Me view

Me view is the first screen you see once you login into ProofHub. You can see various options like “Announcements”, “Projects”, “My tasks”, “My activities”, “My calendar”, “Bookmarks”, and “Quickies
me view

Getting started

In case you have newly signed up for ProofHub, you’ll get options which will allow you to get started using ProofHub. Following are the options:

  1. Add role: On clicking it you will reach custom roles section where you can create new role by clicking on “Add custom role” button. Click here to know more about custom roles.
  2. Add person: On clicking it “Add person” window will open from where you can add a new person in the account. Click here to know more about add person.
  3. Add project: On clicking it “Add project” window will open from where you can create a new project in the account. Click here to know more about adding projects.
  4. Add workflow: On clicking it you’ll reach workflow section where you can create a new workflow by clicking on “Add” button. Click here to know more about workflows.
  5. Add task: On clicking it “Add task” window will open from where you can create a new task in a project. Click here to know more about adding tasks.
  6. Proof this file: On clicking it a file will open which you can proof. Click here to know more about proofing files.
  7. Install mobile app: On clicking it a page will open where you’ll get information regarding ProofHub’s mobile app. Click here to see its help page.
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Jump to project/person bar:

This option allows you to quickly jump to any project or person.
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Following are the steps to jump to a project or person:

  1. You can click on jump to bar and pop up will appear.
  2. In it you will get following options:
    1. Option to search an item.
    2. List of projects recently visited, list of all projects which I can access, list of all users with whom I can chat and list of bookmarks.
  3. You can either type a keyboard to search relevant project or person or bookmark or you can click from the list appearing below.
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Note:

  • In case you click on a project then you’ll reach the project’s Overview tab.
  • In case a person’s name appears and one clicks on it then the one-to-one chat window will open.
  • In case you search for a person then on the right side of the person’s name you will get link to view profile of that person.

Announcements:

An announcement is a dedicated place to make quick announcements and share important information. You can view all announcements in the me view. Click here to know more about announcements.
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My projects:

All the projects assigned to you can be seen in the me view. You can click on any project in order to view it. Here you can also star a project.

Following are the steps to star a project:

  1. Hover over the star icon appearing on the left of the project name.
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  2. Click on the icon and the project will get starred.
  3. The starred project will appear under heading “Starred projects” in form of a thumbnail.
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Visit particular section of project directly:

  • In case of starred projects
    Hover over project’s thumbnail and you will be able to see all sections in which you can click on the section you wish to visit and you’ll be taken to that section.
  • In case of list of projects
    • Hover over project
    • Click on “Go to” link.
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    • Select section, you wish to visit of the project, from the list that appears.
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Filters for projects:

To set filters click on a filter or on the filter icon and a window will appear on the right side. In it you’ll get following filters for your projects:

  1. Status:
    Click on a radio button to select “All” or “Archived” or “Custom”. In “Custom” you’ll be able to select one or multiple statuses.

    Note:
    – By default “All” is selected.
    – In “Custom” you can type and enter to select a status.
  2. Category:
    Click on a radio button to select “All” or “Custom”. In “Custom” you’ll be able to select one or multiple categories.

    Note:
    – By default “All” is selected.
    – In “Custom” you can type and enter to select a status.
  3. Colors:
    Click on a radio button to select “All” or “Custom”. In “Custom” you’ll be able to select one or multiple colors.

    Note:
    – By default “All” is selected.
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My tasks:

Click on “my tasks” to view all the tasks which has been assigned to you. By default you’ll be able to see all the tasks in list view in which overdue tasks will appear at first followed by due today, this week, next week etc.
me view

Change view:

You can change view from list to board view. To do it you need to follow the below mentioned steps:

  1. Click on “Board view” button present on top
  2. Select a workflow.
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Filters:
To set filters click on a filter or on the filter icon and a window will appear on the right side. In it you’ll get following filters for your tasks:

  1. Status:
    Click on a radio button to select “All” or “Completed” or “Incomplete”.

    Note:
    – By default “Incomplete” will be selected.
  2. Projects:
    Click on a radio button to select “All” or “Custom”. In “Custom” you will be able to select one or multiple projects.

    Note:
    – By default “All” will be selected.
    – In “Custom” you can type and enter to select a project.
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  3. Due:
    Using this filter you can filter tasks to view tasks due on a specific day/period by selecting one of the provided radio button.

    Note:
    – By default “Today” and “Task to work on” will be selected.
    – “Task to work on” works with “Today”, “Tomorrow”, “This week” and “Next week”.
    – In case you wish to see only those tasks which are due “Today”, “Tomorrow”, “This week” or “Next week” then deselect “Task to work on” option.
    – With “Task to work on” you will also be able to see tasks which start on a particular day or started earlier and is due later along with tasks which are due on that date.

    Note:
    – By default “Date” option will be selected.
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  4. Labels:
    Click on a radio button to select “All” or “None” or “Custom” to filter tasks based on labels.

    Note:
    – By default “All” option will be selected.
    – In “Custom” you can type and enter to select a label.
  5. Group by:
    With this option you can group tasks as per your requirement. Click on a radio button to select “Date” or “Project” or “Tasklist”.

Click on “Apply” to set the filter options selected.
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View task details:

Click on a task and its detail screen will appear on the right side.
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Manage people on tasks in ME view:

Please follow the below steps to manage people on the tasks:

  1. Right click on the task or click on context menu icon and select “Manage people” option.
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  2. A window will open on the right side.
  3. Add/remove people as per requirement and click on “Update”.
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Edit task in ME view:

Following are the steps to edit task:

  1. Right click on the task or click on the context menu icon
  2. Select “Edit” option from the context menu
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  3. A window will open on the right side where you can make the required changes.
  4. Click on “Update” to save changes
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Delete task in Me view:

Following are the steps to delete tasks:

  1. Right click on the task or click on context menu icon.
  2. Select “Delete” option from the context menu.
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  3. A pop up will appear in which you can click on “Yes” to confirm deletion.
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Go to task:

With this option you can go to the task section of the project in which the task is present. Following are the steps:

  1. Right click on the task or click on the context menu icon.
  2. Select “Go to task” option from the context menu
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Viewing task history in Me view:

Following are the steps to view task history:

  1. Right click on the task or click on the context menu icon.
  2. Select “Task history” option.

A window will open on the right containing history of changes made on that task.

My events and milestones:

On clicking it you will be able to see list of events and milestones assigned to you. They’ll be arranged in oldest to latest order.
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My activities :

It is a timeline that shows you all the activities which you’ve done across all projects. It helps you track your activities in a simple chronological order.

In it you can click on an item to view its details.
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My calendar:

On clicking my calendar you will get a calendar view in which all items, i.e. tasks, events and milestones, assigned to you will be present.
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In it you’ll get following options:

  1. Arrow keys:
    With it you can move to next month or previous months.
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  2. Date search option:
    With it you can search a specific date. To do it you need to follow the below mentioned steps:
    – Click on datepicker or type in the search bar a specific date.
    – Click on go and you will reach the month in which the date exists in case of month view, 2 week view and week view. In case of date view you’ll reach the specific date.
    me view2
  3. Today option:
    In case you have reached to some other month or a day then you can click on “Today” and go back to current month or date.
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  4. Views:
    In it you will get option to change view of the calendar. To change view click on the dropdown and select an option as per your requirement. Following options are present in it:
    – Day
    – Week
    – 2 Week
    – Month
    me_view5Note:
    By default “Month” view will be selected.
  5. Filters:
    Projects:
    Click on a radio button to select “All” or “Custom”. In “Custom” you will be able to select one or multiple projects.

    Note:
    — By default “All” will be selected.
    — In “Custom” you can type and enter to select a project.View:
    Click on a radio button to select “All” or “Custom”. In “Custom” you’ll be able to select either event or milestone or task or all three.

    Note:
    — By default “All” will be selected.
    Click on “Apply” to save the filter options selected.
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Subscribe my calendar:

Following are the steps to subscribe My calendar:

  1. Click on the context menu
  2. Hover over “Subscribe” and click on any of the following options:
    1. Open with default calendar
    2. Copy subscribe link for all projects
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Note:

In case one selects “Copy subscribe link for all projects” option then a pop will open containing a link which you’ll be required to past in “Add URL” option of other services to sync items of “My calendar”.

Download my calendar:

There are three formats in which you can download your calendar. They are:

  1. PDF
  2. iCal
  3. CSV

Following are the steps to download calendar:

  1. Click on the context menu icon
  2. Select the desired format and it will be downloaded.
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Additional options

In case you’re the owner of the account then in me view you’ll get following options in context menu:

  1. Add to group
    In case you click on it then Edit person, window will open in which you can select a group in which you wish to add yourself.
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  2. Change password
    In case you wish to change your password then you can use this option. On clicking it Change password window will open in which you can type your current password, new password and confirm the same to change your password.
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  3. Edit
    With this option you can make any change in your profile. On clicking it Edit person window will open in which you can make the necessary changes.
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In case you are not the owner and don’t have access to people section then you’ll get following options in context menu:

  1. Update info
    On clicking it the Update info window will open in which you can update your first name, last name, email, title and profile photo.
  2. Change password
    In case you wish to change your password then you can use this option. On clicking it Change password window will open in which you can type your current password, new password and confirm the same to change your password.
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