Voldis Cheatsheet:Guide to Mastering the Platform

October 21, 2024

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In the fast-paced world of digital tools and platforms, Voldis has emerged as a leading solution for businesses and individuals looking to optimize their workflows and improve productivity. With its wide array of features, including project management, file organization, and collaboration tools, Voldis offers an integrated environment to streamline operations. However, to make the most out of this powerful tool, users need a well-organized cheatsheet—a guide to help navigate its functionalities effectively.

This comprehensive Voldis cheatsheet will walk you through the key features, tips, and shortcuts you need to know. Whether you are a new user or a seasoned expert, this guide will serve as your go-to reference for maximizing efficiency on the platform.

1. Getting Started with Voldis

a. Setting Up Your Account

To begin using Voldis, you’ll need to set up an account. Follow these steps:

Visit the Voldis homepage and click on “Sign Up.”
Enter your personal or business information, including name, email, and password.
Confirm your email by clicking on the verification link sent to your inbox.
After confirming, log in to your account and complete the profile setup.

b. Dashboard Overview

Once you log into Voldis, the first thing you’ll encounter is the dashboard. The dashboard is your command center, providing an overview of your tasks, projects, messages, and notifications. The key sections to familiarize yourself with include:

Task List: Displays your ongoing and upcoming tasks.
Project Summary: Shows active projects, deadlines, and collaborators.
Recent Files: Highlights files recently accessed or edited.
Activity Feed: Keeps track of updates, messages, and activity within your network.

c. Personalizing Your Workspace

Customize your dashboard to suit your needs:

Themes: Access themes via Settings > Display Options and choose from a variety of themes to personalize your interface.
Widgets: You can add widgets like calendars, task managers, and team updates for better visibility and functionality.
Shortcuts: Create shortcuts to frequently used projects or tools by clicking the star icon next to them. They will appear in your quick access toolbar.

2. Managing Projects on Voldis

a. Creating a New Project

Project management is one of the core features of Voldis. To create a new project, follow these steps:

From the dashboard, click the “New Project” button.
Fill out the necessary fields such as project name, description, and deadline.
Assign team members by typing their names or emails.
Select the appropriate project template (e.g., “Basic,” “Team Collaboration,” “Agile,” etc.).

b. Task Assignment and Tracking

Task assignment is crucial for keeping your team aligned:

Open the project you want to manage.
Under the “Tasks” section, click on “Add Task.”
Assign tasks by selecting team members from a dropdown list, and set deadlines.
Break larger tasks into subtasks for better management.
Track task progress with real-time updates on the dashboard. You can filter tasks by “In Progress,” “Completed,” or “Pending.”

c. Milestones and Deadlines

Setting milestones helps keep projects on track:

From within the project, click on “Milestones.”
Define key milestones, such as critical deadlines, project checkpoints, or deliverables.
Attach tasks to these milestones and monitor completion rates.

d. Gantt Charts and Timelines

Voldis offers visual aids like Gantt charts for tracking project timelines:

Go to the “Timeline” tab under your project and toggle the Gantt view.
You can drag and drop tasks across the timeline to adjust deadlines and task sequences.
Color-coding options allow you to easily distinguish between different project phases.

e. Collaborating with Team Members

Collaboration is seamless in Voldis:

Use the built-in chat feature to communicate with your team in real time.
Share files directly within the project space.
Use the comments section under tasks to provide feedback or clarify requirements.
Set permissions for team members—choose whether they can edit tasks or just view them.

3. File Management and Organization

a. Uploading and Managing Files

Effective file management ensures your projects stay organized:

To upload files, navigate to the project space and click “Files.”
Drag and drop files or click the upload button.
Organize files into folders or subfolders by clicking “New Folder.”
Use tags to categorize files for easy searching later.

b. Version Control

Voldis allows users to maintain different file versions:

Every time a file is updated, Voldis automatically saves the new version while keeping a history of previous ones.
To view or restore an earlier version, open the file and click on “Version History.”
From the history tab, choose which version to restore or download.

c. File Sharing and Permissions

Control access to sensitive files by setting permissions:

Share files by clicking the “Share” button next to the file.
You can choose to give access to specific team members or external collaborators.
Define permission levels: “View Only,” “Comment,” or “Edit.”
For added security, set an expiration date on shared files or protect them with a password.

4. Time Management and Scheduling

a. Integrating Your Calendar

To avoid missing deadlines and manage time efficiently:

Integrate your calendar (Google Calendar, Outlook, etc.) with Voldis.
Go to Settings > Integrations and select your preferred calendar.
Once connected, you can sync task deadlines, project milestones, and meeting schedules.
Set reminders for important dates directly in your calendar app or within Voldis.

b. Time Tracking

For businesses needing to log hours for billing or time management:

Each task has an integrated time tracking option. Open a task, click “Start Timer,” and the timer will begin recording.
You can also manually log time for each task by entering the number of hours spent.
Generate reports on time spent per project or team member by navigating to the “Reports” section.

c. Setting Priorities and Reminders

To avoid getting overwhelmed by multiple tasks:

Assign a priority level to each task (Low, Medium, High, Urgent) using the dropdown menu under task settings.
Set task reminders and receive notifications via email or within the app.
Use the “Today” widget to keep track of urgent tasks and deadlines due soon.

5. Communication and Collaboration Tools

a. Messaging and Notifications

Stay connected with your team through:

The built-in messaging platform lets you communicate with individuals or groups. Access it through the “Messages” tab.
Use the notification system to get updates on project changes, deadlines, or comments. Customize which types of notifications you receive in the settings.

b. Video and Audio Conferencing

Collaborate with remote teams using video conferencing:

Voldis integrates with platforms like Zoom, Microsoft Teams, and Google Meet.
Set up a meeting by clicking the “Video Call” option within a project, or integrate your existing video tool through Settings > Integrations.
Schedule meetings directly in the platform and send invites to team members.

c. Commenting and Annotations

Keep feedback centralized by using the commenting feature:

Under each task, file, or project, you can leave comments for other team members.
Annotate shared files or documents to point out corrections, make suggestions, or leave approvals.

6. Reporting and Analytics

a. Project Reports

Voldis provides in-depth reports on project progress:

Navigate to the “Reports” section to generate custom reports on project status, task completion, or team performance.
Reports can be exported as PDFs or Excel files for presentation or further analysis.

b. Task and Time Tracking Reports

For businesses tracking productivity:

Generate time tracking reports to see how much time is being spent on individual tasks or projects.
Task reports provide insights into task completion rates and team efficiency.
Use these reports to adjust workflows, allocate resources more efficiently, or identify bottlenecks.

c. Financial Reporting

If your business manages billing or budgets within projects:

Use the “Financial Reports” feature to monitor project costs, budget allocations, and expenses.
Link Voldis to your accounting software for seamless financial tracking.

7. Tips, Shortcuts, and Best Practices

a. Keyboard Shortcuts

Maximize your efficiency by mastering these Voldis shortcuts:

C: Create a new task.
P: Open a project.
T: Toggle between task views (list, board, or Gantt).
F: Quickly access files.
/: Search for anything within the platform.

b. Automation Tools

Save time by automating repetitive tasks:

Set up automations under the “Automations” tab within a project. For instance, when a task is marked complete, trigger a notification to a manager.
Automate task creation based on recurring events, such as weekly meetings or monthly reports.

c. Best Practices for Maximizing Voldis

Regularly clean up your project spaces by archiving completed projects or tasks.
Use tags and folders to maintain file organization.
Encourage team members to leave comments and feedback on tasks to improve communication.
Schedule regular check-ins via video calls or team meetings within the platform to ensure all members are on track.

Conclusion

Voldis is a powerful platform that can significantly improve your productivity and project management. By following this cheatsheet, you can better navigate its features and use them to your advantage. Whether you’re managing a small team or a large-scale project, mastering these tools will help you stay organized, improve collaboration, and achieve your business goals efficiently.