# Project Management ## Overview The **Project Management** feature in **Servoy Cloud** is a tool for managing and tracking project development through tasks, represented as tickets. It offers real-time notifications and configurable settings, allowing teams to adapt the system to their specific needs. Users can create and manage tickets, set priorities, and monitor progress in a structured, efficient way. {% hint style="info" %} It can be accessed by logging into Cloud Control Center and using the "Project Management" items from the main menu. {% endhint %} ## Tickets ### Ticket Attributes Throughout the Project Management views, tickets display essential details and quick-action tools, though some options vary depending on the view. Main key features: * **Move Icon**: Visible only in list view, this icon allows users to drag and reorder tickets for sorting and grouping within the backlog or sprint. * **Ticket Key**: Unique identifier for each ticket, usually prefixed by the project key. * **Title**: Brief, descriptive title summarizing the ticket's content. * **Ticket Type**: Classifies the ticket as a **Bug**, **Feature**, or **Task.** Can be shown as either text or a corresponding badge, making it easy to identify the type at a glance. * **Bug**: A ticket for an error or malfunction in the application, that needs to be fixed. * **Feature**: A request for new functionality or an improvement to existing features. * **Task**: A general work item or activity that supports project development but isn’t a bug or feature.

* **Status**: Current stage of the ticket, with color-coded indicators based on status. Available statuses: * **Open** * **In Progress** * **Technical Review** * **Done** * **Blocked** *(optional, disabled by default and configurable in project management settings)* * **Functional Review** *(optional, disabled by default and configurable in project management settings)* * **Story Points**: Effort estimation shown as a numerical value, with values like **0, 1, 2, 3, 5, 8, 13, 20, 40,** and **100**. * **Priority**: Indicates the urgency level of the ticket, with levels from **Lowest** to **Highest**.

* **Assignee**: Shows the user currently responsible for the ticket. * **Tags**: Displays any assigned tags, useful for filtering and categorizing tickets. * **Context Menu**: Accessible only in list views, the context menu offers quick actions, such as: * **Assign to Me**: Instantly assigns the ticket to the current user. * **Move Ticket**: Enables moving the ticket to another sprint or section as needed.

### **Create Ticket** To create a new ticket, follow these steps: 1. **Click on the "Create Ticket" button**: This will navigate you to the **Create Ticket** screen, where you can input all necessary details 2. **Fill in the Ticket Details**: * **Title**: Enter a brief, descriptive title for the ticket. * **Assignee**: *Optional.* Select a user from the list of users within the namespace to assign the ticket to. * **Reporter**: Select a user from the namespace who is reporting the ticket (usually yourself or another team member). * **Status:** Choose the appropriate status from the ones available. * Note: The initial status value upon creation is **"Open"** * **Issue Type**: Choose the appropriate issue type from Bug, Feature, or Task. * Note: For convenience, the ticket creation form will default to the last issue type used, streamlining the process for future tickets. * **Priority**: Select the priority of the ticket (Lowest, Low, Medium, High, or Highest). * **Story Points**: Choose the story points value (0, 1, 2, 3, 5, 8, 13, 20, 40, or 100) to indicate the effort estimation for the ticket. * **Tags**: Add any relevant tags to help categorize the ticket. You can enter custom tags or select from existing ones. * **Sprint**: Choose a sprint for the ticket to be assigned to. If no sprint is selected, the ticket will remain in the backlog. * **Description**: Provide a detailed description of the ticket’s requirements, problem, or feature to be implemented. 3. **Save the Ticket**: * **Save**: Click the **Save** button to save the ticket and return to the Tickets view. * **Save and New**: If you want to create another ticket, click **Save and New** to save the current ticket and open a fresh ticket form.

You can create a new ticket from the following screens in the Project Management System by using the **Create Ticket** button: 1. **Tickets Screen** * **How to Access**: Navigate to the [**Tickets**](https://docs.servoy.com/reference/servoy-cloud/cloud-control-center/project-management/tickets) section from the main menu. * **Where to Find the Button**: On the **Tickets** screen, the **Create Ticket** button is located at the top-right corner of the page

2. **Backlog Screen** * **How to Access**: Go to the [**Backlog**](https://docs.servoy.com/reference/servoy-cloud/cloud-control-center/project-management/backlog) section from the main menu. * **Where to Find the Button**: On the **Backlog** screen, the **Create Ticket** button is located in the top-right corner of the **Backlog Tab**

### View Ticket To view detailed information about a ticket, click on any ticket from the Project Management screens. This will take you to the **Ticket Details** page where you can see all the ticket’s information. In the **Ticket Details** screen you can do the following: * **Edit Ticket:** You can navigate to the **Edit Ticket** screen to modify ticket details * **Assign to me**: You can assign the ticket to yourself * **Manage Attachments**: You can add or remove attachments from a ticket * **Manage Comments**: Add or view comments related to the ticket, providing additional information or feedback * **View Commits**: View commits that included the ticket key to track code changes related to the ticket * **View Update History**: Displays a chronological log of changes made to the ticket, including status changes and other updates.

### Edit Ticket To edit a ticket: 1. Navigate to the **Ticket Details** screen 2. Click the **"Edit task"** button to navigate to the **Edit Ticket Details** screen. 3. Modify desired information 4. Save changes {% hint style="info" %} Ticket changes are logged and can be tracked in the **History** tab of the **Ticket Details** screen {% endhint %}

Edit Ticket button from Ticket Details Screen

### Add attachment {% hint style="info" %} Inline images are also supported in description and comments. For larger files, it is recommended to add them as attachments. {% endhint %} To add attachments to a ticket: 1. Navigate to the **Ticket Details** screen, by clicking on any ticket in the Project Management screens 2. Click the **Upload Attachment** button from the menu on the right. * Alternatively, click the **+** button in the **Attachments** side panel on the right side of the same view. 3. Choose and upload selected file(s) 4. Done {% hint style="info" %} **Note**: If duplicate attachments are detected, they will be renamed with "\_copy" appended to the end of the file name. {% endhint %}

Upload attachment from "Attachments" side panel in Ticket Details screen

Upload attachment from top of main side panel in Ticket Details screen

### Remove attachment To remove an attachment from a ticket: * Navigate to **Ticket Details** view * Locate the **Attachments** side panel * Click the **Delete** icon next to the attachment you want to remove * Confirm and proceed with deleting

Remove attachment from Ticket in Ticket Details screen

### Manage Tags Tags are labels used to categorize and group related tickets, making it easier to organize and search for specific tasks.

Tag field in Create or Edit Ticket screens

**Where Tags Are Visible** Tags are displayed across various views where tickets appear, including: * **Tickets** view: Tags are shown on the ticket list item * **Active Sprints** view: Tags are visible on the ticket tile * **Backlog**: Tags can be seen on tickets in any of the list items * **Ticket Details**: Tags are displayed in both the **View Ticket** and **Edit Ticket** screens, where they can be added or removed **Add or create a tag** You can add or create tags in the following ways: 1. **During Ticket Creation**: While creating a new ticket, you can add tags by typing the desired tag and pressing **ENTER** or selecting from existing tags. 2. **When Editing a Ticket**: In the **Edit Ticket** view, you can add new tags by typing them and pressing **ENTER**, or select from existing tags. **Remove a tag** To remove a tag from a ticket, navigate to the **Edit Ticket** view: 1. **Find the tag** you wish to remove. 2. **Click the delete (x)** icon next to the tag to remove it. Alternatively, you can select the tag from the dropdown list and it will be removed from the ticket. ### Move Ticket To move a ticket between Sprints or back into the Backlog, you have two options: * **Using the Context Menu**: * Open the context menu on any ticket in the Tickets or Backlog screens. * Select the *Move To* option. * Choose either *Backlog* or the sprint where you want to place the ticket.

* **Drag and Drop**: * Ensure *Group by Sprint* is enabled by selecting it from the three-dot menu in the Sprint column header. * Click the *move icon* on the ticket, then drag it to a different group or sprint. * *Note*: Use the *SHIFT* key to select and move multiple tickets at once.

### Assign Ticket To assign a ticket to yourself or another user: * **Assign Ticket to Self**: * From the **context menu** on any ticket in the **Tickets** or **Backlog** screens, select *Assign to me*. * Alternatively, navigate to the **Ticket Details** view and select ***Assign to me*** in the side panel. * Or, go to the **Edit Ticket** screen and set yourself as the assignee in the *Assigned To* field, then save your changes. * **Assign Ticket to Another User**: * Navigate to the **Edit Ticket** screen. * Update the *Assigned To* field to the desired user. * Save changes to confirm the assignment. ## Project Management Settings ### Project settings details {% hint style="warning" %} Note: Only users with the "Namespace Administrator" role can configure Project Management Settings. {% endhint %} The following project settings can be configured to customize your project management experience: * **Project Name**: A short, descriptive name that helps identify the project. * **Project Key**: A prefix for ticket IDs, up to 5 characters (e.g., SAN-1, SAN-2). If not specified, the system uses the first three characters of the namespace name. * **Enable Functional Review Column**: Adds the “Functional Review” status and corresponding column in the "Active Sprints" view. Note: Once tickets use this status, it cannot be disabled. * **Enable Blocked Column**: Adds the “Blocked” status and column in the "Active Sprints" view. Like the Functional Review column, this setting cannot be disabled if tickets have used this status. * **Hide Closed Tickets**: Option to hide completed tickets from the "Tickets" list overview, keeping the view focused on active tasks. ### **How to configure settings** To configure project management settings: 1. In Cloud Control Center, navigate to **Namespace Settings** using the main menu 2. Click on **Settings**. 3. Select the **Project Management** tab. 4. Adjust the settings as needed. 5. Click **Save** to apply the changes.