In the tool's sidebar, we can expand the "Projects" section and access Event Log. The event log allows viewing all events that have taken place in a specific project.
If our permissions are Administrator, the panel we will see is as follows:
Depending on the permissions we have, we can see:
- Projects/Tasks/Subtasks: We can see when they were created, deleted, closed, or opened.
- Comments: list them and add, edit, and delete.
- Files: list them and add, modify comments, delete.
- Expense notes: list them, add, modify values, and delete.
As an Administrator, we can see all existing events and projects, while as an Employee we can only see those assigned to us. Both Administrators and Employees can add comments, files, expense notes, and apply filters.
Filters 🔗
We can filter by one or more projects and by one or more types of events. To filter, we just have to click the following panels and choose the project and the type of event we want. Once done, click Apply filter.
The Event Log panel can be filtered by dates in the upper right corner, but not by people or departments.
Add comments 🔗
If we click the button located in the upper right corner of the screen, we can add a comment to any project we want. Clicking the button opens the following popup.
In the Comment box, we write whatever we consider. To indicate which project we want to place the comment in, we open the Project dropdown and select the one we want.
Once done, click Save and our comment will have been successfully published. Comments can only be added to projects, not to a specific employee. If we add a comment and want to see it immediately, we must add today's date in the date filter.
Add file 🔗
If we click the button located in the upper right corner of the screen, we can add a file to any project we want. Clicking the button opens the following popup.
To indicate which project we want to place the file in, we open the Project dropdown and select the project we want.
Once done, click Send and our file will have been successfully published. Files can only be added to projects, not to a specific employee. The maximum allowed file size is 5 MB. Allowed file formats are PDF, DOC, DOCX, XLS, XLSX, PPT, PPTX, JPG, JPEG, PNG, GIF, and TXT.
Add expense 🔗
If we click the button located in the upper right corner of the screen, we can add an expense note to any project we want. Clicking the button opens the following popup.
We can select the project in which we want to enter the expense note by clicking the Project dropdown. In the Expense note section, we enter the amount of our expense, and in the Date panel, the specific day of the expense. We can also add a comment detailing the expense, and a file up to 5MB. Valid formats for this file are PDF, JPG, JPEG, PNG, and GIF.
Once done, click Send and our expense will have been successfully submitted. Expenses can only be added to projects, not to a specific employee. Pending expense note validations will appear in the Notifications section, located in the sidebar, where they can be accepted or denied.
We can configure a specific amount from which an expense note requires authorization from the Administrator or Administrators. To do this, we just have to go to the Settings > General options section located in the tool's sidebar.
In the following section, we write the amount from which authorization is required, and click Save.
