Guideline to basic features of Viindoo Project¶
New project¶
Create new project¶
Go to the Project app of the Viindoo system. On this view, you can see an overview of the active projects, hit Create, enter Project name and then hit Create.
Project basic configuration¶
Information settings¶
After creating a new project, you can fill in some basic information on it. Select the Kebap icon (three vertical dots icon) on the selected project and hit Edit.
Name of the tasks: You need to define the label used on all the tasks in this project. By default, the name is Tasks, but it is editable;
Customer: The partner related to this project;
Tags: Add tags so you can easily find and filter this project in the future;
Project Manager: Assign a manager for this project;
Grand Full Access Rights: If checked, the project manager will have the full access rights to this project even when his/her does not have the Project/Administrator access right;
Dates: Select the start date and end date of this project.
In the Description tab, briefly describe the content and purposes of the project.
In the Settings tab, fill in the following information:
Analytic Account: Select an analytic account to record cost and revenue of this project.
Visibility:
Invited employees: All invited employees can view the project and tasks that they are following.
All employees: All employees can view the project and all its tasks.
Invited portal users and all employees:
Invited portal users can view the project and tasks that are followed by them;
All internal employees can view the project and its all tasks.
After creating a new project, you can share the project to your co-worker or customer by pressing the Share buttons:
Share Readonly: This option will open the reading right of this project to the invited person;
Share Editable: This opton will open the editing right of this project to the invited person.
Stages configuration¶
Project stages configuration¶
To set up project stages, navigate to Project > Configuration > Settings. Check the Project Stages feature and then press Save to activate it.
The Configurtion menu will now show the Project Stages option, select it to configure project stages.
To create a new stage: Press Create and type it’s name;
To edit a stage: Press directly on it;
To re-arrange stages order: Point to the arrows, drag and drop the stage to the suitable position;
To delete a stage: Check the box on the left side of the stage and select Action > Delete > Ok;
To fold a stage in Kanban view: Check on the box of the Folded in Kanban column. This will help you to have a better overview of the project.
Task stages configuration¶
Note
To set up task stages you need to Activating Developer Mode (debug mode).
Navigate to Project ‣ Configuration ‣ Task Stages, hit the Create button and enter the following information:
Name: The name of the stage will be displayed in the Kanban view.
Email Template: If configured, an email will be sent to the customer upon reaching this stage.
Folded in Kanban: This stage will always be folded by default in Kanban view.
Closing Stage: All tasks will be considered closed in this stage.
Projects: Projects using this stage.
Stage Description and Tooltips: Use colors to indicate the status of the tasks in the stage. The status are determined by using the colors: gray, red and green. As the example below, a task will have three tooltip labels:
Gray: In Progress. All tasks will be initiated with this color.
Red: Blocked. Tasks are blocked due to any technical or functional reason.
Green: Ready. Tasks are finished and can be moved to another stage.
Add a description: briefly describe the main content and purposes of this stage.
You can also create stages for projects and tasks by pressing on Add a Column on the Kanban view.
New tasks¶
Create new task¶
In a project, it is necessary to create tasks to divide the work and easily control the progress.
Go to the Project app, select a project, press Create, and fill in Task Title. Press Add to add a new new task or Edit to edit the task’s detail.
On the detailed view of a task, you can fill in the following information:
Project: The project that this task belong to;
Assignees: The users who is responsible for this task. By default, it is the creator of the task.
Customer: Task-related partner.
Deadline: Deadline of this task for the assigned person.
Tags: Use tags to categorize tasks and make it easier to search tasks.
Description: Details about the task.
Other settings¶
On the Kanban view, you can drag and drop a task to change its stage.
You can change the status of a task by hitting the big dot on the task.
Above is an introduction of the basic features of the Project app to help you get familiar with the initial steps of organizing and controlling projects.
See also
Related articles:
Optional modules: