scalenow AI
User Guide
This guide offers a detailed overview of all the features of scalenow AI from a user’s perspective.
It explores the various tools and functionalities available, designed to help effectively interact with and utilise the platform for their specific needs.
The guide serves as a comprehensive resource for understanding how to navigate and make the most out of scalenow AI’s offerings.
Introduction to Projects in scalenow AI
In scalenow AI your work is organised into multiple projects, each with its own members and assigned roles. Every project can be individually configured with specific features, known as Modules in scalenow AI.
This structure provides great flexibility, allowing customisation of work and control what users can view or collaborate on within each project.
For more details on creating and managing projects, refer to our dedicated section on projects.
Select the module or feature you'd like to learn more
Modules in scalenow AI
To access your modules(A Module is an independent unit of functionality that enhances and extends the core features of scalenow AI.
Project members with the necessary permissions can activate or deactivate modules within a project by navigating to the Modules section in the project settings menu.
The availability of specific modules or features within projects is managed through the global Administration settings.
Activity Tracking
scalenow AI simplifies the process of monitoring and managing projects by offering clear insights into the progress, status, and updates of specific work packages.
It provides an organised overview of tasks and deliverables, ensuring information is consolidated across different components of the project.
Click Activity Tracking(Coming soon) for further proceedings
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Backlog Management
scalenow AI supports agile workflows, by offering a range of tools and features.
Users can create and prioritise user stories in the product and sprint backlogs, utilise digital task boards and burndown charts, print story cards, and more.
The Backlogs feature is available through a plugin that enables backlog management within scalenow AI .
To use backlogs in a project, the Backlogs module must first be activated in the project settings. Click here for Backlog Management.
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Baseline Comparison
scalenow AI enables users to view and analyse changes within a work package table over a specified time frame, providing an intuitive and structured way to track progress and updates.
This feature allows you to compare historical data with the current state of tasks, helping you identify trends, deviations, or adjustments in work schedules, budgets, or deliverables.
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Agile Boards
How to effectively use Agile boards, such as Kanban, for managing Agile projects:
Agile boards are visual tools that help teams manage workflows, track progress, and maintain focus on completing tasks.
The goal is to ensure transparency, foster collaboration, and enable continuous improvement in your Agile project management.
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Budget Management
Creating and managing a project budget involves defining the project's scope, estimating costs for tasks and resources, and setting a baseline budget to guide expenditures.
It requires allocating resources efficiently, monitoring spending in real-time, and incorporating contingency funds to manage unexpected costs
Regular reviews and adjustments ensure the budget remains aligned with the project's goals, while transparent communication with stakeholders promotes accountability. Leveraging tools like scalenow AI can streamline tracking and updates, making the process more efficient.
Click Budget (Coming soon) for further proceedings
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Calender Settings
scalenow AI displays work in a calendar you can use the built-in Calendar module.
This feature allows you to visualize tasks, deadlines, and milestones in a traditional calendar format.
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Documents
Uploading and sharing documents in scalenow AI is a straightforward process that enhances team collaboration.
Upload documents by either dragging and dropping them or selecting files from your device.
With permissions set, your team can view, download, and collaborate on shared files seamlessly.
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Manage Forums
Managing forums in scalenow AI allows teams to create a collaborative space to discuss, share ideas, and provide feedback on various topics
scalenow AI's forum feature is a great tool for fostering collaboration, enhancing communication, and maintaining transparency across projects.
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Visualise Work Packages
The Gantt chart in scalenow AI is a dynamic visual tool that enables project managers to efficiently track tasks, timelines, and dependencies.
It displays the project's work packages on a timeline, highlighting each task's start date, duration, and completion.
This chart provides a clear and interactive method for monitoring the project's progress and controlling its execution. By using this tool, scalenow AI facilitates streamlined project execution and progress tracking.
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GitHub Settings
GitHub repository is a cloud-based platform used for version control and collaborative software development.
GitHub repository serves as a collaborative platform for developers to manage and share code, track changes, document their work, and contribute to scalenow AI
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GitLab Settings
GitLab integration with scalenow AI is useful for teams working in environments that require robust version control and project management.
GitLab is a web-based DevOps lifecycle tool that provides source code management (SCM) via Git, along with CI/CD pipelines, issue tracking, and collaboration features.
Integrating GitLab with scalenow AI enables seamless collaboration between project management and software development.
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Meeting Settings
The Meeting tab is fully integrated into scalenow AI's workflow, providing a streamlined method for coordinating team activities and tracking tasks related to meetings.
This integration simplifies the process of organising, documenting, and following up on discussions, ensuring that all meeting-related information is easily accessible and aligned with the project's overall goals.
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Member Settings
Managing members in scalenow AI enables to effectively organise your project team by assigning specific roles and permissions, as well as tracking individual contributions.
By carefully overseeing the roles and access rights of your project members, you ensure that responsibilities are clearly defined and communication remains efficient throughout the project.
This approach helps in maintaining a well-structured and collaborative environment for the entire team.
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Media Section
The News tab in scalenow AI is designed to help teams stay informed about important updates, announcements, and developments within a project.
It serves as a centralised space for sharing news, ensuring that all team members have easy access to the latest information related to the project.
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Integration Settings
The Nextcloud integration in scalenow AI facilitates smooth collaboration and file management by connecting scalenow AI with Nextcloud, a well-known open-source cloud storage platform.
This integration enables teams to efficiently share and organize documents, images, and other files related to their projects, all from within the scalenow AI's interface.
By combining powerful project management features with cloud-based file storage, this integration boosts productivity and ensures that project teams have easy access to all necessary resources in one centralized location.
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Plan Interaction
The Team Planner in scalenow AI is an intuitive visual tool that helps project managers and team members efficiently allocate and track tasks.
It offers a comprehensive overview of work assignments, timelines, and resources, making it easier to manage workloads and monitor project progress.
By providing visibility into task assignments and completion statuses, the Team Planner ensures that teams stay aligned, enabling more effective project execution and helping to meet deadlines on time.
This feature streamlines team coordination and facilitates the smooth progression of tasks throughout the project lifecycle.
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Time and Cost Settings
Tracking time and costs in scalenow AI is essential for managing project resources effectively.
This feature allows teams to monitor the time spent on tasks, log expenses, and generate detailed reports for analysis.
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Work Section
Work Package in OpenProject is a fundamental building block used to manage and track tasks, activities, or deliverables within a project.
It represents a piece of work that contributes to the completion of a project goal.
Work packages can be tailored to represent tasks, milestones, phases, or other project components, depending on your project management needs.
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Project Section
Project is a temporary endeavor undertaken to achieve a specific goal or objective.
It typically involves a series of tasks or activities that must be planned, executed, and completed within a defined timeframe and budget.
Projects are unique and differ from routine operations, as they focus on creating a specific result, such as a product, service, or solution.
In scalenow AI, managing projects involves creating, editing, copying, deleting projects, and updating their settings to align with your organisation's needs.
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One Drive Settings
This feature enables users to seamlessly link, upload, and access files stored in Microsoft OneDrive or SharePoint directly within OpenProject.
By combining scalenow AI's robust project management tools with Microsoft’s document storage capabilities, teams can centralise their file management and ensure that documents related to work packages are readily accessible.
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Project Settings
Project Overview in scalenow AI is a centralised dashboard that provides a detailed summary of a project's essential aspects, helping teams effectively monitor and manage their work.
It acts as a starting point for project managers, team members, and stakeholders, offering a quick and clear snapshot of the project's current status, objectives, and progress.
Designed to be flexible and customizable, the Project Overview can be tailored to suit various project management requirements, ensuring adaptability to diverse workflows and organizational needs.
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Roadmap Settings
In scalenow AI, the Roadmap feature offers a visual tool to plan, track, and communicate a project's key milestones and objectives.
You can choose between a timeline layout or a Kanban board view to showcase the progress of tasks and goals over time.
This tool facilitates the monitoring of long-term goals, ensures alignment among team members, and promotes transparency with stakeholders.
Additionally, scalenow AI integrates with GitHub, enabling direct importation of features and bugs into the roadmap, which improves tracking and development status monitoring.
This feature is an effective way to visualize project strategy and keep the team focused on deliverables.
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Document Settings
To upload and share documents in scalenow AI, navigate to the "Files" section within your project. Click "Upload" to select documents from your computer and add them to the project.
Once uploaded, the documents are accessible to all project members by default.
You can organize them into folders for easier access and link them to relevant work packages or tasks.
Additionally, scalenow AI allows to set access permissions for members, ensuring the right individuals can view or edit the documents.
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Documentation Feedback
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User Experience
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Helping Support
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