Working with projects

With MeetingBooster, you can group any number of tasks using projects. This is very useful for tracking the progress of projects across meetings and agendas.

A "project" in MeetingBooster is merely a label used to group tasks. It does not require or include any detailed procedures for running or managing projects.

Projects are used in a similar way to meeting series, but whereas meeting series are used to organize meetings, projects are used to organize tasks. For more information on meeting series, see "Working with meeting series".

All members of a project in MeetingBooster can use the project to organize tasks. Projects are normally only visible to the members of the project; however, security roles may allow particular users to view and manage all projects in your MeetingBooster installation. For more information, see "Managing security roles".

Creating a project

Click the Tasks tab on the MeetingBooster home page.

Click New Project in the menu. The following dialog opens.

Enter a name for the project in the Project Name field.

Click Add Member , select the desired project members on the list, and click OK to add them to the project. You can specify the user name in the Add User field. As soon as you start typing, user names that match your search text are shown. You can also select a user from your most used or recently used users.

(Optional) Click the Tasks tab to create tasks for the project. For more information, see "Managing tasks".

Tasks created here are automatically associated with the project.

Click Save and Close.

Editing a project

Click the Tasks tab on the MeetingBooster home page.

Click Projects in the menu.

Click the name of the project you want to edit, and edit the project as needed:

On the Details tab in the dialog, change the project name or add or remove project members by clicking + Add Member or - Remove Member .

You cannot remove a member of a project if project tasks have been assigned to the member. You need to change the task owner of all related tasks before the member can be removed.

On the Tasks tab in the dialog, create, edit or delete project tasks.

Click Save and Close.

Assigning a task to a project

When a project has been created, the user who created it automatically becomes the owner of the project. Other members of the project, however, can also assign tasks to it.

Locate the task you want to assign to a project, and open it for editing as described in "Editing tasks".

Click the Projects field, and select one or more projects for the task in the dialog that opens.

You can specify the project name in the Find Project field. As soon as you start typing, project names that match your search text are shown. You can also select a project from a list of your own projects or all projects in the organization if your security roles allow this.

Click OK.

Removing a project

Click the Tasks tab on the MeetingBooster home page.

Click Projects in the menu.

Click the red cross next to the project that must be deleted.

If a project is removed, all associations to that project are removed from all related tasks. The tasks themselves are not deleted.