Guide

General

• 🏠 Home
• 🔔 Notifications
• 👁 Watching projects/tasks
• 🔎 Search
• Custom views
• Share views

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Project Portfolio

• What is the project portfolio?
• Show project portfolio
• View of the project portfolio
• List view in the project portfolio
• Tasks from all projects
• Project Portfolio Analysis

Project

• What is a project?
• Display project
• Creating a project and entering master data
• Create a Template
• Renaming fields
• Change selection fields

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✅ Tasks

• What is a task?
• Create folders (columns in the Board view)
• Task cards in the board view
• Create a task
• Milestones
• Display task

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🏷 Labels and Flavors

• Labels
• 🌈 Flavors
• Flavors of type "Formula" (calculated fields)

📅 Timeline

• What is the Timeline?
• Dependencies
• Filter, sorting and grouping
• Edit tasks in the timeline view
• Utilization, effort and costs
• Workload: Edit your team's capacity

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Status

• What's the status of a project?
• Add Status Widgets
• Status reports

Feedback

• What is feedback?
• Display feedback
• Submit feedback

📎 Files / Attachments

• Managing files in the project

My Tasks

• What is "My tasks"?
• Show my tasks
• Create your own task
• Attachments

Portfolio Timeline

• What is the Portfolio Timeline?
• General
• Manage projects in the portfolio timeline
• Operating the Portfolio Timeline
• Key combinations in the timeline

📊 Reporting

• Excel Reporting
• Project Overview
• Portfolio Analysis

Mobile View

• Navigation in the Mobile App
• Search (mobile)
• Save
• Filter, group, sort
• Change folder

🔗 Integrations

• Connect with Jira Cloud (Atlassian)
• Microsoft Teams Integration
• d.velop Integration