Chapter 6 – Creating Your First Project with GitScrum

GitScrum offers a complete range of features and settings to handle all the potential your imagination can reach for a project. As there is a world of opportunities for you to explore and create in the market, we know you need a tool that’s efficient enough to perform as well as your mind does, and flexible for you to express all your ideas, at the same time you lead people and manage indicators.

Here you will learn how to create and manage your Workspace and projects on GitScrum, create public and private projects and set them according to your needs. Settings can be updated later, too, as long as your demands evolve.

Create your first GitScrum Workspace

A Workspace in GitScrum is like a major directory, a “room” or a “folder” where your projects will be located. You can create more than one workspace – the number of workspaces you can create is determined by your GitScrum plan. A company might choose to create a different workspace for each one of its important clients,  its department, or working units, for instance. You can organize Workspaces according to your criteria, and create projects inside them.

Unlike projects that may be visible or not to everyone, all Workspaces are private.

Each Workspace can have a different visual identity and logo, as you have learned on Chapter 3.

How to Create A Workspace on GitScrum:
  1. On the top bar, click the GitScrum dropdown menu.
  2. Click “Create a new Workspace”.
  3. Fill in the required data, choosing the name for your Workspace.
  4. Go to Workspace Settings to change your Workspace details.

 

Create your first Project with GitScrum

How to Create a Project on GitScrum:
  1. Open your Workspace.
  2. Click the (+) icon on the top bar.
  3. On the dropdown “Create” menu under (+), select “Project”.
  4. On the “Create new project” screen, select the type of project you need to create, and type a name for your project.
  5. Click “Create new project”.
Create New Project

Create New Project

Types of Projects on GitScrum

When you create a project, you can choose among 6 different project types on GitScrum, according to your needs:

  • Full (All available features): it’s the most usual project, suitable for most companies and entrepreneurs who want to establish goals, track team performance, hold tasks accountable and use all that GitScrum can offer to obtain excellent results with their projects in many working areas;
  • Minimum (Only board planning): for individuals and small businesses willing to manage basic projects with elementary features, like managing tasks of the team, their schedule, and collaboration;
  • Scrum (Power agile toolset): for Scrum teams who want to apply the Agile methodology to the letter;
  • Knowledge Base (Project based): indicated for academic projects, researches, and projects involving intellectual production;
  • Task Tracking (Stay focused): for managers and teams who need to measure tasks, focus specifically on task estimates for projects and budgets to implement a production line or new work methodology;
  • Gamification (fun interactions): for managers willing to implement gamification with their teams, besides taking advantage of other GitScrum productivity features.
Project Examples

Project Examples

 

Set Your Project Workflow template

When you create a project, you will need to set a “Workflow template” to manage your tasks. You can use an available workflow template, or create your own. This will be used to customize your GitScrum Board feature. You can make changes on your Workflow template later without affecting your tasks, so you can start creating a basic template.

You can access the Workflow settings by opening either your Workspace Settings, or your Project Settings.

How to Create  a new Workflow Template – from the Workspace
  1. Open your Workspace.
  2. On the Sidebar, go to Workspace Settings.
  3. On Workspace Settings > Workflow > Create a new Template.
  4. Type a name for your Workflow template – “Simple board” for example.
  5. Create task status with colored labels for your tasks, which will be used for your columns on your GitScrum Board.
Workflow Template Create from Workspace

Workflow Template Create from Workspace

How to Create  a new Workflow Template – from a Project
  1. Open your project.
  2. On the Sidebar, go to Project Settings.
  3. On Project Settings > Project Templates > Workflow > Create a new Template.
  4. Type a name for your Workflow template – “Simple board” for example.
  5. Create task status with colored labels for your tasks, which will be used for your columns on your GitScrum Board.
Workflow Template - Create

Workflow Template – Create

How to Share the Workflow Template You Created with the World

If you want to make your template available for other people to use, worldwide, share it publicly:

  1. Go to Workspace Settings > Workflows.
  2. Select the Workflow template you want to share.
  3. Select the “Share this Template on GitScrum Marketplace” button.
Workflow Template Share

Workflow Template Share

 

How to Import a Workflow Template from the Gallery
  1. Open your project.
  2. Click the Diamond icon on the GitScrum header bar.
  3. Choose your Workflow template from the available gallery, according to your project needs.
  4. You can make a search to see if you find a specific workflow for your profession (“Process for Software Development”, for instance).
  5. Select the Workflow template, then click “Copy Template”.
  6. Click “See Template in your Workspace”.
  7. Customize the template you saved, by changing the labels (Task stages) and using “Create a new Workflow Stage”.

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  • Select your template.
  • Click (✓) to confirm.

 

Workflow Template - Apply to Project

Workflow Template – Apply to Project

 

How to Define a Standard Workflow for All Projects:
  1. Go to Workspace Settings > Workspace Template > Workflows > Templates Available.
  2. Select the template you want to use for all your projects:
  3. Mark  “(✓) Make this Template as standard for all projects”.
Make Template Standard

Make Template Standard

 

Select the Features for a Project on GitScrum

Besides selecting your project type, you can also select and change, at any time, the features that you want to use on your GitScrum project. In Chapter 5, you have met briefly what each GitScrum feature can do for your team. So, you can start to use them gradually, or use them all at a time, according to your needs.

Set Your Project Features / Enable a Feature on a Project
  1. Open your project.
  2. On the sidebar, go to Project Settings > Details.
  3. Below the project labels, you will see the “Sidebar – Macro Features”.
  4. Under “Sidebar – Macro Features”, enable the features you want to use for your project by checking ✓ them.
  5. Click the “Update Project” button.

Project Labels

 

Create Private and Public Projects on GitScrum

The projects you create with GitScrum can be either private:

Private Projects

Private Projects are projects shared only within your company / kept to yourself, with the need for secrecy and confidentiality agreement among team members.

Public Projects

Public projects are shared on the Internet and anyone in the world will be able to access them. They are used to promote companies, brands, professionals and products, as well as crowdsourcing and also with the purpose to offer project models and templates, as an opportunity of learning about project management in a specific area. For example, you can elaborate a project on how to manage a small decor shop, then share to inspire other people who would like to work with that or learn about your theme, as well as exchange ideas with you.

See, on the following paragraph, how to set your Project Information to determine your project as private or public.

List Projects

 

Set Project Information

As you can create private or public projects, projects have some details you should fill in, so they can be identified and understood. The “Project Parent” field will only be used in case you want to establish a hierarchy relation between your current project and another major project (otherwise, leave it blank). On “Project Goals”, you can share a short message about the purpose of your project and its main objectives.

How to Set Project Information
  1. Open your Project.
  2. On the sidebar, go to Project Settings > Details > Project Information
  3. Only check the “Public Project” in case you want to share it with everyone – if it’s a private project, leave it unchecked.
  4. Fill in the blanks below – project name and project goals.
  5. Click on the “Update Project” button below the features option.
    You can choose to select your project features at this moment or later on.

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  • A splash screen will open for you to create your Project Labels.
  • Click squares to switch colors and name them.
  • Check ✓ to enter Label names.
    To keep your work organized, consider repeating the same Labels of previous projects, when you find appropriate.

 

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  • A splash screen will ask you to confirm:  “Do you really want to duplicate the project?” Click Yes.

 

Project duplicate

Project duplicate

 

Move a Project to Another Workspace

You have the freedom to organize your projects and move them from one Workspace to another.

How to Move a Project to Another Workspace
  1. Open your Project.
  2. Go to Project Settings > Details > Move to Another Workspace.
  3. A splash screen will appear, showing all Workspaces you can move your projects to.
  4. Select the Workspace where you want to move your project to, and confirm it.
Project Move

Project Move

 

How to Delete or Remove a Project

If you really want to delete one project, you can do so. Just make sure you don’t want to use the project anymore, and will not need it again.

How to Delete a Project
  1. Open your Project.
  2. Go to Project Settings > Details
  3. On your main Project Details page, click the “Delete” button.
  4. A splash screen will appear, asking you to confirm that you really wish to delete the project.
  5. Click YES and your project will be deleted.
Project delete

Project delete

 

Denise Maciel

GitScrum copywriter - Marketing & advertising specialist, communicator, artist in spare time.