Questions and problems

I cannot see the Projects app

Your user needs Projects switched on under App access (this company) in Settings → Users. If nobody in your company can see Projects, ask your Voltix contact to switch the app on.

There is no New project button or Settings menu

Only users with the admin or manager role can create and change projects and see a project's Settings.

My tasks is empty, or says my sign-in is not linked

My tasks lists the items assigned to your employee record. Ask an administrator to link your login to your employee record in the Employees app.

The person I want is missing from Assignees

Assignees are employees, so the person must exist in the Employees app. If the project has members, only members are listed. If it has no members but has a department, only that department's employees are listed. To fix it, add the person as a member in the project's Settings → People.

Who can see a private item?

Its assignees, the person who created it, and admins and managers.

A column is red on the board

The column holds more items than its WIP limit. This is only a warning. See Project settings.

I renamed a column and the figures did not change

Figures follow a column's category (Means), not its name. If items in the column should count as done, change its category.

The daily digest does not arrive

1. 1Check that Daily email digest is switched on in Settings → Projects → Features.
2. 2Click Send me a test to check that email arrives.
3. 3Email sending must be set up for your company. Ask your Voltix contact if you are not sure.
4. 4The person needs an email address on their login or their employee record.

You can change the wording of the digest in Settings → Projects → Features, card E-mail text: Projects daily digest. See Setup.

How do I log time on an item?

Use the item's Timesheets tab, which appears when your company uses Timesheets. See Timesheets.