Boards können für so ziemlich alles genutzt werden, was man in einem Projekt erfassen möchte: Verwaltung von Aufgaben, Entwicklung neuer Funktionen, Priorisierung von Fehlern, Überwachung von Risiken, Planung von Sprints oder Releases, Verbreitung von Ideen, und noch Vielem mehr.
Die flexiblen Board-Ansichten können frei konfiguriert werden. Es ist sehr einfach loszulegen und damit zu arbeiten.
Es können beliebig viele Boards in OpenProject angelegt werden, mit so vielen Listen und so vielen Karten darauf wie benötigt. In den Boards kann dann gemeinsam mit dem Team gearbeitet werden. Sie können z.B. Arbeitsabläufe unterstützen, z.B. für einfache Status Updates, oder für die Priorisierung und Visualisierung von Aufgaben. Es können neue Karten erstellt werden oder bestehende Arbeitspakete aus einem Projekt oder Unterprojekt hinzugefügt werden.
Die Listen und Karten ermöglichen es auf eine einfache und intuitive Weise informiert zu bleiben und stets das Wesentliche im Blick zu haben. Listen können z.B. Arbeitsabläufe visualisieren, eine Version darstellen, einen Benutzer oder auch eine beliebig andere Gruppierung aufweisen. Jede Karte visualisert ein Arbeitspaket im Projekt. Karten können per Drag and Drop priorisiert und in eine andere Liste verschoben werden.
Auf einen Blick sehen was wichtig ist und was als nächstes getan werden muss. Einfach den Status und die nächsten Schritte in einem Projekt erfassen.
Mehr Details können zu einer Karten hinzugefügt werden, wie z.B. Beschreibung, Priorität, Anhänge, Kommentare oder auch Zeitbuchungen.
Mit einem benutzerdefinierten Design und Ihrem eigenen Logo können Sie OpenProject an Ihre Firmen Corporate Identity anpassen. Sie können z.B. Farben für den Header, die Navigation, das Menü, Links und Buttons definieren und ein eigenes Logo und Favicon hochladen.
Auch das eigene Farbschema ist responsive und wird nicht nur auf Desktop sondern auch auf mobilen Geräten wie Tablets oder Smartphones angezeigt.
In der Administration können Sie ganz einfach das Farbschema anpassen, ein Logo und Favicon hochladen und ein Touch Icon für Tablets und Smartphones definieren.
Die verschiedenen Optionen für die Anpassung der Benutzeroberfläche bieteten größtmögliche Flexibilität ohne Programmierkenntnisse. Einfach und schnell können Sie die Oberfläche anpassen und auch bei Bedarf zurücksetzen.
Mit OpenProject Single Sign-On brauchen Sie sich keinen weiteren Benutzernamen oder Passwort zu merken. Und Sie sparen Zeit, weil Sie Login-Informationen nicht erneut eingeben müssen. OpenProject unterstützt die gängigen Authentifizierungsprovider, wie CAS, SAML, OpenID Connect und Kerberos.
Highlight entire work package rows based on the selected status or chosen priority.
See right away which tasks require your attention.
Highlight the status and priority using custom colors.
The finish date is highlighted automatically: Overdue dates are shown in red, tasks which are due on the current day are shown in orange.
Intelligent workflows support you to easily update several work package attributes at once with a single click on a button. When a user clicks the button, the actions are triggered and e.g. the status, assignee and progress are updated at once.
Use custom actions to standardize your workflow, avoid errors and reduce workload.
Create your own custom actions and define when and for whom they are displayed. Choose from a variety of different actions (e.g. change assignee, status, priority, start / finish date, ...) to adjust the custom action to your specific use case.
Want to quickly find work package attachments based on their content? This is possible now thanks to the full text search. You can either search by the content of an attachment or by its file name. Simply go to the work package page and apply the attachment filters to see the work packages with those attachments.
Search the most frequently used files (e.g. text files, PDF documents, Excel documents, Word documents, LibreOffice files, ...).
Aside from full-text search, you can search work packages based on their file name.
Rapidly find documents by their name.
Work package attributes are combined into separate groups (e.g. Details, People, Estimates & Time). Depending on the use case the default groups and attributes may not always be the best fit. Use work package forms to customize the attributes shown for each type.
By default, the same attributes are shown for all work package types, such as Phases, Milestones, Tasks or Bugs. Often, this is not what you want. The start and due date may be relevant for Phases and Milestones but quite possibly not for Bugs.
As an administrator you can customize the types and define which attributes (including custom fields) are shown for which types. As a user of the Enterprise Edition you can also define attribute groups to further customize work package types.
Attribute groups work as headings and containers for attributes that fit together logically. By creating your own attribute groups you can directly communicate what certain attributes are about.
By creating an attribute group Customers for example, you communicate to your team members that attributes in this group concern your clients. Remove attributes that are unimportant and freely define the order in which attributes are displayed.
Once you adjust a work package type (such as type Task) the defined attributes and attribute groups are shown for all work packages of this type.
By setting descriptive attribute group names, project members see right away which values to set.
You can even customize work package types to show very few attributes or show only custom field attributes.
With this option, you can hide all non-essential information and communicate effectively with your team.
As a user of the Enterprise Edition, you can create multi-select custom fields for work packages (either of type List or of type User). Other criteria, such as required status, filter or searchable remain unchanged.
On the work package which uses the custom field, simply assign one or multiple values to the work package. The multi-select option allows you to select several options at once.
To enable multi-select, simply choose the multi-select button when creating a custom field.
Let's take a look at an example:
If a company develops products for multiple customers and creates a work package custom field Customers to track which customers are interested in a product, it makes sense to be able to choose multiple values for the Customers custom field.
The same applies for filtering work packages: You can filter for individual values as well as for multiple values.
In the example, this allows you to display all requirements that two of your customers have.
With the Enterprise Edition you can add relation columns directly to the work package list.
This gives you an overview of the relations for all displayed work packages.
The column will display a number of work packages that have a certain relation to the work package. By clicking on the number you can expand the list and see the work packages that have the specified type of relation with the work package.
Simply open the work package column modal and select the relation you want to display in the work package list.
You can either display the type of relation (e.g. blocked by, follows) or the type of work package that is related (e.g. Task, Milestone, Phase).
Use Case 1: Feature development
When you develop new features and test those features prior to a release you may find some critical bugs. In order to prevent buggy features from being released, you can create a blocked relationship from the bugs to the feature.
This prevents the feature from being closed without the bugs being closed first.
To get an overview of the features and the bugs that block the release of those features, simply filter for the features and add a Blocked by column to the work package list.
You now have a compact overview of the features and the bugs blocking the release of those features. To see which bugs are blocking a specific feature, simply click on the number shown for the feature in the Blocked by column. This expands the list of bugs.
Use Case 2: Release management
When you plan new releases, it is important to see which work packages are required for the releases. Showing this information is easy.
Simply create an includes relationship between the work packages in the release and the release itself. From the work package page you can then easily see which work packages belong to a release and how many have been completed.
Especially when you have many custom fields it is sometimes unclear what certain attributes entail and what information users should enter.
Create and manage help texts for attributes in the work package forms. Choose the fields which need additional explanation. Within the help texts you can specify exactly what is meant and what the user needs to do.
This is very helpful for complex projects with several specific work package forms and multiple custom fields. Especially new users become familiar much quicker with the work package forms. Furthermore, you reduce the number of mistaken or wrong entries.
As a user of the Enterprise Edition, you can specify attribute help texts in the administration.
You can select any work package attribute (including custom fields) and specify the description which is shown to project members.
Use the wiki syntax to format the help text, for example to enter headlines or lists. You can also enter links, for example to additional documents or company guidelines.
On the work package page a questions mark - shown next to attributes - indicates that a help text exists for an attribute. Project members can simply click on the question mark to show the description for the attribute (defined in the administration).
As an admin you can edit attribute text field descriptions on the spot, e.g. to make adjustments or correct errors in the description.
