Setup and Configuration Category Based Help Pages
On this page, we have listed down the articles that will help you to Setup and configure the product. Here’s the list of articles in the order of importance.
User Profile Settings
User/People Management
- How to Define Personas
- How to Set Project Access for Persona
- How to Add and Manage the Cost Definition
Calendar Settings
- How to Manage Your Organization Calendar
- How to Manage Your Project Calendar
- How to Manage Your Personal Calendar
Forms
- How to Configure Forms in the Project
- How to Configure Form Fields
- How to Configure Forms Section
- How to Define Traceability for Forms
- How to Configure Form Workflow
Execution Board Settings
- How to Configure Lanes in Execution Board
- How to Configure Columns in Execution Board
- How to Set WIP Limit for a Column
- How to Setup Default ToDos for Workitems
- How to Configure Your Fields on a Card using Card Designer
- How to Configure Card % Complete and Child % Complete
Menu Configuration
Access Control
- How to Configure Access Rights at Organization Level
- How to Configure Access Rights at Project Level
AI Configuration
- How to Configure AI Similarity Feature at Organization Level
- How to Configure AI-Powered Similar Workitems at Project Level
- How to Configure AI-Powered Auto-fill Fields
Process Governance
- How to Manage Master Lists in Process Governance
- How to Define Master Lists Relationships
- How to Manage Master Lists at Project Level