Access and visibility
As a Project Manager at your agency, you're able to access Clients, Projects, Tasks, Time Tracking, Forms and more. Learn more about the full Project Manager role permissions and other company roles here.
To gain access to your agency's workspace, begin by accepting the invitation sent to you via email. If you already have an active Bonsai account or are affiliated with multiple companies, you can effortlessly navigate between various company accounts using the toggle located within the company switcher in the right-hand menu.
Client management
In your role as a project manager, you possess the capability to oversee and administer client relationships within your organization. This includes adding new clients, assigning relevant tags for categorization, extending invitations to join your company portal, and archiving clients as needed.
Project management
In the Projects tab, you'll find a range of functions at your disposal, including viewing, creating, editing, archiving, and deleting projects.
Our platform provides both a board-style Kanban view and a list view for your convenience. Project statuses are fully customizable, allowing for effortless manual updates or intuitive drag-and-drop functionality to transition projects between different stages.
Tasks
As a project manager, you have access to tasks assigned to the entire time, and they're accessible through the Tasks tab. This feature facilitates streamlined monitoring of task progress associated with the project you're currently engaged in.
Effortless collaboration with your team is facilitated by consolidating all activity and communication within the task interface. This integrated approach ensures clarity and cohesion in project management.
Moreover, you have the capability to track time dedicated to specific tasks, update task statuses, and perform various other actions.
Resourcing
Our team planner within the resourcing feature empowers you with enhanced capabilities to assess your team's availability and workload capacity, providing real-time insights for effective team management and task distribution.
By hovering over a team member's schedule, you can instantly view their daily capacity and booked time. Clicking into an open time slot allows you to allocate time for a specific project and assign it to the relevant team member. Alternatively, you can utilize the "Add Allocation" button located at the top right corner to accomplish this task seamlessly.
Reporting
As a project manager, you possess access to several vital reports offering deeper insights into overall project activity and health. This heightened visibility empowers you to gauge your team's progress more comprehensively, fostering a holistic understanding of project dynamics.
You can delve deeper into project details to review the number of outstanding tasks, identify any instances of task delays, and monitor the overall project status, providing a comprehensive overview of project health.
Additional resources