Kendo Quick Start Guide V1.pdf
- 1. Kendo Manager: Quick Start Guide Step 1. – Create user account . User accounts are created with admin account Creating employee accounts ‐ Employees are assigned a User System Role. Creating user accounts for External Stakeholders – External Stakeholders (clients or customers, investors and shareholders, suppliers, government agencies and other) are assigned a Guest System Role. Each External Stakeholder user account sees only the projects to which the company has assigned them. Creating user accounts for Project manager, top management company owner‐ Add project portfolio dashboards (Dojo and Sensei) and Reports. Optional Dojo portfolio and Sensei ‐CEO dashboard reports can be approved by users
- 2. Step 2. Creating a project Create project Fill form and click Save After you created new project on the left side, you get Project menu with additional options and top menu with project options
- 3. Step 3. Create Team Add all user on project. Users are usually assigned the team member Project role. More info (https://www.kendomanager.com/project‐team‐collaboration/ ). Step 4. Create Task list Go to Tasks and Click the button New task from the list of tasks to create the new task .
- 4. Create Task Example: Assign the created task to the person responsible for its realization
- 5. Task list example Step 5. ‐ Defining a list of resources to be used on the project Step 6. Add resources to tasks Step 7. My Dashborad Each user has a personal dashboard where they can see all the tasks assigned to them
- 6. Note: All tasks, depending on whether completed, expired, or expired, are displayed on time lists. If the user completes the task, it is necessary to check the finshed box or date. On dashboards, this task will automatically go to the finshed list and team memebers receive a notification. Depending on the organization of the project, optionally the project manager can also mark that the task is completed after checking.
- 7. Step 8 . Dojo Protfolio dashboard ‐ All active projects monitoring With Kendo Manager Dojo portfolio dashboard option that gives you simple yet powerful overview of all active projects and all active processes across all projects in real‐time. At all times you have an insight into all the processes and their progress.
- 8. Step 9. Communication on the project Kendo manager has a complete system of messages and notifications. You can send messages to employees, stakeholders and other participants. Step 10. Reporting Kendo has many reports that you can create at any time Kendo Manuals : https://www.kendomanager.com/kendo‐user‐manuals/ Video Tutorials : https://www.kendomanager.com/video‐tutorials/