Collaboration Basics

What are Events?

An event is an activity that occurs on a project. Events can get recorded automatically by Noosh 5, such as when an estimate is requested or submitted. You can also enter a user event to record certain events which may not be triggered by a Noosh action.

User events may be added by workgroup managers. Workgroup members choose a user event from a list of events. Refer to How to Enter an Event and How to Create a Custom Event Type.

An event is something that has occurred in a project. A task is something that is going to occur.

What are Project Messages?

Project messages are a way for project team members to communicate. Messages get posted within projects, and provide an archive of all communication surrounding a current or completed project.

Messages can be sent to individuals or groups (such as buyers, suppliers or organization members).

What are Tasks?

Tasks are one of the primary ways you keep track of work in Noosh 5.

Tasks let team members know what they need to do on each project. They also allow project owners to keep track of the overall progress of the project. Workgroup managers can view tasks to get an overview of all the work their staff is doing.

Where to See Tasks:

Page

What to Use it For

My Desk

This is a short list of tasks where you are the assignee. You can use the filter to limit the tasks displayed here.

Task Manager

(My Desk > Tasks)

This is the best place to get a complete view of all your outstanding work on Noosh.

For workgroup members, the Task Manager is a master list of all your tasks for all your projects, including both tasks where you are the assignee and those where you are just a contributor.

If you are a workgroup manager, the Task Manager shows you all tasks for all members of your workgroup.

Use the Filters at the top of the page to specify which tasks you want to see. For example, you can choose to see only tasks assigned to certain people or those with a certain status.

A project's Tasks page

This page lists all tasks for a particular project.

If you are the project owner, you will see all the project's tasks. If you are a project member, you will only see those tasks where you are the assignee or a contributor.

If you are not a member of the project team but you have a task assigned to you for the project, you will only see that task in the Task Manager. You will not have access to the project.

A project's Schedule page

The Schedule lists all user-specified tasks (also called "personal" tasks) for a particular project. Only project owners have access to the Schedule.

The Schedule is an optional feature; not all workgroups have it. For more information, refer to What is the Schedule?

Overdue Tasks

To help you identify tasks whose due dates have passed, overdue tasks appear in bold red on task lists. The one exception is the Tasks by Project section of My Desk, where overdue tasks simply have a task warning next to them.

Types of Tasks

There are two types of tasks:

  • System tasks -- These are standard workflow tasks,  like "Create RFE" or "Create Estimate", which the system creates automatically.
  • User-specified (or Personal) tasks -- Noosh users create these to-do items to specify anything else that needs to be done on the project.

How Tasks Work

For information on how to manage your tasks, including how to find out what tasks you have and how to edit them, refer to How to Work with Tasks.

What is a Task Assignee? a Task Contributor?

Assignee: A task assignee has the primary responsibility for executing the task.

For more information, refer to How to Find Out Which Tasks are Assigned to You.  

Contributor: Other people also working on a task can be added to it as Contributors. By adding someone to a task as a contributor, you give them the ability to view and track the task. Contributors can also modify and delete tasks, just as the assignee can.

The primary difference between an assignee and a contributor is that the assignee's name appears in the Assigned To column in the Task Manager and the project's Tasks page, letting project owners and workgroup managers -- as well as assignees and contributors -- know who has the primary responsibility for the work.

What are Workgroup and Team Roles?

Workgroup roles are assigned when members are invited to join a workgroup on Noosh. Team roles are assigned when members are invited to a project team.

It is possible that a member's workgroup role may contain privileges or restrictions that override a member's role on a project.

What is a Project Team?

A project team consists of Buyers, Suppliers, and other invited project collaborators. Project Team Members may have different team roles; each team role may have different privileges related to the project.

On any project there is always the buying project team. Once suppliers are invited to the project, there are supplier teams for each invited supplier workgroup.

What is a Team Template?

A team template is a list of roles and team members that can be reused and assigned to multiple projects. Team templates are unique to each user, and cannot be shared across workgroups.

You can create multiple team templates in Noosh.

What is Metadata?

Metadata is simply data about data. Metadata for files is information describing the file such as the title, file format, and comment information.

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