Projects
It enables teams within the company to collaborate in a shared workspace and access all project-related information and tasks.
If you are a company with a large number of employees or projects, creating all of the tasks in one place makes it hard to track tasks. As a solution, you can separate tasks by creating separate Projects.
You can transfer the structure of your organization to Cubicl by creating different projects for your company's:
Units
Teams
Groups
Projects
Departments
and Offices in different locations.
Main Project
When you create an account for your organization, a main project for your organization is created automatically. Every team member you invite to your organization account will be added to this main project, as well. You can use this project for announcements and tasks related to the whole company. Small teams do not need to create another project other than the main project. Main project includes all projects, so if you want to see all tasks in the organization, use the main project.
NOTE: The main project cannot be deleted.
Hierarchical Structure
Projects have a hierarchical structure and they are sub-projects of the main project. Each project is created as a sub-poroject of another project, and each project can have unlimited sub-projects.
To change the hierarchy between the projects, click on the Settings icon near the title of Projects and change the hierarchy of projects by dragging and dropping projects.
When you click on the Show My Projects button, you will only see the projects you are a member of, so you will see a simpler structure.
Create a New Project
After clicking on the New Project button, a New Project Form will appear. Here, you can add a project name, parent project, admins and members, project permissions, and decide whether it will be a private project or not. Also, you can change these via the Project Settings page later.
More Than One Parent Project
You can select more than one parent project for collaborative projects for more than one unit or teamwork. To do that, you should add all related projects as Parent Project in the New Project Form. So, both the sub-projects and tasks you create will be shown under selected parent projects.
NOTE: You can change all project settings later except selecting more than one parent project for a sub-project. That is why, if you want to create a project under more than one project, you should do this on this step.
Project Admins and Members
The person who created the project adds project admins and project members. At least one project admin must be added to the project while creating it. project admins have full authority in the project, which means they can edit anything on the project.
NOTE: If a person you want to add to the project is not a member of your organization account, you cannot add her as a project member to the project. You can go to the Organization Settings page to find out what you should do to invite your team members to your organization account.
NOTE: Account manager and project admin should not be confused with each other. Account manager is able to add new users to the organization, remove users, subscribe to Cubicl, and manage payments. On the other hand, a project admin manages a project in the organization. For more information about it, visit the Organization Settings page.
Private Project
A private project can be viewed only by project admins and project members of it. Non-members cannot even view the name of the project in the Projects section.
User Permissions in Project
To make an activity in the project, such as viewing, creating, editing, and deleting tasks, a user must have permission to do it.
Users are categorized into 4 groups depending on permission level:
Project admins
Project members
User-based
Others
a. Project Admins
For project admins, there is no permission limit in the project. They can view, create, edit, and delete tasks. Since projects are in a hierarchical structure, project admins have permission in sub-projects of the parent project, as well.
b. Project Members
Project members are the users who are added to the related project. By default, they have permission only on the contribution level, which means they can view and create tasks but cannot edit and delete them.
c. User-Based
They are individual users, you can set different permission levels for them.
d. Non-Project Members
These are people who are members of the organization but not members of the project. By default, they can only see project content. They cannot do anything other than that.
Exceptions
By default, the permission system works as mentioned before. However, there are some exceptions depending on the user's situation. For instance, project members cannot edit other people's tasks, but they can edit the task they have created. They can delete their own comments.
Changing Project Permissions
You can change project permissions to limit or extent permissions for project members and non-project members via the Project Settings page.
Detailed Projects Page
In Cubicl, projects are displayed in a pop-up window by default. However, if you want to perform bulk actions, add custom fields, or manage projects in more detail, you can use the Projects Page. To open it, click the button next to the Projects heading.
NOTE: All organization members can view the Projects Page. However, only Project Admins have permission to edit projects. A user who is assigned as the admin of a project can edit that project and all of its subprojects. For example, a user who manages the main project can edit every project within its hierarchy. If you are not a manager of a project, you cannot make any changes to it.
Customizing the Projects Page
Click the Page Settings button to customize the Projects Page.
From the Page Settings, you can:
Edit existing project types or create new ones.
Add custom fields in addition to the default fields, such as Estimated End Date, Budget, or Related Document Link.
Change the default navigation behavior. By default, projects open in the Popup List view, but you can set the Projects Page as the default view if you prefer working with a more detailed interface.
Choose which columns are displayed and arrange their order.
Project Views
The Projects Page allows you to display projects in Table, Card, or Accordion views.
In the Table and Card views, you can change the sorting order of projects.
Changing the sorting order does not affect the project hierarchy. To reorganize the hierarchy, click the Hierarchy button and use drag-and-drop to change the parent-child relationships between projects.
Use the search and filtering options to quickly find the projects you need. You can filter projects by:
Status
Members
Customer
Project Type
Priority
Created Date
Estimated End Date
You can also hide archived and completed projects from the list.
Bulk Actions on Projects
Select multiple projects using the checkboxes to perform bulk actions such as:
Archive or restore projects
Hide or show projects in the navigation
NOTE: When you hide one or more projects from the navigation, the change only affects your account. Other users will continue to see the projects in their navigation as usual.
Project Actions
Each project has an Actions button. Click it to update project details and perform project-specific operations.
Create a task within the project.
Open Settings to:
Rename the project.
Change the project icon.
Make the project public or private.
Assign a project number.
Update details such as the estimated end date, project type, and priority.
Enter values for custom fields.
Add or remove project admin and members.
Open the project's full Settings page for additional configuration.
Change the project status. The default statuses are:
Pending
Active
Suspended
Cancelled
Completed
Hide the project from the navigation or make it visible.
Archive or delete the project.
Project Pages
When you click on a project name on the Navigation Menu, you will be directed to the project. In the project you can find pages like:
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