Here are some basics that are good to know as a Project Manager when starting to use TekStack software in the Delivery, or Project Services Automation, area.

Introduction to the Software Interface

• Understand TekStack Navigation – Overview
• Introduction to the TekStack Interface – videos
• Discover and Create Views

Project Team and Resources

This is where you will set up the resources for your projects.

• Set up Project Resources and Assign Roles
• Book Resources to a Project
• Redistribute your Resource Hours

Projects and Templates

This is where you will set up your projects.

• Set up a New Project
• Learn More about the Project Overview
• Set Up a Project - Quick Start
• Set up Project Tasks
• Create a Milestone Task

Tasks, User Stories and Actions

Work items are an integral part of your project set up.

• Understand When to use a Task, User Story, or Action
• Learn More about the R.A.I.D. Log

Configurations

Using templates will simplify and speed up this work. Other important configurations are mentioned here. TekStack implementation support can guide your setup.

• Create a Project Template
• Create Templates for Tasks, User Stories and Actions
• Create Project Classifications

Collaborating with Colleagues

The effective use of these tools will help you preserve necessary records of your delivery processes as well as convenient communication with colleagues.

• Collaborate with Microsoft Tools in TekStack

Security

This is a technical document outlining your access to areas in the software.

• TekStack Security Role - Project Manager