Project Hierarchies

In this guide we will cover: – What are project hierarchies? – How does the project hierarchy affect ticket functionality? What are Project hierarchies? Project hierarchies are used to determine if a project ticket is classed as a 'Project' or a 'Project task'. Projects are used to organise project tasks, with many project tasks belonging […]

Milestones

In this guide we will cover: – Milestones Tab – Options When Adding Milestones – Dependencies – Locked Tasks and Filtering by Milestone – Configuring a Column Profile for Milestones – Updating Milestones via Project Management General Settings – Link the Child to a Milestone When Creating a Child Ticket from a Project – Adding […]

To-Do Lists

The following video is by Renada Elegant Solutions, one of our onboarding partners. This video covers setting up to-do lists, attaching them to tickets manually and also attaching pre-configured to-do lists by matching a ticket rule and applying a ticket template with a to-do list attached. The other more complicated setup explained in this guide, […]

Planning and Forecasting

In this guide we will cover: – Planning Screen – Forecasting      – Automatic Estimate Forecasting (v2.214.1+) – Percentage Thresholds Admin Guides: Time Management Ticket Types Before starting the rest of this configuration, ensure the "Time Management" module is enabled in Configuration by hovering over this and clicking the "+" icon, then check the […]