- Create a project1. Open Manage > Records and choose Project. !The list of record types in Manage, Records, with Project outlined 2. Press Add project. !The Add project button outlined at the top of the Projects list 3. Fill in: !The New project form with Code, Name and Project owner filled in and outlined - Code: short, and what people say, for example ONB. - Name - Project owner - State: Planned, Active, Paused or Closed. - Starts and Due: optional. Choose each date from the calendar. - Brief: optional. Type [[ to point at a record, @ to name somebody. 4. Press Add project.
- Change a ticket's detailsThe board moves a ticket between columns. To change anything else after triage, such as the assignee or the due date, change it from the ticket itself, or from Manage.
Projects ยท 2 tasks