How To Find Out Who Can See Your Tasks

A few days ago, we had a person pose a curious question to us, “Can my boss secretly read my comments in all tasks, even if he is not included there?”

Our response was that most likely, no, the boss could not read your comments, but this gave us a great idea for a blog post. How to set permissions for who can, and cannot, see your personal tasks and the notes associated with those tasks. Read more

How To Create And Route Tests In Pyrus

Your company’s image among its clients is built partially from the impressions you give during the communication process. If the employees deliver different information that what was expected that can lead to confusion among the team and customer base. One of the best and the most efficient ways of checking the employees’ knowledge base of the most actual information is through testing. Pyrus can help you with that; let’s see how we can create a simple test in Pyrus. Read more

How To Add Favorite Functions To Pyrus

Did you know that it is now possible to access frequently used functions from any page of Pyrus just one click? Quickly add any function to your main menu, allowing you to access it from anywhere within Pyrus.

Let’s form a watch list in Pyrus to keep up with a particular account. Just go to any active account in the project and you will see a list of tasks associated with the project. Read more

Do You Like Clouds?

Cloud storage has replaced the usual, old offline hard and flash drives. It is wonderful to have access to your files at any moment from any place in the world where Internet is available. And there’s a great amount of cloud storage for that, free or paid.

Not only can Pyrus keep attached documents that you uploaded from your computer, but also links to documents that are in cloud storage accounts. Additionally, links to your own files in Dropbox, Google Drive, Box, and now OneDrive, can be added to Pyrus with a single click. Those documents that are in other cloud storage accounts can still be attached to any task or form in Pyrus as there is a ‘Link’ button for that. Read more

How To Set Up Roles In Pyrus

Let’s talk more about Pyrus functionality in the Processes settings. Sometimes you’ll have multiple employees who serve the same role. We’ll see what we can do if we have several employees in the same position, a position that can be replaced with others who have the same role. There’s actually a special mechanic for this, and to no one’s surprise, this functionality is called ‘Roles’. Read more

How To Lock Workflows In Pyrus

Thanks to the flexibility of Pyrus, more and more companies are using it for everyday, routine tasks. Workflow automation is a perfect fit for creating a business process by the users themselves, without having to involve the IT Department.

By using Pyrus, companies can set up these workflows and can continue to adjust it. The business process can become so perfectly adjusted that any attempts to optimize it don’t give any effect. At this point it’s good to set in place the most successful version and make all the member of the workflow to use that route. Read more

How To Enable Pop-up Notifications in Pyrus

As many of you have probably already noticed, we have a new function of Pyrus, the ability to receive notifications right in your browser. By adding this, you can be informed the moment someone gives you a task or comments on one you’re following. The notification pops up in the bottom right corner of the screen and looks like this. Read more

How To Track Hours Worked In Pyrus

Timekeeping  is an essential method of tracking and increasing a company’s efficiency. In some organizations, employees do not have set salaries and instead are paid hourly and they need to understand how much time was spent on executing the tasks at hand. These time costs are how company’s decide on monetary compensation when sending an invoice to a client. Losing several hours or adding false ones leads to direct losses. Read more

Using Pyrus – A Real World Example

We can tell you all the reasons why you should use Pyrus to manage your team and workflow, but why don’t we show you a real world example? This writer not only blogs for Pyrus, but uses Pyrus in his day-to-day life to manage and work with a consulting firm dedicated to obtaining funding for nonprofit organizations. Keep reading below to see how we use it to keep track of clients, deadlines, and recurring events! Read more