Getting Started as Project Managers
Managers in the context of zipBoard are key members of an organization responsible for various aspects of project management and coordination. Here are the primary responsibilities and tasks associated with the role of Managers:
What can a Project Manager do in zipBoard?
How can a Project Managers Do These Tasks?
What can a Project Manager do in zipBoard?
Project Managers have the following capabilities:
- Create and manage projects from start to finish
- Upload and organize content like design files, documents, images
- Set up workflows using project phases and statuses for better tracking
- Add and manage collaborators, clients, and reviewers involved in the project
- Share projects with controlled access and permissions
- Collect, triage, and prioritize feedback to ensure project goals are met
- Assign and manage tasks based on feedback in Kanban or table views
- Access comprehensive reports to monitor progress and performance
- Remove stakeholders when their involvement ends
How can a Project Managers Do These Tasks?
Step-by-Step Guide for Project Managers
Step |
Action |
Help Article |
Video |
|---|---|---|---|
1 |
Sign up to zipBoard to create an account and start reviewing. | Signing up for zipBoard | |
2 |
Create a new project after logging in. | Creating a Project in zipBoard | Creating a Project |
3 |
Upload content for review, this can be design files, PDFs, images, or documents. | How to Add and Review Different Types of Content with zipBoard? | |
4 |
Set up project phases to track workflow and progress. Also configure project or organization-level statuses. | Adding Content Phases in zipBoard | |
5 |
Invite stakeholders collaborators, clients, managers, or reviewers. | How to Invite Collaborators to a Project? | |
6 |
Share the project with stakeholders to start the review process. Customize sharing settings to control permissions. | Please see this link for the different share link options. | Share your projects |
7 |
Triage feedback by organizing it based on relevance and urgency. Prioritize actionable comments. | How to Track and Prioritize the Feedback from Guest in zipBoard? | Start Receiving Feedback and triage those |
8 |
Manage tasks: assign them, move them across phases, and choose your preferred view (table or Kanban). | Getting Started with zipBoard: A Workflow | |
9 |
View reports: Use auto-generated or consolidated reports to track feedback, performance, and overall progress. | ||
10 |
Remove stakeholders once the project is done or their role ends. |
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