Jack Wallen walks you through the actions to create a new OpenProject project, add members to it and then set it as a template.
Image: Visual Generation/Adobe Stock Open source: Must-read coverage OpenProject is
an open-source job management platform that makes it pretty simple to manage jobs from the security of your own information center or your third-party cloud host. OpenProject can easily be released with the assistance of Docker, so you don’t need to worry about the complications of installing it manually.
When OpenProject is up and running, and you have the fundamental setups looked after, it’s time to develop your very first project. We’ll initially produce a new task, then we’ll add members and even set the job as a template, so you can more easily recreate it.
SEE: Hiring set: Task manager (TechRepublic Premium)
What you’ll require
The only things you’ll need to create a brand-new project is a running circumstances of OpenProject and an admin user with which you can visit. Now, let’s make it so.
How to produce a brand-new project
Prior to you create your brand-new task, I recommend you make certain to add the users that will require access, which I showed in the fundamental configurations tutorial linked above. When you’ve at least added a few of the users that will deal with the job, you can then click + Task on the OpenProject main page (Figure A).
Figure A
Figure A: The OpenProject main page
lists your existing jobs and allows you to easily produce new ones. In the resulting window(Figure B), offer the brand-new job a name and expand the Advanced
Settings
area. Figure B Figure B: Because this is our first project, we can’t utilize a template or create it as a subproject. In the Advanced area (Figure C), give the new job a description, and examine package if it’s to be a Public project.
Figure C
Figure C: Including a description for our new task. Considering that this is a new task, you probably won’t pick a Status or explain the status. It’s not until you actually begin dealing with the job that you should change the status, from the choices On Track,
At Threat and Off Track. How to include users to a job Click Conserve when ended up, and your job is prepared for users. From the left navigation (Figure D), click Members.
Figure D
Figure D: The Task sidebar provides you access to a number of
functions. On the resulting page (Figure E), click + Member at the top right.
Figure E
Figure E: The Member include page for your project. After clicking + Member, you’ll see a dropdown( Figure F), where you can pick the member to be included and then appoint a role to that member. Figure F Figure F: Adding a brand-new member to my job. Select the new user, give them a function as a Member, Viewer or Job Admin, and click Include. That new member will be sent out an e-mail with guidelines for logging in and setting their password. If you find that to be an issue, you can always go to the Administration dashboard, click Users & Permissions, choose the user and set a password for them. How to set a job as a template Now that you have your project set up and
members added, you can set the job
to be used as a template. This makes it simpler for you to recreate projects. To do this, navigate to the job you simply created using the Projects dropdown in the upper left corner of the window, and click Job Settings from the left navigation. In the resulting window, you should see the Set As Template button in the upper right corner(Figure G). Figure G Figure G: The Set As Template button for our new task. Click Set As Template, and you’re done. Now, the next time you go to develop a new project, you ought to see the design template noted in the Use Template dropdown, that makes it easier for you to quickly produce a brand-new project based upon the new template. Register for TechRepublic’s How To Make Tech Deal With YouTube for all the current tech guidance for organization pros from Jack Wallen.
Source
