How to: Creating projects in Zenput (Admins)

In Zenput, Projects are the most efficient way to keep track of progress for a group of tasks that must take place across many employees and/or locations.

Please note you cannot start a project on the same day


To create a project:

  1. Navigate to the project button in the Zenput menuDashboard___Zenput.png
  2. Select "Create Project " button on the top right corner.Projects___Zenput.png
  3. Pick the type of task you would like your selected users to perform as part of the project and fill out accordingly. (Form, the title the project should be, which locations should be assigned the project)
    Screen_Shot_2020-03-24_at_10.39.10_AM.png
  4. The frequency of the project, when it should start, and when it should be due. Screen_Shot_2020-03-24_at_10.51.22_AM.png
  5. Once you've entered all the project details click 'Save'. 
  6. Once the project is created, you will see it in the list of projects that are currently open in your company or team.
    Screen_Shot_2019-07-10_at_12.13.57_PM.png
  7. Now that the project has been created, you can track the progress of the project by clicking on the 'Done' or 'to go' buttons under the 'Progress' section of the Projects page.
    Screen_Shot_2019-07-10_at_12.17.56_PM.png
  8. Clicking on the "17 to go" link takes you to a task report page showing all users and locations where this task has yet to be completed. This is useful for identifying users who may need some help to complete tasks in the time period allotted. 

    Clicking on the "2 done" link takes you to a task report page showing all users and locations where this task has been completed. 

That's all there is to it. We hope you enjoy using projects and find them helpful in simplifying your processes.

If you have any questions or need help creating a project for your company, please email Support@Zenput.com .
 

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