We wanted to give you a quick overview of Q.’s basic features to get you started as quickly as possible. Read on to get all the details about task management and time tracking. However, while we were building the intro, Q. really wanted to introduce himself – so without further ado: Q. introducing Q.:
Hi there, I’m Q. 👋
Today I’ll give you a short introduction to my layout and most important features so you can get productive even faster.
This is my dashboard. This is where you start your day with me. I’ll show you lots of important things here like a list of your due tasks, your currently active projects and – of course – the upcoming birthdays within your team. If you want me to remember stuff for you, just put it in my notes widget and I’ll keep it safe for later. Should you ever need help, please check my documentation, contact my support team or open a ticket if you find a glitch in my programming – that would be embarrassing though.
If you need me to find things for you, use your direct Uplink to me from the top right corner of your screen. You can ask me to search for projects, tasks, companies users and more. I’ll also try to learn what’s important to you and recommend your favourites. If you give me access to your microphone, you can actually ask me directly. Try asking me for the weather in your region, for example. Also, I won’t spy on you. Promise.
So, let’s get something started! We will now create our first project together. Just hit the rocket pink plus button to add things. Besides being my favourite colour, this button is available on every screen and lets you add projects, tasks and more.
The first thing you need to let me know when creating a new project is the kind of project you’d like to start. I call this the ‘Project Type’. Depending on the Project Type you choose, I’ll load a different project workflow for you. You can manage and customise my project types by hitting ‘Manage Project Types’ or by navigating there via my settings menu. Don’t worry, if you’re not sure which type to choose right now, just pick one you like – you’ll be able to change your mind later.
On the next screen, you can give your project a nice name and let your team know what your project is about with a description. Choose a planned start and end date for your project to sort all of them by due date later on. Now, if this is going to be an external project, you should add the company you work for or with. If you haven’t added the company you want yet, you can do so by clicking the ‘Add new’ button. I’ll get into the details about adding companies at a later time though, to keep this brief.
You can add an estimation of your planned project effort here. I understand many common time formats like d for days, h for hours or m for minutes. Later I will use this value to show you how much of this has already been booked and how much of your initial estimation is still available.
Last, but not least, you should add a team to your project. Even if it’s just you for now, at least add yourself – because its always fun to see your own picture next to a nice project. When adding teammates to your project, you can choose their role on this specific project. This is important for your team’s permissions. Roles can also be configured in the project types settings. The person you give the little rocket pink checkmark is going to be your project lead. As always in life, there can only be one.
Finally, hit next and choose the project status you’d like to start your project in. These are also part of your project type settings.
Nice! Your project is ready. I love the smell of new beginnings.
Tasks in Lists and Boards
This is our new project’s dashboard. It gives you a quick overview of the most important facts and what’s happened recently. You can also start tracking your time on this project and change its status.
Let’s head over to our tasks section. This is where most of my magic will happen. As you can see, I already created a bunch of tasks for you in our new project. These are actually part of a ‘task bundle’ that has been configured for our project type. But first things first.
I love lists. Really, I love them. That’s why you can organise your tasks into as many lists as you like. It’s especially handy, when your projects get more complex and you want everything to stay nice and structured. You can move your tasks between lists or actually add them to more than one of them. You can also assign tasks to your teammates, change their status or perform other helpful operations.
If a task is very important to you – I totally get that some things in human life are more important than others – then go ahead and mark those as a priority.
To find a specific task you’re looking for, try my task search or one of the filters right above the list of tasks. If you click one of your teammates’ icons, I’ll show only tasks that are assigned to this person. Also, use my quick filters to view a predefined selection of tasks.
Now, let’s do something fancy. By clicking on the little board icon above a list, you can switch to its board view. This shows your tasks in an intuitive drag and drop style that is perfect for status meetings and for getting a quick overview of what’s currently in progress.
Now, let’s start tracking. There are several ways I can help you track your work. For starters you can simply click the play buttons in projects or tasks and I will start tracking them immediately. You can also access my stopwatch feature from the main menu anywhere you are. I’ll try to learn your tracking habits and recommend things you might want to track next.
Let’s head over to the my time tracking section for other methods of logging time. This is your day view. The left hand side will show everything you have already tracked for today, while the right hand side shows my recommendations for you. You can simply click and drag in the timeline to create a new time entry, accept one of my recommendations or click the plus button to add something manually.
We’ll head over to the week view now. This is the perfect tool to quickly book your entire week. Just click the large plus buttons in the days section to add entries.
If you want to get a nice overview of the times I tracked for your team, check out my reports from the main menu. They show times tracked by teammate, project, company or by type of work you did.
I really hope you enjoyed my little introduction of myself. If you did, please tell your friends. If you did not, tell your family.