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@ -6,17 +6,17 @@ Here you will learn about the **first steps with OpenProject**. If you need more
## Overview
| Popular Topics | Description |
| ----------------------------------------------------------- | :------------------------------------------------------------- |
| [Introduction to OpenProject](openproject-introduction) | Get an introduction about project management with OpenProject. |
| [Login and registration](sign-in-registration) | Find out how you can login to OpenProject. |
| [Create a project](projects) | How to create and set up a new project? |
| [Invite team members](invite-members) | How to invite new members? |
| [Work packages](work-packages-introduction) | Learn how to manage work packages. |
| [Gantt chart](gantt-chart-introduction) | Find out how to create a project plan. |
| [Boards](boards-introduction) | How to work with Agile Boards? |
| [My account](my-account) | How to configure My Account? |
| [My page](my-page) | Find out more about a personal My page dashboard. |
| Popular Topics | Description |
| ------------------------------------------------------- | :----------------------------------------------------------- |
| [Introduction to OpenProject](openproject-introduction) | Get an introduction about project management with OpenProject. |
| [Sign in and registration](sign-in-and-registration) | Find out how you can register and sign in to OpenProject. |
| [Create a project](projects) | How to create and set up a new project? |
| [Invite team members](invite-members) | How to invite new members? |
| [Work packages](work-packages-introduction) | Learn how to create and edit work packages. |
| [Gantt chart](gantt-chart-introduction) | Find out how to create a project plan. |
| [Boards](boards-introduction) | How to work with Agile Boards? |
| [My account](my-account) | How to configure My Account? |
| [My page](my-page) | Find out more about a personal My page dashboard. |
## 5 steps to get started
@ -28,4 +28,3 @@ Watch a short 3 minute video to get started with OpenProject in 5 easy steps:
5. Filter, group and create reports
<iframe width="560" height="315" src="https://www.youtube.com/embed/Fk4papnAzMw" frameborder="0" allow="accelerometer; autoplay; encrypted-media; gyroscope; picture-in-picture" allowfullscreen></iframe>

@ -5,20 +5,34 @@ robots: index, follow
keywords: invite members
---
# Introduction to agile Boards
# Introduction to agile Boards (Premium feature)
Enterprise Feature
In this document you will get a first introduction to the Boards in OpenProject, i.e. to use a Kanban board to manage your tasks in an agile way.
| Feature | Documentation for |
| ------------------------------------------------------------ | ----------------- |
| [Project concept and initiation](Project concept and initiation) | |
| | |
| | |
| | |
| | |
To find out more about the functionalities for Boards, please visit our [user guide for Gantt charts](/user-guide/boards).
## Boards terminology
| Feature | Documentation for |
| ---------------------------------------------------------- | ------------------------------------------ |
| [What is a Board?](#what-is-a-board?) | Find out what is a Board in OpenProject. |
| [Manage your work in a Board](manage-your-work-in-a-board) | How to manage your work in an agile Board? |
xxx
## What is a Board?
## Permissions
Agile Boards in OpenProject support teams in their agile project management methodology, e.g. Scrum or Kanban.
You can create as many flexible boards with lists and cards on it. A list usually represent a workflow, e.g. status or versions of a work package. The cards are work packages, e.g. tasks, on this list.
<iframe width="560" height="315" src="https://www.youtube.com/embed/Z7iE_BNCDus" frameborder="0" allow="accelerometer; autoplay; encrypted-media; gyroscope; picture-in-picture" allowfullscreen></iframe>
## Manage your work in a Board
To manage your work in an agile board, open the Boards module in OpenProject in the project menu.
1. Choose a board from the list where you want to work on. Open it by double click on the board's titel.
2. You can prioritize cards within a list with drag and drop
3. You can add a card to a new list with drag and drop.
4. You can edit the details of a card by **double click** on the card.
5. The arrow brings you back to the boards view.
![edit-boards](edit-boards.gif)

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@ -11,11 +11,51 @@ In this document you will get a first introduction to the Gantt charts in OpenPr
To find out more about the functionalities for Gantt charts, please visit our [user guide for Gantt charts](./user-guide/#gantt-chart).
| Feature | Documentation for |
| ------- | ----------------- |
| | |
| | |
| | |
| | |
| | |
| Feature | Documentation for |
| ---------------------------------------------------------- | ---------------------------------------------------- |
| [What is a Gantt chart?](#what-is-a-gantt-chart?) | Find out what is a Gantt chart in OpenProject. |
| [Activate the Gantt chart](#activate-the-gantt-chart-view) | How to activate the Gantt chart view in Openproject? |
| [Create a project plan](#create-a-project-plan) | How to create a project plan with the Gantt charts? |
| [Edit a project plan](#edit-a-project-plan) | How to edit a project plan in Openproject? |
## What is a Gantt chart?
With Gantt charts in OpenProject you can create and manage a project plan and share the information with your team. You can schedule your tasks and visualize the required steps to complete your project. As a project manager you are directly informed about delays in your project and can act accordingly.
The dynamic Gantt chart in OpenProject displays the phases and milestones in your project as well as relationships between them. Each element in the timeline has a start date and a due date so you are always informed about the current status.
## Activate the Gantt chart view
To open the Gantt chart view in OpenProject, the [work packages module needs to be activated](/project-admin-guide/#activate-and-deactivate-modules) in the project settings.
Within your project menu, navigate to the work packages module. Select the **Gantt chart view** in the work package list with the button on the top right.
![Activate-Gantt-chart](Activate-Gantt-chart.png)
You can activate a Gantt chart view from any work package list (or saved query) by selecting the Gantt view from the top.
The Gantt chart then displays all work package types, e.g. phases and milestones, tasks or bugs, in a timeline view.
It shows dependencies between different work packages as well as additional information, e.g. subject, start or due dates.
## Create a project plan
To create a project plan in OpenProject, activate the work package module and select the [Gantt chart view](#activate-the-gantt-chart-view).
You can create new work packages directly in the list by clicking on the **create new work package** link at the bottom of the list. You can change the work package type or other attributes directly in the list view.
Click in the Gantt chart to add an element in the project plan.
You can change the duration or move the element in the project plan with drag and drop.
![create-projectplan](create-projectplan-1571743591204.gif)
## Edit a project plan
You can edit a project plan by clicking directly in the list and change work package attributes, e.g. Status, Priority or Assignee.
To change the start and end date or the duration of a work package, click directly in the Gantt chart and change it with drag and drop.
All changes will also be tracked in the work packges [Activity](/user-guide/#activity).
![edit-projectplan](edit-projectplan.gif)

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@ -7,13 +7,72 @@ keywords: account configuration
# My Account
XXX
| Feature | Documentation for |
| ------------------------------------------------------------ | ----------------- |
| [Project concept and initiation](Project concept and initiation) | |
| | |
| | |
| | |
| | |
Change your personal settings in My Account. Here you can adapt, e.g. the language, edit notifications, or add an avatar.
| Feature | Documentation for |
| ------------------------------------------------------------ | ------------------------------------------------------------ |
| [Open My Account settings](#open-my-account-settings) | How to open your personal settings in OpenProject? |
| [Edit your user information](#edit-your-user-information) | How to change the name or email address in OpenProject? |
| [Profile settings: change your langue, time zone or display of comments](#profile-settings:-change-your-language,-time-zone-or-display-of-comments) | How to change the language, time zone or display of comments in Openproject? |
| [Email notifications](#email-notifications) | How to change email notifications sent by OpenProject? |
| [Set an Avatar](#set-an-avatar) | How to set an Avatar in OpenProject to change the profile picture? |
## Open My Account settings
To open your personal settings in OpenProject, click on your user icon in the top right corner in the header of the application.
Choose **My account**.
![my-account](my-account.png)
## Edit your user information
To change your email address or your name, navigate to the **Profile** page in the menu of your My account settings.
Here you can adapt the information and **save** your changes with the blue button.
## Profile settings: change your langue, time zone or display of comments
To change the language in OpenProject, naviagte to the My account settings and choose the menu point **Settings**.
Here you can choose between multiple lanuages.
You can choose a Time zone in which you work and how the comments and changes will be saved.
Also, you can choose to receive a warning manssage when leaving an unsaved work package.
The auto-hide setting will hide the success notifications for changes automatically.
![my-account-settings](my-account-settings.png)
## Email notifications
To change the email notifications which you will receive from the system, navigate to My account and choose Email notifications in the menu.
You can choose between several email notifications.
**Default: Send email notifications Only for things I watch or I'm involved in.**
You can choose to receive emails for any events in certain projects or for no events at all.
If you de-select the box **I want to be notified of changes that I make myself** then you will not receive email notifications for changes which you have done. This way you can reduce the emails sent by the system.
![Email notifications](1571835165758.png)
## Set an Avatar
To change your profile picture in OpenProject you can set an Avatar in your My account settings. Navigate to **Avatar** in the menu.
OpenProject uses Gravatar as default profile image. It displays a preview of your Avatar.
Also, you can upload a **Custom Avatar** by choosing a Avatar to be uploaded from a file. Press the blue **Update** button to change your profile picutre.
<div class="alert alert-info" role="alert">
Note: The optimum size to upload a new profile picture is 128 by 128 pixel. Larger files will be cropped.
</div>
![Avatar](1571844887353.png)
## Two-factor authentication

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@ -16,7 +16,7 @@ For further documentation, please visit our [user guide for work packages](./use
| [What is a work package?](#what-is-a-work-package?) | Find out what is a work package in OpenProject. |
| [Create a new work package](#create-a-new-work-package) | How to create a new work package in a project? |
| [Open and edit a work package](#open-and-edit-a-work-package) | How to open and make changes to an existing work package? |
| [Activity of work packages](#activity-of-work-packages) | f |
| [Activity of work packages](#activity-of-work-packages) | See all changes in a work package. |
## What is a work package?

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@ -1,20 +0,0 @@
# Enterprise Features
Some features are only available for users of the OpenProject Cloud or Enterprise Edition.
Here you will learn about all Enterprise features in OpenProject.
## Overview
| Popular Topics | Description |
| -------------- | :---------- |
| I | |
| | |
| | |
| | |
| | |
| | |
| | |
| | |
| | |

@ -17,11 +17,12 @@ The **Gantt chart** in OpenProject displays the work packages in a timeline. You
| [Create a new element](#create-a-new-element-in-the-gantt-chart) | How to add a new item to the Gantt chart? |
| [Relations in the Gantt chart](#relations-in-the-gantt-chart) | Create and display relations in the Gantt chart. |
| [Gantt chart configuration](#gantt-chart-cconfiguration) | How to configure the view of your Gantt chart, e.g. add labels? |
| | |
| [Synchronize data from OpenProject to Excel](#synchronize-data-from-openproject-to-excel) | How to synchronize data from OpenProject to Excel? |
| [Gantt chart views](gantt-chart-views) | How to zoom in and out and activate the Zen mode? |
## Activate the Gantt chart
A Gantt chart can be activated in any work package list, to display the work packages in a timeline.
A Gantt chart can be activated in any work package list, to display the work packages in a timeline view.
To activate the Gantt chart, select the **Gantt** icon at the top right of the work package list.
@ -110,3 +111,18 @@ You can synchronize your work packages data from OpenProject to Excel (and even
Follow our [Step by step guide how to synchronize your Excel Sheet with OpenProject](https://www.openproject.org/synchronize-excel-openproject/).
## Gantt chart views
### Zoom in the Gantt chart
To zoom in and zoom out in the Gantt chart view, click on the button with the **+** and **- icon** on top of the chart.
![Gantt-chart-zoom](Gantt-chart-zoom.png)
### Auto zoom
Select the **auto zoom button** on top of the Gantt chart to have the best view of your Gantt chart.
![Gantt-chart-autozoom](Gantt-chart-autozoom.png)
### Zen mode
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