Creating a Custom Project Template in Orufy Projects
Step 1: Create a Custom Project
- Select "Create Your Own" Template:
- Start by creating a new project in Orufy Projects.
- From the template library, select the Create Your Own option.
- Click Create Project to start building your custom project.
Step 2: Set Up Your Project
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Create Issues:
- In your new custom project, start by creating issues that represent tasks, bugs, or any work items relevant to your team.
- Assign these issues to team members and save them to begin tracking their progress.
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Track Task Progress:
- Use your project board to visually track the progress of each task, moving them through different stages as work progresses.
Step 3: Manage Your Project
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Edit Project Settings:
- Click on the three dots (
...
) in the top-right corner of your project dashboard to access management options.
- Click on the three dots (
-
Project Management Options:
- Project Details: Update your project's name, description, and other basic information.
- Manage Status: Customize the statuses in your workflow to match your team's process.
- Custom Fields: Add custom fields to capture specific data for each issue.
- Custom Issue Type: Define custom issue types that suit your project's needs, such as "Bug," "Task," or "Feature."
- Project Access: Control who can access and edit your project.
- Duplicate: Create a duplicate of your project, including all issues and settings.
- Delete: Remove the project if it's no longer needed.