How to use Plutio
Plutio is our project management tool, everyone on the team should use Plutio on a daily basis, in this SOP you will find some step-by-step guides on how to use Plutio.
Why it's such an integral part of our workflow:
- Centralized Project Hub
- Progress Tracking
- Efficient Documentation
Our Plutio Boards
| Client Input Board |
|
Responsibles - Requirements Engineer, PM, Client |
| Calls & Timeline Board |
|
Responsible - PM |
|
Design Board |
|
Responsible - Designers |
| Development Board |
|
Responsible - Developers, PMs, QAs |
Everyone Must:
- Have 0 new notifications at the end of your workday, meaning you should check all notifications on the daily
- Watch this video on how to setup your projects list view in Plutio.
- Watch this video on how to setup your project details view in Plutio.
How-to guides
- Dev walkthrough - https://docs.lowcode.agency/recordings/Qyt03nGZDzMY3Pi8yd6F
Click on the following to be redirected to a step-by-step guide, make sure to review each:
- How to check your notifications
- Setting up your Plutio Task Visibility
- How to add a task
- How to add comments to a task
- How to add an attachment
- How to move a task from one status to the other
- How to assign someone to a task
- How to log hours (time sheets) - Mostly for Devs
- How to filter
- How to view and filter tasks *Needs refinement
- Subtasks
- How to pin a project
More Specialized functions
- How to use template tasks
- How to edit templates
- Snippets
- How to change a project’s status
- Email to task
Plutio Notifications
For client
For LCA teammates