Projects

In the "Projects" module, you can create and organize projects. For the "Projects" application to function fully, the email service should be configured.

1. Navigation

Click "Projects" in the navigation bar to go to that module.

2. Projects

Here you can see all the projects that are relevant to you. The number of tasks with the statuses "To Do," "In Progress," and "Done" is also displayed here.

3. Views and Filters

Tile

This is the default view. All projects you're a member of are displayed as tiles.

List

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

Calendar

Displays all projects of which you are a member in a calendar, covering the period from the project start date to the project end date. You can find information about the general calendar features here.

Resource

Displays all projects of which you are a member in a resource, covering the period from the project start date to the project end date. You can find information about the general functions of the resource element here.

Archived

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

4. Create a Project

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

The creator of a project is automatically assigned as the project manager. Enter the title, description, start date, and end date of the project here. A thumbnail image can be assigned to the project. You also have the option to upload project files. Project members can be managed via the Intrexx Share distribution list.

Project - Details Page

On the overview page, click on a project to go to the details page.

A project's details page is divided into two sections. The upper section (1) displays all the important information about the project.

Members

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

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

By clicking "Options" at , the project management team can add members to the steering committee. A project manager can only leave the group once at least one project manager has been designated.

Files

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

Options

Edit

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

Notifications

Here, you can enable or disable notifications for the project.

Copy link

Copies a link to the project to the clipboard.

Creating and Organizing Tasks on the Kanban Board

In the lower section of the project, you can create tasks and plan them on a Kanban board. You can switch between tile, list, and calendar views for tasks. In addition, tasks can be filtered by priority, assignee, and—in list view—by status.

Create an assignment

Clicking the "Create Task" button opens an input page where you can create a new task.

In the upper section, you can enter the title and description of the assignment. It is also possible to upload files. Select the project to which the task should be assigned. Select an assignee who is responsible for the task. Also, enter the planned start and end times for when the task is to be completed.

Status

Tasks can be assigned to different areas on the Kanban board. The status values are predefined and cannot be expanded.

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

• ToDo: Tasks to be completed

• In Progress: Tasks that have been started

• Completed: Tasks that have been completed.

Priority

Set the priority here to low, medium, or high. The priorities are fixed and cannot be expanded.

Email to the person in charge in the event of a late payment

If the date you entered as the scheduled end date has passed, an email will automatically be sent to the employee you selected as the assignee.

Send an email to the project manager when the status changes to "Complete"

If the "Complete" status is set, an email is automatically sent to the project management team.

Notify me when there is news that a task has been created

With this setting, a new task will be displayed as a post in the news feed.

Organize Tasks

Tasks are displayed at the bottom of the project. You can move them to the desired column using drag-and-drop, and the task's status will change automatically. You can also use drag-and-drop to reorder multiple tasks within each column. Below the tasks, you can access the backlog, where all tasks that have not yet been assigned are collected.

View and work on the assignment

To view the details of a task, click on the task title. The task's details page will then open.

At the top of the page, you'll find a link to the related project. If the task's due date has passed, the date is highlighted in red. All project members can post comments and upload files related to the task and view the task history. If necessary, the task can be copied from the upper-right corner. All project members can view and work on tasks.

Portlet

The "Projects" module includes a portlet called "My Tasks." You can find all the information here.