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Welcome to TrueNxus!
We're so glad you are here! We look forward to helping you get the most out of TrueNxus. Here is a quick rundown of the most important things to know while you get started.
How TrueNxus is structured
TrueNxus's structure has three levels:
- Organization: where all colleagues can collaborate in a single space. An organization is established by the domain associated with your email address. For example, if your email address is @company.com, all individuals with the same domain email address (@company.com), will have access to the organization.
- Note: If you sign up and create an organization with your personal email address, one that is managed by a free email provider (i.e., gmail.com, yahoo.com), a personal workspace will be created instead. Unlike organizations, personal workspaces are only shared with the people you invite.
- Projects: are temporary endeavors undertaken to create unique products, services, or results. Every project represents a body of work or a set of tasks that are planned and executed in a defined period of time.
- Tasks: are pieces of work, common activities or deliverables. Each task has an assignee or set of assignees that own the execution of the task.
Step 1: Create a project
From the sidebar, click the + button.
You'll be prompted with a form. Fill in the below required fields. Then, click the button, "Add +".
- Project Name: Enter the name of your project.
- Permissions: Select Public or Private (default).
- Owner: enter the owner(s). Your name will be pre-populated. While you can add others, we strongly advise you to keep your name as an owner, or you will lose Project Owner permissions. See project permissions for more information.
- Members: Enter members, guests, and/or teams.
See create a project to learn more.
Step 2: Create a task group
WIthin a List view, click the "New Group +" button.
Type in a name for the task group. Then, click the "Add +" button.
See group tasks to learn more.
Step 3: Create tasks
Within either the List view or Timeline view, click the "New Task +" button.
You'll be prompted with a form. Fill in the below required fields. Then, click the button, "Add +".
- Task Name: Enter the name of your task.
- Assigned: enter the assignee(s). Your name will be pre-populated. While you can either remove yourself or add others, if you remove yourself and are not a Project Owner you will not be able to update the task. See task permissions for more information.
- Due Date: Enter the due date.
Pro tip: We also recommend you enter the Start Date so that you can give visibility to your project team as to when it will commence, but it is not required.
See create a task to learn more.
Step 4: Update tasks
List
From the project sidebar, click "List" and view your entire project as a list. Within the List you can update any of the following fields by clicking the field once:
- Due Date
- Status
- Assignee(s)
See List to learn more.
Timeline
From the project sidebar, click "Timeline" and visualize the project across time. Within the Timeline you update any of the following fields:
- Due Date
- Start Date
- Dependencies
Due Date or Start Date
Click, and while holding you can extend or contract either end of the task.
Dependencies
Hover over a task and each end of a task should display a circle. Click either end of the circle, and continue to hold down the click. Now drag your cursor to another task and release. Upon release fo the held click, a task dependency will be created.
See Timeline to learn more.
Task Details drawer
Click the task name within the List or Timeline and the Task Details drawer will open. Here you can click and update any of the following fields:
- Status
- Task Name
- Start Date
- Due Date
- Description
- Dependencies
- Comments
Additionally, you can view all task history.
See Task Details drawer to learn more.
Step 5: Monitor and report
From the project sidebar, click "Reporting" and visualize progress in real-time.
Note: The Plan sub-report will initially display after 24 hours. Afterward, all sub-reports will refresh every 5 minutes.
See Reporting to learn more.