ProjectFy Workflow
RG

Ritesh Ghosh

Created Jan 05, 2023

ProjectFy Workflow

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1 Step
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1. Go to https://projectfy.onrender.com to create a new account and continue.

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12 Steps
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2. Type your first & second name

Type your first & second name
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3. Type your email

Type your email
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4. Type your password

Type your password
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5. Click on Create Account

Click on Create Account
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6. After clicking the confirmation mail sent to your entered email, you will be redirected to "/signin" page, where you have to enter your registered email & password

After clicking the confirmation mail sent to your entered email, you will be redirected to "/signin" page, where you have to enter your registered email & password
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7. Type your registered account's password

Type your registered account's password
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8. Click on Sign in

Click on Sign in
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9. After signing in, you will be redirected to the home page, where projects nearing due dates show up. For them to show you have to create a project first and set its due date.

After signing in, you will be redirected to the home page, where projects nearing due dates show up. For them to show you have to create a project first and set its due date.
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10. Click on create new project

Click on create new project
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11. Type the name of your projec

Type the name of your projec
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12. Click on Create

Click on Create
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13. Click on Modify, under due date and set the due date of the project. Based on the due date, the Time Elasped will be calculated on the right.

Click on Modify, under due date and set the due date of the project. Based on the due date, the Time Elasped will be calculated on the right.
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19 Steps
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14. Type a date thats after start date. You can also modify start date later.

Type a date thats after start date. You can also modify start date later.
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15. Click on Save to set due date

Click on Save to set due date
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16. Click on Modify goal, to set or modify the goals of the created project

Click on Modify goal, to set or modify the goals of the created project
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17. Type the goals of your project

Type the goals of your project
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18. Click on Save

Click on Save
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19. Click on Modify under start date to modify the start date

Click on Modify under start date to modify the start date
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20. Type the start date

Type the start date
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21. Click on Save

Click on Save
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22. Work Completed is based on the total work/tasks you have by the completed work/tasks. It shows how much work is completed in % and how many tasks are left to complete.

Work Completed is based on the total work/tasks you have by the completed work/tasks. It shows how much work is completed in % and how many tasks are left to complete.
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23. Click on Ideas, to create different ideas for your project. You can organize and keep your ideas in this section of a project.

Click on Ideas, to create different ideas for your project. You can organize and keep your ideas in this section of a project.
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24. To create a new idea, type the title of description of the idea.

To create a new idea, type the title of description of the idea.
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25. After typing the description of the idea, paste the image url of the image you think is an idea.

After typing the description of the idea, paste the image url of the image you think is an idea.
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26. I know the form popping up every time may be annoying, so there's a hide button, which minimizes the form.

I know the form popping up every time may be annoying, so there's a hide button, which minimizes the form.
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27. Click on Create idea to create your idea.

Click on Create idea to create your idea.
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28. Boom, your new idea pops up, on the right of the form. You can cllick on the 3 dots to edit or delete your idea.

Boom, your new idea pops up, on the right of the form. You can cllick on the 3 dots to edit or delete your idea.
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29. Click on Edit idea

Click on Edit idea
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30. You can change the image url or the description of the idea you want to modify.

You can change the image url or the description of the idea you want to modify.
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31. After modifying necessary fields click on save.

After modifying necessary fields click on save.
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32. You can upload an image as an idea with a description, here's a demo.

You can upload an image as an idea with a description, here's a demo.
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5 Steps
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33. Click on Choose file and select the image you want to upload

Click on Choose file and select the image you want to upload
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34. Click on Create idea

Click on Create idea
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35. While uploaded image idea have a field to modify descripition, they donot have a way to modify the uploaded image. You have to delete the idea and create new idea with modified image.

While uploaded image idea have a field to modify descripition, they donot have a way to modify the uploaded image. You have to delete the idea and create new idea with modified image.
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36. Click on Kanban, to nagivate to the kanban/work section of the project.

Kanban is divided into 3 sections, namely Todo, In Progress and Completed.

You can add future tasks to the todo section.

The current on going tasks to the in progress section.

The tasks that you have completed to the completed section.

This completed section influences the Work Completed section, back in the Overview navigation.

Click on Kanban, to nagivate to the kanban/work section of the project.
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37. Click on the add icons below the respective sections to create kanban of that section.

While creating a kanban, you can add labels to that kanban.

The existing labels are the labels that are already present on that kanban.

All labels contains all the labels created by the user.

You can add a title & description of a kanban

Click on the add icons below the respective sections to create kanban of that section.
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3 Steps
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38. Type out the title

Type out the title
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39. Type out the description

Type out the description
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40. Click on Create

Click on Create
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18 Steps
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41. To add labels to a kanban, you need to have them in the first place. Time to create labels.

Click on the plus icon besi labels to create one.

To add labels to a kanban, you need to have them in the first place. Time to create labels.
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42. Type the name of the label

Type the name of the label
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43. Click on Create

Click on Create
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44. Click on 3 dots (options) on the top right of a kanban to open options panel.

You can edit & delete a kanban, also you can change the section of a kanban.

Say you have completed a kanban/work, then you can move it to completed section.

So on and so forth with other respective kanban sections.

Click on 3 dots (options) on the top right of a kanban to open options panel.
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45. After clicking on edit, Other Labels shows all the labels that are not currently in the selected kanban.

You can click on the plus icon besi a label to add that label to your kanban. As you click it, that label will be shifted to Existing Labels.

After clicking on edit, Other Labels shows all the labels that are not currently in the selected kanban.
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46. If you want to remove existing labels from your kanban. You can click on the cross icon beside a label to remove it from selected kanban, resulting it in popping up in Other Labels.

If you want to remove existing labels from your kanban. You can click on the cross icon beside a label to remove it from selected kanban, resulting it in popping up in Other Labels.
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47. Click on Save

Click on Save
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48. Click on create new label, to add other labels as you wish.

Click on create new label, to add other labels as you wish.
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49. Type the name and click create to create one.

Type the name and click create to create one.
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50. This is how Existing Labels & Other Labels show up.Both sections are horizontally scrollable.

This is how Existing Labels & Other Labels show up.
Both sections are horizontally scrollable.
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51. Drag highlighted element

Drag highlighted element
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52. Click on Move to Completed

Click on Move to Completed
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53. The label a new design is moved to the Completed section

The label a new design is moved to the Completed section
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54. This option reveals 2 project options. Share and Delete

This option reveals 2 project options. Share and Delete
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55. If you generate a shareable link your project, then your project will become public. You can generate project's shareable link by clicking on Get link.

If you generate a shareable link your project, then your project will become public. You can generate project's shareable link by clicking on Get link.
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56. After fetchin shareable link, this section pops up

You will have a copy button beside the link, clicking on the 'COPY' button will copy the link in your clipboard.

After fetchin shareable link, this section pops up
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57. You can choose to invalidate shared link, so other people can't access it.

Click on 'Make project private' to make the project private again, also thereby invalidating the existing public link.

You can choose to invalidate shared link, so other people can't access it.
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58. You can click on Delete Project to delete your project.

You can click on Delete Project to delete your project.
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4 Steps
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59. After you click on Delete Project, this prompt pops up. If you press Delete, the the project gets deleted along with all data in it.

After you click on Delete Project, this prompt pops up. If you press Delete, the the project gets deleted along with all data in it.
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60. You can search any term related to any of your projects. If the term is present in that project, then it shows the results.

Note: The search excludes labels present in that project.

You can search any term related to any of your projects. If the term is present in that project, then it shows the results.
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61. The search results come up. The example illustarted search by project name, but it works for any term or phrase present in any project.

The search results come up. The example illustarted search by project name, but it works for any term or phrase present in any project.
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62. You can click on the result, which will open up the found project

You can click on the result, which will open up the found project
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