Tips & FAQ
Quick answers and habits that make Coordinator PM easier to use.
Frequently asked questions
Why didn’t anything happen when I changed the project?
You should see a confirmation dialog, then a full-screen loader, then the Dashboard. If the dropdown snaps back, you chose Cancel. Make sure you confirm the switch.
Do all views share the same tasks?
Yes. Tasks, Kanban cards, table rows, and Gantt bars are the same data. Change something in one view and it updates everywhere.
Where should I edit tasks?
| Goal | Best view |
|---|---|
| Quick add or complete | Task List |
| Workflow stages | Kanban |
| Planning, dates, hierarchy | Table |
| See schedule | Gantt |
| Money | Budget |
Can I resize tasks on the Gantt chart?
Not in the Gantt view. Edit Start, Due, or Duration in the Table or task panel.
Why can’t I complete a task?
A parent task with unfinished sub-tasks can’t be marked done until all sub-tasks are complete.
What happens when I delete a Kanban column?
Custom columns can be deleted; required columns (To Do, In Progress, Completed) cannot. Deleting a custom column removes all cards in it after you confirm.
How does the budget year work?
Each project can have one budget per calendar year. Use the year selector to switch or copy a prior year into a new one.
Are notifications live?
The notification bell shows sample alerts today. Live alerts tied to project activity are planned for a future update.
Theme
Click the sun/moon icon in the top bar to toggle light and dark mode. Your choice is remembered next time you sign in. Charts and the app UI adjust automatically.
Language
The app supports English, Spanish, and French in translation files. Some labels may still appear in English depending on your deployment.
Good habits
- Pick the right view — Kanban for flow, Table for planning
- Set due dates in the Table so Dashboard overdue counts stay accurate
- Confirm before switching projects if you have unsaved inline edits in the Table
- Submit and approve budgets when the plan is stable so accidental edits are less likely
- Export CSV from the Table or Budget before big meetings or handoffs
Keyboard shortcuts (Table)
| Shortcut | Action |
|---|---|
Ctrl+Z / Cmd+Z | Undo |
Ctrl+Shift+Z or Ctrl+Y | Redo |
Enter | Save inline edit |
Escape | Cancel inline edit |
Still stuck?
Review the section for the view you’re using: