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.

Workspace

The Workspace is your personal space where you can organize your daily work.

My calendar

Here you can see which work packages and tasks are planned for you for today. This means that here you will only see work packages and tasks that are assigned to you and that are scheduled for the selected day.

The calendar in the workspace

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

My tasks

In My Tasks you have the overview of tasks from work packages assigned to you and your personal tasks that only you can see. You can create new tasks and check off tasks as done.

Overview of your own tasks in the workspace

Boards

Kanban boards are a popular method to better organize 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 in the workspace

My work packages

In this menu item you can see the work packages assigned to you. If you rarely work with tasks or have many work packages to implement, you will get a good overview here.

Set favorites

Work packages with a favorites star are displayed in the other menu items with your work packages. So if a work package has not been assigned to you, but you always want to have it at hand, then set the favorites here.

Set favorites for work packages

Track time

If you are tracking time spent on project, for example because you bill working hours to customers, then you can track your project working time to work packages here.

Planning

This area is especially relevant for project managers, because projects are planned here.

Project planning

In this menu item you plan projects and work packages as Gantt charts. You can conveniently move the bars using drag & drop.

Project planning with 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.

Team planning and resource planning

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.

Create projects in Octaved Flow

Boards

The Kanban boards in the workspace are only for 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 assignees. You can make these work packages ready for billing here by performing a final check and closing the work packages.

Billing

Here you can see work packages that can be settled and you can select work packages for which an invoice is to be created.

Bill projects in Octaved Flow

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 Bill, 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
Project controlling with 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.

Configure

Here you customize Octaved Flow according to your needs.

System settings

In the System Settings, central settings for all teams are made, such as creating users, creating customers, centrally managing labels and assigning permissions.

My settings

Here every user can upload a profile picture and change his password.

dot background image