Category: Project V2

Following and planning your employees’ assignments can be a heavy challenge especially when you manage several people. Luckily, using Kiu Project, you can handle it in only a couple of clicks.

Configuration

If you wish to manage time estimation, you will need to enable timesheets on tasks. From the Project application, go to Configuration ‣ Settings in the dropdown menu. Then, under Time Work Estimation, select the manage time estimation on tasks option. Do not forget to apply your changes.

This feature will create a progress bar in the form view of your tasks. Every time your salesperson will add working time in his timesheet, the bar will be updated accordingly, based on the initially planned hours.

Manage tasks with views

You can have an overview of your different task thanks to the multiple views available with KiuBMP. Three main views will help you to plan and follow up on your employees’ tasks: the kanban view, the list view (using timesheets) and the calendar view.

Create and edit tasks in order to fill up your pipeline. Don’t forget to fill in a responsible person and an estimated time if you have one.

Get an overview of activities with the kanban view

The Kanban view is a post-it like view, divided in different stages. It enables you to have a clear view on the stages your tasks are in and the ones having the higher priorities.

The Kanban view is the default view when accessing a project, but if you are on another view, you can go back to it any time by clicking the kanban view logo in the upper right corner

Add/rearrange stages

You can easily personalize your project to suit your business needs by creating new columns. From the Kanban view of your project, you can add stages by clicking on Add new column (see image below). If you want to rearrange the order of your stages, you can easily do so by dragging and dropping the column you want to move to the desired location. You can also fold or unfold your stages by using the setting icon on your desired stage.

 Tip

Create one column per stage in your working process. For example, in a development project, stages might be: Specifications, Development, Test, Done.

Sort tasks by priority

On each one of your columns, you have the ability to sort your tasks by priority. Tasks with a higher priority will automatically be moved to the top of the column. From the Kanban view, click on the star in the bottom left of a task to tag it as high priority. For the tasks that are not tagged, KiuBMP will automatically classify them according to their deadlines.

Note that dates that passed their deadlines will appear in red( in the list view too) so you can easily follow up the progression of different tasks.

 Tip

Don’t forget you can filter your tasks with the filter menu.

Track the progress of each task with the list view

If you enabled the Manage Time Estimation on Tasks, your employees will be able to log their activities on tasks under the Timesheets sub-menu along with their duration. The Working Time Progress bar will be updated each time the employee will add an activity.

As a manager, you can easily overview the time spent on tasks for all employees by using the list view. To do so, access the project of your choice and click on the List view icon (see below). The last column will show you the progression of each task.

Keep an eye on deadlines with the Calendar view

If you add a deadline in your task, they will appear in the calendar view. As a manager, this view enables you to keep an eye on all deadlines in a single window.

All the tasks are tagged with a color corresponding to the employee assigned to them. You can easily filter the deadlines by employees by ticking the related boxes on the right of the calendar view.

 

In day to day business, your company might struggle due to the important amount of tasks to fulfill. Those tasks already are complex enough. Having to remember them all and follow up on them can be a burden. Luckily, KiuBMP enables you to efficiently visualize and organize the different tasks you have to cope with.

Create a task

While in the project app, select an existing project or create a new one.

In the project, create a new task.

In that task you can then assigned it to the right person, add tags, a deadline, descriptions… and anything else you might need for that task.

View your tasks with the Kanban view

Once you created several tasks, they can be managed and followed up thanks to the Kanban view.

The Kanban view is a post-it like view, divided in different stages. It enables you to have a clear view on the stages your tasks are in and which one have the higher priorities.

The Kanban view is the default view when accessing a project, but if you are on another view, you can go back to it any time by clicking the kanban view logo in the upper right corner

You can also notify your colleagues about the status of a task right from the Kanban view by using the little dot, it will notify follower of the task and indicate if the task is ready.

Sort tasks in your Kanban view

Tasks are ordered by priority, which you can give by clicking on the star next to the clock and then by sequence, meaning if you manually move them using drag & drop, they will be in that order and finally by their ID linked to their creation date.

Tasks that are past their deadline will appear in red in your Kanban view.

 Note

If you put a low priority task on top, when you go back to your dashboard the next time, it will have moved back below the high priority tasks.

Manage deadlines with the Calendar view

You also have the option to switch from a Kanban view to a calendar view, allowing you to see every deadline for every task that has a deadline set easily in a single window.

Tasks are color coded to the employee they are assigned to and you can filter deadlines by employees by selecting who’s deadline you wish to see.

Overview

Kiu Project allows you to manage a project together with your whole team, and to communicate with any member for each project and task.

It works with projects containing tasks following customizable stages. A project can be internal or customer-oriented. A task is something to perform as part of a project. You will be able to give different tasks to several employees working on this project.

Creating a new project

Open the Project application, and click on Create. From this window, you can specify the name of the project and set up the privacy of the project.

When you have entered all the required details, click on Create.

Manage your project’s stages

Add your project’s stages

On your project’s dashboard. Click on All Tasks.

In the new window, add a new column and name it according to the first stage of your project, then add as many columns as there are stages in your project.

For each stage, there are markers for the status of tasks within a stage, that you can personalize to fit your needs.

Drag your mouse pointer over a stage name, and click on the appearing bearing, and on the opening menu, click on Edit Stage.

A new window will open. The color dots and star icon correspond to customizable markers applied on tasks, making it easier to know what task requires attention. You can give them any signification you like.

Click on Save when you are done.

Rearrange stages

You can easily personalize this view to better suit your business needs by creating new columns. From the Kanban view of your project, you can add stages by clicking on Add new column. If you want to rearrange the order of your stages, you can easily do so by dragging and dropping the column you want to move to the desired location. You can also fold or unfold your stages by using the Setting icon on your desired stage.

 

 

As a business manager, I have a varied job involving multiple stakeholders. To manage every task seamlessly, KIU BMP Projects is of great help.

With KIU BMP Projects, our project team members can easily plan and execute the launching of a new product line in Canada. I organized this project by creating different stages. It allows us to clearly identify the status of any task at any time, and for any user. It is convenient for any other project manager too.

These well-structured project stages are fully customizable. Here I identify one missing stage, I can easily add it in just a click. In our project management process, I proceed to a final review, so I add this stage. KIU BMP projects is designed to work for any kind of business.

Once a task is done, each colleague can highlight it by changing its status. That will help the project manager to review the task before changing the stage with a simple drag and drop. Easy, right?

We can also organize the different tasks by adapting the view. Here, I select the list view, which shows other information such as the working time progress. If I click on my task, I land on the form view where I can edit the planned hours and enter my timesheets. This is a great tool for any project manager. Controlling the working time progress and the time spent for each team member is essential. I set the time for the sales team training to 24 hours. Today, I prepared the material, so I will log 4 hours in the timesheet. The working time progress updates automatically. Thanks to this timesheet integration, the project manager has a thorough follow-up on the progress of each task.

Another great feature in KIU BMP projects is the forecast tool. When it is activated, I can plan resources per project and the workload. Therefore, the time allocation for other projects is much easier. For this project, I have to train members of the sales team. It will require 50% of my time until the end of the week. As project manager, I can do this resource allocation for any user and adapt it according to their other projects. This will prevent any form of time overlap. I can reassign a task or adapt the deadline. KIU BMP projects is the perfect app for strategic and executive planning.

Plus, every aspect of any project can be analyzed, thanks to the reports. For example, We can have a report of effective hours spent in comparison with the planned hours. I can assess the profitability of any project, any task, or any team member. I can also look at the number of hours assigned to each team member.

Another element of an excellent project management is communication. This is a key factor for the success of any project. While dealing with multiple stakeholders, being able to share documents directly in the task is very helpful. With KIU BMP projects, I can discuss through the chat feature that is always one-click away. I can also start a new conversation with anyone in my team.

In addition to being a powerful app for managing projects seamlessy, KIU BMP projects is also an effective customer service or after-sales app. With it, I can follow any customer issue, even create a dedicated support project. The app also automatically creates an invoice of time spent on tasks or issues.

KIU BMP projects is a powerful, yet easy-to-use app. At first, I used the planner to clearly state my objectives and set up the project app. Get this app, it will help you get started quickly too.

Kiu BMP provides the summary of all projects as well as task analysis in Projects >> Reporting.

Users can view and customize reports using multiple measures and variants to have a quick check of all projects and the corresponding tasks.

Project module enables employees to record time spent on each task and enables employers to track the total effort of processing each project. From that, users will be able to calculate the total cost of the project based on the timesheet entries and be sure to invoice customers the exact amount

-> Record timesheet on task

When employees are assigned a new task, they will receive an email from Kiu BMP notifying the assigned task

Click [View Task] to open the assigned task screen, under tab Timesheet, specify the Plan Hours and click [Add a line] to key in the duration

-> Update the task status

After logging in the time spent to process the task, you can change the task status to the corresponding stage by clicking on the status button on the status bar at the top right of the screen.

The task will be moved to the corresponding stage column so that employers can view the overall progress of the project.

Users can divide each project into multiple stages as long as it matches the steps which the project has to go through.

From the Kanban view of the project, users can click on [Add a column] button to create new stages

Specify the stage name and click [Add]

To rearrange the order of the stages, you can drag and drop columns to the position you want and you can also fold or unfold stage by clicking on Setting >> Fold

Users can also set a list of activities in each stage of the project to process or manage tasks through all stages by dragging and dropping tasks in the corresponding stages to make sure each task is processed through all steps. 

To create new tasks, click on [+] button at the top right of each stage

Input Task Title, select the assigned employee and click [Add] to create a new task.

In each stage, tasks can be set markers or status by clicking on Setting >> Edit Stage

In Edit Column window, you can edit the description of each task marker to give the task any significations to require attention as needed.

In the Kanban view of the project, click on the dot at the bottom of a task to mark status for this task so that employees can see which tasks are important and require attention.

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Users can divide each project into multiple stages as long as it matches the steps which the project has to go through.

From the Kanban view of the project, users can click on [Add a column] button to create new stages

Specify the stage name and click [Add]

To rearrange the order of the stages, you can drag and drop columns to the position you want and you can also fold or unfold stage by clicking on Setting >> Fold

Users can also set a list of activities in each stage of the project to process or manage tasks through all stages by dragging and dropping tasks in the corresponding stages to make sure each task is processed through all steps. 

To create new tasks, click on [+] button at the top right of each stage

Input Task Title, select the assigned employee and click [Add] to create a new task.

In each stage, tasks can be set markers or status by clicking on Setting >> Edit Stage

In Edit Column window, you can edit the description of each task marker to give the task any significations to require attention as needed.

In the Kanban view of the project, click on the dot at the bottom of a task to mark status for this task so that employees can see which tasks are important and require attention.

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Go to Project >> Projects, click on button [Create] to open Create a Project window

 Input Project Name and choose the features that you would like to integrate. For example, Allow timesheets integration will allow employees to log time consuming in assigned tasks and managers will be able to track the total effort or calculate the total cost of the project later on.