Answers

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Service Answer Center.

Find answers to all your questions about projects, clients, tasks, team members, reporting, invoicing.

Suggestions: Project Task Calendar User Checklist Time Client

What browser is recommended to use?

Getquantify is web application powered by technologies which currently performed the best when running in Google Chrome or Safari browser.

What does it mean "Inbox tasks"?

Inbox task is term borrowed from 'Getting Things Done' terminology where you defined an inbox task which does not have project associated with just yet. You will find it useful when you are in a rush and just want to quickly capture a task which has just popped up. You can create inbox task from any application view clicking the red button in the bottom left corner.

How do I setup email notifications?

Email notifications can be set in the application setting. Click the settings icon in the top right corner of the app., settings view will slide down where you can set the email notifications. There are already some 'healthy' defaults but you set your own as it suits you.

How do I set my company details for invoice?

Company details for invoice can be set in the application settings view. Click the settings icon in the top right corner. You will find company settings In the bottom left corner of the view, there is button called 'Invoice details' which opens the view where you can set generic invoice details such are: upcoming invoice number. You can also set your company bank connection in the same area of the settings view. Setting up TAX values is done per customer in company view.

How do I set my bank account details for invoice?

Bank account details can be set in the application settings view. Click the settings icon in the top right corner to load the view. The bank connection area can be located in the bottom left corner.

What languages are supported and how to change the app. language?

Getquantify currently supports these nine languages: English, German, French, Italian, Portuguese, Spanish, Danish, Czech, Slovak Is your language missing? Let us know about it!

What does it mean "default task deadline"?

Default task deadline is used when you generate new project task. If you for example set default task deadline to 14 days, when you create new task this deadline date will be automatically applied. You can also turn this feature off in the application setting view so no deadline will be set for new tasks.

How does the project hour rate works?

The project hour rate can be set in project settings. When you use time tracking for your tasks then hour rate is used in reports and invoices when calculating price per task based on the time and hour rate.

What are the "default project categories" and how does it work?

If you have certain group of categories you are using for every project you create you can create these categories in the settings view and they will be auto-generated every time you create new project. Good example would be design studio where every project needs to have categories like: design, wire-frame, proposal, requirements, specs etc.

How do I set user teams and why is it useful?

You can create user teams in two ways. You can either create all the teams in the settings view or you can create them inside the users view in the area where you set the team for user. Teams are not only used to filter users but also when giving permissions to project. Rather then giving users project permissions one by one, you can pick the whole team. This way you will give project access to all users in that particular team but you can still individually remove them or add a single user to project as well.

How do I set company categories?

Company categories can be set in two ways. You can either create all the company categories in the setting view or you can create them inside the company view in the area where you set the category for company. Company categories are used to filter categories. This become useful when you have too many customers in the companies view and it becomes harder to find the company you are looking for.

What are the "system notifications" and what are they for?

System notifications are notifications used by modern browsers. By turning the system notifications 'ON' Getquantify notifications will not only appear in the application itself but will also appear as little separate popups on your computer desktop. The advantage is that you can see this notifications even when Getquantify is minimized or simply out of view. System notifications are currently supported by Chrome, Firefox & Safari browsers.

How can I set Dropbox or Google Drive as storage for my task attachments?

The Dropbox or Google Drive storage can be set in the application settings view, by selecting the storage option from the drop-down menu in the attachements section, in the top right corner. You will be asked to approve access for Getquantify on the Dropbox of Google Drive page, depending on your choice. Once you authorize the access all task attachments will be stored in folder called 'Getquantify' in your Dropbox or Google Drive account.

How are the files stored in Dropbox or Google Drive?

By default all the files you attach to Getquantify are stored in the folder called Getquantify inside your Dropbox or Google Drive account. You can also let Getquantify to store the files in the subfolders, the subfolders will use your project names. You can find this option in the main settings under the Attachments settings.

Can I upload project related files into project?

Yes, you can upload files into the project. When you open the project settings view, you will find attachments section in the top summary area. You can either drag & drop the files into the view or click the plus button.

What is the calendar ICS url for?

ICS is standard calendar format which allows you to show your Getquantify events inside your other calendar, such are: iCAl, iPhone Calandar, Google Calendar and so on. You will need to have at least one upcoming event to be able to see the ICS url which needs to be used in those 3rd party calendars. You will find that even title, description together with open checklist items are all exported. Every event has set reminder 15 minutes prior to deadline time.

What keyboard shortcuts are available?

Keyboard shortcuts are very useful and can speed up your workflow massively. You will find full list of them in the application settings view in the top right section.

How does the "Create new task" button in the bottom left work?

Create new task in the bottom left corner allows you to create two types of tasks. Inbox task as well as project task. For more information about inbox task please check the answer 'What is inbox tasks'.

How do I set project settings?

Project settings can be set in two ways. You can either click the settings icon in the top right corner on the project card or you can click the settings icon which appears when you hover of project title in the project list.

How does the project budget work?

Project budget can be set in project settings. Once the budget is set you can the its spending. The spending of the budget is presented in two ways. You can see the actual spending based on the time you have tracked for your tasks multiplied by project hour rate, additionally you can see the budget spending based on the amounts you have already invoiced.

What kind of reports Getquantify generates?

Getquantify generates reports for project and companies. They are currently two types of reports. Time reports and finance reports. Time reports shows you the tasks in the specified period together with a responsible user and time he/she spent working on the task. Financial reports show you the values for each task based on the time spent multiplied by hour rate.

How do I change project company?

Projects can be assigned to company or can be set as private but you can reassign a project to different company in any given moment by simple choosing a company from the drop-down list in the project settings view, in the 'Settings' area in 'Summary' area.

How do I give and remove project access for users?

Project access for users can be either set individually user by user or by selecting a user team. Inside project settings you will find 'Users involved' area in the 'Summary' section, where you can give users access to project. When giving users access by use of the team functionality you can still remove users individually in the future if you need to.

Why I can't remove certain project categories?

Project categories can only be remove if there is no task assigned to them. You can change categories names anytime you like though. If you really need to remove the project category, you will need to select all tasks which belongs to the category and then change the category for all of them before removing it.

How can I change project category name?

Project category name can be changed anytime in the project settings view in 'Categories' area in 'Summary' section.

How can I change project tag name?

Project tag name can be changed anytime in the project settings view in 'Tags' area in 'Summary' section.

How can I filter projects?

Projects can be filtered by status. (open & closed). You will the project filter when clicking the filter icon above the project list.

How can I create new project?

New project can be created in the projects view by clicking on the blue '+' button. Once you click the button you will be able to chose if you want to create personal project or company project.

What does it mean "Personal projects"?

Personal projects are projects which you are not planning to invoice and are not done for any particular company or customer. These could be for example: buying new house, planning holiday to Italy etc.

How can I see project tasks?

Project tasks can be find in quite a few views. The best way to concentrate on single project tasks is to pick a project in the project view. By clicking the project name the project tasks get loaded. They can be filtered by various criteria. Clicking the project task will load task details. Project tasks can also be find in views such are kanban, bird-eye, calendar, all tasks... These are all different views on the same set of tasks. People with different roles in companies might find different views useful to them, for example managers will most likely prefer the bird-eye view where they can see all open tasks grouped by clients and users at the same time.

How can I add project task?

Project task can be added in the project views. You will need to select a project first and then click the blue '+' button situated above the task list. You will see that certain task details can be set during the creation process and additional details can be set once the task has been created.

What are the "backlog - in progress - review" task status types for?

These tasks status types comes from kanban terminology. It allows managers better track the work progress. Any task in its open stage can be in any of these 3 stages: backlog, in progress, review. Backlog represents tasks which were created in the system but none is currently working on them, while the in progress one are tasks who are been worked on. Tasks in review state needs to be usually reviewed and approved by managers before they can be closed.

How do I set deadline for task?

Task deadline is auto set by system but can also be changed anytime. You can set the preferred task deadlines in the application settings. Task deadline can be changed in the task view by simply picking a date from calendar box.

How do I create event?

Event is simply task which has deadline time assign to it together with date. Events appear in the separate area in the calendar, email notifications and can be exported to external calendars.

How can I set tracked time for a task?

Time tracking can be either set by hand or by running the timer. Setting task time by hand can be simple done in the task view. You can either type the time you have already spent or add new time value to existing time value by clicking the '+' button. There are two timers you can use for time-tracking. The first one is build in to the task view and can be started by clicking the play button. The second one can be launched in a separate window by clicking the arrow button in the task view. Tracking time in separate window is mainly when you are switching between browser tabs or windows so the tracking window can be positioned somewhere on your screen where you can see it all the time.

Is it possible to see all the users who worked on a task with all the times they have tracked?

Yes, if there have been more, then single users working on a task you will find a button '...' positioned in the time tracking area. Clicking the button will show a time tracking history with all users who worked on the task and time they have tracked.

Who gets notified when there are changes in the task?

When there are changes in the task, such are priority change, comment added, file uploaded...these users will be notified: The user who has created the task, the user who the task is currently assigned to, the users who left the comment in the current task as well as all followers.

Can I create multiple checklist items at once?

Multiple checkboxes can be simple created by typing them in to the checlist textarea and separating them by pressing enter key or by pasting them from existing document or email.

How can I upload a task attachment?

You can either click the '+' button in the attachment are inside the task or by simply dropping the file into the browser.

Can I drag & drop files to tasks?

Yes, you can use drag & drop to upload task attachments. You can do the same to upload user or company images.

Can I drag & drop tasks in the task list?

Yes, you can reorder tasks by dragging tasks. This order is called 'custom'. You will find that tasks can be ordered by many criteria, custom is just one of them. Tasks can be ordered by priority, alphabet or deadline

How can I filter project tasks?

You can filter project tasks by various criteria. Clicking the filter icon above the task list will bring all the filters you can use to filter tasks. Project tasks can be filtered by category, tag, deadline week, user, status.

Is it possible to create recurring tasks?

Yes, you can create recurring tasks in these frequencies: daily, weekly, monthly. You will find a circle with arrow icon on top of the date area in task view, clikcing the button will bring drop-down with frequency options.

What is the "All tasks view" for?

In all tasks view you can see all tasks from all projects you have access to. You can filter them by various criteria. This view allows you to concentrate on tasks across projects, based on overall priority or deadline.

How can I filter all tasks?

All tasks can be filtered by various criteria. Clicking the filter icon on the top of the task list will bring all the filters. Tasks can be filtered by status, category, tag, deadline week, user, project.

What kind of tasks appear in calendar?

When looking at the calendar view you will see all the tasks which belongs to the projects you have access to and have set deadline in upcoming five days. You will notice that task which has a time set (events) appear in the top area while the one without date will appear in the bottom half. You can use the navigation on top of the calendar to switch five days ahead or backwards.

Why are some tasks grayed-out in the calendar?

The tasks which appear grayed-out in the calendar are task which have already been finished.

Can I export the events from calendar to my phone calendar?

Yes, Getquantify supports export of events to external calendars such are iCal, Google Calendar, iPohne calendar and many others. You need to have at least one upcoming event created to be able to see the ICS url which needs to be used in the external calendars. The ICS url can be find in the top right corner of the application settings.

Can I set the calendar so it only shows my events and tasks?

Yes, you can use the filters to do that. Pick your name from user list inside the calendar filter and press 'apply' to see only your tasks and events.

Can I set the calendar so it starts at certain day?

Yes, you can set the start date for calendar in calendar filters.

Can I set the calendar so it only shows events and tasks for certain project?

Yes, you can pick the project you are interested in inside the calendar filters.

What does the "Kanban" mean?

Kanban is a specific type of view used in project management which allows to see the progress of tasks in a compact view. Managers can see all the tasks with its current state in single view.

How can I change the task status when in kanban view?

When you hover over the task title you will find a setting icon positioned behind it. Clicking the icon will bring a popup view where you can set certain task details, task status is one of them.

What is the "bird eye" view for?

Bird-eye view is specific type of view which allows managers to get the 'pic picture' who is working on what. You can see all open tasks grouped by projects and users at the same time.

How can I change the task status when in kanban view?

I only see 5 users in bird eye view can, how can I see all users?

If there are more then five users you can load the next group of five users by clicking the '>' button positioned on top of the view.

Can I re-assign a task while in bird-eye view?

Yes, you can. When you click the setting icon positioned behind the task title, popup view will load where you can change certain task details. You can re-assign a task in this view as well.

Is there a way to see all the images I have uploaded to all tasks?

Yes, there is a separate view where you can see all the images. Just click the media button in the main navigation. You can filter the images by projects and upload date.

Can I see images I have uploaded in certain time period?

Yes, you can filter images in the media view by upload date.

Can I see images I have uploaded to certain project?

Yes, you can filter images in the media view by project.

Can I see all users at once?

Clicking the users button in the main navigation will load all users where you can see all users in the list as well as user cards.

Can I only see users who belongs to certain team?

Yes, you can filter users in the users list by team. Clicking the filter icon positioned above the users list will allow you to set user filters where you can define the user team.

How do I upload an image to user?

User image can be uploaded by clicking the '+' button in the user view or by simple dropping the file into the browser.

What are the user permissions for?

There are three types of user permissions. User admin, Company admin and Project admin. Giving user a user permission will allow him/her to create new users set their permissions. Project admins can create new projects and manage existing one. They can invite users to projects, create reports, set budgets. Company admins can create new companies, manage existing companies, create company reports, invoices.

Can I make a user admin so he/she can create users and manage them?

Yes, if you are administrator or user admin you can set other users as user admins.

Can I make a user project admin so he/she can create new projects and manage them ?

Yes, if you are administrator or user admin you can set other users as project admins.

Can I make a user company admin so he/she can create new company and manage them ?

Yes, if you are administrator or user admin you can set other users as company admins.

How does the skype integration work?

User's skype can be set in user profiles. Once the skype handle is set skype chat or skype call can be established from user list positioned in the very right corner.

Can I block users access but still keep him/her in the system?

Yes, you can switch the user status to 'OFF'. This way the user stays in the system but will not be able to login and use the app. You will be able to switch the status back to 'ON' anytime in the future.

Why are some user names grayed-out in the users list?

The users who have their status set to 'OFF' are blocked from using the application, they are names are grayed-out. You can switch user status anytime you wish

When I create new user, will they be informed about it?

When you create user in the application they will only be informed if you switch their status to 'ON' and use specify their email address and password

Can I have multiple own companies?

Yes, You can manage multiple own companies. When creating new company switch the button 'Your company' to 'ON' state. You will be able to create invoices independently for all your companies.

Can I keep customers I was working with in the past in the system but hide them?

Yes, you can simply set their status to 'OFF' so they will not appear in the company list by default but you can still load them by switching the filter status on top of the customer list.

Can I invoice work for all of my companies if I have more then one?

Yes, You can manage multiple own companies. When creating new company switch the button 'Your company' to 'ON' state. You will be able to create invoices independently for all your companies. You can set upcoming invoice number as well as bank details for each company separately in the app. setting.

Can I create reports across all projects which belong to certain company?

Yes, you can create company reports in the company view. When you creating company reports all tasks from all projects which belong to current company will be included.

Is there a way to see all invoices for certain year?

Yes, you can either see all invoices for specific customer for year you need or you can see all invoices together for certain year. When you select a customer you will find a invoice section in the company view. The invoice navigation contains a list of years as well. Clicking the year item will load all invoices which invoice date was set for that particular year. If you select one of your own company you can load all invoices for specific year when clicking the year button in the navigation.

Can I create reports across companies & projects?

Yes, we have a special report section which you will find by clicking on the reports button in the main navigation. You can generate reports based on creation and closed task date with additional filter options for task status & user.

Can I create reports which allows me to see how much time my team members spend on tasks across all projects?

Yes, in the reporst section of the application you will a tab called 'time tracked in specified data', here you generate report which includes all users by default but you can limit the report to see only time tracked by single user.

Can I set unique TAX for all of my companies?

Yes, you can set TAX percentage values as well as define if TAX should be included in invoices for each company in company settings.

Can I set unique invoice due date for all of my companies?

Yes, you can set unique invoice due date for each of your customers.

Can I set unique invoice text and email text for all of my clients when invoicing?

Yes, you can set unique invoice text as well as email text for each customer. Both invoice text and email texts can be changed during the invoice generation for each invoices.

What if I need to create an invoice with specific number?

You can set the upcoming invoice number in the app. settings. It does not matter if you have used that invoice number before or not, it's up to you.

What tasks appear in the invoice?

All tasks which have been closed in the period you have picked for the invoice will be included into the invoice. You can remove tasks from the invoice by clicking the 'X' button. You can also add tasks during the invoice creation process.

How can I can invoice tasks based on the time I have tracked?

If you have set the time for each invoice you want to invoice and you have hour rate defined for a project the invoice will be generated with the values based on time and hour rate. You will still be able to adjust the values if you need to.

Can I invoice tasks even when I did not use time-tracking?

Yes, if you have not used time-tracking the tasks closed in the specified period will be still included into the invoice. You will be able to set the price for each task manually during the invoice process.

Can I send invoices directly from the app.?

Yes, you can pick if the way you want to generate the invoice. You can either send it by email, print it on the screen or simply save it. When you chose the email option you will be forwarded to a view where you can specify the email subject and body. The invoice will be attached as PDF file.

What email address will be used when delivering invoices?

Invoices sent by email are sent to an email specified in company invoice details in app. settings.

How do I pick which of my companies should be used when creating new invoice?

When setting up invoice details such are invoice period before creating invoice in company view you can also pick your own company you want to display in the invoice.

What sort of permissions are built into the application?

There are user permissions you can set for each user in the user profile. User admin, Profile admin or Company admin. There are also permission set by application. Comments can only be edited or deleted by user who created them or by administrator.

What sort of email notifications the application send?

Task notifications are sent when there is a change in task details, task comment or attachment was added etc. Tasks notifications can be set in app. settings.

Today's agenda email is sent every day to users who have tasks which deadline are set for 'today' or the deadline has already passed 'overdue tasks'.

Does the application send daily emails with the agenda?

Yes, the application sends daily email with 'Today's agenda. It includes the overdue tasks as well.

How can I report a bug I found or suggest an idea or feature?

You can report a bug or suggest a feature by use of our feedback form. You will find it in the application right bottom part.

What is the fastest way to find a certain task?

The fastest way to find a task is to search it by task ID. Task ID is provided in the task view, at the bottom of the sidebar. Task ID search field is positioned in the top right corner.

What do I need to do when I want to start using Getquantify as paid user?

To become paid user you will need to login to Getquantify and pick the plan, you will then need to use Paypal to accept the monthly subscription.

What are the limitations of freelancer plan?

The only limitation of the freelancer plan is the number of users. You can only single user.

What are the limitations of business plan?

There are no limitations.

Can I update my trial plan to paid plan even if I miss the 30 days defined for trial?

Once you trial period has expired your account gets automatically blocked but it does not get deleted. If you contact us we can still allow you to login and update your account.

Is there a mobile version of Getquantify?

Yes, there is a custom mobile app. You can access it by simply accessing getquantify.com from your mobile phone.

How do I cancel my account?

To cancel your account please cancel your subscription on paypal.com first. You can find the last paid day of your account in the application settings

Is there a client version?

Yes, there is a version which allows your clients to access Getquantify and only see the tasks they are assigned to or when they are set as task followers. The client version has two views. All tasks view and calendar view. Here is how you give your client access to Getquantify. Create a user for your client and in the permission area switch on the limited access option. Try log in as your client so you have an idea what he/she can and can't see.

What are the "Followers" in task details for?

You can set any tasks follower as you need. The only condition is they need to have access to the project task belongs to. All followers are informed about any task changes by use of notification system, emails, activity feeds.

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