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How to use 5pm
v1
For Help with the old version of 5pm (v1) click here .

Using Projects / Tasks / Activities

How is information organized in 5pm

Information in 5pm is organized into a few categories.

5pm Data Structure

Group Group Groups can be used to group together Projects and Single Tasks (tasks outside projects). For example, you can group together projects by company departments or types.

Initially, there are no Groups, and all Projects are placed into the common "All Groups" area. As the number of Projects grows, you may consider splitting them into project Groups.

Project Project Projects can contain multiple tasks that need to be completed in order to finish the project. A project can have one of these statuses: "open", "on hold" and "done". Each project has a Project Team and can have one or many Clients attached to it.
Task Task Tasks are normally added into projects, but you can also create tasks outside projects (Single Tasks). Single Tasks can be used when you don't want a whole project created for a job.

A task can have one of these statuses: "open", "on hold" and "done".

Each task can have a Task Team attached to it that can be different from the parent Project Team. This allows for extra flexibility. You can add to individual tasks only the sub-team needed for it, not the whole project team. You can even add to it people that are not part of the whole project. This allows for more efficient filtering of yours or other users tasks. Also, it makes the email notifications more targeted — you can notify the whole Project Team, or just the Task Team, depending on the situation.

Task Message Messages are an universal tool for exchanging ideas, comments and notes. You can add them to a Project or a Task. You can also attach files to a Message.
Progress/Time Progress/Time Progress Notes are a way of reporting progress and/or time for tasks (not projects). Each Progress Note may contain the description, the % of task completion (the only mandatory field) and the hours invested into it. The % is just an estimate, to communicate to the team the task's overall progress. The latest % overwrites the previous ones. Adding a 100% Progress Note closes a task.
Task People (Users) There are four different user profiles: Administrators, Users, External users and Clients. The first three categories can be added to a Project Team or a Task Team and they have different security levels. Clients are a separate type of users — they can be assigned to the whole project level (by adding them to the Project Team).

User Profiles and Security Levels

You can control who can see or edit what with a combination of user security level and project/task/messages flags (like the "hide from non-team users" in projects/tasks and "hide from Clients" in messages).

Security Levels

Administrator Administrator Administrators are users with unlimited rights — they can see and edit any information in your 5pm account. They can also access global 5pm settings and the subscription details. Usually, they are reserved for managers in bigger teams, though in smaller teams it is also common to make everybody an Administrator.

The first user that opens the 5pm account becomes its main Administrator. This main Administrator is used by us as the main point of contact for this 5pm account — make sure you use a valid email and add support@5pmweb.com to your trusted email addresses.

User User This is the most common type of users, recommended for all your team members. Their rights:
  • CAN see any projects or tasks, even if he/she is not part of their teams, unless those are hidden from non-team members (just the team members and the Administrators can see a hidden project or task).
  • CAN add other Users or External Users, but can NOT modify any existing user profiles, besides their own.
  • can NOT modify the messages/progress notes/files they did not create.
  • can NOT edit/delete the projects/tasks they did not create, unless they are part of the team OR if the flag "Can also edit projects/tasks not assigned to" is enabled for that user.
  • can NOT add Progress Notes to the tasks, unless they are part of the task team
External User External User External Users are very similar to Users, but are more limited, and they can only see projects/tasks assigned to them. Basically, External Users function like Users in a scenario when ALL projects and task would be flagged as "hide from non-team users"):
  • can NOT see a task or a project unless they are part of its team (or they created it)
  • can NOT edit tasks or projects (they can edit the projects/tasks they created)
  • can NOT add or edit other user profiles (but can edit their own)
  • CAN close and re-open tasks ("Mark as Done"/"Unmark as Done")
External Users still can work on tasks by adding Progress Notes, Messages and Files, closing existing projects and tasks, and add new ones. External Users are best used for contract workers that are not part of your main team (freelancer, consultants, etc. — anybody you want to add to your 5pm account, without opening for them all the the projects and tasks).
Client Client Clients are different from all the other types of users. As the name suggests, they are designed for somebody to keep track of their projects, but not for the ones working on them. Clients are directly attached to whole projects (not individual tasks) and can see just those projects (and anything inside them and inside their tasks, besides the hidden messages and files) and add comments. Clients' rights:
  • CAN see just the projects they are assigned to
  • CAN see all the Activity inside their projects and its tasks, besides the messages and files hidden from clients. Progress Notes can not be hidden from Clients as they reflect the task's status and progress.
  • CAN post comments and files
  • can NOT add or edit Projects, Tasks or Progress Notes
  • can NOT add other users or edit existing ones (besides their own)
  • can NOT see other Clients profiles
  • can NOT see the Groups in which those do not have any projects they can see

Basically, Clients can see their projects in a read only mode, but can comment and post files.

Unlike other users, Clients do not count toward your plan. You can have an infinite number of clients on any plan.

Working with Projects and Tasks

Adding a Project or a Task

You have to be in the main view ("Projects") and the "Projects" tab has to be selected in the left panel. Click the "+" button on the top of the left pane and select "Add Project":

Adding a new Project

New project window will appear in the right panel:

Adding a new Project

Only the project Name and Start Date (defaults to "today") are required, so you can just enter the name and click "Create Project" or use the CTRL+Enter shortcut.

But there are other fields available — you can set the deadline, assign the team and so on:

Adding a new Project

Below is the list of all the available project fields:

  • Name
  • Group — The project can be attached to a group. The current group is pre-selected. Initially, all projects are created outside any groups ("All Groups" view).
  • Description
  • Tags — custom tags (select from existing ones or add new ones on the fly).
  • Priority — select: "Low", "Normal", "High" or "Urgent".
    Project and Task Priorities can be customized — just contact our support about it.
  • Status — select: "Open" (default status), "On Hold" (temporarily stopped) or "Done" (closed).
    Project and Task Statuses can be customized — just contact our support about it.
  • Start Date — set to "today" by default.
  • Deadline — scheduled end date (empty by default)
  • Team and Clients — assign project team members and Clients to the project. You can highlight certain team members by clicking on their names (it will mark them in bold).
  • Hide (from non-team members) — Hide this project from Users that are not part of the project's team. Note that people with Admin security level can see all the projects, including the hidden ones. The project creator can see all the projects he/she created, even hidden ones.
  • Notify by Email — send email notifications to the project team, clients or specific people.

Similarly, you can add a new Task:

Adding a new Task

Task fields are a bit different from the project ones:

  • Name, Description, Tags, Priority, Status, Start Date, Deadline work exactly the same.
  • Project, Group — parent Project, or, if none is selected (for a single task outside projects) then the parent Group. Initially, all single tasks are created outside any groups ("All Groups" view).
  • Parent Task — a task can also be a sub-task / dependent task of another one. You can have multiple levels of task dependencies.
  • Estimated time —  estimated time it would take to complete the task.
  • Team — task team can be different from the project team, which allows for extra flexibility.
  • Hide (from non-team members) — same as with projects, this filter hides this task from Users that are not part of the task's team. If a project is hidden from the user, but there is a task inside that project not hidden from him/her, then the user will be able to see that parent project.
  • Notify by Email — same as with the project, but because project and task teams can be different, you can decide if you want to notify the whole project team, or just the task team, or just any specific people.

Note: The mandatory fields are marked in bold.

Sub-tasks

Sub-tasks can help you break main tasks into smaller ones, or create task dependencies.

Sub-tasks

To create a sub-task you can edit its "parent" field or simply drag it into its parent task. You can have multiple levels of sub-tasks, creating deep hierarchies, if needed.

One parent task can have multiple dependent tasks. One dependent task can have just one parent task.

Since the dependent tasks can start before or after the parent's task End Date (Deadline), you can create flexible schedules, with dependent tasks starting before the parent task is completed (ex: work can be started on "Website copy update" task, while "Translations" task is not finished yet) or some time after the parent task was completed (ex: "Paint the wall" needs to start some time after the "Apply primer" task was completed). Those are sometimes called "lag" and "lead".

Changing the parent task End Date (Deadline) will also shift accordingly the start/end dates of its dependent tasks.
This feature can be disabled on your request — just contact our support.

In the main view the dependent tasks are grouped under their parent tasks and this grouping is maintained despite the sort order. When the parent task is not present on the screen (hidden for some reason), its sub-tasks are displayed as if they do not have a parent task.

The Timeline view makes it easy to see all the task dependencies. Moving or resizing the parent tasks in the Timeline will also move the dependent tasks, making re-scheduling a breeze:

Re-scheduling parent tasks in Timeline
In cases when task dependencies can not be maintained (for example, when moving a task to another project), the connection between tasks will be broken.
Editing Project and Tasks

There are a few ways to edit Projects and Tasks. For quick edits, you can modify the fields directly in the projects/tasks list in the left panel, by clicking on them:

Editing projects and Tasks

Clicking on the task icon will close it.

Similarly, you can quickly close the project/task, mark it with a star or change its name, description or deadline by clicking on those fields in the project/task header on the top of the right panel.

Editing projects and Tasks

Description is not displayed by default in the project/task header. But you can add it there via the right panel menu:

Showing Task Description

In the majority of the web browsers you can resize the default Description field size.

For the full project/task editing, you can either click on the edit menu of the project/task selected in the left panel, or use the "Details" button in the header of the right panel to unfold the form:

Editing a Project/Task

Do not forget to save the opened form after you make the changes, even if the changes are done in the header area.

Messages and Files

Adding Messages and Files

To post a message/comment or a file to a project or a task, you have to select it first in the left panel. The comment window is on the top on the right panel (Activity tab):

Adding messages

You can use text formatting, bullet points, links, etc.:

Formatting messages

You can even post links to other 5pm tasks into comments:

Linking tasks in messages

You can easily attach files to your comments:

Attaching files

You can also simply drag-and-drop the files into the right panel to upload them:

Drag-and-drop files

And you can paste images from your clipboard with CTRL+V (Command (⌘) +V) — for example, screenshots.

File size limitation — you can upload files up to 125Mb each. The maximum total size of all the uploaded files is defined by your Plan — to check it, use "my account" link on the top (Admin level access required).

Besides attaching files from your computer, you can also link files from the popular cloud storage services:

Attach fiels from cloud storage services
You can also attach mind maps from SpiderScribe and design screens from Firefly. Read more about those services on their websites to see how you can combine brainstorming and design annotation tools with 5pm project management functionality.

When replying to another comment, you can also include quotes from it:

Adding messages

Messages can be hidden from Clients. Also you can send email notifications to the project team, task team, clients and/or specific people:

Hide from Clients and Email notification

Your teammates can answer to the email notifications from 5pm the same way they answer any other email, and their reply will be logged back into 5pm as another commentread more about Email Integration.

Files can also be added via the Files tab:

Files tab

Only Administrators can modify other people's comments. It means a group of people with Admin rights can collaborate on the same comments, crossing each other's bullet points, adding to them, etc.

Progress Notes

Reporting progress and time

Progress Notes are a special type of comments, that can contain extra information about the progress made and time spent on a task.

Progress Notes can be added only to tasks, not projects.
Adding Progress Note

Progress Notes usage is optional. Teams that simply have tasks either open or closed and do not care about the %, and teams that do not track time will not need to use Progress Notes.

Progress Notes specific fields contain such information as the % of the task completion (it is purely for communication purposes, to let teammates know where you are with the task) and time spent on a task. Either is optional. You can also post the Progress Note to a different date (instead of the date/time of its posting), allowing you to report hours spent on different days:

Adding Progress Note

You can also post comment (optional) with your Progress Note, attach files to it and send email notifications about it.

You can post as many progress notes to a task as you want.

The last Progress Note % simply overwrites the overall task completion %.
Adding a 100% Progress Note closes a task.

You can also simply close a task, without any Progress Notes (the simplest way is be clicking the task icon in front of its name).

You can not hide Progress Notes from Clients, as the Progress Notes can change the task status.

Progress Notes can be a useful way to communicate the progress or the time spent on a task. They can also be added via the Time Tracking desktop widget.