5pm - perfectly balanced project management solution Web-based project and task management software for your team. The powerful features are accessed through a smart customizable interface. Everything is within a click or two. Get more done by 5pm! support@5pmweb.com

Tips & Tricks

Closing a Task
#1 Close tasks with a click
To quickly close a task, just click on the task icon in front of it. Clicking it again will re-open it.
Add Progress Note
#2 To report progress or time spent on a task...
use the "Progress/Time" option when posting a comment. You will be able to post a Progress Note to update the task % of completion or log the time spent on it..
Contextual menu
#2 Use contextual menu for more options
When you select a project or a task, you can quickly access the extra options via the contextual menu (the button with three dots). Such menu is also present in other places — the top right of panels, timeline, reports, etc.
Cloning projects and tasks
#3 Cloning projects and tasks
Use any project or task as a template for a new one! You can even clone the whole project with all its tasks! This feature is accessed through the contextual menu.
#3
Automatic deadline reminders
Get email notifications on your due tickets using our Deadlines Auto-reminder.
#4
Replying to an email notification
When you are replying to a 5pm email notification, your response is automatically added into 5pm as a message on the respective project/task [read more].
#5
Drag-and-drop
You can drag and drop tasks and projects in your main view to change their order. You can drag a task into another task, to make it into a sub-task.
You can drag messages from the right panel into a different projects/tasks in the left one (by its avatar).
#6
Integration with Microsoft tools
Collapse All Projects
#1 To collapse (fold) all the projects...
use this option via the left panel's contextual menu.
Show/Hide Description
#2 To keep the project/task description on the screen...
just enable this option via the right panel contextual menu.
#7
To speed up 5pm...
hide the extra data — use the auto-archive, Group and other filters. If you are using Internet Explorer — try Chrome, Firefox or Safari for a better performance.
#9
To submit a form fast...
use CTRL+Enter (Command+Enter on Mac) keyboard shortcut.
#9
To access the Search fast...
use the "/" keyboard shortcut.
#10
People can open Google Docs links without logging into Google...
if you set its sharing level to "Let people view without signing in" [ read more ].
#11
To see who is working on what...
  • Add the "Team" column to the left panel of the main view ("Projects")
  • In the left panel, use the users dropdown filter on the top to filter tasks by team members (works in "My Tasks" view as well)
  • Run the General Report using the "Team member" filter
  • Use the Workload reports
#12
To see the changes logs and restore deleted items...
#14
To fit more data on the screen...
Use the F11 button to switch your web browser into full screen mode.
Filter selected users
#2 Project/Task Team selector — show only selected users...
by clicking on the "selected: X" link on the bottom left of the team selector popup.
Highlight Team members
#2 Highlight a team member...
by clicking on its name in the team input field.
Change Tags location
#2 To change the Tags display location...
use the left panel contextual menu.
Change Tags location
#2 To change the Tags display order...
in the project/task form click on any tag to open its editing, but do not edit it — the clicked tag will become the last one in the tags list.
#19
Need a better way to track your time?
#20
To to show what you are working on...
use the Social Toolbar and post the link to that task into your status.
#21
To see who logged into your 5pm account...
and monitor suspicious activity, like logins or login attempts from unknown locations, use Advanced Access Management and Logging.
#22
To see your tasks in a Calendar view...
#23
To make the email notifications enabled by default...
use the "settings > more options" to turn those checkboxes on by default for Project Team, Task Team and Clients.
Overdue Tasks
#2 To see overdue tasks...
use General Report with the Dates filter set on "Overdue".
v1
For this page for the old version of 5pm (v1)click here .
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