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Planning

Planning

Importance of work management tool

• Organize everything you need to complete your project in one place

• Deliver reliable results and utilize resources more effectively

• Increase productivity and execute your plans faster

• Visualise your needs to make more informed decisions

The Planning Service is a specialised Virsas tool that allows you to manage your projects and customer reports reliably from one place, achieving much faster results.

Team management

There are two ways to create a team. One is from the main page of the planning service. The second one is from the team management page located at the top right corner. You can create as many teams as you wish with any number of members. This way, each team can manage its list of meetings.

Access of team members

Members of a team can access, manage and read the boards and tasks of the group. Only an administrator can add or remove team members. The read and write access is based on the role assigned to each user and can be found in the user list.

Creating a project

Each team can have any number of projects. Some can be public, used as a customer portal tool. Others can be private, used as a work management tool. You can access private projects only if you are a member of the team. Within these projects, you can track the progress of each task from the project planning stage to project completion.

Tasks

To make sure you get your project completed, you should break it down to small manageable tasks. Each task has a lifecycle. It begins as a new item and ends up as a resolved one. The task should contain the description, what it tries to accomplish, and within the comments section, you should describe the journey you took to get there. In the end, the task can act as a document on how to fix an issue or configure service.

Public access

You can use the planning tool as a customer portal software. You can integrate the board to your website or use our public access, and customers could report issues and get real-time feedback without the need to be registered users at your Virsas account.

Importance of work management tool

• Organize everything you need to complete your project in one place

• Deliver reliable results and utilize resources more effectively

• Increase productivity and execute your plans faster

• Visualise your needs to make more informed decisions

The Planning Service is a specialised Virsas tool that allows you to manage your projects and customer reports reliably from one place, achieving much faster results.

Team management

There are two ways to create a team. One is from the main page of the planning service. The second one is from the team management page located at the top right corner. You can create as many teams as you wish with any number of members. This way, each team can manage its list of meetings.

Access of team members

Members of a team can access, manage and read the boards and tasks of the group. Only an administrator can add or remove team members. The read and write access is based on the role assigned to each user and can be found in the user list.

Creating a project

Each team can have any number of projects. Some can be public, used as a customer portal tool. Others can be private, used as a work management tool. You can access private projects only if you are a member of the team. Within these projects, you can track the progress of each task from the project planning stage to project completion.

Tasks

To make sure you get your project completed, you should break it down to small manageable tasks. Each task has a lifecycle. It begins as a new item and ends up as a resolved one. The task should contain the description, what it tries to accomplish, and within the comments section, you should describe the journey you took to get there. In the end, the task can act as a document on how to fix an issue or configure service.

Public access

You can use the planning tool as a customer portal software. You can integrate the board to your website or use our public access, and customers could report issues and get real-time feedback without the need to be registered users at your Virsas account.