Menu items explained

Tutorials and guides for the features of Octaved Flow

If you are not familiar with Octaved Flow yet, this short overview will tell you what the menu items are for and what you can do there.

My Workspace

Under My Workspace you can see your personal workspace, where you can organize your daily work.

My Tasks

In My Tasks you have the overview of the tasks from the work packages assigned to you and your personal tasks that only you can see. You can create new tasks, set effort estimates for them, plan, assign tasks to other employees and check off tasks as done.
Überblick der eigenen Aufgaben im Workspace

My work packages

In this menu item you can see the work packages assigned to you or marked with a favorite star. If you work with tasks less frequently or have many work packages to implement, then you will get a good overview here.
Arbeitspakete in Octaved Flow

My calendar

Here you can see which work packages and tasks are scheduled for you today. This means that you will only see work packages and tasks here that are assigned to you and that are planned for the selected day. For a larger overview, switch to the week view here.
Der Kalender im Workspace

Good to know

Projects are divided into work packages in Octaved Flow and work packages can contain tasks.

Boards

Kanban boards are a popular method for better organizing tasks. They are the Swiss Army knife of work organization, so to speak. For example, you can set priorities for tasks or map workflows by simply dragging and dropping.
Kanban-Boards im Workspace

Book time

If you record project working time, for example because you invoice working hours to customers, then you can post your project working time to work packages here.
Zeit buchen

Planning

This area is particularly relevant for project managers, as projects are planned here.

Project planning

In this menu item, you plan projects and work packages as Gantt charts. The bars can be conveniently moved using drag & drop. Connect the bars via drag & drop and create dependencies between work packages.
Projektplanung mit Gantt

Team planning

Team planning is another word for resource planning. Here you can see the work packages planned for the team members and the workload of your team.
Teamplanung und Ressourcenplanung

Organize

This area is used to create projects and thus organize the work of your teams.

Edit projects

Here you create new projects and their work packages.
Projekte in Octaved Flow anlegen

Team tasks

Here you can see the tasks of individual team members.
Team-Aufgaben in Octaved Flow

Boards

The Kanban boards in My Workspace only show tasks. Here Kanban boards can also be used for projects, groups and work packages.

Create quote

If you bill projects to customers, here you can find functions that make it easier for you to create quotes. The advantage is that you can use the projects from the quotations directly for further work when they are commissioned.

Invoice

If you bill projects to customers, then you will find everything from billing preparation to exporting time sheets in this area.

Prepare

In this menu item you will find work packages that have been completed by the executors. You can prepare these work packages for billing here by performing a final check and closing the work packages.

Billing

Here you can see work packages that can be billed because they have been completed. You can select the work packages for which billing is to be created here.
Projekte in Octaved Flow abrechnen

Partial billing

Under Billing, work packages that have been completed are billed. For longer running work packages that are still being worked on, partial billing can be done for a period of time, for example, for the past month.

Billings list

Under Billing, you select work packages that are to be combined into one billing. Here you can see these invoices and export time sheets, download invoice lists or send the invoices to your connected ERP.

Time sheets freelancer

External employees who prove their working hours to you do not need to track their time separately, but can simply use the times already tracked in Octaved Flow. Time sheets for freelancers can be exported here.

Controlling

In this section you can find out everything important regarding milestones, status and profitability of running and completed projects.

Project controlling

In the menu item Project controlling you will receive real-time information on, for example:
  • General status, what has been started, what has been completed, what has not yet been started.
  • Degree of completion based on several criteria
  • Compliance with milestones
  • Booked times, overruns of time targets with risk assessment
  • Profitability of projects on the basis of the imputed hourly rate
Projektcontrolling mit Octaved Flow

Team analysis

Here the booked times are analyzed and evaluated not from the perspective of the project, but from the perspective of the team.

Settings

Here you customize Octaved Flow according to your needs.

Users

Here the users of a team are managed, as well as new users are invited. Change username, profile picture or block users who are no longer part of the company, for example.

Customers

Customer data is created and managed here. Projects can then be assigned to the customers. Customers can be internal or external. Internal customers can be charged or not.
Angelegte Kundendaten in Octaved Flow

Labels

Create individual labels here that can be attached to projects, groups, work packages or tasks.
Labels in Octaved Flow

Kanban Boards

Create Kanban boards here that team members can use at boards to plan their work with flow.

Advanced

In the advanced settings, central settings for all teams are made, such as creating groups, defining project roles, assigning authorizations or creating project folders. Furthermore, billing-relevant settings such as price categories or price surcharges can be defined.

My settings in user menu

Here the user can upload a profile picture and change its password.
dot background image