Project Management

Add a project

1. In the left navigation bar, click Projects.
2. Click + New project.
3. Fill in the fields. The fields with the asterisk are required.
4. Under the Modules section, select the modules that you want to see in the project.
5. Click Create.

To check the created project, navigate to Projects in the left navigation bar. Then use the filter field to search for the project.

Archive project

1. In the left navigation bar, click Projects.

2. Click the lock icon next to the project you want to archive.

   • Use filters to quickly find the projects you need.

3. When prompted, click Ok confirming that you want to archive the project.

To find the archived project:

1. In the left navigation bar, click Projects.
2. Under the Filters section, click the Status dropdown menu and select archived.
3. Click Apply.

Unarchive a project

1. In the left navigation bar, click Projects.
2. Under the Filters section, click the Status dropdown menu and select archived.
3. Click Apply.
4. Click the lock icon next to the project you want to unarchive.

Delete a project

If you delete a project, you will not be able to restore it.

1. In the left navigation bar, click Projects.

2. Click the trash bin icon next to the project you want to delete.

   • Use filters to quickly find the projects you need.

3. Confirm that you want to delete the project, check the box next to Yes, and click Delete.

Edit a project information

1. In the left navigation bar, click Projects.

2. Click a required project.

   • Use filters to quickly find the projects you need.

3. Edit its information.

4. Click Save.

Add a member to a project

1. In the left navigation bar, click Projects.

2. Click a required project.

   • Use filters to quickly find the projects you need.

3. Go to the Members tab.

4. Click + New member.
5. Search for a required user and check the box next to their name.
6. Select a required role for the user.
7. Click Add.

Delete a member from a project

1. In the left navigation bar, click Projects.

2. Click a required project.

   • Use filters to quickly find the projects you need.

3. Go to the Members tab.

4. Click the trash bin icon next to the user you want to delete.

Change a member role in a project

1. In the left navigation bar, click Projects.

2. Click a required project.

   • Use filters to quickly find the projects you need.

3. Go to the Members tab.

4. Click the pencil icon next to the user whose role you want to change.
5. Select a required role and click SAVE.

Add a new version to a project

1. In the left navigation bar, click Projects.

2. Click a required project.

   • Use filters to quickly find the projects you need.

3. Go to the Versions tab.

4. Click + New version.
5. Give the version a name.
6. (Optional) Add a description, a wiki page, and a due date.

7. (Optional) Click the Sharing dropdown and select a required option. The sharing option allows you to share the version with other projects so that issues from these other projects can be assigned to the shared versions. Each version can be shared with:

   • With subprojects. All the descendant projects.
   • With project hierarchy. Ancestors + descendants (needs versions management permission on the root project).
   • With project tree. Root project + all its descendants (same as above).
   • With all projects. Can be set by admin users only.

8. Click CREATE.

Edit a version in a project

1. In the left navigation bar, click Projects.

2. Click a required project.

   • Use filters to quickly find the projects you need.

3. Go to the Versions tab.

4. Click the pencil icon next to the version you want to edit.
5. Edit the version information.
6. Click SAVE.

Delete a version from a project

1. In the left navigation bar, click Projects.

2. Click a required project.

   • Use filters to quickly find the projects you need.

3. Go to the Versions tab.

4. Click the trash bin icon next to the version you want to delete.
5. When prompted, click OK confirming that you want to delete the version.

Add an issue category to a project

1. In the left navigation bar, click Projects.

2. Click a required project.

   • Use filters to quickly find the projects you need.

3. Go to the Issue categories tab.

4. Click + New category.
5. Give the category name.
6. From the Assignee dropdown menu, select a member you want to assign the category.
7. Click CREATE.

Edit an issue category in a project

1. In the left navigation bar, click Projects.

2. Click a required project.

   • Use filters to quickly find the projects you need.

3. Go to the Issue categories tab.

4. Click the pencil icon next to the category you want to edit.
5. Edit the issue category information.
6. Click SAVE.

Delete an issue category from a project

1. In the left navigation bar, click Projects.

2. Click a required project.

   • Use filters to quickly find the projects you need.

3. Go to the Issue categories tab.

4. Click the trash bin icon next to the category you want to delete.
5. When prompted, click OK confirming that you want to delete the category.