Transcript:

In OneDesk you can see a list of your projects right here in the ‘projects’ application icon on the sidebar. Here you can create and manage projects, arrange them into portfolios and do things like that.

For example, I can just drag and drop this project into this portfolio and it’s been moved. I can view the details of a project by clicking on project details or by double-clicking on the ID in the grid. If I have enough room, I can also dock the detail panel on the side. On the detail panel, you can see all the properties of this project and you can modify them and have conversations on them.

Now you can also configure how projects work in OneDesk. Here’s how you do that. You go to the administration panel and under ‘applications’ select ‘project’. This administration page will allow you to configure everything to do with projects.

First of all, you can create multiple types of projects. To do that, you can show hidden types. You can turn on different types and you can manage their statuses, change their icons, and just set the default status. It’s really only worth creating multiple types of projects if you have projects that go through different life cycles. For example, here’s a set of statuses that this default project type can go through, but if you don’t have the same set of statuses for another kind of project type (such as a release or a sprint or something like that), then you can create a different type. Make sure to associate a different icon with it and perhaps even change its color so you can easily tell them apart.

You can add custom fields to projects as well. Here’s where you can do that. You can show any hidden custom fields. We have a couple of defaults here that you can take a look at. You can also create your own. Click ‘create custom field’, give it a name, and choose what type of custom fields you’d like it to be. A text, a number, a date, a cost, or a choice. I’m going to do choice next.

Decide what you want it to appear on. By default, it’ll appear on projects because we’re creating it there and this is probably what you want to do. In this case, you also need to decide on which projects should it appear. In this case, all projects is the only option. If not, you would just have one value on one project and it would not require a custom field for that.

You want to make this feel visible, at least when you start off. Now you can enter your options and choose to set a default. When you are done click ‘create’ and the custom field appears in your list. It will also appear on the properties of your project. Let me show you. Let’s go back to the projects here and open the detail panel of our selected project. You can see my custom field is here and inside I have choice1 and choice2.

Let’s go back to configuring projects again. On the project detail panel, I can in fact hide or show various different properties. Depending on what I use, I may want to clean up the project detail panel. For example, maybe I don’t want project descriptions. Maybe I’d like to get rid of the health indicators by turning those off. I’ve updated and cleaned up my detail panel a little bit. I’ll show you how that looks. We’ll go back to projects and you’ll see that my health indicators have been removed. I still have one left: the work health. If I want to get rid of that too, back to administration, uncheck work health, go back to projects. It’s updated and as you can see, my panel is now cleaner.

You can use this to clean up your project detailed panel by removing the options that you’re not using.

Let us know if you have any questions. Thanks.