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Actions Actions The gear button provides additional action items for members to choose when navigating through Mavenlink. Members can find this button in the Project Workspace, in Master Planning, and in Task Tracker under Resource Scheduling.
Add NewAdd New Add New Anytime you see this button it will allow you to add or create something new within Mavenlink. Use this button to Add a New Project, Template, Task, Time or Expense Entry, Invoice, and New Member in Mavenlink.
Add Subtask Add Subtask Click this button to add a new subtask to your tasks, deliverables, milestones or issues in your work breakdown structure in Mavenlink. You can find this icon within a template or within a project workspace in the Task Tracker section in Mavenlink.
Archive Archive The archive button allows you to archive tasks within the Task Tracker of a project workspace. While in the Task Detail Panel in the Task Tracker, members have the ability to click on this icon to archive a task. Archiving a task will bring it to a “read-only status” meaning it will only be able to be viewed and not be edited. Members can filter by Archived tasks in the Task Tracker in order to view the task. If you want to change or unarchive this task, select the archived task in the Task Tracker, go to the top right hand side of the screen select the unarchive butto
Calendar Calendar Anytime this icon appears in Mavenlink, members can associate dates with the selected item. Use this calendar view to select dates (or date ranges) to track time and expenses, track tasks, resource planning, scheduling and analytics.
CloneClone Clone Anytime you see this button it will allow you to re-create or clone selected information. Within the Project Task Tracker section, you will be able to click the clone button to add a desired template to a project. This button is located in Templates, Insights General Settings, and in the Task Tracker of a project workspace.
Deliverable Deliverable Deliverables and Tasks act in the same manner. Mavenlink defines deliverables as items that need to be completed in order to move the respective project forward. Members can find this icon many places in Mavenlink: within the Dashboard, Projects, Templates, Tasks, and Time & Expense sections. Members will also be able to find this icon, most commonly, within a Project Template and Project Workspace.
Edit Edit Anytime you see this icon in Mavenlink, you will be able to click and edit information contained within that specific field. Members in Mavenlink have the ability to edit groups, projects, templates, tasks, time and expense entries, and postings in the Activity Feed of a project workspace.
Export Export Export "The Export button allows members to export their work to another file type outside of Mavenlink. Members have theability to export project lists, posts, and tasks to CSV or Excel file format. Members also have the ability to export projects and invoices to PDF file format."
File Upload File Upload Mavenlink provides storage for file sharing and collaboration. The File Upload Button is located at the top of the Activity Feed section of the project workspace and allows members to upload files to projects.
Project Gantt View Global Gantt View The Global Gantt view is a helpful way to view the health of all active projects within your account in Mavenlink. Click this button to view the status of your projects in real time, in Gantt chart format. Projects are color-coded in red, green, or blue to reflect status. Each project spans from the earliest task start date to last task due date, in relation to today. You can see project status from a weekly, monthly, or yearly viewpoint. In the left-hand side of this screen, members have the ability to click on each individual project hyperlink. When clicked, the hyperlink will take you directly into the individual project workspace Gantt chart.
Google Sync Google Sync Mavenlink provides the ability to work within your Google Task list and/or Mavenlink Tasks and keep the two in alignment. When the Google Tasks Integration has been enabled and a user is in the Mavenlink Task Tracker of a project, this button can be seen to allow the user to sync their Mavenlink tasks and their Google tasks.
Invoice Invoice This icon can be found in the Activity Feed of a project workspace as a post after an invoice has been submitted. Members have the option of editing, canceling, or marketing the invoice as paid.
Issue Issue Issues are action items that weren’t part of the original project plan, but impact the duration of a project or task. An example of an Issue could be a software bug or an addition to the scope of work. Issues have the same functionality as Tasks and Deliverables. Members can find this icon many places in Mavenlink: within the Dashboard, Projects, Templates, Tasks, and Time & Expense sections. Members will also be able to find this icon most commonly within a Project Template and Project Workspace.
Milestone Milestone Mavenlink defines milestones as a completed objective or achieved goal on a specific date. Milestones will also be displayed as a diamond in the Gantt chart on its “due date.” Members can find this icon many places in Mavenlink: within the Dashboard, Projects, Templates, Tasks, and Time & Expense sections. Members will also be able to find this icon most commonly within a Project Template and Project Workspace.
More More More The “More” Button allows members to add tags and checklist items to tasks within templates and projects within Mavenlink. This icon can be found within the Templates section on each Task, Deliverable, Milestone, and Issue. It can also be found when adding a new item within the Task Tracker in a project workspace.
Pin Button Pin Button In Mavenlink, the Pin button allows you to easily “pin” important items to your screen to make items easily accessible for reference. Members have the ability to pin any section of the left-hand navigation in the secondary window. Also, members can choose to pin certain posts in the Activity Feed within a project workspace, in which case the posting will now appear at the top of the activity feed. Unpinning the post will return it back to its original position in the Activity Feed.
Prefill Prefill In the Timesheets section of Time & Expense, Mavenlink gives members the option to pre-fill project and task names from the previous week. Members utilize this option to promote efficiency when working on long term project engagements.
Priority Level high-priority.png Priority Level Priority Level Mavenlink gives its members the flexibility to assign different priorities to tasks when creating a new item in a Template or in the Task Tracker of the project workspace. Priority levels vary from Low, Normal, High, or Critical, and are color coded in gray, yellow, or red.
Project Card View Project Card View This view is helpful for organizing projects in your account in a calendar view. Click this button to view the items scheduled or assigned to the team (tasks, deliverable, milestone, issue) which are overdue or due today and in the next two weeks. View recently accessed or updated projects in a card format, listing the project lead, project name and next up items. Sort this view by everyone or by specific members in Mavenlink.
Project Description Project Description The Project Description button is an icon located on the top right-hand side of the screen in the Project workspace. Clicking on this button will display all descriptions listed for the specific project, as well as any custom fields added at the project level.
Project List View Project List View This is a helpful way of organizing projects in your account. Click this button to view the status of your projects in real time, in a list format. From this view you can see information on the project, status, burn rate to budget, start and due dates, percent complete, project lead, and next up items.
Remove Remove Anytime you see this icon in Mavenlink, you will be able to click on this to remove certain information. This is typically found within templates, and within the project workspace in the Task Tracker section.
Resource-Shaping.png Resource Shaping Tool The Resource Shaping Tool helps members choose their preference in distributing hours to be scheduled or planned within Mavenlink. This is located in the Resource Scheduling view in the Task Tracker, along with the Master Planning view of Planned Hours.
Search Search Click this button when you are ready to search for specific items within Mavenlink. This icon is typically found at the top of the screen in the Projects, Templates, Tasks, and Invoices sections in Mavenlink. When you type in an item in the search bar and click this icon, you will be taken to the results within Mavenlink immediately.
Shared Templates Shared Templates In Mavenlink, members have the ability to share templates with other members of the team. When creating a template, check the “Shared” box at the top. When finished with building the template, click “Save and Close.” Return to the Templates section from the left-hand navigation, and see this icon to the left of the template name, reflecting the status as Shared. This is a great feature for members with Project Creators permissions and above who create similar project workflows.
Support Support Click this icon located at the top right-hand part of the screen to Access Support for Mavenlink. You have the option of selecting Support, Live Help, Knowledge Base, Tutorials, or Changelog.
Task Task Mavenlink defines tasks as items that need to be completed. Members can find this icon many places in Mavenlink: within the Dashboard, Projects, Templates, Tasks, and Time & Expense sections. Members will be able to find this icon most commonly within a Project Template and Project Workspace.
Task Detail ID Task Detail ID The Task Detail ID is considered a reference point and unique identifier provided for each task. In Mavenlink, members can find this icon located in the Task Details view of each individual task or subtask within the Task Tracker section of a project.
Time Log Time Log The Time Log button allows members to log and view their weekly time entries tracked within a project or task in Mavenlink. This icon can be found in the Weekly Schedule view of Time & Expense. If a project has Time Approvals turned on, once time is submitted by a member, the Time Log button will appear in the Activity Feed section of the project workspace showing the weekly timesheet needing to be approved, rejected, or cancelled.
timer-play.png timer-pause.png Timer Mavenlink provides multiple ways for members to record their time. This timer button allows members to control when they want to start and stop tracking time for work they have completed, as well as clock in for the “Punch Clock” user permission. Members can find this timer button in the Time & Expenses section of a project workspace.
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