Web Based Project Management – Tip 3

Web Based Project Management Tip 3 – Set Up a Database by Importing Excel Data

Databases allow you to collect, organize, sort and use data easily without ever leaving Central Desktop. Each workspace has a Database area that can hold multiple databases.

If you have information saved in Excel spreadsheets, simply import them into Central Desktop by doing the following steps:

1. Add the Databases tab to a workspace by going to Settings -> Configuration Panel and check the box next to Databases.
2. Click the Database tab and click New Database. Select the option “Import Data from Excel.”
3. Copy the cells in Excel and paste into the Text field in Central Desktop. Click Continue.
4. Verify the number of columns and records- if needed, adjust the numbers.
5. Enter a name & description for the database.
6. Set configuration options by checking boxes next to the options you want. (Comments, activity logs, visibility, record details)
7. Verify column labels.
8. Click Create Now.

Databases facilitate top web based project management and organization, and with Central Desktop’s ability to export right from Excel, creating a database from scratch has never been easier. Enjoy!