Project setup

Projects

Projects are allow you to manage, organise, and collect work items and documents together. Projects can also have milestones that can be further manage the due dates of work items.

Creating a new project

1. Click on the menu button to open the menu

   

2. Ensure you have an organisation selected

3. Click on the + button to the right of the Projects section

   

4. Enter details for the new project

• Project name

  The full name of the project

• Project code

  A short code for the project

• Project description

  A short description of the project

Project

View a project

1. Click on the menu button to open the menu

   

2. Ensure you have an organisation selected

3. Click on the project you wish to view

Project milestones

1. Click on the menu button to open the menu

   

2. Ensure you have an organisation selected

3. Click on the project you wish to list all milestones for

4. Click on the Milestones tab

   

All open milestones for the project are listed

Milestones filters

Click on the Open count to see all the open milestones.

Click on the Closed count to see all the closed milestones.

Project work items

1. Click on the menu button to open the menu

   

2. Ensure you have an organisation selected

3. Click on the project you wish to list all work items for

4. Click on the Work items tab

   

Work items filters

Click on the Open count to see all the open work items.

Click on the Closed count to see all the closed work items.

Click on the Type menu to filter the open/closed counts by work item type.

Project documents

1. Click on the menu button to open the menu

   

2. Ensure you have an organisation selected

3. Click on the project you wish to list all documents for

4. Click on the Documents tab

   

All documents for the project are listed

Project stats

Project stats is not currently supported on small screen devices

1. Click on the menu button to open the menu

   

2. Ensure you have an organisation selected

3. Click on the project you wish to update

4. Click on the Stats tab

5. Click on the Type drop down menu to further define statistice by a specific work item type

A stacked bar chart will be shown providing a count of the number of work items for each work item status over the past 30 days. The total count is also enumerated in a list below the chart.

Updating an existing project

1. Click on the menu button to open the menu

   

2. Ensure you have an organisation selected

3. Click on the project you wish to update

4. Click on the Settings tab or select Settings from the ... menu

The following project details can be updated

• Project name

  The full name of the project

• Project code

  A short code for the project

• Project description

  A short description of the project

• Project readme

  A long description of the projects that is displayed on the project home screen. This description supports markdown for rich text display.

  A good project readme should point users in the direction of useful information about the project structure and governance.

Closing a project

1. Click on the menu button to open the menu

   

2. Ensure you have an organisation selected

3. Click on the project you wish to close

4. Click on the Settings tab or select Settings from the ... menu

5. Click on the Close button

The project is now closed.