Projects

Projects can be recorded and organized in the "Projects" module. The e-mail service should be configured for the "Projects" application to function fully.

1. Navigation

Click on "Projects" in the navigation bar to switch to the module.

2. Projects

Here you can see all projects relevant for you. The number of tasks with the status "Todo", "In progress" and "Done" is also displayed here.

3. Views and filters

Tile

This is the default view. All projects you are a member of are displayed in tiles.

Lists

All projects you are a member of are displayed in a list.

Calendar plugin

Displays all projects you are a member of in a calendar over the period from project start to project end. Information on the general calendar functions can be found here.

Resource

Displays all projects you are a member of in a resource diagram over the period from project start to project end. Information on the general functions of the resource element can be found here.

Archived

Projects can be archived and displayed using the filter option (see Options).

4. Create project

Click on the "Create project" button to create a new project.

The creator of a project is automatically stored as the project manager. Enter the title, description, start and end of the project here. A preview image can be assigned to the project. You can also upload project files. Members of a project can be controlled via the Intrexx Share distribution list.

Project - detail page

Click on a project on the overview page to go to the details page.

The detail page of a project is divided into two sections. All important information about the project is displayed in the upper area (1).

Members

The number of project members is displayed here. Clicking on the icon opens a detail page where members and the project manager can be managed.

The project manager can add more members to the project or remove members from the project in ""Manage members"".

The project management can add members to the management group by clicking on "Options". A project manager cannot leave the group until at least one project manager has been defined.

Files

All files that you add when creating or editing projects and tasks can be accessed here by clicking on the "Files" button.

Options

Edit

Projects can be edited by the creator or the project manager. If you are editing an existing project, you will also find the "Archive" setting at the bottom of the input page. This archives the project.

Notifications

Notifications for the project can be activated or deactivated here.

Copy link

Copies a project link to the clipboard.

Create and organize tasks in the Kanban board

At the bottom of the project, tasks can be created and scheduled in a Kanban board. The tasks view can be switched to tile, list or calendar. In addition, the tasks can be filtered by priority, agent and, in the list view, by status.

Create task

Clicking on the "Create task" button opens an input page on which a new task can be entered.

In the upper section, you can enter the title and description of the task. Files can also be uploaded. Select the project to which the task should be assigned. Select an agent who is responsible for the task. Also enter the scheduled start and end date by which the task should be completed.

Status

In the Kanban board, tasks can be assigned in different areas. The status values are predefined and cannot be extended.

• Backlog: Tasks that still need to be completed or new tasks

• ToDo: Tasks to be carried out

• In progress: tasks whose processing has begun

• Done: Tasks that have been completed.

Priority

Define the task's priority as low, medium or high. The priorities are predefined and cannot be extended.

E-mail to the person responsible if overdue

If the date you have entered as the planned end date is exceeded, an e-mail is automatically sent to the employee you have selected as the processor.

E-mail to project management when status changes to "Done"

If the status is set to "Done", an e-mail is automatically sent to the project manager.

Create a post on News that the task was created

A new task is displayed as a post in the news with this setting.

Organize tasks

Tasks are displayed in the lower section of the project. They can be moved to the desired column using drag & drop, whereby the status of the task changes automatically. Multiple tasks can also be placed in the desired order within the individual columns using drag & drop. The backlog is accessible below the tasks. All tasks that have not yet been assigned are collected here.

View and edit task

To view the details of a task, click on the task title. The detail page of the task opens.

In the upper section, you will find a link to the corresponding project. If the processing date of the task has been exceeded, the date is highlighted in red. All project members can write comments and files about the task and view a task history. The task can be copied in the top right-hand area if required. All project members can edit and view tasks.

Portlet

There is a "My tasks" portlet for the "Projects" module. You can find all the information here.