Pie application pages explained

This article will give you a sense of all the key pages in Pie. Watch the following video to learn about the scope of Pie.

Video Showing Pages

• On My Plate - Click the knife and fork icon in the left menu bar to open the On My Plate page. This is where you will see any tasks assigned to you starting from today to the next seven days. You can also create personal tasks. If you have late tasks, click the "show late" red link. This page also displays time tracking features.
  
  
• Project List - Click the apple pie icon in the left navigation bar. This is where you can see the list of projects and to create or open projects. To the right of every project is a project "pie" giving you a visual indicator of your progress (green bars when tasks are marked done). When you create a project, you have the option to create from scratch or create from a recipe. In either case you will assign the project to a workspace. On the project list page, you will see a Filters button for filtering the list of projects.
  
  
• Open Project - Clicking a project label or project pie in the Project List page will open your project. From there you can create tasks or slice up the project into pie slices (phases).
  
  
• Project Configuration - In the upper right of an open project is a pencil icon and a person icon. Both of these will open the project's configuration page where you can edit the project name, assign people to the project, view attached files, set up project data fields (premium), and more.
  
  
• Recipe List - Click the recipe hat in the left menu bar to open the Recipe List page. This will display project template ready pies that can be used when creating projects. A recipe is like a generic project that can be used over and over. It contains tasks just like projects.
  
  
• Open Recipe - Click a recipe label on the Recipe List page to open it up. You can then add tasks and files, just like a project.
  
  
• Recipe Configuration - In the upper right of an open recipe is a pencil icon and a person icon. Both of these will open the project's configuration page where you can edit the recipe name, assign people as the recipe admin, and other goodies.
  
  
• Reports - Click the icon that looks like three vertical bars under the recipe hat icon in the left menu bar. That will bring you to the Dashboard, Portfolio Timeline, People Timeline, and Data Download pages. The Dashboard and Data Download feature is available for all plans including the free plan. Whereas, the other two pages are available for organization workspaces under the Enterprise premium plan.
• Settings/My Profile - On any page, click your avatar in the upper left corner. It may only have your initials until you add a photo. Click My Profile to open the Settings page with My Profile selected. Here you can add a photo, update personal identity information, change password, etc.
  
  
• Settings/People - This is where you will see all team members you added to your projects and workspaces. You can add a team member directly from this page. However, we make it easy for you to add team members in other places, such as to a task, a project, and a workspace.
  
  
• Settings/Workspaces & Organizations - Here is where you create a workspace which is an object to contain projects or recipes for a department, product, region, or what ever grouping you like. You can create an organization object to contain workspaces under a company name (premium feature). This is also where you can upgrade your Pie account in the future for premium features. More on workspaces. More on Organizations.
  
  
• Settings/Account - You can close down your account from this page. This is also where you can manage billing if you have a premium plan.