the tasks for the current day you are working on. The button remains deactivated if you are already on the day you are working.

Drag and Drop Tasks

The dynamic and interactive drag-and-drop functionality will provide you with a seamless experience. For example, on 19th August, you see that the following “test task” has a start date of 17th August and the due date is 18th August. Thus on 19th August, the task will be due and so it will be red.

If you drag the task and drop it on the next day it will automatically become an outstanding task and the color will also be changed. If the color does not change then consider reloading the page and the color will change on its own.

Creating Tasks

You can also create tasks very easily in the calendar. This works in all view (User view, Monthly view, Weekly view, and Daily view) options.

To do so, select a blank area or the date on which you want to create a task. After that, you will get a pop-up to add tasks. You can select a project, specify a task list, give a project name, add users, set a deadline, give a label and so on.

Edit Tasks and Create Subtasks

If you click on any taskbar a window will pop up on the screen to edit tasks and add subtasks. Assume that we click on the following taskbar:

A pop window for editing the task will appear immediately. From here, you can edit the task name, change the start date and the due date, etc. You can even create subtasks and add time logs from therein.

create tasks and subatsks

That’s all about Project Manager Calendar.

Activities

The activities page displays all the actions (like task list creation, task creation, completion, etc.) in a chronological manner and date-wise. The items are clickable. Here is how it looks from the backend of the website:
activities

With WP Project Manager Free 2.0.6, when you delete a task, the activity will appear in the Activities log.

delete a task

The deleted task log will appear in both the Activities section of My Tasks and in the main Project.

My Tasks Activities:

My Tasks Activities

Main Project Activities:

Main Project Activities

Files

The ICG Project and Task Management System comes with a Files Manager that takes complete care of your files, documents, and images from one place. Create and attach documents, save links to web pages and files, and manage everything from one page.
  1. Simply go to the Files tab from any Project and click on the + Upload a file button
  2. Click on Attach a file button and choose the file from your computer.
  3. You can add multiple files at once, choose more if you need to.
  4. To proceed with uploading, click on Submit.
Attach a file_Project Manager files

Creating a folder

  1. Simply click on + Create a folder
  2. Enter the name of the folder
  3. Tick to make this private
  4. Now click on “Create Folder” to complete the action
Creating a folder pop-up_Project Manager files

Creating a Document file

  1. To create a document file, click on + Create a doc
  2. Enter the document title
  3. Write the things you need to note
  4. Click Create a doc
  5. You can also make this document file private by checking Make this private before creating the doc.
Making the folder private.

Uploading or creating a file or sub-folders inside another folder

  1. Click on the folder that you want to upload a file or folder
  2. At the top right corner, you will find all the 4 options again. You can upload files, and create folders, docs, and links to docs, the same way you do in the Files Manager home.
  3. For example, click on + Upload a file. 
  4. A file upload tool will appear.
  5. Click on Attach a file button and Select your file
  6. Click on the Submit button and save the file. You can also click Delete file if you need to delete it
  7. To make it private, check Make files private.
Check to see if it's private

Linking an external doc/file to the file manager

  1. Simply click on the + Link to Doc 
  2. Enter the Title of the doc
  3. Provide the link to the doc
  4. Add notes if required
  5. Click the Link to Doc
  6. View the linked Doc.
Linking an external file

When you click on the file now it will take you directly to that link.

Commenting on a file or document

  1. Simply click on a file or document that has been already created or uploaded
  2. A new preview will appear
  3. Write down the comment in the comments section.
  4. You can add links or format the text according to your requirement
  5. If you need to attach a file, click on Select Files
  6. Click Add Comment to save.
Commenting on a file or document

File Manager Sharing and Privacy Settings

  1. To access the file manager settings, click on a project
  2. On the right side of the Files tab, you will find Settings. Click on it
  3. At the bottom of the page, there is the Files section
  4. You can control what co-workers and clients can do
  5. After enabling or disabling the options, click on Save Changes.
Sharing and privacy settings

Removing or updating a file/folder/doc

  1. To update a file/folder/doc, click on it
  2. You will find the Edit button on the right top side
  3. After clicking on it, you will be able to update the doc according to your requirements
    cpm-updating-file-folder-doc
  4. You can also delete the file/folder/doc by clicking on the delete button on that file/folder/doc
    cpm-delete-files

Keeping a backup

  1. You can always keep a backup of your files if required
  2. To do so, click on the file/doc, and a preview of the file will appear.
  3. Click on the Download button to save the file and create a backup.
cpm-download-file

Uploading Video Files

With the ICG Project and Task Management System Pro 2.0.8, users will be able to upload videos on the files tab, as well as on comments and messages. Free users will be able to upload videos in comments and messages.

The default file size has been given as 2MB. 

Uploading video files

To upload videos in the Files Manager, simply click on Upload a file, then click on Attach a file, then select your video. Then click on Submit.

Files:

Video file_ Project Manager

Similarly, to upload a video in a task comment, click on the Attachment icon, then select your video file, then click on Post Comment. You will need to write some text too in order to successfully post your comment.

Comments:

Uploading a video in a task comment-Project Manager files

In the same way, upload a video in your message under Discussions, open a discussion, click on the Select Files button underneath, select your video, then click on Add New Comment.

Messages/Discussions:

Discussions-Project Manager files

If the files supports HTML 5, admins will be able to view the file directly from project manager. If the file doesn’t support HTML 5, the file needs to be downloaded for viewing.

Viewing video from files manager:

View File Directly.

Viewing video from discussions and comments:

Preview files_Project Manager files

Copying Folder to Another Folder

You can easily copy one folder to another folder. The same goes for files. The process is simple.

After creating files, click on the Move button. It’s situated on the bottom of every file.

Move Button-Project Manager files

A pop-up will appear. You need to choose the folder where you want to store the folder or file.

Choose folder to copy-Project Manager files

After choosing if you click on the selected folder then you will see the copied folder.

Copied folder_Project Manager files

See, that is how easy it is to copy one folder or file another folder.

Progress

Your Progress

You get a quick detailed view of the progress of your projects. To get the list, navigate to-

WP-Admin → Project Manager → Progress

You will be redirected to the progress page where all your activities based on their working dates. It also contains the project name, to-do list, activities and tasks.

Gantt Chart

A Gantt Chart is a type of bar chart that allows you to see the schedules of each and every task created within your project by ICG Project and Task Management Pro. 

Location of Gantt Chart Module in WP Project Manager

To access your Gantt Chart, go to Project Manager → Projects → Select any project you wish to view.

After selecting the project of your choice you will see the Gantt Chart on the far right side of the menu. Click on it to view.

Expand the duration of the tasks

Gantt Chart allows you to expand the duration of tasks. On the top, you will see the date, day, and month. You can expand your tasks by dragging to the left or right by clicking and holding the edges of the tasks.

NOTE: You do not have to edit the due dates for the project or tasks, the due date for any task will be changed according to the graphs.

Move tasks to any date

If you want to push a specific task to a later or an earlier date, you need to click and hold the task and then drag and drop it to your desired date.

For example, the first task was supposed to be done from the date 6 to the date 7 but after moving it we can see that it is due from the date 8 to the date 9. Here is a screenshot:

If you click and hold on a task list and drag it to the right then the due date will be extended. Similarly, if you click and hold on a task list and drag it to the left then the due date will be shortened accordingly.

Add a New Task or Task List while keeping it categorized

But, with the Gantt Chart, you can create new tasks right from the Gantt Chart tab.

Simply select on the + icon from under the Action (caption) category to create a new task while keeping it categorized:

A task editor window will pop up for you to enter all the details:

From here you can create a new task, assign it to your co-worker, define a due date, and mark it as private.

Adding Task List

However, to add a Task List, you can use the first (+) icon right from the Action tab to create a Task List directly:

Add the Task Lists or Tasks of other Projects

Yes, it is possible. When you hit the (+) icon of the Action tab, you will get a form to add a Task List or Tasks. If you click on the Task List name field or Task name field, you will get a bunch of suggested Task List names or Tasks from the other projects.

To get the suggested Task List names from other projects, you will have to click on the first (+) icon right beside the Project group. Here is a screenshot that indicates suggested Task List names which are shown from the other projects:

To get the suggested Task names from other projects, you will have to click on the first (+) icon right beside the List group. Here is a screenshot that indicates suggested Task names which are shown from the other projects:

Link tasks to each other

Suppose that you want to link up two or more specified tasks from the Gantt chart. You can do it by joining the circularly shaped icon of one task to the other.

First off, you will have to click on a taskbar after that you will get two circles. Then you can click on one of those circles and drag them to connect with other tasks’ circles.

Please note that you can only hook up a later task to an earlier one and you can not connect an earlier task to a later one.

Groups

With the release of version 2.0.1 a new option called ‘group’ has been added to the Gantt Chart. With this option, you will be able to know which project contains how many task lists, tasks, etc. Here is a screenshot:

Open or close Task List

You can use the (-) or (+) icons to open or close folders to navigate more easily between the task lists and tasks. The project and task lists are like folders while the tasks are like files. Use the (-) icon to close a folder and use the (+) icon to open a folder.

Double-click to see the details and edit

If you double-click on any Task List or Task then you will be able to view their details and get the options to edit them. For example, let’s double-click on the Task List Content for WP ERP” to view the details and edit it:

After double-clicking on it, you will get the details and options to edit it:

After editing the Task List, don’t forget to hit the “Update List” button.

Please note that this double-click editing feature is applicable for the Task List and Tasks not for the Project.

View Reports

The ICG Project and Task Management System allow you to generate reports of your projects, tasks, etc. focusing on various criteria.
cpm-reports

To view reports navigate to  Project Manager → Reports.

We have added several predefined report cases depending on user feedback. The reports are very much self-explanatory.

Overdue Tasks

Lists tasks from the project that have passed the due date but are not completed yet. Now you can find out which tasks you need to get off from your waiting list first.

cpm overdue task report

Complete Tasks

Tasks that were completed from all to-do lists. Tasks which you can relax about.

cpm-all-task-report

User Activities

A complete review of all the tasks created or deleted by all co-workers. It is also possible to create reports for specific user activities. All you have to do is select the user name and time frame.

Select specific user and time frame
cpm user activities report

Project Task

A complete report showing all your tasks from projects. You can also generate reports for complete and incomplete tasks. When you select this report a popup with be displayed and you have to choose what kind of report you want to generate and press the Run Report button.

cpm-project-report-selection
cpm-project-report

Task by Milestones

Displays all the tasks according to specific milestones. You have to select a project and assign milestones to generate this report. You can also export this report to CSV file format.

cpm-milestone-selection
cpm-task-by-milestone-report

Unassigned Task

This report lists all the tasks which were not assigned to any of the users.

cpm-unassigned-task-report

Summary

This report will help you give a snapshot of your projects’ every aspect. The most amazing thing is that you can customize the attributes of your project report to get the report according to your preferences.

To get the report, select the ‘View Full Report’ button:

Next, you will need to set the filter of the report. Click on the ‘Filter’ button:

Next, you will get a pop-up to set the filter option. You will get the following options:

  • Report type: By default, it is set to ‘Summary’. However, you can also select the ‘User’ radio button.
This image has an empty alt attribute; its file name is 14-according-users.png
  • Summary type: To enable this ‘Summary Type’ option, you must select the ‘Summary’ radio button from the ‘Choose report type’ option. 
    By default, it is set to the ‘All Project’ option. But you can click on the dropdown menu and select either ‘All Project’ ‘Task List’ or ‘All User’.
This image has an empty alt attribute; its file name is 13-summary-type-all-project.png
  • Start Date and End Date: Set a date range to get a report during that period.

How the estimated time report will look like?

Here is an example of an ‘All Projects’ estimated time report based on the ‘Summary’ type:

Here is an example of a ‘Task List’ report based on the ‘Summary’ type:

Here is an example of an ‘All Users’ estimated time report based on the ‘Summary’ type:

Finally, here is an example of an individual user type-based estimated time report:

v2.3.3 Update

With the new release of version v2.3.3, this module will include two more report filters. They are:

  • Project vs user
  • User vs project

These filters will generate reports with graphical representation.

Project vs user

If you select this option, you will be able to know which user has given how long in their assigned projects. If you hover your mouse pointer on the graph then you will get a tooltip describing the details.

User vs project

If you select this option, you will get to know how many users have spent time on a project. Like project vs. user, if you hover your mouse pointer on the graph then you will get a tooltip describing the details.

The advanced report is the old report

We didn’t completely remove our old reporting system because of its complete manual capacities. You can still access it by clicking Advanced Report.

On this page, you will be prompted to select a project to generate the report or to export it to a CSV file.

  • Use the drop-down menu to select your desired project.
  • Use the “+” button for selecting multiple projects.
  •  Click Generate Report to view project report(s).

After clicking the generate project button, you will see your project reports in detail as Project Name, Task List, Title, Task, Assigned Person’s name, Start Date, Due Date, Status, and more in detail by clicking on them.

Project report
Reports

How to Export to CSV

After getting reports, you can export your reports as an Excel file for backup. Click the “Export to CSV” button and a file will be downloaded.

Export
Export

After downloading the file, you will see it in your browser downloads and download folder on your PC. Now you can open your file to see your project report just navigate to your download folder and open your desired file and you have done.

Screenshot_5
Project report in CSV file

If you have any feature requests or having difficulty understanding this doc, please open a support ticket.

Reports ( My Task )

Employees can now view detailed reports using the new My Task Report tab in the ICG Project and Task Management System Pro version.

You will be able to view the completion hours of (estimated),

  • All Projects
  • Task Types
  • Sub-task Types.

To view the detailed reports, navigate to WP Project Manager-> My Tasks-> Reports.

My Task Report

Then the employee will be able to view the whole report and can even filter by date.

full report

Adding users to a project

To add a user, they must have an account on our website.
 
When creating or editing a project, select users by typing 3 or more characters in the search bar and then select the user role from the drop-down.

New User?

You can add new users by typing out a name in the user search bar. If it doesn’t exist in the database, it will show you an option to Create a new user.

IMPORTANT: To connect to your account, make certain they use your Member ID when asked on the registration page. 

Click on it and fill out the details on the modal window, as shown below.

Click on Create User to finish.

Finally, click on Update Project to save the changes.

Time Tracker

Time Tracking is a much-needed feature for someone who is a part of a project management team. With the Time Tracker module of the ICG Project Manager module, it’s super easy to track time. 
 

Configuring Time Tracker

The Time Tracker module lets you track how much time you spend on each task inside of a Task Lists Tab. To start tracking time on your Projects, follow this:

Start Time Tracking

  • To start tracking the time of a task, go to the Projects menu and click the relevant project.
  • Click on the Task Lists tab.
  • Here, if you have a task or tasks created from all along, click on the task. Now, you need to assign a logged-in member. Then you will see the Time Tracker option.
time tracker option
  • Click the Marked icon to start tracking time for that task. You will see the clock start tracking your time.
start time
  • To stop the Time Tracker from tracking time, simply click the Stop option while the time tracker is active. On doing that, you will see the clock will stop and show you the amount of the tracked time.
stop time
  • Each time you start and stop tracking time a time log will be created on the single task page. If you want to see the time logs then simply click on that task:
click on task
  • And you will be able to see the following modal window. By default, you will be able to see the last time you logged there. However, to view all the time logs, click on the down arrow:
time log
  • After that, you will be able to see all the time logs. There is also an option that will show you the total calculated time.

Add Custom Time

You can add custom time to Time Tracker. Follow the steps below to add manual time to your tasks.

  • Simply click on the Custom Time option from a task.
select time custom time

After that, you will get options to insert the start time and end time manually:

set custom time
  • Finally, click on the Add button to save the manually tracked time.

Estimation Field:

With the release of the ICG Project Manager Pro version 2.3.1, make sure you do the following:

  • Turn on the Time Tracking Module.
  • Assign only one user to each task or subtask.

Adding Estimated Time for a Task

  • To set an estimated time for a task, go to the Projects menu and click on a relevant project.
  • Click on the Task Lists tab.
  • Now, give a task name and assign a user to it.
  • Next, you will get a clock-like icon to set the estimated time:
time estimation
  • Set the estimated time for the assigned user in the Hours: Minutes format:
set estimation time
  • Now, click on the ‘tick’ mark to add the task.
save estimated time

Adding Estimated Time for a Sub Task

  • To set an estimated time for a task, go to the Projects menu and click on a relevant project.
  • Click on the Task Lists tab.
  • Create a task.
  • Now, click on the task and create subtasks. Now, assign users for the subtask.
  • Now, you should see the clock-like icon on the subtask editor.
  • Set the estimated time for the subtask and click on the ‘tick’ mark to add the subtask.

That’s all about the Time Tracker module of the ICG Project Manager.

Note 1: One must be assigned to a certain task to track his/her time for that task.

Note 2: One can track only one task at a time.

Project Invoice

While most of your customers will be billed on a monthly membership basis, there may be times when you do work that is over and above what the membership requires. In that case, creating a project invoice is easy and fast in the ICG Project Management System. 
 

Currency

If your currency is not listed, please submit a Support Ticket to request the currency you want to charge your users in.

Payment Gateway

At this time, PayPal is our only available option. 

PayPal Email

Enter your PayPal email address to receive payment.

Enable Demo/Sandbox Mode for PayPal

The PayPal sandbox mode is for programmers to test payment software before running real transactions. You can test it out by marking the checkbox here.

PayPal Instruction

Instructions you type in here will show up to your clients along with the PayPal pay button.

Organization and Address

The following forms will let you fill in your company name and address. If you fill it in, your company address will be automatically added to all invoices you create. You can add or edit your company address when you create an invoice, but adding your company address here makes the process faster for you.

Make sure to click the “Save Changes” button to confirm and save your settings.

How to create an invoice

Here’s how to create an invoice for your client. First, you need to navigate to the project under which you want to create your invoice.

  • Choose a project you want to create an invoice for.
  • Click the Invoices tab.
  • Click the Add New button to create an Invoice.
  • You will see an invoice creation form like the image above.

After clicking on the “Add New” button, you will see an invoice creation form. Here is a screenshot:

Below is a short explanation of what each of the fields does in the Invoice form.

Invoice Title

Give your invoice a title that will show up on as the header of your invoice.

Client

Choose which client you’re going to issue the invoice to. If you select a client here, he or she will see this invoice issued to him/her when they log in.

Addresses

Here you will find two address fields for To and From placement. “From” will list your company address by default if you have set it in the settings. You can update the address anyway. The “To” field will have the address of your client which you can manually enter here. Both addresses will show up on the invoice.

Due Date

This field is self-explanatory. You can input a due date for the invoice.

Invoice Discount

If you want to offer a discount to your client, you can type in the amount here.

Minimum Partial Payment

You can enable partial payment for the invoice by checking this option. Checking this option will enable a new field where you can type in the amount of partial payment.

Initial Invoice Entry

This is where you enter all the items/hours for which you will be charging your clients. This has two parts.

  • Task: If you want to charge your client by the hour, or for hourly tasks, this is where you will enter your tasks. You can create multiple tasks, give them a name and a description, add an hourly rate and put in the number of hours you’re charging. Invoices will automatically calculate the charges.
  • Name: On the second part, you can add items for which you are going to charge your client. You can add as many items as you want, add unit price and quantity. You can also put in Tax charges should it apply. Invoices will automatically calculate and show the total amount at the bottom. You can delete tasks using the red buttons before the task items.

Please note that you can delete Tasks or Names using the red buttons and add items using the “+ Add More” option.

Terms

You can add terms and conditions at the bottom of the invoice. The text you enter into this field will show up in the invoice.

Notes Visible to Client

Just like Terms, you can optionally add custom notes for your clients which will be shown at the bottom of the invoice. You can add those text in this field Notes Visible to Client.

When you’re done, you should click the Add Invoice button and that will save the invoice. The client, when logged in, can see the invoices issued to them from the front-end. See how to show invoices on the site to your clients.

Show Invoices on Front-End

You can let your clients see the invoices issued to them on the front-end of your site. All you have to do is follow through:

  • Create a new page. Name it Invoices.
  • In the new page, just type in the shortcode 
  • Publish the page.

Now when your clients are logged in, you can direct them to the Invoices page. They’ll see all the invoices you issue to them there. Here is how your client will be able to view the invoice:

Please note that you need to choose a client when creating a new invoice. Otherwise, they will not see it there.

Mark An Invoice As Paid

By default, when a client pays against an invoice via PayPal, that invoice gets marked as paid. But if you received payment via an alternative way and need to mark an invoice manually, here’s how to do it.

  • Go to Projects and select the project for which you want to mark the invoice as paid
  • Go to Invoices tab.
  • From the list, click the correct invoice that you want to mark as paid.
  • The full invoice will be shown. Click “Enter Payment” button.

Entering the Payment

Here you can enter the payment amount or click the Full Payment check box to enter the full invoice amount. You can also add a payment method, date, and some notes.

When done, click “Enter Payment” button and the invoice will be marked as paid.