FV 3 PDF - Project Activity Section
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Summary
This document describes the activity section of a project management tool. It explains how to create, manage, and track tasks and activities within a project. The document highlights the features for logging and organizing activities throughout the project lifecycle.
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T he p ro per n am e f o r t h em i s s e ctio ns. T his i s w here d if f e re nt i n fo rm atio n a bout t h e p ro je ct i t s e lf i s s to re d. A gain , j u st l ik e v it a ls a nd p hase s. T his i s s o m eth in g t h at y o ur o rg aniz a tio n a dm in o r a...
T he p ro per n am e f o r t h em i s s e ctio ns. T his i s w here d if f e re nt i n fo rm atio n a bout t h e p ro je ct i t s e lf i s s to re d. A gain , j u st l ik e v it a ls a nd p hase s. T his i s s o m eth in g t h at y o ur o rg aniz a tio n a dm in o r a dm in s w ill c u sto m iz e a nd c u re r a te f o r y o ur t e am . W e'r e n ot g oin g t o r e ally b e t a lk in g a bout a ll o f t h ese i n d eta il, e sp ecia lly s in ce t h ey c a n b e s o i n cre dib ly c u sto m iz e d a cro ss, y o u k n ow , f r o m f r o m t e am t o t e am . T he o ne w e'r e g oin g t o b e f o cu sin g o n t o day i s a ctiv it y . I j u st w ant t o d ra w y o ur a tte ntio n t o t h ese s e ctio ns. T heir r o le i s t o h old i n fo rm atio n a bout t h e p ro je ct a nd t h e c lie nt a s y o u m ove t h ro ugh t h e d if f e re nt p hase s. A ll r ig ht, s o l e t's f o cu s n ow o n w hat w e h ave h ere i n t h e m id dle . T his i s t h e a ctiv it y s e ctio n. A ll p ro je cts w ill h ave a n a ctiv it y s e ctio n. T his i s w hat w e c a ll a f ile w in e b uilt i n s e ctio n. I t's s o m eth in g t h at's b uilt b y f ile w in e a nd h as a v e ry s p ecif ic p urp ose a nd i s n ot i n cre dib ly c u sto m iz a ble . S o t h e p urp ose o f t h e a ctiv it y s e ctio n, i n a n uts h ell, i s t o s h ow a n a ctiv it y l o g f o r e ve ry th in g t h at h as h appened a cro ss t h e l if e sp an o f t h is o ne p ro je ct. S o i t 's k in d o f l ik e a m in i f e ed, e xce pt y o u'r e n ot d is m is sin g i t e m s f r o m t h e a ctiv it y s e ctio n t h e w eek t h at w e d o f r o m t h e f e ed. Y ou'r e n ot m ark in g t h em a s r e d. Y ou c o uld g o t h ro ugh t h e f e ed p age a nd s e e a ll o f t h e h is to ry o f t h is p ro je ct s in ce i t w as f ir s t c re ate d. S o I c a n s cro ll b ack h ere , a nd I c a n s e e t h in gs t h at t o ok p la ce i n t h is p ro je ct l a st y e ar a lr e ady. N ow u p a t t h e t o p, y o u h ave a c o uple d if f e re nt t h in gs h ere . Y ou d o h ave a w rit in g n ote box. W e'r e g onna g et t o t h is i n i n m uch m ore d eta il. I d o w anna p oin t o ut t h e f ilt e r d ro p d ow n. T his i s v e ry m uch l ik e t h e f ilt e r t h at w e e nco unte re d i n t h e f e ed p age, a nd i t a llo w s y o u t o f ilt e r i t e m s i n y o ur a ctiv it y s e ctio n f o r t h e p ro je ct b y i t e m t y p e s ta tu s w ho c re ate d t h em . T hose k in ds o f t h in gs. Y ou c a n a ls o c lic k o n t h e s tr a p d ow n h ere t o s e e t r e ndin g t a gs. I f a t a g i s a dded t o a n i t e m c re ate d i n t h e a ctiv it y s e ctio n, s u ch a s a t a sk o r a n ote , s o m eth in g l ik e t h at. T his j u st s h ow s y o u w hat t a gs h ave b een t r e ndin g o r m ost u se d i n t h is p ro je ct. A ll r ig ht, n ow , I d o w anna p oin t o ut t h at y o u h ave t h e a bilit y i n t h e p ro je ct a ctiv it y s e ctio n t o s e e s o m eth in g t h at i s n o l o nger o n t h e f e ed p age. S o o nce s o m eth in g i s n o l o nger o n t h e u nre ad t a b o f t h e f e ed p age, i f i t 's d is m is se d f r o m h ere , i t w ill u su ally s ta y i n t h e r e ce nt t a b f o r a c o uple d ays. A fte r t h at, i t w ill p erm anently r e sid e i n t h e p ro je ct a ctiv it y s e ctio n. A nd t h is i s , t h is i s k in d o f i t s f in al h om e. Y ou c a n c o m ment o n a nyth in g i n t h e a ctiv it y s e ctio n b y e xp andin g i t , t y p in g i n n ote s d ow n h ere , u sin g p lu s a t a s n eeded, e t c e te ra . A gain , k e ep i n m in d, t h e o nly i t e m t h at y o u w ill s till n ot n ot b e a ble t o s u cce ssfu lly c o m ment o n i s a t e xt m essa ge. A s I p oin te d o ut i n t h e f e ed, y o u a nyth in g y o u t y p e i n t h e a ct c o nve rs a tio n b ox w ill b e s e nt a s a c o ntin uatio n o f y o ur t e xt c o nve rs a tio n w it h t h e o rig in al r e cip ie nt o f y o ur t e xt m essa ge. A ll r ig ht, l e t's g et u p h ere t o t h e t o p i n t h e r ig ht n ote b ox. T his i s w here n ew a ctiv it y i s c re ate d. S o t o c re ate a n ew i t e m , y o u w ould n eed t o g o t o t h e p ro je ct t h at y o u'r e w antin g t o c re ate i t i n . A nd y o u w ould n eed t o d o t h at. H ere I 'm g oin g t o s h ow y o u h ow t o c re ate n ote s, t a sks, a nd t e xts . I 'l l a ls o b rie fly m entio n a c o uple t h in gs y o u n eed t o k n ow a bout e m ailin g. W e w on't g o i n to d eta il o n h ow t o e m ail i n a p ro je ct o r h ow t o e m ail a nd f ile b y i n t h is t r a in in g s e ssio n, t h ough. A ll r ig ht. S o t o c re ate a n ote , y o u'l l y o u'l l c lic k i n t h is b ox, a nd t h en y o u'l l t y p e w hate ve r y o u'd l ik e t o s a y. K eep i n m in d, t h e p lu s a t s h ortc u t w ill w ork h ere t o m entio n a nyo ne o r m ult ip le p eople o n y o ur t e am a s n eeded. S o a n e xa m ple o f a n ote w ould b e s o m eth in g t h at y o u w ant t o a sk a q uestio n. Y ou w ant t o a sk s o m eone, s o m eth in g y o u w ant t h em t o b e s u re t o s e e a n u pdate t h at k in d o f t h in g. L et's s a y t h at t h is c lie nt j u st c a lle d, a nd t h ey a re w antin g t o s p eak t o N ata lie . A nd N ata lie w asn 't i n . I c o uld g o a head a nd d ocu m ent t h eir , t h eir c a ll a nd m ake s u re t o m entio n N ata lie s o t h at s h e s e es t h at. T hey c a lle d. A head a nd t a g N ettle u sin g P lu s. A t. A ll r ig ht, n otic e , d ow n h ere , n ext t o t h e c re ate b utto n. W e h ave t h at s a m e l it tle d ia lo gue t h at t e lls m e t h at f ile l in e k n ow s. T his i s a n ote t o m entio n t o N ata lie , t h at i s e xa ctly w hat I w ant. O ne o f t h e t h in g I d o a nd a dd h ere b efo re I g o a head a nd c re ate t h is . I f y o u w ant t o a dd a t a g t o s o m eth in g l ik e a n ote , i n t h is c a se , y o u c a n g o a head a nd c lic k o n t h is a d t a g b utto n, a nd t h en y o u c a n s e arc h t a gs. I f y o ur t e am i s u sin g t a gs, y o u w ould g o a head a nd s ta rt t y p in g, a nd y o u c a n s e e, a h, y o u c a n s e e a ny t a gs t h at h ave b een c re ate d h ere . S o e .g ., i f i f t h is i s , s in ce t h is i s a bout a c a ll, I c o uld g o a head a nd u se t h e c a ll t a g. I f I w ante d t o a tta ch a d ocu m ent. M ayb e i f I h ave A -A f o rm t h at i f ille d o ut f o r t h is i c o uld g o, a head a nd a tta ch t h at h ere f r o m t h e p ro je ct d ocu m ent s e ctio n o r u plo ad f r o m m y c o m pute r a s n eeded. B ut t h ose a re s o m e a ddit io nal t h in gs t h at c a n b e d one f r o m h ere . Y ou c a n a ls o a dd a t a g b y c lic kin g o n t h is l it tle t a g o r t h is l it tle , t h is l it tle f la g b utto n. I 'm j u st g onna g o a head a nd c re ate t h is a nd g et i t p oste d. N otic e i t n ow a ppears h ere i n m y a ctiv it y s e ctio n. N ow , t h e t h e p lu s a t m entio nin g N ata lie m y t y p ed n ote , a nd t h en t h e t a g o f c a ll. A fte r y o u p ost a n ote , y o u c a n a lw ays c o m e i n a nd h it t h e p encil t o m ake e dit s a s n eeded. A ll r ig ht, t h at's h ow y o u c re ate a n ote . T o c re ate a t a sk. Y ou'l l c lic k i n t h is s a m e r ig ht, a n ote b ox, a nd t h en y o u'l l g o a head. A nd y o u c a n c lic k o n t h is a t s ym bol t o a dd a t a sk a nd t h en a ssig n i t t o s o m eone. Y ou c a n a ls o j u st t y p e t h e a t s ym bol l ik e t h is t o g o a head a nd t a g s o m eone s p ecif ic a lly . N ow , l e t's s a y t h at I a ctu ally w ant t o c re ate a t a sk, a c o m ple te able t a sk f o r N ata lie t o c a ll t h e c lie nt b ack. C re atin g a t a sk l ik e t h is w ould b e t h e b est w ay. S o I c o uld g o a head a nd s a y a t n ow w e. A lr ig ht. N otic e , b y t h e w ay, n o n ote h as h as o bse rv e d t h at I 'm c re atin g t h is a s a t a sk. T he a bse nce o f t h e p lu s l in e i n dic a te s t h at t h is i s a t o d o i t e m . I t w ill g iv e i t a c h eck m ark . I t w ill a ssig n i t t o N ata lie t a sks p age. A nd i t w ill a ls o a llo w m e t o a ssig n i t a d ue d ate . A gain , I c o uld a dd t a gs h ere . A h, t o a dd a d ue d ate t o a t a sk. Y ou c a n e asily d o t h is f r o m t h is p oin t b y u sin g t h e a ste ris k a nd t h en t y p in g w hen y o u w ant t h is d one b y t h is c a n b e a dded a c o uple o f d if f e re nt w ays. L et's s a y t h at o ur n ext m eetin g, o r o r t h e d ay t h at I w ant t o s ta nd b y i s g oin g t o b e m arc h 5 . I c o uld t y p e t h re e, s la sh f iv e , s la sh 2 3,fo llo w in g r e gis te rs t h at t h is i s a n a ctu al d ue d ate . I c a n a ls o d o t h is a fte r t h e a ste ris k. I m ig ht a ls o r e co gniz e s t h at t h is i s a d uty a s w ell. S o h ow eve r y o u w ant t o t y p e y o ur y o ur d ue d ate , t h e k e y i s t o g et t h e a ste ris k, a nd t h en e it h er t y p e t h e d ate w it h n um bers , a s I d id , o r t o u se t h e w ord s i n o n o r b y t h ose a re t h e b est w ays t o g et y o ur t a sk a dded h ere . S o I 'm g onna g o a head a nd s a y t o m orro w . S o a noth er w ay t h at w e c a n d o t h is , a nd t h en i t c re ate s t h is t a sk h as n ow b een c re ate d. N otic e t h e p re se nce o f t a sk i c o n. I t's a ssig ned t o N ata lie . S o i t w ould s h ow u p i n n ata lie 's t a sk p age. I f s h e h as h er p ers o nal n otif ic a tio ns t u rn ed o n, s h e w ould r e ce iv e a n otif ic a tio n f o r t h is t a sk, a nd s h e'l l b e a ble t o g o a nd c o m ment o n i t . S he c o uld r e assig n i t , s h e c a n c h ange t h e s e t f o r a nd s h e c a n a ls o c h eck i t o ff a s c o m ple te , d ependin g o n w hat s h e n eeds t o d o h ere . B ut t h at's h ow y o u c re ate a t a sk. A ll r ig ht n ow t o c re ate a t e xt m essa ge. A gain , t h is i s b est s e nt f r o m t h e p ro je ct i t s e lf . W e w on't b e t a lk in g a bout t h is t o day, b ut t h ere i s a w ay t o s e nd a t e xt o uts id e o f a p ro je ct. T yp ic a lly , t h is i s u se d f o r t e xtin g s o m eone w ho d oes n ot h ave a p ro je ct, s a y, p erh aps a p ro sp ectiv e n ew c lie nt. A gain , w e w on't b e t a lk in g a bout t h at t o day. B ut i f I n eeded t o t e xt a nyo ne r e la te d t o t h is p ro je ct, l ik e t h e c lie nt, E .G ., I w ould u se t h e a ctiv it y s e ctio n a nd t h is w rit e a n ote box. S o I 'd g o a head a nd c lic k i n i t , t h en c lic k t h is l it tle t e xt i c o n, t h en I w ould p ro ce ed t o f ill o ut w hat I 'd l ik e t o s a y. A ll r ig ht, t h is i s w hat I 'd l ik e t o s a y. N ow , f o llo w in g d oes n ot y e t k n ow t h at I n eed t h is t o b e a t e xt, s o i t 's s a yin g, w e'l l m ake t h is a n ote . I n o rd er t o m ake a t e xt i n f ile l in e, I n eed t o i n dic a te w hat n um ber I 'm s e ndin g t h is f r o m a nd w hat n um ber I 'm s e ndin g i t t o . I a lr e ady h ave a n um ber t h at I 'm t e xtin g f r o m . T his i s m y o rg aniz a tio n t e xtin g n um ber. T his c a n a ls o b e c a lle d t h e o rg M ail R oom n um ber. T o s e le ct w ho I 'm s e ndin g i t t o , I w ould c lic k i n t h is b ox a nd c h oose s o m eone f r o m t h is l is t. N ow , i n o rd er f o r s o m eone t o a ppear o n t h is l is t, t h ey m ust h ave a c o nta ct c a rd . I c a n't j u st t y p e a r a ndom n um ber i n a nd h ave i t s e nt. T here h as t o b e s o m eone w ho h as a s a ve d c o nta ct c a rd in g f ile l in e a nd i s a sso cia te d w it h t h is p ro je ct. S o t h is l is t i s n ot a c o m pre hensiv e l is t o f a ll c o nta cts . T his i s a l is t o f a ll o f t h e c o nta ct c a rd s t h at a re a sso cia te d w it h t h is s p ecif ic p ro je ct. S o g oin g w it h t h e e xa m ple o f t e xtin g t h e c lie nt, i f I w ante d t o t e xt A le x, I w ould c lic k o n h er n am e f ile . O ne w ill t h en g o a head a nd a dd h er m obile t e xtin g n um ber. I f w e w ere t o t a ke a c lo se r l o ok a t A le x a s c o nta ct c a rd , w e w ould s e e t h at s h e h as m ult ip le n um bers . T his n um ber h as b een d esig nate d w it h t h e l a bel o f m obile , w hic h m eans t h at i t i s t e xta ble . S o t h at's h ow f ile m in e d ete rm in es w hat n um ber t o s e nd i t t o . I t c a n't s e nd a t e xt t o a f a x n um ber o r a n u nla bele d n um ber, s o i t 's s e ndin g i t t o t h e n um ber l a bele d a s m obile . A nd i f I w ere t o g o a head a nd c re ate f ile , m y n ow k n ow s t h is i s a t e xt. O nce I h it c re ate , i t 's g onna g o t h ro ugh s o m e d if f e re nt s ta tu se s p endin g C ube s ce nt. A nd t h en f in ally d eliv e re d. O nce t h at s a ys d eliv e re d, I 'l l k n ow t h at i t s h ow ed u p o n t h e p hone o f t h e p ers o n I s e nt i t t o . T hey g et a n otif ic a tio n. A nd t h en o nce t h ey i f , i f t h ey w ere t o g o a head a nd r e sp ond, t h at s h ould s h ow u p h ere . A h, t h at s h ould s h ow u p h ere i n t h e p ro je ct i t s e lf . S o i f t h ey g o a head a nd r e sp ond, w e w ould g et a n i m media te l it tle l ig ht u p h ere . W e w ould b e a ble t o s e e t h eir r e sp onse s h ow u p r ig ht a w ay. A s y o u s e e t h at l it tle r e d c h at b ubble p opped u p. I e xp and t h is . I c a n s e e w hat t h ey s a id d ow n h ere . I d on't e ve n n eed t o r e fr e sh o r g o o ut a nd c o m e b ack i n t o d o a nyth in g. S o t h at i s h ow y o u c a n s e nd a n ew t t a x, e xcu se m e, a dd a n ew t t a sk o r t e xt i n a p ro je ct. K eep i n m in d, a gain , y o u c a n a dd a tta ch m ents h ere a nd t a gs h ere a nd h ere a lr e ady. N ow , I d id , I d id m entio n t h at I w ould b rie fly c o m e b ack t o e m ailin g a s f a r a s e m ails g o, s in ce t h at i s A -A t y p e o f a ctiv it y i t e m t h at y o u c a n h ave i n t h e a ctiv it y s e ctio n e m ails a re n ot o ne o f t h e i t e m s t h at c a n b e s e nt f r o m t h e r ig ht a n ote book i n o rd er t o s e nd a n e m ail i n to a p ro je ct o r t o h ave i t s h ow u p i n a p ro je ct. Y ou w ould e it h er n eed t o C -C t h is p ro je ct e m ail a ddre ss t h is i s a s p ecia l e m ail a ddre ss t h at o nly g ets e m ails i n to f ile l in e I t d oes n ot, i t d oesn 't h ave p assw ord o r a n a cco unt t h at y o u s ig n i n to . Y ou c o uld a ls o u se t h e O utlo ok o r G m ail, a dd i n o r a dd o n t o g et t h ose e m ails i n to a p ro je ct. B ut w e'r e n ot g onna g et i n to t h at i n d eta il t o day. I j u st w ante d t o d ra w y o ur a tte ntio n t o t h e f a ct t h at y o u c a nnot s e nd a n e m ail f r o m t h e a ctiv it y s e ctio n. A ll r ig ht, s o I 'm g onna j u m p b ack h ere b rie fly t a lk a bout s o m e d eta ils t h at y o u n eed t o k n ow a bout t h e P ro je ct H ub. T he P ro je ct H ub, a s I t a lk e d a bout e arlie r, i s a p la ce w here y o u c a n f in d a ll p ro je cts y o u h ave a cce ss t o . Y ou c a n a ls o c re ate p ro je cts , a nd y o u c a n a ls o n avig ate a nd m anip ula te y o ur p ro je ct H ub i s n eeded. S o i f y o u n eed t o f ilt e r o r s o rt y o ur p ro je ct b y s p ecif ic c rit e ria , y o u c a n d o t h at a ppear u sin g t h ese b utto ns a nd d ro p d ow ns. I f y o u w ante d t o s o rt y o ur p ro je cts b y p ro je ct n am e i n ste ad o f t h e d ate t h at t h ere w as l a st a ctiv it y , y o u c o uld d o t h at h ere . T his s o rts t h em a lp habetic a lly b ase d o ff o f p ro je ct n am e f r o m A t o z . L et's s a y t h at y o u w ante d t o f ilt e r y o ur p ro je cts b ase d o n t h e r o le t h at y o u h ave i n t h em . Y ou c a n c lic k t h is d ro p d ow n a nd s e le ct t h e r o le t h at y o u w anna l o ok a t h ere . S ay, I w ante d t o s e e t h e p ro je ct w here I a m , a ll t h e p ro je cts w here I a m a p rim ary a tto rn ey. I w ould g o a head a nd s e le ct t h at b ox, a nd t h en c lic k t h e, t h e l it tle c h eck b ox h ere . T his s h ow s m e a ll n in e o f t h e p ro je cts w here I a m l is te d i n t h at s p ecif ic r o le . O ne t h in g t o b e a w are o f i s , i f y o u d on't h ave t h is m any r o le s i n y o ur d ro p d ow n l is t h ere , t h at's f in e. I t j u st m eans y o u h ave n't b een a ssig ned t o t h em . S om e o f t h em , y o u s h ould h ave a t l e ast s u bscrib ed i f y o u'r e s u bscrib ed t o p ro je cts o r a dm in , i f y o u a re a n a dm in , b ut i f y o u d on't h ave s o m eth in g l ik e p ara le gal o r c a se m anager, i t 's j u st b eca use n o o ne h as g iv e n y o u t h at r o le i n t h e p ro je ct i t s e lf . I f y o u'r e s e arc h in g f o r p ro je cts t h at h ave a s p ecif ic t a g, y o u c a n t y p e t h at t a g l ik e t h is , a nd t h is w ill s h ow y o u a ll o f t h e p ro je cts t h at c u rre ntly h ave t h at t a g. S om e o f t h em m ay h ave o th er t a x a s w ell, b ut t h e t h in g t h at t h ey'r e g oin g t o h ave i n c o m mon i s t h is V IP t a g. I n t h is e xa m ple , y o u c a n a ls o s o rt y o ur p ro je ct f ilt e r t h em b ase d o ff o f p ro je ct t y p e. F or t h ose o f y o u t h at m ay h ave m ore t h an o ne p ro je ct t y p e l ik e t h is , t h is w ill s h ow y o u t h e p ro je cts t h at a re t h at s p ecif ic t y p e a nd h ow m any o f t h em t h ere a re . O nce y o u'v e n arro w ed d ow n y o ur p ro je ct t y p e, i f a pplic a ble , y o u c a n a ls o s o rt b y p hase . S o i f I w ante d t o s e e a ll p ro je cts i n t h e f in al s e tu p p hase o f t h is t y p e, I c o uld d o t h at l ik e t h is . Y ou s e e t h at t h ere a re a t o ta l o f 1 8of t h em . I f y o u'r e w antin g t o s e e p ro je cts t h at a re n o l o nger a ctiv e o r h ave b een r e tir e d, g o a head a nd r e m ove t h at f ilt e r. Y ou c o uld g o a head a nd c lic k m ore a nd t h en h it s h ow . A rc h iv e d. A rc h iv e d i s a s p ecif ic p hase t h at a ll i n activ e o r c o m ple te d p ro je cts a re m ove d i n to . O nce t h ey'r e d one, y o u c a nnot d ele te a p ro je ct. H ow eve r, o nce y o u a rc h iv e i t , i t n o l o nger s h ow s u p o n y o ur p ro je ct t u b. U nle ss y o u s p ecif ic a lly c h eck t h is b ox t o s e e a rc h iv e p ro je cts . Y ou'l l n otic e t h at s o m e o f m y p ro je cts h ave b een p in ned t o t h e t o p o f m y l is t a nd h ig hlig hte d i n t h is b lu e c o lo r. T o p in a p ro je ct o r t o u npin i t , d ependin g o n w hat y o u'r e n eedin g t o d o, t h e p ro ce ss i s v e ry m uch t h e s a m e. Y ou w ould j u st c lic k o ff t o t h e s id e, s o n ot o n t h e p ro je ct t it le . J u st o ve rh ear o ff t h e t o t h e s id e, w hic h o pens t h e p ro je ct d eta ils . Y ou c o uld t h en g o a head a nd s cro ll i f y o u s cro ll d ow n i n to t h e v it a ls . B ut i f y o u c o m e u p h ere t o t h e t o p a nd c lic k o n t h is p ush p in , i t w ould e it h er p in o r u npin i t . S o s in ce t h at p ro je ct w as a lr e ady p in ned, I h ave n ow u npin ned i t . I f I w ere t o d o t h e s a m e p ro ce ss, c lic k o ff t o t h e s id e. C lic k t h e p ush p in . T his p ro je ct i s n ow p in ned t o t h e t o p o f m y l is t. P in nin g p ro je ct i s a g re at w ay t o k e ep t h em a t t h e t o p o f y o ur r a dar, s o t h at y o u c a n e asily c o m e b ack a nd a nd f in d t h em r ig ht h ere , e sp ecia lly i f y o u h ave a v e ry s p ecif ic l e ve l o f i n vo lv e m ent, o r i f y o u h ave a s p ecif ic n eed t o k n ow o n t h e p ro je ct, t o c re ate a n ew p ro je ct. Y ou w ould s im ply c lic k n ew p ro je ct, i f a pplic a ble . I f y o ur i f y o ur t e am h as m ult ip le w ork s i n v io lin , y o u c h oose y o ur o rg aniz a tio n. I f y o u h ave m ult ip le p ro je ct t y p es, y o u c h oose y o ur p ro je ct t y p e. B ut t h e k e y t h in g t h at y o u n eed t o d o h ere i s a dd a c lie nt a nd a p ro je ct n am e. T o a dd a c lie nt. I s tr o ngly r e co m mend, a s a b est p ra ctic e , t h at y o u g et i n to t h e h abit o f s e arc h in g f o r a c lie nt. Y ou w anna m ake s u re t h at t h is p ers o n d oesn 't a lr e ady e xis t i n f ile l in e b efo re y o u c re ate a w hole n ew c o nta ct c a rd f o r t h em . C re atin g a n ew c o nta ct c a rd f o r s o m eone t h at a lr e ady e xis ts i n f ile l in e a nd h as a c o nta ct c a rd w ill r e su lt i n d uplic a te c o nta ct c a rd s, w hic h c a n g et a l it tle h air y l a te r. S o d o a q uic k s e arc h , m ake s u re t h ey d on't a lr e ady e xis t. I d on't , d oesn 't l o ok l ik e I h ave a nyo ne w it h t h is v e ry s p ecif ic n am e. S o i f I w ere t o g o a head a nd h it t h is p lu s s ig n, I c a n a dd a n ew c o nta ct c a rd f o r m r J o hnny R ose . N ow , I 'm n ot a ctu ally g oin g t o a dd a n ew c o nta ct h ere , b ut t h e n ext t h in g I d o a fte r t h at c o nta ct c re atio n o r c o nta ct c o nnectio n w ould b e t o g o a head a nd a dd a p ro je ct n am e. Y ou'l l n otic e t h at t h is b ox d oes s a y t h at i t i s o ptio nal. I f y o u d o n ot a dd a p ro je ct n am e, i f y o u g o a head a nd c re ate a nd y o u h ave n ot a dded o ne, t h e d efa ult p ro je ct n am e w ill b e J o hnny R ose , o r o r t h e c lie nt's f u ll n am e. S o i f w e c re ate A -A p ro je ct f o r j o hnny r o se a nd t h en w e d on't a dd a c u sto m p ro je ct e ve n a t t h is p oin t t h e d efa ult p ro je ct n am e w ill b e J o hnny R ose , n ot R ose , c o m ma. J o hnny. U m , n o. N o s p ecif ic n am in g c o nve ntio n i s f o llo w ed h ere . J u st t h e c lie nt's f ir s t a nd l a st n am e, m id dle n am e, i f t h ere i s o ne. B ut t h ere 's n o s p ecif ic n am in g c o nve ntio n t h at y o ur f ir m m ate t h at y o ur t e am m ay f o llo w h ere . I f y o u w ant t o f o llo w a s p ecif ic n am in g c o nve ntio n, I s u ggest y o u d o t h at f r o m t h e g et g o b y a ddin g i t h ere . I f y o u d on't , y o u c a n a dd i t l a te r a nd e dit t h e, t h e p ro je ct n am e i t s e lf i n t h e p ro je ct. A s I s h ow ed y o u w hen w e t a lk e d a bout t h e, t h e p ro je ct l a yo ut. A h. T he t r ic ky t h in g w it h t h at i s t h at i t , i t w on't n ece ssa rily c h ange t h in gs l ik e p erh aps t h e p ro je ct e m ail a ddre ss. I t's n ot g oin g t o c u sto m iz e t h at. S o I s tr o ngly r e co m mend t h at y o u j u st f o llo w y o ur t e am 's a ppro pria te n am in g c o nve ntio n f r o m s te p o ne. A ll r ig ht. S o t h e n ext t h in g t h at w e'r e g onna b e t a lk in g a bout h ere i s t h e a ddre ss b ook o r t h e c o nta cts . I f y o u g o a head a nd c lic k o n t h is l it tle i c o n u p h ere i n t h e b lu e r ib bon, i f y o u s e e t h is , a h, i t 's t h e o ne t h at l o oks l ik e a l it tle p ers o n s ilh ouette o n a c a rd . T his i s t h e a ddre ss b ook. T his i s t h e h om e o f a ll s a ve d c o nta cts i n f ile w in e. S o a nytim e a c o nta ct i s c re ate d i f i t 's a c lie nt, i f i t 's a noth er f ir m , i f i t 's a b usin ess, i f i t 's a h osp it a l, e t c e te ra , a ny t im e a c o nta ct i s c re ate d, i t g ets s a ve d i n to o ne l o ca tio n. Y ou d on't h ave i n div id ual c o nta ct b ooks o r a ddre ss b ooks f o r e ach u se r. E ve ry b ody, t h e w hole t e am h as o ne c o m mon a ddre ss b ook. T his i s i t . T his i s w here y o u a cce ss i t . S o h ere I s e e a ll c o nta ct c a rd s, r e gard le ss o f w heth er o r n ot I 'm t h e o ne w ho c re ate d t h em . I f I w as l o okin g f o r a s p ecif ic c o nta ct c a rd , I c o uld s cro ll t h ro ugh m y l is t. T hey'r e b ein g a rra nged a lp habetic a lly . I c o uld a ls o j u st e asily p ull u p a c o nta ct c a rd h ere . S o i f I 'm l o okin g f o r A le x P aris h i s c o nta ct, I c a n t y p e h er f ir s t l a st m id dle n am e. I c o uld t y p e h er a ddre ss, e m ail a ddre ss, p hone n um ber, e tc . B ut h ere I h ave A le x P eris h i f I c lic k o n h er n am e. T his i s s o m e f o r i n fo rm atio n r ig ht h ere . W e h ave t h in gs l ik e t a gs h ave b een a dded, b ir th day t o a ge, e m plo ym ent i n fo rm atio n, c o nta ct i n fo rm atio n, a ddre ss o r a ddre sse s, a nd t h en a ll t h e p ro je cts s h e's c o nnecte d w it h . I c a n a ls o e dit h er c o nta ct c a rd b y c lic kin g o n t h is p encil, w hic h o pens h er f u ll c o nta ct c a rd f o r m e t o e dit a nd m ake c h anges t o . S o f r o m t h is p oin t, i f I w ante d t o a dd a n ew p hone n um ber, I c o uld c lic k a t p hone. A dd t h e p hone n um ber h ere . W hen a ddin g t h in gs l ik e p hone n um bers , e m ail a ddre sse s, a nd o th er a ddre sse s l ik e t h is , m ake s u re t h at y o u u se t h e d ro p d ow n p ro vid ed h ere h ere a nd h ere t o a dd a l a bel. T his a llo w s y o u t o e asily t e xt o r e m ail o r f a cts , t h e i m porta nt, t h e i m porta nt a nd a pplic a ble n um bers a nd e m ails . S o y o u j u st g o a head a nd c lic k o n t h e d ro p d ow n a nd t h en a dd t h e, t h e t y p e o f c o nta ct t h is i s . S o i f t h is i s a h om e n um ber, I w ould c lic k H om e, a nd t h en I c a n c lic k s a ve t o s a ve m y c h anges. T he l is t o f i t e m s t h at y o u h ave h ere i n y o ur d ro p d ow n i s d ete rm in ed a nd c u ra te d b y y o ur a dm in . S o i f y o u w ant s o m eth in g a dded t o t h is l is t, y o ur a dm in w ould b e t h e p ers o n t o a sk a bout t h at. A ll r ig ht, g o a head. S ave t h at. C lo se o ut. P erfe ct. A ll r ig ht. S o t h at i s h ow y o u c a n a cce ss a nd, o r, o r I s h ould s a y, v ie w a nd e dit a n e xis tin g c o nta ct c a rd . O ve r h ere , y o u h ave a d if f e re nt d ro p d ow ns. T hese a re k in d o f l ik e t h e d ro p d ow ns I s h ow ed y o u i n t h e p ro je ct t u b, w here y o u c a n f ilt e r o r s o rt y o ur i n fo rm atio n b y s p ecif ic c rit e ria . S o i f I w ante d t o s o rt m y c o nta ct b y l a st n am e i n ste ad o f f ir s t n am e, e xcu se m e, m y f ir s t n am e, i n ste ad o f l a st n am e, I c a n c h ange t h at h ere . R ig ht n ow . T hey'r e b ein g s o rte d a lp habetic a lly b ase d o ff o f l a st n am e. S o w e h ave a to m s. T here i s o ur e ve ry , e ve ry n o, u nder t h e b east. W e h ave V ast b east, e tc . U m , i f I w ante d t o s w it c h t h is a ro und a nd s o rt m y f ir s t n am e, h ere w e h ave A aro n, a dam , a le x, a le x, a li, e tc . S o h ere w e h ave a ll o f o ur, a ll o f o ur i n fo rm atio n, u m , a rra nged b y e it h er f ir s t n am e o r l a st n am e. A lp habetic a lly . Y ou c a n c h ange t h at h ere . I f y o u w ere t o c lic k o n a ny l e tte r o f t h is a lp habet, o n t h e f a r l e ft h and s id e, y o u w ould b e t a ke n t o t h at s p ecif ic s e ctio n o f y o ur a ddre ss b ook. S o a ny l it tle s h ortc u t t h ere . Y ou c a n a ls o s o rt y o ur c o nta cts o r o r f ilt e r t h em b y c o nta ct t y p e. E ve ry c o nta ct t y p e i n y o ur a ddre ss b ook s h ould h ave a E ve ry , e ve ry c o nta ct i n y o ur a ddre ss s h ould h ave a t y p e. T his j u st h elp s y o ur t e am i d entif y t h e, t h e r o le o r t h e t y p e o f o f c o nta ct t h at e ach p ers o n h as. A gain , j u st l ik e m any o th er t h in gs i n f ile o f m in e, t h e t y p es o f c o nta cts o n t h is l is t a re , a re c u re r a te d b y y o ur w ork a dm in . S o t h ese m ay b e d if f e re nt f r o m t e am t o t e am , b ut y o u d o h ave y o u, y o u c a n f ilt e r y o ur c o nta cts b y t h ese t y p es. S o i f I w ere t o c lic k t h e c lie nt, t h is s h ow s m e a ll o f m y c o nta cts w ho h ave t h e t y p e o f c lie nt a nd h ave b een a nd a nd t h ese w ere b ein g a rra nged b y f ir s t n am e, a lp habetic a lly , A t o Z . S o w e h ave A aro n w ho's a c lie nt, a le xa ndra w ho's a c lie nt, a le x w ho's a c lie nt, a nd s o o n. I f y o u w ante d t o s e arc h b y t a gs, y o u k n ow , s o m e o f t h ese h ave a a tta ck o r t w o. I f I w ante d t o s e e a ll t h e t a gs, h ave a ll t h e c o nta cts h ave V IP , I a m c u rre ntly s e ein g o nly o ne c o nta ct. S o t h is i s t h e o nly c o nta ct t h at i s h a, t h at h as t h is t y p e a nd t h is t a g, j u st l ik e t h e p ro je ct u p. I f I w ante d t o s e e a ny c o nta cts t h at h ave b een a rc h iv e d, I w ould n eed t o c h eck t h at b ox. T hey d on't s h ow u p a uto m atic a lly , b ut i f I w ante d t o s e e o ne, I w ould h ave t o c h eck t h at b ox. N ow , f in ally , t o c re ate a n ew c o nta ct p art, I w ould c lic k o n t h is l it tle a dd c o nta ct b utto n. O n t h e f a r r ig ht h and s id e. T his p ulls u p a b ra nd n ew , f r e sh , f r o m s cra tc h c o nta ct c a rd t h at I c a n f ill o ut f o r t h e a ppro pria te p ers o n. I a lw ays r e co m mend, a s a b est p ra ctic e , t h at y o u f ill o ut y o ur c o nta ct c a rd s f r o m t o p t o b otto m a nd l e ft t o r ig ht. T his m eans t h at y o u s ta rt b y a ddin g t h e c o nta ct t y p e r ig ht h ere f r o m y o ur l is t o f a va ila ble c o nta ct t y p es, t h en f ill o ut t h e a ddit io nal i n fo rm atio n d ow n h ere . N ow , t h e r e aso n t h at I r e co m mend t h is s o s p ecif ic a lly i s t h at y o u m ay h ave a ddit io nal t a bs o r f ie ld s t h at s h ow u p f o r s o m e c o nta ct t y p es, b ut n ot o th ers . S o e .g ., i f I c h oose a n a tto rn ey, n otic e , I h ave a t a p f o r s ch ools a nd d eta ils . I d o n ot h ave a f ie ld h ere f o r t h eir b ir th d ate . O n t h e o th er h and, i f I w ere t o a dd t h e c o nta ct t y p e o f c lie nt, w e o nly h ave d eta ils , b ut w e d o n ow h ave a d ate o f b ir th . S o d ependin g o n h ow y o ur o rg a dm in h as s e t u p y o ur o rg aniz a tio n a nd a nd y o ur d if f e re nt c o nta ct t y p es a nd s tu ff , y o u m ay h ave s o m e t a bs i n s o m e f ie ld s o f i n fo rm atio n t h at n eed t o b e f ille d o ut f o r s o m e c o nta cts , b ut n ot o th ers . S o b y s e le ctin g y o ur c o nta ct t y p e f ir s t, y o u m axim iz e t h e a m ount o f i n fo rm atio n t h at y o u c a n a dd t o k e ep y o ur c o nta ct u p t o d ate . S o a dd t h e c o nta ct t y p e, t h en f ill o ut a ny o f t h e i n fo rm atio n, n am es, d ate s, e m plo ym ent, c o nta ct i n fo rm atio n. A gain , w e c o nta ct i n fo rm atio n. M ake s u re y o u y o u a re u sin g t h ese d ro p d ow ns, a nd t h en j u m p o ve r l e ft t o r ig ht f r o m t h e c o nta ct a nd p hoto t a b t o a ny a ddit io nal t a bs t h at m ay b e h ere . Y ou c a n a ls o a dd t a gs u p h ere f r o m y o ur t e am 's t a g l is t o r a va ila ble t a gs a lr e ady. O ne o th er t h in g t o b e a w are o f h ere I f y o u a re a ddin g a c o nta ct f o r s o m eone w ho's n ot a p ers o n, b ut r a th er a b usin ess o r o rg aniz a tio n, l e t's s a y, E .G ., I 'm a ddin g h osp it a l, I w ould w ant t o s w it c h f r o m t h e p ers o n c o nta ct c a rd f o rm at t o t h e b usin ess o r o rg aniz a tio n. O ne n otic e h ere , t h ere 's n o p la ce f o r b ir th day s in ce a n o rg aniz a tio n o r b usin ess d oesn 't u su ally h ave a b ir th day o r m id dle n am e, b ut w e d o h ave t h e t h e n am e, a nd t h en a noth er n am e, t h ey m ay g o b y. A ll r ig ht, t h at i s h ow y o u w ill a dd c o nta ct c a rd s. O ka y, s o I w ant t o w ra p u p b y t a lk in g a bout j u st a f e w m ore t h in gs h ere . I p oin te d o ut e arlie r t h at y o u c a n a cce ss a ny p ro je ct b y a ny a ctiv e p ro je ct b y c lic kin g t h is s e arc h f o r a p ro je ct b ox. Y ou c a n a ls o c lic k s e arc h d eeper r ig ht h ere t o p ull u p t h e f ile b uyin g o rg aniz a tio n, w id e s e arc h p age. T his i s a g re at r e so urc e t h at y o u c a n u se t o l o ca te d if f e re nt i t e m s a cro ss a ll o f f ile b in , a cro ss a ll o f t h e p ro je cts t h at y o u h ave a cce ss t o . I f y o u c lic k o n o ptio ns, y o u s h ould s e e a ll o f t h e o ptio ns t h at a re o n m y s cre en r ig ht h ere , p ro je cts , n ote s, e tc . S o i f y o u w ere s e arc h in g f o r s o m eth in g, p erh aps a s p ecif ic d ocu m ent t h at y o u k n ow h as t h e w ord l e tte r i n t h e t it le , y o u c o uld g o a head a nd t y p e t h at w ord h ere , a nd t h en d ouble c lic k o n d ocs t o n arro w y o ur s e arc h d ow n t o o nly d ocu m ents t h at h ave t h at w ord i n t h e t it le . T his w ill s e arc h a cro ss a ll p ro je cts t h at y o u h ave a cce ss t o , a nd d ependin g o n w hat y o u'v e h ig hlig hte d h ere i n b lu e, d if f e re nt i t e m s, s o p ro je cts , n ote s, d ocs, e t c e te ra . R ig ht n ow , I h ave a t o ta l o f o ve r 1 5hundre d r e su lt s I c o uld g o t h ro ugh a nd l o ok t h ro ugh t h em t o g et a n i d ea o f w hic h o ne I 'm l o okin g f o r, b y w hic h p ro je ct i t 's i n , u m , w hat's i n sid e o f i t ? Y ou'l l n otic e t h at w e h ave s o m e a ddit io nal i n fo rm atio n p re vie w in g h ere , e tc . B ut t h is i s a g re at t o ol t h at y o u c a n u tiliz e t o s e arc h f o r v e ry s p ecif ic i t e m s a cro ss a ll o f f ile w in e. N ow , i f y o u'r e s e arc h in g f o r s o m eth in g a nd y o u k n ow w hat p ro je ct i t 's i n , i t t a ke s m uch l e ss t im e a nd a llo w s y o u t o g et m uch m ore s p ecif ic . T o g o t o t h e p ro je ct i t s e lf . S o l e t's t a ke t h is p ro je ct, e .g ., i f I w ere t o g o t o t h e C ase y C ase r p ro je ct a nd c lic k s e arc h d ow n h ere b elo w a ll o f t h e s e ctio ns o n t h e l e ft, t h is i s t h e p ro je ct s e arc h in g. S o i t 's n ot s e arc h in g a cro ss e ve ry p ro je ct, j u st t h is o ne. I f I w ere t o n arro w d ow n m y s e arc h t o D ocs b y d ouble c lic kin g t h at a nd t h en t y p e l e tte r, I c o uld g o a head a nd p ull u p a ll d ocu m ents i n t h is o ne s in gle p ro je ct t h at h ave t h e w ord l e tte r i n t h e t it le . I f I h ave d ocs p lu s, I w ill a ls o b e s e ein g a ny d ocu m ent, a ny, a ny d ocu m ents t h at h ave t h e w ord l e tte r i n t h e d ocu m ent i t s e lf . B ut n otic e h ow m y r e su lt s n arro w ed f r o m o ve r 1 5hundre d a cro ss t h e e ntir e o rg aniz a tio n t o o nly 6 8in o ne p ro je ct. S o a gain , i f y o u'r e l o okin g f o r s o m eth in g a nd k n ow w hat p ro je ct i t 's i n , I s tr o ngly r e co m mend t h at y o u g o d ir e ctly t o t h at p ro je ct, s in ce i t 's e asie r t o g et a m ore s p ecif ic s e arc h r e su lt a nd, a nd, a nd i t t a ke s l e ss t im e i f y o u a re s e arc h in g f o r s o m eth in g t h at i n vo lv e s m ore t h an a w ord o r t w o. O r i f y o u'r e w antin g s o m e, s o m e m ore s e arc h t e rm s, y o u c a n g o a head a nd c lic k o n t h is l it tle q uestio n m ark . T his a ls o a ppears i n t h e p ro je ct s e arc h p age, b ut i f y o u c lic k h ere a nd t h en c lic k r e ad m ore , y o u'l l b e t a ke n t o a f ile l in e s u pport a rtic le w it h s o m e r e ally g re at s e arc h s yn ta x a nd s e arc h o pera to rs t h at y o u c a n u se t o f in d m ore s p ecif ic o r l e ss s p ecif ic r e su lt s , d ependin g o n w hat y o u'r e l o okin g f o r. S o a gain , I a cce ss t h is b y c lic kin g o n t h e q uestio n m ark d ow n h ere a t t h e e nd o f t h e s e arc h b ox, a nd t h en r e ad m ore . N ow , s p eakin g o f s u pport a rtic le s, y o u c a n a cce ss f ile , f in ds, s u pport a rtic le s, a nd o th er i m porta nt s u pport r e so urc e s b y c lic kin g o n t h is b lu e a nd w hit e q uestio n m ark t h e u pper r ig ht h and s id e u nder t h e h elp C ente r, s o t h e h elp C ente r o r s u pport d ot, f ile l in e d ot, c o m s, w here y o u c a n f in d s u pport a rtic le s l ik e o ne I j u st p ulle d u p o n s e arc h s yn ta x. Y ou c a n a ls o f in d o th er t r a in in g r e co rd in gs. T he s ta tu s p age, t h e f ile l in e s u pport C hat h ere . A ll o f t h ose t o geth er. E ve ry th in g t h at w e'v e t a lk e d a bout t o day i s c o ve re d u nder b asic f e atu re s. W e d id n't g o i n to a nyth in g t o o a dva nce d. S o i f y o u'r e l o okin g f o r i n fo rm atio n a bout p hase s, E .G . O r v it a ls , y o u c o uld c o m e h ere t o f in d t h at o th er r e so urc e s t h at y o u w ill f in d f r o m t h is b lu e a nd w hit e q uestio n m ark . Y ou c a n s e nd f e edback r e quests , v ie w a nnounce m ents f o r r e ce nt c h anges a nd u pdate s i n f ile l in e h ere . Y ou c a n a ls o c o nta ct s u pport v ia e m ail. I f y o u c lic k o n t h is l in k r ig ht h ere a nd t h en f o llo w i t h ere , y o u c a n v ie w t h e s a m e s ta tu s p age h ere . S o t h is i s t h e e xa ct s a m e s ta tu s p age t h at w e h ave l in ke d h ere i n t h e s u pport c e nte r. A nd o f c o urs e , y o u c a n a cce ss o ur F ile L in e I n nova to rs c o m munit y t o c o nnect w it h o th er f ile l in e r e so urc e , o th er f ile , m in e u se rs a nd r e so urc e s. A ll r ig ht, t h at i n clu des o ur f ile L in e B asic s t r a in in g f o r t o day. T hanks f o r j o in in g m e.
