Creating and setting up a project “Project Settings”
Basic settings (Title and Theme)
1. Click “Create Project” button in the top left corner of sidebar.
2. A project with default name “New Project” will appear there.
3. Hover over the created project and click on the appeared “Gear” icon ⚙️.
4. Project settings window will open.
5. In "Title" field, enter a title for your project.
6. Select the interface theme: "Light" or "Dark". This is a global display setting choosing which affects the interface of all platform.
Detailed color settings
Customize appearance of the board, columns, and cards.
1. Menu settings include drop-down lists to select colors of:
"Board"
"Column"
"Column header background"
"Column header text"
"Task card"
To apply a single style to all elements, put a checkmark in "Apply colors to everything" checkbox.
Setting up organizational structure (Teams and Groups)
1. Select project team: if you already have a team created, select the team from "Project team" drop-down list. If not, the default value will be "No team".
2. Access rights setup: set rights for each member's role. Put checkmark in "Update rights for existing tasks" checkbox to apply new rights to all tasks in project. If you don't do that, changes will only affect new tasks.
3. Linking project to a group: if you have a group created, select it from drop-down list. If not, the project will be without any group by default. To create group, click on “Create a group” link, and a new window will open with “Projects” page and a card for creating group. After that, return to project settings and select created group from the list.
A brief checklist of settings:
1. Rename project.
2. Select interface theme.
3. Set up color palette.
4. Select team.
5. Select or create group.
6. Set up access rights.
7. If necessary, put checkmark in "Update permissions for existing tasks".
8. Click "Save" button
Global Kanban Settings
"Settings" button is located at the bottom of sidebar of Kanban interface. It allows to personalize work with the board by controlling the behavior of cards and the display of information. To open settings: Find and click "Settings" button in the footer (bottom part) of sidebar. A window with two groups of options will open.
Description of available settings:
Open edit window after moving tasks. If this option is enabled, task editing window will automatically open every time you move the card between columns.
Show "completed" in incoming and outgoing messages. Enables the display of "completed" links in the incoming and outgoing links sections of card.
Open edit window when creating task in column. When creating a new card, a window for editing it will immediately open in column so you can immediately add a description, performer, and other information.
Ask me again before adding/deleting column. The system will request confirmation before adding new column or deleting an existing one. This prevents accidental changes to board structure.
Show username instead of username. If the option is enabled, then "Responsible" field and "Supervisor" field of the card will display user's full name instead of his login.
How to apply the changes: After selecting all necessary options, click on “Save” button