Can I import my projects from Jira, Asana, and other SaaS apps into Visor’s project tracker templates?

Yes, Visor has bi-directional integrations with Jira, Asana, Salesforce, Hubspot, and other SaaS apps. This means you can import a single project or multiple projects from these apps into Visor, and sync updates to and from these apps.

You can use Visor to create project tracker views that stay up to date with changes to your projects in your connected apps, and use Visor to sync updates back into those apps too.

Can I add milestones to my project trackers using this template?

Yes, in the project tracker template you can easily set any task as a project milestone, simply by selecting “Display As” field on the task record in a Gantt chart view and selecting “Milestone”. You can also switch tasks from displaying as milestones back to bars at any time.

Can I nest tasks, subtasks, and create other parent-child relationships in the project tracker?

Yes, in Visor you have full task nesting and hierarchization capabilities. In practice this means you can easily nest a task under another task. This makes the nested task a “child” and subtask of the task it is nested under.

You can nest and un-nest tasks easily using drag-and-drop or keyboard shortcuts.

What time increments can I use in the project tracker template?

In Visor you can view your project plans and trackers by a range of time increments, including:

• Weeks & Days
• Sprints & Days
• Months & Days
• Months & Weeks
• Quarters & Weeks
• Quarters & Months
• Years & Months

It is easy to set and change these date ranges. You can also create multiple versions of the same project tracker with different date ranges, this is great when you (or different stakeholders) need a mix of longer term, higher level views, and shorter term, more detailed views of your projects and their progress.

What formats, or view types can I use in Visor to track my projects?

In Visor you can use all of these view formats to track your projects:

• Gantt charts
• Roadmaps
• Timelines and capacity charts
• Table or spreadsheet views
• Kanban views
• Dashboard views

Can I create project trackers that include multiple projects (also known as a project portfolio tracker)?

Yes, Visor’s project portfolio management functionality is robust and enables you to:

• Create single, cohesive, organized views of multiple projects
• Track and compare the performance of multiple projects
• Manage cross-project dependencies
• Analyze and understand project delays and performance
• Balance and optimize team-time and resources across all your projects
• Easily share high-level or detailed views of your project portfolio with stakeholders

Visor is a tool that makes project portfolio management (PPM) easy and is suitable for organizations of all sizes. You can use it to add PPM capabilities to tools you’re already using like Jira or Asana, or as a standalone PPM tool.

Can I use Visor’s project tracker template to create varying views for different stakeholders?

Yes, using Visor you can easily create multiple versions of your project tracker that are tailored to different audiences using the same real-time data.

Creating multiple – but synchronized – versions of trackers for your projects enables you to ensure that you have the best view possible for specific teams, stakeholders, or purposes (such as project review meetings, CEO presentations, or resource management).

Some of the attributes you can modify to create multiple custom project tracking views include:

• “Zoom” or Timescale: Quarters and months for your executive board and days and weeks for your project team.
• Data Groupings: Group data by the assignee for your team views and by the strategic initiative for your executive board
• Levels of Task: Choose to show all task levels for personal views, epics to tasks for team views, and epics only for senior stakeholder views

Creating multiple project tracking views for different team members, teams, stakeholders, or purposes is quick and easy. All views are synchronized and use the same underlying data source, which means you can have many different views of your projects without having to manually reorganize or update data.

What criteria can I use to group my project tracker by?

You can group tasks in your project tracker by any dropdown field in your data.

This enables you to create project trackers that organize tasks by assignee, task priority, task effort, or any other criteria. You can create multiple views of the same project tracker, with different groupings in each, to give you a way to assess your project from different angles fast.

Some common examples of how Visor users group data in project trackers and other visualizations include:

• Product
• Sprint
• Initiative
• Assignee
• Team
• Strategic goal
• Project Lead
• Quarter
• Theme

Can I use Visor’s project tracker for free?

Yes, upon registering you will have a 14-day free trial of Visor’s Team plan, giving you access to all of Visor’s premium visualization types. After this trial period you can choose to select a Team or Starter plan, or continue on the Visor Free plan.

Why is using an AI Smart Template to create project trackers better than creating your own plans from scratch or using generic templates?

Smart Templates in Visor are powered by AI, which uses your data, your prompts, and its learnings from thousands of human-created visualizations.

This enables it to produce project trackers and other visualizations infused with best practices and fully customized to your precise requirements and objectives.

The difference between Smart Templates and regular templates to create your project trackers is akin to the difference between wearing a finely tailored, top-of-the-line suit to an ill-fitting, under-sized, off-the-rack shabby suit and trying to make it fit like the professionally tailored version – it’s possible. Still, it will take you lots of time, effort, trial-and-error, and frustration to get there.

Using Smart Templates to create project trackers gets you off to the best possible start, saves you hours per project tracker created, and saves you heaps of frustration. It’s a genuine game-changer in your ability to plan, visualize, and track your projects.

What other templates are available in Visor?

Visor has a wide range of templates, which you can find in our Templates Library.

Templates in Visor are generated by AI based on your responses to a short series of questions, which enable the AI to understand what you are trying to achieve and produce a ready-configured template to suit your needs. This means that you are not limited to the set of templates we offer in our library, as the AI can meet needs that we haven’t listed or even considered.

How do I access AI-powered Smart Templates in Visor?

When you first log in to Visor, after entering your email address and how you want to use Visor, you will see a screen that asks, “What is this workbook for?” On this screen, there is a “Use Smart Template” button. 

You can then pick from a range of popular template categories, or click “Other” to ask the AI to create something different to the available options. You can use the free text box to supply additional information to help the AI create a set of visualizations (or templates) that will best meet your needs.

To access Smart Templates if you already have a Visor account, simply click the New Workbook button within an existing workbook, or Create a new workbook from the workbook list screen. Then when you’re asked “What is this workbook for?” click the “Use Smart Template” button.