3. Starting your work in Cerebro¶
3.1. Universe and account creation¶
Everything related to project management is done within the so-called “universe ” (see “Key Concepts”). Therefore, before starting to work in Cerebro you need to register your own universe.
To do this you need to register on our site https://cerebrohq.com (it will also create the Administrator account for Cerebro).
There is a shortcut for Registration page in Cerebro Login window – New account and demo universe…
It will open the following page:
You need to fill out this form to make an account both in Cerebro system and on our site. Pay special attention to your e-mail - it will be extensively used in the future to send you notifications from the system (including password recovery).
You should also pay attention to the language for your notifications (this setting can be changed later, see “Login and user profile”).
After successful creation of a new universe you will be sent an email to the address you specified during registration, containing your account information (username and password) that you can use to log in to the Cerebro login box.
3.2. Initial configuration¶
After your universe is created, it will automatically be assigned its first user account with administrator privileges. After logging in with this user account you can start organizing your universe: create projects and tasks, add new user accounts, configure access permissions, assign executants.
When you first log in you will be asked to perform basic administration tasks using the Getting started Wizard:
After you’re done with initial configurations, you can uncheck Show at startup flag so this window won’t show up next time you login to Cerebro. If you will ever need it again, you can launch it manually from Tools/Wizards menu.
3.2.1. Account creation¶
In order to create new accounts for users of your universe (your employees, colleagues or clients), you should advance to Users step of Getting started Wizard.
A list of existing users is displayed in this window, and there’s also an upper limit on user amount displayed according to your licenses.
To make a new user you should fill in information in New user element group.
Be attentive when typing or copying user’s e-mail, because in case of typo or other error this user won’t be able to get any notifications.
User accounts can be created and configured not only by using Getting started Wizard, but also in Administrator panel, on Users tab (see “Users and resources”).
3.2.2. User groups configuration¶
Next big step in the initial Cerebro configuration is user group creation. and assigning users to respective groups for convenient permission management later on.
You can perform those operations on Groups step of Getting started Wizard.
To create a new group you need to enter its name and click Create group button.
To add or remove group members, select the group, and move needed users to Group members column using “<< ” and “>>” buttons.
Groups can be created and configured not only by using Getting started Wizard, but also in Administrator panel, on Groups tab (see “User groups”).
3.2.3. Project creation¶
To configure projects (uppermost level tasks) you should advance to Projects step of Getting started Wizard.
You can create new project by specifying its name and clicking Create project button.
After creating a project, you can select it from the list and configure needed permissions for users and/or groups
To assign access levels (roles) to a group on a specific project, select a group in the list at the bottom of the window and specify required role using the drop-down list.
3.3. Creating subtasks and assigning executants¶
Once you created a project and added users to your universe, you can start filling your projects with needed information: task definitions, assignment of executants, etc.
Every project in the universe represents a tree of subtasks, with the root being the project itself (a zero level task) This task has the same attributes as any other task, including message board, start/end dates, progress, executant list, etc.
You can create a subtask by doing the following: first, define a parent task (this can be either a root task, or any of its subtasks), select it in Navigator list (more on this subject in “Navigator”), use New task command from either context menu or tools panel.
After that you can type task’s attributes in the pop-up window:
Following are key attributes, that are required:
- task name;
- executant list (managed by adding users to Allocated list “<<”, “>>”);
- task definition;
- attachments (buttons to attach files/directories are located at vertical panel to the right of task definition)
You can also modify any additional task attributes: priority, activity, time characteristics, etc (for more information, see “Task properties”).
When you are ready to send the task to Cerebro, press Send button – and a new task will appear in task tree. Allocated executants will automatically receive an e-mail notification.
3.4. Forum (message board) usage¶
A first post in every task’s message board is usually this task’s definition.
Message will be immediately visible to other assigned users, and attachments will be sent to project’s file storage, from where they can be downloaded and viewed by other users.
If you have write permissions, you can post another message in the forum and attach one or several files to it (thumbnails will be automatically generated for supported media). This task can be a report on work done. It can be easily created in a minute or two.
Press Reply button at the message you’re replying to (or click Reply in context menu). New message creation window will pop-up.
To write a report, select Report as message type at the top of message creation window. This type of message requires you to input time you spent on the task (a drop-down list at the bottom of the window).
There are six types of messages supported:
- task definition;
- executant report;
- resource report;
- client review.
Each message type has its own color.
It is also advisable to write a simple message that describes what you’re working on, and to attach files to your message that contain results of your work (those can be images, video files, screenshots, documents or any other files).
Cerebro has bult-in archiving function that allows you to upload whole directories or several files to your messages.
After your message is sent, it will be immediately visible to other users. This describes working message flow in Cerebro.
This summarizes your first experience working with Cerebro, for more information on related topics you should view other parts of this manual.