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VNCproject App User Manual

Getting started

Edit the account information

Your account shows information like your email address, avatar, full name, and language.

  1. Open VNCproject.
  2. In the top-left, tap the hamburger menu icon .
  3. Tap the avatar icon.
  4. Tap Edit right above the avatar icon. You'll be redirected to the account page.
  5. Update the relevant details.
  6. Tap Save.

From your Account page you can view and change:

  • First name
  • Last name
  • Email
  • Language
  • Period of payment

Manage the personal settings

Your personal settings let you customize some elements of VNCproject to your liking, including font, time zone, and email notifications.

  1. Open VNCproject.
  2. In the top-left, tap the hamburger menu icon .
  3. Tap the avatar icon.
  4. Tap Edit right above the avatar icon. You'll be redirected to the account page.
  5. Update the options in the Email Notifications, Preferences, and Authentication sections.
  6. When you're finished, tap Save.

Email notifications

You can set the events about which you want to be notified by email:

  • For all events on all my projects
  • For any event on the selected projects
  • Only for things I watch or I'm involved
  • Only for things I watch or I am assigned
  • Only for tasks I'm responsible for
  • Only for things I watch or I am the owner
  • No events

You can also choose whether you only want to receive notifications with high importance and thus filter out changes with low priority. In addition, you can tick that you do not want to be notified of your own changes.

Preferences

Under the Preferences section, you can update the following options:

  • Hide my email address: If you want to keep your personal email address private, check the Hide my email address box.
  • Time zone: The time zone used for date and time information across VNC applications.
  • Display Comments: Choose one of the two methods to display comments: In chronological order (from newest to oldest) and In reverse chronological order (from oldest to newest).
  • Warn me when leaving a page with unsaved text: Choose whether or not to receive confirmation whenever you leave the page with unsaved data.
  • Font used for text areas: Choose which font you want to set as a default font.
  • Number of recently used projects in jump box: Choose the number of recently used projects in the Jump to a project box located at the top right of each page of VNCproject.
  • Issue's history default tab: Issue history is the overall history of the changes done on the issue/ticket. Choose which issue's history tab you want to set.
  • Code highlighting toolbar languages: Specifies which programming languages ​​are to be recognized and parsed accordingly. Default: c, cpp, csharp, css, diff, go, groovy, html, java, javascript, objc, perl, php, python, r, ruby, sass, scala, shell, sql, swift, xml, yaml.
  • Robot logo: Decide whom you prefer as your virtual assistant - Vincent or Vincenta.
  • Use TinyMce (Wysiwyg Editor): It allows non-technical users to format content without knowing how to code.
  • Default Page after login: Choose which page you see after logging in.
  • Availability: Customize working hours for each working day. Select the Start working from and Working until work timings with respect to your organization, region, or field of work.

Authentication

To change your password, navigate to the "My Account" page, scroll down to the Authentication section and then type your new password, confirmation, and check the Must change password at next login box.

Password length must be 8 characters or more.

You can also check the Generate password box to create a secure, random password. When you're finished, tap Save.

Set an account photo

Your account photo (also known as an avatar) represents you in VNCproject and illustrates your comments. When you upload your avatar, you can resize and reposition it to make sure it looks great.

  1. Open VNCproject.
  2. In the top-left, tap the hamburger menu icon .
  3. Tap the avatar icon.
  4. Tap Edit right above the avatar icon. You'll be redirected to the account page.

  5. Scroll right and tap avatar:

  6. Tap Upload and select a required photo/image.

  7. Adjust the size and position of your photo, then choose Save. You should see the notification stating Avatar uploaded successfully.

Change an email address

The email address associated with your VNCproject account can be used to receive VNCproject notifications. You may have several email addresses per account and you will use these email addresses to receive VNCproject notifications.

  1. Open VNCproject.
  2. In the top-left, tap the hamburger menu icon .
  3. Tap the avatar icon.
  4. Tap Edit right above the avatar icon. You'll be redirected to the account page.
  5. Under the Information section, enter the new email address into the Email text field.
  6. Scroll down and tap Save.

Add an alternate email address

You can add alternate email addresses in addition to your primary one that you can use to receive VNCprojects notifications. You can delete or disable notifications alternate emails at any time.

  1. Open VNCproject.
  2. Open VNCproject.
  3. In the top-left, tap the hamburger menu icon .
  4. Tap the avatar icon.
  5. Tap Edit right above the avatar icon. You'll be redirected to the account page.

  6. Tap EMAILS:

  7. Enter an email address into the Add Email Address field.

  8. Tap Add.

Sign out

  1. Open VNCproject.
  2. In the top-left, tap the hamburger menu icon .

  3. Tap Sign out :

  4. In the modal box that appears, tap Sign Out.

You can't remove your VNCproject account. The option is available only for users with admin rights.

My page

Add a page to the dashboard

The dashboard provides you with access to information and updates that are important to you. You can get to the dashboard by tapping the the hamburger menu icon in the top-left and then Dashboard:

From the dashboard, you can create new pages, give them names and add portlets to them.

  1. Open VNCproject.
  2. In the top-left, tap the hamburger menu icon .
  3. Tap Dashboard.

  4. Tap + Tab:

    A new tab should appear.

  5. Select the portlets you’d like to appear on this page by tapping the collapse arrow icon on the right:

  6. Check the boxes next to the portlets you’d like to appear on the the page:

  7. To save changes, tap Save.

Delete a page from the dashboard

  1. Open VNCproject.
  2. In the top-left, tap the hamburger menu icon .
  3. Tap Dashboard.
  4. Tap a required page.

  5. Tap the kebab menu icon and then select Delete:

Rename a page in the dashboard

  1. Open VNCproject.
  2. In the top-left, tap the hamburger menu icon .
  3. Tap Dashboard.
  4. Tap a required page.

  5. Tap the kebab menu icon and then select Rename:

  6. Enter the dashboard name and tap the check mark.

Duplicate a page in the dashboard

  1. Open VNCproject.
  2. In the top-left, tap the hamburger menu icon .
  3. Tap Dashboard.
  4. Tap a required page.

  5. Tap the kebab menu icon and then select Duplicate:

Create an agile card

Issues are displayed as tasks cards on an Agile board, allowing teams to prioritize, assign and track issues efficiently. You can move cards with drag drop and edit them straight on the board.

  1. Open VNCproject.
  2. In the top-left, tap the hamburger menu icon .
  3. Tap My page.
  4. Tap the plus icon at the bottom and select New agile card.
  5. Customize the ticket form and tap Create.

Create a meta roadmap

The roadmap provides a custom and flexible view on the issue tracking system that helps you help and manage the project development.In addition, it provides a detailed overview of the current state of your project.

  1. Open VNCproject.
  2. In the top-left, tap the hamburger menu icon .
  3. Tap My page.
  4. Tap the plus icon at the bottom and select New meta roadmap.
  5. Fill in the Name and Description fields. Customize the checkboxes and then tap CREATE.

To access the created meta roadmap, you should navigate to My page > Meta roadmaps.

Create a ticket

Tickets are the most common items in VNCproject. A ticket can be added to a specific project. Users can create tickets within projects if given permissions.

  1. Open VNCproject.
  2. In the top-left, tap the hamburger menu icon .
  3. Tap My page.
  4. Tap the plus icon at the bottom and select Ticket.

  5. Complete all required fields. The fields with the asterisk are required.

    • Subject: Type the name of the ticket.
    • Estimated time: Determine the time required to complete a ticket.
    • Description: Write the resume of the ticket.
    • Project: Select the froject from the drop-down menu.
    • Private: If Private is checked, the issue will be visible to a reduced list of users and project members (author, administrators, project managers, assignees, watchers).
    • Status: If you are making a new ticket, you need to set the status to New. However, you can update the status of the ticket later on.
    • Assignee: Assign the ticket to a user.

    • Start date and Due date: Type a date or tap the “calendar” icon and then use “up/down” icon to select date / month / year (tap each to change values). Use the Delete button to clear selected date.

    • Type: Define the type of the ticket.

    • Priority: Set the priority to Immediate, Urgent, High, Normal, and Low.
    • Watchers: Choose one or more project members to follow the ticket and receive email notifications.

  6. When you're finished, select:

    • CREATE - if you want to create the ticket;
    • CREATE AND ADD ANOTHER - if you want to create the ticket and add another ticket.

To check the created ticket, you should tap the hamburger menu icon and then Issues.

Edit a ticket

After selecting a ticket from the Issues list, you can perform several actions: Edit, Watch/ Unwatch, Log time, Copy, and Delete.

Edit an issue to change properties, reassign a ticket to another user, attach a picture/photo/file, log activity time (for the current date only), or add comments or notes. A private note will be visible to its author but also by administrators, assignees, and watchers.

  1. Open VNCproject.
  2. In the top-left, tap the hamburger menu icon .
  3. Tap Projects. You'll be redirected to the project list page.
  4. Tap the hamburger menu icon again and then Issues.
  5. Apply filters to search for a required ticket by tapping the filter icon at the top right.

  6. Once you've found the ticket you want, tap the kebab menu icon and then select a required option:

  7. When you're finished logging time or editing a ticket, tap UPDATE.

Manage your capacity

  1. Open VNCproject.
  2. In the top-left, tap the hamburger menu icon .
  3. Tap My page.
  4. Tap the plus icon at the bottom and select Manage my capacity.
  5. Customize the capacity and tap UPDATE.

Move a card on Agile board

Agile Board lets you create on the fly draggable cards.

  1. Open VNCproject.
  2. In the top-left, tap the hamburger menu icon .
  3. Tap My page.
  4. Drag and drop cards to rearrange their importance.

Collapse a card on Agile board

The collapse cards option means that you couldn't add comments or tags to the card on the Agile Board. You can also minimize a collapsed card by tapping the kebab menu icon on the collapsed card and then Minimize card. The minimize card option means that can show only the subject of the card, assignee, status, priority, and a progress bar, not full cards.

To collapse a card on Agile board:

  1. Open VNCproject.
  2. In the top-left, tap the hamburger menu icon .
  3. Tap My page.

  4. Tap the kebab menu icon on the card and then select Collapse card:

Edit a card in overlay on Agile board

  1. Open VNCproject.
  2. In the top-left, tap the hamburger menu icon .
  3. Tap My page.

  4. Tap the kebab menu icon on the card and then select Edit in overlay:

  5. Edit the card and tap UPDATE.

You can easily obtain and share a link to a card in VNCproject. When you're linking to a card then the person you're sharing the link with must have access to the card to open the link.

  1. Open VNCproject.
  2. In the top-left, tap the hamburger menu icon .
  3. Tap My page.

  4. Tap the kebab menu icon on the card and then select Copy link:

You should see the the notification stating Link copied to clipboard.

Access a card timeline on Agile board

You can access the timeline view directly from your board.

  1. Open VNCproject.
  2. In the top-left, tap the hamburger menu icon .
  3. Tap My page.

  4. Tap the kebab menu icon on the card and then select Show history:

Add time to a card on Agile board

  1. Open VNCproject.
  2. In the top-left, tap the hamburger menu icon .
  3. Tap My page.

  4. Tap the kebab menu icon on the card and then select Log time:

  5. Customize the fields and tap SUBMIT.

Open a card in a new tab

  1. Open VNCproject.
  2. In the top-left, tap the hamburger menu icon .
  3. Tap My page.

  4. Tap the kebab menu icon on the card and then select Open in new tab:

Check your achievements

On the Achievements board, users can see their weekly achievements at a glance, and also see their recent activity with awards.

To check your achievements and productivity, tap the hamburger menu icon and then select My page. You'll be redirected to the Agile board page. Tap the hamburger menu icon again and then Achievements.

From here, users can also track and analyze the work of other team members throughout a project:

  1. Tap Filters at the top right.
  2. Under the User section, select a required user from the drop-down list.
  3. Under the Date section, select a specific date period from the drop-down list.
  4. Tap Apply.

You can also tap + Add Filters to filter tickets by priority, project, and type.

To delete a filter, tap the trash icon next to the filter you want to delete.

Access release notes

Release notes provide information about new features, updates, and bugfixes.

To access release notes:

  1. Open VNCproject.
  2. In the top-left, tap the hamburger menu icon .
  3. Tap My page. You'll be redirected to the Agile board page.
  4. Tap the hamburger menu icon again.
  5. Select Release notes.

Access the calendar

The Calendar view within VNCproject provides you with a more focused view of all tasks that have to be handled within the next days – or within a given time frame, regardless of their importance. This makes it easier for you to focus on assignments that come with a defined due date.

  1. Open VNCproject.
  2. In the top-left, tap the hamburger menu icon .
  3. Tap My page. You'll be redirected to the Agile board page.
  4. Tap the hamburger menu icon again.
  5. Select Calendar.

Robot planning

VNC has integrated the Agile board into the project management tool VNCproject to promote the self-organization of team members. VNC is continuously improving the Agile board platform by using robots to support team members in planning and distribution of tasks. New virtual team members Vincent and Vincenta will be triggered at every time needed to keep the user's Agile board under the control and efficient. You can choose a favorite robot assistant (Vincent or Vincenta) in the account settings. The profile of the robot will be shown in all dialogs based on the option. By default, robot assistant Vincenta is selected. The robot appears in cases:

  • at the first login to plan the capacity;
  • when you are over or under the capacity plan;
  • when a new ticket is assigned to you;
  • when you should add spent time after some work. The work is blocked if you skip the robot 3 times;
  • when you should enhance the team planning.

From the case 2 to the case 5, the robot pop-up will be triggered 1 times outside the AB (Replan).
During the working days, the user logs time spent or updates tickets or a new ticket is assigned to the user. Robot will be triggered again. It means that if you are working on AB, you will not get the pop-ups from the case 2 to the case 5.

Choose a robot assistant

Users can choose their preferred virtual assistant:

  • Vincent.
  • Vincenta.

To choose a virtual assistant on the user account page:

  1. Open VNCproject.
  2. In the upper left corner, tap the hamburger menu icon .
  3. Tap the avatar icon.
  4. Tap the Edit button right above the avatar icon. You will be redirected to the account page.
  5. Under the Information section, click the Robot logo dropdown menu and select a preferred option.
  6. Tap Save.

Case 1: at the first login to plan the capacity

This case includes 4 steps:

  1. Introduction.
  2. Capacity check.
  3. Fix problems.
  4. Finish.

Step 1: Introduction

When you go to the Agile board at the first login, you should see the virtual assistant pop-up.

You can see that there are some possible options:

  • Let's start - if you want to continue the planning with Vincent/ Vincenta robot and move to next step "Capacity Check".
  • No, thanks - if you want to cancel the planning with Vincent/ Vincenta robot.
  • Remind me later - if you want to choose the time option in the dropdown list to continue the planning with robot later.
  • Don't show this screen again - if you do not want this screen to be displayed.

Step 2: Capacity check

The robot suggests to update the daily capacity for all working days of the week starting from the current date (max. 5 days planning).

The robot suggests updating the daily capacity for all working days of the week starting from the current date (max. 5 days of planning).

  1. To plan your capacity, you should tap Let's start at the previous step ("Step 1: Introduction").
  2. To plan your capacity for each day in the next 5 days, tap Yes, thanks.
  3. In the modal window that opens, select your working hours from From and To dropdown menus. You can customize the capacity and availability with the 24h "time range" per day. The start time and end time of the working days can be selected from 12:00 am to 11:30 pm with 30 mins cycles. This timing is aligned with your time zone.
  4. Enter the number in the Daily capacity field. The pie chart displays the availability during the day (grey) and capacity (green). You can change the capacity or availability and it gets reflected on the pie chart.
  5. To configure your capacity for the next day, tap Next at the bottom. Again select your working hours from From and To dropdown menus and enter the number in the Daily capacity field.
  6. To go back to a previous day and reconfigure the capacity for it - click Previous at the bottom.

  • After you plan your capacity, it will be updated on the pie chart icon next to the respective date on the top bar with days. If you tap the pie chart icon, you can see the daily capacity and availability in the info box.
  • To check the 5-day capacity plan again at a glance and configure capacities for any particular date, tap the plus icon in the bottom right corner and then select Manage my capacity. You should see the capacity plan.

Step 3: Fix problems

Ticket(s) can have the following issues:

  • Ticket is overdue: x days. Means that you should update the due date;
  • Missing due date. Means that you should add a due date;
  • Missing time estimation (ETA/OTA). Means that you should add the ETA;
  • Ticket is "In Status" for more than 3 days. Means that you should update a ticket status or change its start date;
  • These tickets are done with 100% but not closed. Means that you should close a ticket of update OTA and continue to work;
  • Tickets have x hours overbooked. Means that you should update the reasons for time overrun in the comments. The added reasons will be displayed in the ticket and in the timesheet;
  • Ticket is assigned to the day where capacity = 0. Means that you should move a ticket to the other day or update the capacity of the current day.

To review tickets:

  1. Tap Good, let's continue.
  2. The robot will fade all other cards except the one that needs attention. The issues will be listed in the floating box and highlighted (with the red border) on the card. The progress bar at the bottom will be positioned to "Fix problems" with a blue pencil.
  3. Tap the ticket number link, if you want to open a ticket in a new tab.
  4. Tap Edit in overlay, if you want to open/ edit a full card in a lightbox.
  5. Tap Show Next to check the next ticket.
  6. You can close the Robot planning at any time by tapping the close icon at the bottom right.

If you tap Skip all, the robot will run this process in a loop until you have updated all the tickets and fixed all issues that exist in Agile Board.

  • In case you have only 1 issue and you fix it, then no robot pop-up will be triggered anymore.
  • If you have more than 1 issue and you don't fix all of them, the robot will display the pop-up again.
  • Once issues are fixed, you can move to other pages or refresh a browser. Then the robot will not be triggered again anymore.

Step 4: Finish

As soon as you fix all issues in the tickets, you should see the summary. Click Done:

Case 2: when you are over or under the capacity plan

When you are over or under the capacity, you should see the following, for example:

As you can see there are several possible options:

  • No, thanks — if you want to close the robot's pop-up;
  • Adjust estimation — if you want the robot to show the Agile board in a new tab and to highlight the total ETA/OTA and the ETA/OTA of each ticket of the day;
  • Move ticket — if you want the robot to show the Agile board in a new tab, highlight the total ETA/OTA and all tickets of the day;
  • Fix Capacity — if you want the robot to show the capacity planning of a day and highlight the date.

Case 3: When a new ticket is assigned to you

When a new ticket is assigned to you and it has issues, you should see the following:

As you can see there are several possible options:

  • No, thanks — if you want to close the robot's pop-up;
  • Edit in overlay — if you want the robot to show the ticket and highlight the date;
  • Fix Capacity — if you want the robot to show the capacity planning of the day and highlight the date.

If a new ticket is assigned to you and it has no issue, you should see the following:

You can tap:

  • No, thanks — if you want to close the Robot planning;
  • Yes, let's continue — if you want the robot to show the ticket on the Agile Board to edit it in overlay again;
  • Fix Capacity — if you want the robot to show the capacity planning of the day and highlight the date.

Case 4: When you should add spent time after some work

The robot will remind you in case of missed time entries after some work.

Case 5: when you should enhance the team planning

The robot can be enhanced for team planning.

To choose their team member(s), the team lead can do the following:

  1. In the upper left corner, tap the hamburger menu icon .
  2. Select Admin.
  3. Tap Users. Search for a required user and tap it.
  4. Under the Information section, find the "Team users" point and tap the plus icon .
  5. Select or search for a required user.
  6. Tap Save.

The team lead will receive a robot pop-up, which shows all criteria of problems of the team member(s).

For each problem of each team member, only the number of tickets with problems will be shown. But the team leader can hover over the number to open the hyperlinks and check all issues on the Issues page of the team member.

The team lead can tap:

  • Done to close the pop-up.
  • Inform user(s) to inform all team members. There is a check box next to the member's name to select the member to inform:

After the team lead taps Inform user(s), the team member will receive this pop-up from the robot:

The team member should tap Yes, let’s continue to fix all problems.

Block all pages when a user has overdue/ open tickets

  1. Use the rules of blocking also for all pop-ups outside of AB (over/ under capacity).
  2. Robot informs the user if they did not update their AB. (Every 1 hour after they log in to VNCproject).
  3. After 3 times discard the popup in #2 then block the work in VNCproject.
  4. We add also a list in the plugin configuration to choose the users manual, who don't get the block in #3.

  5. Send notification to VNCtalk (Every 4 hours):

    "Hello [User name], we found some inconsistency in your tickets. We blocked your time log until you fix all open and overdue tickets."

  6. Add a list in the plugin configuration to choose "Statuses NOT included for the robot (only robot check)"

  7. Exclude the tickets in versions marked as "Backlog" and Incidents.

Customize the Robot Planning plugin

This section is for users who have an account with the Admin rights.

Admin can:

  • Set the percentage of overbooked tickets and the percentage of remaining capacity relate to ETA/OTA values via plugins.

    • The robot will remind a user in case there is an overbooking of time spent. A ticket with time spent > xx% ETA (initial estimate). And default value = 20%.
    • The robot will remind a user in case of over/under capacity with a default value = 15%.
    • The robot will remind a user in case the status of any parameter is not logical with the other ones.

  • Trigger the robot based on the chosen projects/trackers/users. If a project or a tracker is selected, the robot will be triggered in all 6 cases:

    • Tt the first login to plan the capacity;
    • When you should fix problems in ticket(s);
    • When you are over or under the capacity plan;
    • When a new ticket is assigned to you;
    • When you should add spent time after some work. The work is blocked if you skip the robot 3 times;
    • When you should enhance the team planning.

    If a project or a tracker is NOT selected, the 2nd case (when you should fix problems in ticket(s)) will disappear in this project. The robot shows issues of other projects which are selected only.

The robot will remind a user/team leader via email to update the corresponding topic after a user exited from the Robot popup a defined number of times:

  • Robot Threshold to send email to the user: 3 times.
  • Robot Threshold to send email to the team leader: 3 times.

To customize the Robot Planning plugin:

  1. In the upper left corner, tap the hamburger menu icon .
  2. Select Admin.
  3. Tap Plugins.
  4. Search for Redmine Robot Planning plugin and tap Configure next to it.

  5. Customize the fields:

    • To delete something from a field, tap the cross icon .
    • To add something, tap the plus icon .

  6. Tap Apply.

Robot planning configuration

The Robot is configured based on roles and permission.

By default, the robot is disabled for all roles, so also disabled for all customer roles (except the Admin role).

  • If the permissions "View robot planning in ab card" is enabled for any role, the robot will be triggered on AB in cases from “at the first login to plan the capacity” to “when you should fix problems in ticket(s)”.
  • If the permissions "View robot planning" is enabled for any role, the robot will be triggered on other pages in case a new ticket is assigned to a user or replan in case of over/under the capacity.

To customize "View robot planning" or "View robot planning in ab card" permissions:

  1. In the upper left corner, tap the hamburger menu icon .
  2. Select Admin.
  3. Tap Roles and permissions.
  4. Tap a required role. Scroll down to the Robot planning block and customize the checkboxes there.
  5. Tap Save.

Meta roadmaps

Create a meta roadmap

  1. Open VNCproject.
  2. In the top-left, tap the hamburger menu icon .
  3. Tap Meta Roadmaps.
  4. Tap the NEW META ROADMAP button.
  5. Fill in the Name and Description fields.
  6. Customize the checkboxes and then tap CREATE.

Delete a meta roadmap

After you delete a Meta roadmap, you will not be able to restore it.

  1. Open VNCproject.
  2. In the top-left, tap the hamburger menu icon .
  3. Tap Meta Roadmaps.
  4. Apply filters to search for a required meta roadmap.
  5. Tap the meta roadmap you want to delete and then the plus icon .
  6. Select Delete
  7. Confirm that you want to delete the meta roadmap, tap YES in the modal window.

Edit a meta roadmap

  1. Open VNCproject.
  2. In the top-left, tap the hamburger menu icon .
  3. Tap Meta Roadmaps.
  4. Apply filters to search for a required meta roadmap.
  5. Tap the meta roadmap you want to edit and then the plus icon .
  6. Select Edit
  7. Edit the data and tap UPDATE.

Create a meta roadmap copy

  1. Open VNCproject.
  2. In the top-left, tap the hamburger menu icon .
  3. Tap Meta Roadmaps.
  4. Apply filters to search for a required meta roadmap.
  5. Tap the meta roadmap you want to copy and then the plus icon .
  6. Select Copy meta roadmap.
  7. Edit the date if required and tap CREATE.

Close a meta roadmap

  1. Open VNCproject.
  2. In the top-left, tap the hamburger menu icon .
  3. Tap Meta Roadmaps.
  4. Apply filters to search for a required meta roadmap.
  5. Tap the meta roadmap you want to copy and then the plus icon .
  6. Select Copy meta roadmap.
  7. Confirm that you want to close the meta roadmap, tap YES in the modal window.

Archive a meta roadmap

  1. Open VNCproject.
  2. In the top-left, tap the hamburger menu icon .
  3. Tap Meta Roadmaps.
  4. Apply filters to search for a required meta roadmap.
  5. Tap the meta roadmap you want to copy and then the plus icon .
  6. Select Archive.
  7. Confirm that you want to archive the meta roadmap, tap YES in the modal window.

Add meta task

  1. Open VNCproject.
  2. In the top-left, tap the hamburger menu icon .
  3. Tap Meta Roadmaps.
  4. Apply filters to search for a required meta roadmap.
  5. Tap the meta roadmap you want to copy and then the plus icon .
  6. Select Add meta task.

  7. Complete the all required fields:

    • Meta task subject: Type the name of the task.
    • Description: Write the resume of the ticket.
    • Status: If you are making a new task, you need to set the status to New. However, you can update the status of the task later on.
    • Type: Define the type of the task.
    • Task Owner: Choose the task owner.
    • Priority: Set the priority to Immediate, Urgent, High, Normal, and Low.

    • Start date and Due date: Type a date or tap the “calendar” icon and then use “up/down” icon to select date / month / year (tap each to change values). Use the Delete button to clear selected date.

  8. If you need to add attachments, tap the UPLOAD button.

  9. When you're finished, tap SAVE.

Share a meta roadmap

  1. Open VNCproject.
  2. In the top-left, tap the hamburger menu icon .
  3. Tap Meta Roadmaps.
  4. Apply filters to search for a required meta roadmap.
  5. Tap the meta roadmap you want to copy and then the plus icon .
  6. Select Share meta roadmap.
  7. From the Search user drop-down menu, select who you want to share with.

  8. Set editing permissions:

    • Can view: Users can view the meta roadmap but cannot make changes or comment.
    • Can comment: Users can view and comment the meta roadmap but cannot make changes.
    • Can edit: Users can view, comment, edit, add a meta task, delete and share the meta roadmap.

  9. Tap SHARE.

Projects

Access the projects

To access all existing projects:

  1. Open VNCproject.
  2. In the top-left, tap the hamburger menu icon .
  3. Tap Projects.

Access the issues

To access all existing issues:

  1. Open VNCproject.
  2. In the top-left, tap the hamburger menu icon .
  3. Tap Projects. You'll be redirected to the Progect list page. Tap the hamburger menu icon again.
  4. Select Issues.

Bulk edit issues

You're able to perform an action on multiple issues in one go, allowing you to save time and be more efficient.

You can change only one attribute in all the selected issues (such as Status, Type, or Priority) or multiple attributes at once (such as Status and Type together). To change only one attribute in all the selected issues, just select it from the available options in the drop-down menu and tap it. The change will take effect immediately:

In order to change multiple attributes in one go, follow the steps mentioned below:

  1. Open VNCproject.
  2. In the top-left, tap the hamburger menu icon .
  3. Tap Projects. You'll be redirected to the Progect list page. Tap the hamburger menu icon again.
  4. Select Issues.
  5. Tick the issues you want to edit and scroll right till the very end.

  6. Tap the kebab menu icon and then select Edit menu option that appears:

  7. A new form will open where you can bulk update most of the same properties as an individual ticket, including ticket status, project, priority, and more:

  8. Tap SUBMIT to save updates.

Bulk add issues to the meta task

You can select multiple issues and bulk add them to the meta task.

  1. Open VNCproject.
  2. In the top-left, tap the hamburger menu icon .
  3. Tap Projects. You'll be redirected to the Progect list page. Tap the hamburger menu icon again.
  4. Select Issues.
  5. Tick the issues you want to edit and scroll right till the very end.

  6. Tap the kebab menu icon and then select Edit menu option that appears:

  7. In the Meta task ID field, enter the number for the meta task you'd like to merge the selected issues into:

  8. Tap Submit.

Bulk delete tickets

You can select multiple issues and delete them at the same time.

  1. Open VNCproject.
  2. In the top-left, tap the hamburger menu icon .
  3. Tap Projects. You'll be redirected to the Progect list page. Tap the hamburger menu icon again.
  4. Select Issues.
  5. Tick the issues you want to edit and scroll right till the very end.

  6. Tap the kebab menu icon and then select Delete menu option that appears:

  7. When prompted, tap Yes to confirm that you want to delete the issues.

Bulk copy issues

You can copy up to 500 issues at once.

  1. Open VNCproject.
  2. In the top-left, tap the hamburger menu icon .
  3. Tap Projects. You'll be redirected to the Progect list page. Tap the hamburger menu icon again.
  4. Select Issues.
  5. Tick the issues you want to edit and scroll right till the very end.

  6. Tap the kebab menu icon and then select Copy menu option that appears:

  7. In the copy screen, there are a few change properties given to the users, which are as follows:

    • Project
    • Type
    • Priority
    • Assignee
    • Estimated time
    • Meta task ID
    • Release notes category
    • Release notes type
    • Story point
    • Privacy
    • Start date
    • Due date
    • % Done

    You can change some attributes for all the issues in bulk or you can leave everything unchanged.

  8. Select Copy to create the copies.

Check overall spent time

To check overall spent time:

  1. Open VNCproject.
  2. In the top-left, tap the hamburger menu icon .
  3. Tap Projects. You'll be redirected to the Project list page.
  4. Tap the hamburger menu again.
  5. Select Spent time.

Timesheet

A timesheet reports in detail about all working hours of all users for a particular period of time (a week, a month etc.) in VNCproject.

A timesheet is a report that provides the information about all working hours of all users for a particular period of time (a week, a month etc.) in VNCproject. The timesheet report consists of 3 blocks:

  • Filters
  • Summary Information
  • Main timesheet

"Filters" block

You can filter timesheets by projects, user, activity, comment, hours, keywords, status, and so on.

  1. Open VNCproject.
  2. In the top-left, tap the hamburger menu icon .
  3. Tap Timesheet.
  4. Tap the filter icon at the top right.

By default, the filters “Period” and “User” are selected:

  • Period: Displays the spent time of the selected period for the payment.
  • User: Displays a name of a selected user.
  • Group results by: Displays the options by which to group results.

"Summary information" block

"Summary Information" block contains the following information:

Column Description
Total ETA It is the total actual estimated time of all tickets.
Total time overrun It is the sum of all overbooking hours.
Total Paid Tickets It is the number of all paid tickets.
Total approved tickets It is the number of all approved tickets for the payment.
Total "To be decided" tickets It is the number of all tickets, which are still to be decided.
Total rejected tickets It is the number of all rejected tickets.
Total invoiceable tickets It is the sum of all paid/approved/rejected tickets.
Net invoiceable tickets in period It is the sum of all approved/rejected tickets.
Calculated hours for payment V1 It is the sum of total spent hours in ticket, which can be paid without overbooking hours.
Total spent time in period It is is the total spent time of all tickets for a selected user in the chosen period.
Total spent time in all tickets It is the total time spent by a user in all selected tickets in a timesheet.
Total paid hours It is the sum of all spent hours in the column "Hours to be paid" in "Main timesheet" block, which are marked as paid.
Total approved hours It is the sum of all spent hours in the column "Hours to be paid" in "Main timesheet" block, which are marked as approved.
Total "To be decided" hours It is the sum of all spent hours in the column "Hours to be paid" in "Main timesheet" block, which are marked as "to be decided".
Total rejected hours It is the sum of all hours in the column "Rejected hours" in "Main timesheet" block, which are marked as rejected.
Total invoiceable hours It is the sum of all spent hours in the column "Hours to be paid" in "Main timesheet" block, which are marked as "Paid/Approved/Rejected".
Net invoiceable hours in period It is the sum of all spent hours in the column "Hours to be paid" in "Main timesheet" block, which are marked as "Approved/Rejected". These hours will be calculated for the payment.
Calculated hours for payment V2 It is the sum of total spent hours in ticket, which can be paid without all rejected hours.

At the bottom of the timesheet report, the user with admin rights can tap:

  • to approve hours of all selected tickets in a timesheet.
  • to mark all tickets status as "paid" in a timesheet.

You can separate permissions for approval timesheets. To do that:

  1. In the top-left, tap the hamburger menu icon .
  2. Tap Admin > Roles and permissions.

  3. Select a required role:

  4. Scroll down to the Time tracking section:

Permissions:

  • Edit comment controlling
  • Edit comment developer
  • Edit comment team lead
  • Edit approved hours
  • Manage timesheet
  • Enable "Calculated hours for payment V1 and V2"
  • View “Invoiceable tickets/hours”
  • View timesheet for invoice

"Main timesheet" block

"Main timesheet" displays the detailed time log for each ticket in a comprehensive table with many criteria:

  1. Project: Displays a project for which a ticket is created. The project name is linked directly to the respective project.
  2. Owner: Displays a ticket author. The ticket author is linked directly to the respective user.
  3. Member: Displays all users who adds time to a ticket.
  4. Date: Displays a date of each entry.
  5. Activity: Displays an activity of each entry, for example: Development, Testing, Meeting etc.
  6. Issue: Displays a ticket type (Bug Report, Feature Request, Change Request etc.), a ticket number and description. The ticket type and number are linked to the respective ticket and makes it easily accessible.
  7. Related issues: Displays related issue(s) for the issue in the column "Issue".
  8. Version: Displays a roadmap/version a ticket belongs to.
  9. Comment: Displays comments of each user per individual entry.

  10. Hours: Displays the hours sum of each added entry.

    In case the timesheet results are grouped by tickets, the user can check more details.

  11. Initial ETA, Current ETA, ETA Changes: 3 different columns display the initial estimated time, current estimation and the hours number of ETA adjustments.

  12. Total hours spent in ticket: Displays the total spent time of a user in a selected ticket. You can separate the spent time of each user based on filters.
  13. Difference (Time overrun): If more hours are added to a ticket than the original planned ETA, this counts as time overrun and is reported in a separate column. (Difference = Total hours spent in ticket - current ETA).

  14. Rejected Hours: If the ETA is changed or spent time is significantly higher than the current ETA (creating a time overrun), these overbooked hours can be rejected in a ticket.

    Rejected hours = ETA Change hours + Difference (Time overrun) hours.

    • The "Rejected hours" will be changed to 0 if the "Hours to be paid" is the same as the "Total hours spent in ticket".
    • The "Rejected hours" will be disable if the "Approval / Payment Status" of the ticket is "To be decided".

  15. Approval / Payment Status: Displays the approval and the payment status of all tickets. In each ticket row, you can check in the drop-down menu 4 different statuses: Approve, Reject, To be decided, or Paid.

    If the status is set, a timestamp is generated next to it with a quick text info about the approval and the payment (who approves / rejects / pays and when). This option is only editable if a user has the required permission (role: Controller).

  16. Hours to be paid: Displays the amount of hours, which are suggested to be paid.

    • By default or by checkbox "To be decided" the "Hours to be paid" in each ticket row will be calculated with this formula:

      if "Rejected hours" <= 0 then "Hours to be paid" = "Total hours spent in ticket";
      if "Rejected hours" > 0 then "Hours to be paid" = "initial ETA".

    • The hours in this column can be editable before the approval (by Controller role only).

    • After the spent time of a ticket is approved (checkbox "Approved"), the "Hours to be paid" will be changed equal to "Total hours spent in ticket".

    • If a ticket is paid, the status in the checkbox will be changed from "approved" to "paid" and the paid hours are equal to the approved hours in the column "Hours to be paid":

  17. Comment (Controlling, Developer, Team lead): 3 columns display Controller's, developer's, Team Lead's comments.

  18. Medal: After a ticket is closed, you will be able to see the achieved medal for each ticket. These medals are synchronized with the medals at the “Achievement page”.

Generate a timesheet report

Using the filters, you can easily generate a timesheet report:

  1. Open VNCproject.
  2. In the top-left, tap the hamburger menu icon .
  3. Tap Timesheet.

  4. Tap TIMESHEET FOR INVOICE:

  5. Tap the filter icon at the top right.

  6. Under the Period section, select a required date period.
  7. Under the User section, tap the plus icon and select a required user. You can also select multiple users by using the plus icon.
  8. Select a required option from the menu Group results by drop-down menu that contains options to group results by a project, member, date, activity, issue, version.
  9. Tap APPLY.

The timesheet is available as download in .csv and .pdf.

At the bottom of the timesheet report, the user with admin rights can tap:

  • to approve hours of all selected tickets in a timesheet.
  • to mark all tickets status as "paid" in a timesheet.

You can also customize the payment period: monthly or weekly. By default, the monthly payment is selected. To customize the payment period:

  1. In the top-left, tap the hamburger menu icon .
  2. Tap Admin > Users.

  3. Tap the user for whom you want to customize the payment period and select a required option from Period of payment drop-down menu:

  4. Finally, tap Save at the bottom.

Sometimes, you want to be able to get to the particular issue that you're interested in. Search can help you in this scenario.

To use the search, just tap at the top right of the screen and type what you're looking for.

If you type #(TicketID), you will jump straight to the ticket. For example, if you type in #1001-47, and tap Search, you will be redirected to the ticket "#1001-47".

Typing the search keyword in the search field and tapping Search on your phone keyboard will immediately take you to the advanced search and results page:

You should see that found results are highlighted in yellow and categorized by issues, projects, resolutions, etc., for example:

If the matches aren´t what you are looking for, you can choose where and what you want to find as well as set some advanced settings. If the item you are looking for is in a particular project, you can choose it directly by ticking the particular checkbox:

Drop-down lists enables you to filter your results by Author, Status, Start date and Due date, Project, Assignee, and Priority:

You can also determine whether you want to perform a search of all words or search by titles:

Save found results as a template

To save found results as a template, tap at the top right of the Search field:

You can find the saved template under the SAVED SEARCH section.