Managing projects

In this section, you will learn how to manage your projects:

• Creating a project
• Adding issues to a project
• Adding links for a project
• Deleting a project

Creating a projectCreating a project

You can create a project from scratch or based on an issue.

New projectNew project

To create a project:

1. Go to any page a project can be created from:

   • In the left-hand panel, select  Projects and click Create → Project.
   • In the list of portfolios and projects of the List tab, click Create project under the list.

2. Enter a name for the project. Try to make it short and clear to give a clue to the project.

3. On the About the project tab, add the information:

   • Project description: what are you working on and what goals you have.
   • Attachments: working materials of the project.
   • Checklist: List of milestones or goals of the project.
   • Status: Specify the current stage of the project.
   • Start date and End date.
   • Responsible, Clients, and Participants: Start typing the name or login of the employee and select a relevant option from the list.
   • Tags: Add or select the tags that would make it easier to find the project you need.

4. Add issues to the project. You can add issues from the project page or from the issue page, as well as by using bulk editing.

   The project is not linked to any issue queue: that is why you can add issues to it from any queue that you have access to. Access to project issues depends on the access settings of the queue that the issue belongs to.

   Note

   You can add no more than 2,000 issues to a project.

5. A new project is available to all the organization's employees by default. To restrict access to the project, in the top-right corner of the page, click the lock icon and select Members only. This will make the project available only to the users specified in the Author, Person in charge, Customers, Followers, and Participants fields.

Converting an issue to a projectConverting an issue to a project

The converted issue will be added to a project and the new project will show its parameters:

• Name, description, checklist.
• Start date and end date.
• Reporter, assignee, and followers.

Issue comments are converted to project comments and displayed in the About the project tab.

To create a project based on an issue:

1. Open the issue page. The issue should not belong to another project. To delete an issue from the project, clear the Project field in the right-hand panel.

2. In the top-right corner, select Actions → Convert to project, then click Convert.

Adding issues to a projectAdding issues to a project

An issue may belong to multiple projects. The issue has one main project and the others are considered additional. In additional projects, you can work with the issue just like in the main project: it will appear in the issue list and on the Gantt chart. In other parts of the Tracker interface (dashboards, queues, filtering page, etc.), the issue will still be listed only in its main project.

From the project pageFrom the project page

1. Go to the Issue list tab, then click Add issue.

2. To create a new issue:

   1. Select New issue.
   2. Select the name of the issue, select the queue, then click Enter. The project will become the issue's main project.

3. To add an existing issue:

   1. Select Existing issue.
   2. Start typing the issue's key or name, then pick the option you need from the list. If the issue has the main project, the current project will become an additional one for the issue. If the issue is not added to other projects, this project will become its main.

From the issue pageFrom the issue page

1. Open the issue page.

2. Click the Project field on the right-hand panel. If you do not see the Project field, add it by clicking Add parameters.

3. In the Main or Additional field, start typing the project name and pick the option you need from the list. Click Save.

Adding multiple issuesAdding multiple issues

1. Select the issues you need using filters.

2. Select the issues that you want to add to the project.

3. In the left-hand panel, click and select Add to project.

4. Start typing the project name and pick the option you need from the list that appears.

5. Wait for the issues to be processed.

Importing issuesImporting issues

1. Open your project page.

2. In the top-right corner, click Import issues.

3. Click  Add parameters and specify an issue selection criterion.

4. Click Import and wait until your issues are imported.

Adding links for a projectAdding links for a project

You can link a project to other projects or portfolios to group entities based on a common topic or set their hierarchy.

You can find a list of linked projects and portfolios on the About project tab under the project description.

Creating a linkCreating a link

To create a link to another project or portfolio:

1. Go to About project and click Add link.

2. Choose the appropriate link type:

   • Depends on: Start of work on the current project depends on the completion of another project or portfolio.
   • Blocks: Execution of this project blocks the start of work on another project or portfolio.

3. Choose the entity type for linking.

4. Choose an entity to create a link to:

   • New: To create a new entity. Choose the entity type for linking ( for a portfolio and for a project), enter a name, specify the deadline and click Create.
   • Existing: If a project or portfolio already exists. Specify the key and the name of the entity and select it from the list.

The link will appear in the list of linked projects and portfolios.

Changing the link typeChanging the link type

To change a project's link type:

1. Open your project page.
2. Go to About project.
3. In the Depends on or Blocks list under the project description, select the link whose type you want to change.
4. Next to the linked entity, click → Change link type and choose a new type.

Removing a linkRemoving a link

To remove a project's link:

1. Open your project page.
2. Go to About project.
3. In the Depends on or Blocks list under the project description, select the link you want to remove.
4. Next to the linked entity, click → Remove link.

Deleting a projectDeleting a project

To delete a project:

1. In the left-hand panel, select  Projects or follow the direct link and open the project page.

2. In the top-right corner of the page, click and select Delete project.