Project Settings
You can configure your project settings and manage the projects in your team.
Project configuration
-
Navigate to
and click Project Configuration .
-
Choose a project from your team in Select Project .
-
Select Edit in the upper-right corner.
-
Modify the Prefix and Estimation Type of your project.
-
Click Update .
Custom status
You will have three status by default on your board:
To Do, In Progress, and
Done . Apart from these three predefined statuses, you can also add custom status to your board.
Why custom status?
You tend to add custom status on your board based on the work load in your project or your business requirement. These custom statuses are organized on your board and as and when the work progresses, you move it across the respective statuses.
This is how all the statuses look like from your settings
Add custom status
-
Navigate to
-
Click Add Status .
-
Enter the Status Name , select the Status Type , choose a color from the picker
.
-
Click Add .
Your new status will be added in your board.
It's mandatory to have at least one status in each type (Open, In progress, and Closed) in your project.
Reorder status
You can reorder the status on your board the way you prefer. The sequence number will be changed accordingly once you reorder the status.
-
Hover over the status that you want to reorder.
-
Click to drag and drop the status in the desired location.
Edit status
-
Click
in the bottom-left corner of the status.
-
Modify the Name and Type .
-
Click Update .
Delete status
-
Click
in the bottom-right corner of the status.
-
Move the pending work items to a new status without changing its status type and then click Delete .
- Select the status from the list and click Move .
While deleting, you can move the work items to a different status of the same type. (For example: If you are deleting the items from the status 'To do' which is in Open type, then you can move the items to a different status 'Items To-be-done' which will be in the same status 'To do' and type 'Open'.
Work in progress limit
Work in progress limits are the predefined set of values that you limit to a particular status on your board. Restricting a particular number of work items in a status helps the sprint team to keep up with the progress in an organized way. Check out how WIP works on your
board .
In Zoho Sprints, we offer four different work in progress types:
- No. of work items
- No. of work items including sub items
- No. of work items including assignees
- No. of work items including subitems and assignees
Available Plan:
Professional
Accessible To:
Admin and Manager
Choose WIP Type
- Navigate to
- Select Custom Status in Project Settings .
- Choose the WIP Type .
- Create a new status and define the maximum and minimum limit.
- Click Add .
Update WIP Type
- Navigate to
- Select Custom Status in Project Settings .
- Update the WIP Type .
- Click Yes, update in the alert pop-up.
Custom item type
Creating a custom item type helps you manage your project activities effectively by differentiating and categorizing the requirements.
For example, you may wish to add terms for items you're working on. In this case, you may require more item types to distinguish your work types clearly. If you're looking to create custom item types, we provide the ability to customize item types according to your preferences.
Business scenario 1
Mark runs a banking sector and uses Zoho Sprints to manage all his project activities. His team added the following four stories for the month:
Story 1: Gather the RD forms and submit to Reserve bank for approval.
Story 2: Open 50 life insurance policies this month.
Story 3: Process the checks for this week and credit them to the appropriate accounts.
Story 4: Validate the loans and process them by Jan 2018.
Instead of having separate tasks for every story, the team can create custom item types and group the relevant items under one 'Item Type'. This helps them to filter the items by group in the future. Here's how they create custom item types in the project.
Custom Work Item Types
- RD forms
- FD forms
- Life insurance applicant list
- Check details
- Car loans
- Home loans
- Education loans
Business scenario 2
Jenny runs a software sector and uses Zoho Sprints to manage her client requirements. Using custom item type, she can manage every process of her team effectively by segregating the items in the respective item types.
Client Requirements
Story 1: Create a personal detail form to store the customer details in the database.
Story 2: Design a support icon inside the form and redirect it to the client support desk.
Story 3: Design a good illustration explaining the process of server review.
Story 4: Design the like and dislike buttons in every customer portal and evaluate the data accordingly.
Story 5: Develop net and mobile banking option in payment section.
Every story listed above has two or three different types of work that need to be accomplished to complete the story. Instead of having a single story with different elements, Jenny can create custom item type to differentiate the type of work.
Custom Work Item Types
- Development Story
- User Interface Story
- Server Story
- Content Story
- Testing Story
- Client Review Story
Add custom item type
- Navigate to
- Click Custom Item Type from the left panel in Project Settings .
- Select + Item Type in the upper-right corner.
- Enter the Name and Description .
- Select the Icon and Item Type (Story, task, or bug).
- Click Create .
Edit custom item type
- Navigate to
- Choose Custom Item Type from the left panel in Project Settings .
- Hover over the item type that you want to edit.
- Click
- Modify the details.
- Click Update .
Reorder custom item type
- Navigate to
- Choose Custom Item Type from the left panel in Project Settings .
- Drag and drop the item types to the desired position. Alternatively, enter the sequence number to change the order.
- Click Save Order .
Delete custom item type
- Navigate to
- Choose Custom Item Type from the left panel in Project Settings .
- Hover over the item type that you want to delete.
- Click
- Click Yes, move and delete .
- You cannot edit or delete the default item types.
- You can't edit default work item types.
- You can't edit the type of the custom work item type once it's added.
Custom priority
Prioritization plays a major role when it comes to Agile project management. Only after prioritizing the business requirements does the work truly begin. Working around the default three priorities, High, Medium, and Low, tends to be less specific and is confined to small scale business requirements.
Add custom priority
- Navigate to
- Click Custom Priority from the left panel in Project Settings .
- Select + Priority in the upper-right corner.
- Enter the Name and Description .
- Choose the color.
- Click Create .
Edit custom priority
- Navigate to
- Click Custom Priority from the left panel in Project Settings .
- Hover over the priority you wish to edit.
- Click
- Modify the details.
- Click Update .
Reorder custom priority
- Navigate to
- Click Custom Priority from the left panel in Project Settings .
- Hover over the priority you wish to edit.
- Drag and drop the priorities to the desired position. Alternatively, enter the sequence number to change the order.
- Click Save Order .
Delete custom priority
- Navigate to
- Click Custom Priority from the left panel in Project Settings .
- Hover over the priority you wish to delete.
- Click
- Click Yes, move and delete .
If you want to delete a priority, you must have a minimum of four priorities in your project.
Settings Search
You can search for a particular setting by clicking
beside Setup and typing out the name of the setting.
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