Set general project settings
From general settings , you can access all the options that have to do with the general settings of your project: name, status, start and end date, privacy , etc. Follow these steps:
Go to Projects.
Go into the project in which you want to set the settings.
Click on "Settings", and select the "General" option.
Modify the fields as needed:
Name, color, icon: use these fields to choose them.
Description: add it, if you need it.
Status: indicate the status of the project: In progress, Completed, Cancelled, Waiting, Budgeted.
Start date and end date: indicates the start and end dates of the project.
Key: Enter a prefix that serves as a reference in the tasks associated with the project. This will be added to the title of each of the tasks.
Assign project to a contact: Assigning a contact is required if you want to invoice the project in question.
Tags: add tags so you can quickly filter and find your projects.
Template: indicate the type of template used in the project.
Privacy: set if this is a public or private project.
Notifications: indicate if you want to send notifications to the emails of employees or members who are added or named in the tasks of your projects.
Time Log Review: indicate whether you want to automatically accept time logs entered for this project.
Task Reference: indicate if you want to hide task references.
Tasks: check this option if you want tasks for this project to only be able to be created via forms.
When you're done editing, hit "Save".
Members and roles by project
From configuration > members, you can add the team members who participate in a specific project, as well as the roles they fulfill.
📖 You can define the costs and rate billable per hour for each of your team members, from settings for billing and quotes.
A. Add members to the project
Access "Projects" from the toolbar.
Go into the project in which you want to set the settings.
Click on "Settings", and select the "Members" option.
Click "Add Members".
In the popup window, select the available users you want to add to the project. You can use the search bar to more quickly find those users that you want to add to the project.
Press "Invite".
B. Assign roles to members in the project
Access "Projects" from the toolbar.
Go into the project in which you want to set the settings.
Click on "Settings", and select the "Members" option.
Go to the "Role" column.
Get in line with the member you want to set the role for.
Choose the corresponding role from the dropdown menu:
Administrator: Has full access to the configuration options and can manage the users included in the project.
Manager: Can accept and reject hourly registrations.
Member: Can create, edit, and collaborate on the basics of the project.
Owner: Automatically assigned to the user who creates the project.
Confirm the action.
☝🏼 To remove a user from the project, simply click Remove to the right of it and confirm the action.
Configuring project columns
In this section you will be able to set which task statuses can be used in the columns of the sprint and kanban type boards:
📖 Remember that you can manage and create new statuses for your tasks from the general project settings in Holded.
Go to Projects.
Enter the project where you want to set the configuration.
Go to “Settings”, and select one of the following options, depending on the type of project: “Sprint columns” or “Kanban columns”.
☝🏼 Only available for projects with Kanban and Backlog boards (sprint, kanban, bug tracking projects).
Follow the instructions below, depending on the desired action:
A. Add new tasks
If you want to add new columns or lists, just scroll to the right of the screen and click on “New list”.
Then enter the name of the list, and click the “Add list” button.
Once added, you will need to add the status to which the tasks that are moved to this new list will move in order for it to be visible.
B. Modify the order of the columns
This action allows you to modify the order of the phases into which your workflow or task management process is divided:
Click on the icon with three vertical lines, to the left of the column in question.
Drag it to the place where you want to move it.
C. Define the status for each column
This action allows you to define the status that each of the tasks will go to when they are transferred to another column or phase of the process.
Go to the corresponding column or list.
Click “+ Add status” to select the status you want the tasks moved to this column to move to.
When a task status is already assigned to a particular column, it cannot be assigned to another one. For this reason, you may sometimes need to delete statuses in order to associate them to different columns. To delete statuses, simply click on the delete icon to their right.
D. Delete list
To delete columns, go to the three dots to their right (...) and select “Delete list”.
