Total Newbie here, just started the trial, and very excited, I think this program is very much what I've been looking for in terms of flexibility and usability.
Background: I do sales and project management for residential HVAC projects. These are "projects with dependencies" and the basic workflow involves me launching/prepping projects for execution, and then an installation team hitting the field and doing the work, sometimes over months in several stages with a bunch of dependencies and prerequisites. For the actual project management part this software looks perfect.
I have a problem I'm trying to see how to solve optimally. Any advice would be appreciated!
#1: Currently I see a "project" as being one job that includes my prep tasks, and the install team's tasks in the field... so I'll have a bunch of design and administrative tasks to do, and there will essentially be an "install" task assigned to one of the install teams, I would presume assigned to a separate task "owner". However, I need to easily be able to check my overall available install teams' schedule... we have 2-3 teams, I need to be able to quickly see when they are all booked and on what, in one master view. Is there a way for me to see multiple "user" calendars at once in one view, ideally in a calendar view? So that would be multiples tasks, for more than one "user", across multiple projects... all in one calendar view?
Incidentally I'm not seeing how to create new 'users' either...
Thanks in advance and best wishes!