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Projects

Purpose. A project is the main unit of work in Assist: it has a client, a product, a team, releases, and tasks. The page shows all available projects and lets you create a new one.

Who sees it. Roles with permission for the “Projects” page. Only roles with the create permission can create projects.

How to open. Menu Work → Projects.

Project list​

Project list

  1. Folders. Projects are arranged into folders on the left. Click a folder to see its projects. Ungrouped shows projects outside folders. New folder creates a folder, and the “…” menu next to it lets you create a subfolder, rename, or delete it. A non-empty folder cannot be deleted.
  2. Search projects: name, client, product.
  3. Project type. Keeps projects of one type. The set of types is defined by the administrator in the field constructor.
  4. Hide final stages is on by default. Turn it off to see projects at the final stage.
  5. New project opens the creation form.
  6. Manage tags. The directory of project tags: create a tag, choose a color, delete. Deletion removes the tag from all projects.

The table shows the number, name, client and product, folder, project type and stage, tags. Above the table there is also a stage filter. Click the name to open the project.

How to move a project into a folder​

  1. Drag the project by the dotted icon onto the folder.
  2. For several projects, tick them with the checkboxes on the left and choose a folder in the panel that appears.

Moving affects neither sorting nor access rights.

How to create a project​

New project form

  1. Click New project on the list page or on the “My work” page. If you are in a folder, the project is created in it.
  2. Client and Product (required): type a name or choose an existing one.
  3. Name (required): how the project is shown in lists.
  4. Task prefix: a short code up to 10 characters (Latin letters, digits, hyphen). It is placed before each task number, for example RGM-12. The prefix is unique: the cabinet will not save a taken one.
  5. Project type: a directory value.
  6. Release type (workflow): KANBAN, SCRUM, SUPPORT, and others. Mark at least one.
  7. Task types in new releases: which types can be added to the project's releases. They are copied into each new release.
  8. Initial team: the owner is always on the team. Add member adds people, and you can label a role, for example “Project manager”.
  9. Click Create project.

Result. The project is created and opened on the “Scope” tab.

The full process with checks: “Creating a project”.

What next​

Check the “Overview” tab, assemble the team on the “Settings” tab, and create a release.

Frequently asked questions​

There is no “New project” button. The role has no permission to create projects.

The prefix is not saved. It is already taken or contains invalid characters.

I do not see the project. Turn off “Hide final stages”; check that you are on the project team if the role is limited to related projects.

See also​