Video embedding (#8889)

* Video embed getting started

getting staretd new videos
[skip ci]

* embedding videos

embedding without youtube
[skip CI]

* embedded videos

[skip CI]

* fixed formatting

[ci skip]

* small errors I noticed when reviewing the pull request (unrelated to RB's changes)

[ci skip]

* last changes to video embedding

for data privacy and removing all youtube links
[skip ci]

Co-authored-by: ML-OpenP <m.laux@openproject.com>
pull/8896/head
RBernsen 4 years ago committed by GitHub
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  1. 3
      docs/cloud-edition-guide/sign-in/README.md
  2. 5
      docs/getting-started/README.md
  3. 3
      docs/getting-started/boards-introduction/README.md
  4. 2
      docs/getting-started/gantt-chart-introduction/README.md
  5. 2
      docs/getting-started/invite-members/README.md
  6. 2
      docs/getting-started/projects/README.md
  7. 2
      docs/getting-started/sign-in-registration/README.md
  8. 2
      docs/getting-started/work-packages-introduction/README.md
  9. 6
      docs/installation-and-operations/installation/packaged/README.md
  10. 2
      docs/system-admin-guide/custom-fields/README.md
  11. 4
      docs/system-admin-guide/manage-work-packages/work-package-types/README.md
  12. 2
      docs/user-guide/agile-boards/README.md
  13. 12
      docs/user-guide/backlogs-scrum/README.md
  14. 9
      docs/user-guide/gantt-chart/README.md
  15. 10
      docs/user-guide/gantt-chart/scheduling/README.md
  16. 6
      docs/user-guide/integrations/Excel Synchronization/README.md
  17. 7
      docs/user-guide/members/README.md
  18. 6
      docs/user-guide/projects/README.md
  19. 5
      docs/user-guide/time-and-costs/README.md
  20. 3
      docs/user-guide/work-packages/README.md

@ -47,3 +47,6 @@ You will receive an email from OpenProject with the installations you are curren
Click the link in the email to get directed to your installation. If you are member of several OpenProject installations, they will all be listed in this email.
Watch this video about sign in and registration:
<video src="https://www.openproject.org/wp-content/uploads/2020/12/OpenProject-Sign-in-and-Registration-2.mp4" type="video/mp4" controls="" style="width:100%"></video>

@ -37,12 +37,13 @@ Watch a short 3-minute introduction video to get started with OpenProject in 5 e
4. Create a project plan
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>
<video src="https://www.openproject.org/wp-content/uploads/2020/12/5-steps-to-get-started-with-OpenProject.mp4" type="video/mp4" controls="" style="width:100%"></video>
## OpenProject product demo video
Watch a **comprehensive OpenProject product introduction** video to learn how to work with OpenProject using traditional and agile project management.
<iframe width="560" height="315" src="https://www.youtube.com/embed/ebc3lcSmncA" frameborder="0" allow="accelerometer; autoplay; encrypted-media; gyroscope; picture-in-picture" allowfullscreen></iframe>
<video src="https://www.openproject.org/wp-content/uploads/2020/12/OpenProject-product-demo-webinar-2.mp4" type="video/mp4" controls="" style="width:100%"></video>

@ -29,13 +29,14 @@ Agile boards is only one of OpenProject's features. Find a comprehensive compari
| [What is a Board?](#what-is-a-board?) | Find out what a Board in OpenProject is. |
| [Manage your work in a Board](#manage-your-work-in-a-board) | How to manage your work in an agile Board? |
<video src="https://www.openproject.org/wp-content/uploads/2020/11/OpenProject-Agile-Boards.mp4" type="video/mp4" controls="" style="width:100%"></video>
## What is a Board?
Agile Boards in OpenProject support teams in their agile project management methodology, e.g. Scrum or Kanban.
You can create as many flexible boards as you want with both lists and cards on it. A list usually represents a workflow, e.g. status or version 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/dvmS4tOHVcw" 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 the project menu.

@ -24,6 +24,8 @@ To find out more about the functionalities for Gantt charts, please visit our [u
| [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? |
<video src="https://www.openproject.org/wp-content/uploads/2020/12/OpenProject-Project-Plan-and-Timelines-Gantt-charts.mp4" type="video/mp4" controls="" style="width:100%"></video>
## 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.

@ -26,6 +26,8 @@ In order to see a project and work in it, you have to be a member of a project.
| [Add existing members](#add-existing-members) | Add existing members to a project. |
| [Invite new members](#invite-new-members) | Invite new members to a project in OpenProject. |
<video src="https://www.openproject.org/wp-content/uploads/2020/12/OpenProject-Invite-and-Manage-Members.mp4" type="video/mp4" controls="" style="width:100%"></video>
## View members
To view the list of **all project members and their roles** in the project, select Members in the project menu.

@ -25,7 +25,7 @@ A project in OpenProject can be understood as a project as defined above. Also,
| [View all projects](#view-all-projects) | Get an overview about all your projects. |
| [Advanced project settings](#advanced-project-settings) | Configure further advanced settings for your project. |
<iframe width="560" height="315" src="https://www.youtube.com/embed/q1jxzPNQTls" frameborder="0" allow="accelerometer; autoplay; encrypted-media; gyroscope; picture-in-picture" allowfullscreen></iframe>
<video src="https://www.openproject.org/wp-content/uploads/2020/12/OpenProject-Projects-Introduction.mp4" type="video/mp4" controls="" style="width:100%"></video>
## Open an existing project

@ -24,7 +24,7 @@ Here you will get an overview how to sign in and register to an existing OpenPro
| [Choose your language](#choose-your-language) | How to select your language in OpenProject? |
| [Reset your password](#reset-your-password) | If you forgot your password find out how to reset it. |
<iframe width="560" height="315" src="https://www.youtube.com/embed/JO-ugpygx68" frameborder="0" allow="accelerometer; autoplay; encrypted-media; gyroscope; picture-in-picture" allowfullscreen></iframe>
<video src="https://www.openproject.org/wp-content/uploads/2020/12/OpenProject-Sign-in-and-Registration-2.mp4" type="video/mp4" controls="" style="width:100%"></video>
## Sign in with an existing account

@ -20,6 +20,8 @@ For further documentation, please visit our [user guide for work packages](../..
| [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) | See all changes in a work package. |
<video src="https://www.openproject.org/wp-content/uploads/2020/12/OpenProject-Work-Packages.mp4" type="video/mp4" controls="" style="width:100%"></video>
## What is a work package?
A work package in OpenProject can basically be everything you need to keep track off within your projects. It can be e.g. a task, a feature, a bug, a risk, a milestone or a project phase. This different kinds of work packages are called work package types.

@ -26,9 +26,9 @@ The package will:
The package is available for the following Linux distributions:
| Distribution (**64 bits only**) |
| Distribution (64 bits only) |
| ------------------------------------------- |
| [Ubuntu 20.04 Focal](#ubuntu-2004) |
| [Ubuntu 20.04 Focal](#ubuntu-2004) |
| [Ubuntu 18.04 Bionic Beaver](#ubuntu-1804) |
| [Ubuntu 16.04 Xenial Xerus](#ubuntu-1604) |
| [Debian 10 Buster](#debian-10) |
@ -75,7 +75,7 @@ sudo apt-get install openproject
Then finish the installation by reading the [*Initial configuration*][initial-config] section.
<iframe width="560" height="315" src="https://www.youtube.com/embed/MTHZVQ_89-k?controls=0" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture" allowfullscreen></iframe>
<video src="https://www.openproject.org/wp-content/uploads/2020/12/openproject-installation-ubuntu.mp4" type="video/mp4" controls="" style="width:100%"></video>
### Ubuntu 18.04

@ -12,6 +12,8 @@ You can **create additional custom fields for different sections**, e.g. work pa
Custom fields enable to configure your OpenProject exactly to your needs, i.e. to adapt work package forms to your company specific requirements.
<video src="https://www.openproject.org/wp-content/uploads/2020/12/OpenProject-Forms-and-Custom-Fields-1.mp4" type="video/mp4" controls="" style="width:100%"></video>
## Add a new custom field
To **create a new custom field** navigate to -> *Administration* -> *Custom fields* and select the section for which you will create a new custom field, e.g. for work packages.

@ -61,6 +61,10 @@ In this case, all attributes in the blue area on the left are displayed under th
![work package form configuration](image-20200116150227458.png)
Watch the following video to see how you can customize your work packages with custom fields and configure the work package forms:
<video src="https://www.openproject.org/wp-content/uploads/2020/12/OpenProject-Forms-and-Custom-Fields-1.mp4" type="video/mp4" controls="" style="width:100%"></video>
## Add table of related work packages to a work package form
Also, you can add a table of related work packages to your work package form. Click the green **+ Group** button and choose **Add table of related work package** from the drop-down list.

@ -30,7 +30,7 @@ Our Agile boards can be for anything you would like to keep track of within your
| [Remove cards](#remove-cards) | How to remove cards. |
| [Manage boards](#manage-boards) | How to manage permissions for boards. |
<iframe width="560" height="315" src="https://www.youtube-nocookie.com/embed/dvmS4tOHVcw" frameborder="0" allow="accelerometer; autoplay; encrypted-media; gyroscope; picture-in-picture" allowfullscreen></iframe>
<video src="https://www.openproject.org/wp-content/uploads/2020/11/OpenProject-Agile-Boards.mp4" type="video/mp4" controls="" style="width:100%"></video>
## Agile boards in OpenProject
The new Boards are tightly integrated with all other project management functionalities in OpenProject, i.e. [work packages](#work-pages) or [Gantt charts](#gantt-charts). This makes it so easy and practical to include the Boards in your daily project management routines and to gain a much quicker overview of important topics in your project.

@ -13,15 +13,11 @@ Working in agile project teams is becoming increasingly important.
OpenProject supports your work with the Scrum methodology by providing a variety of functionalities. You can record and prioritize user stories in the sprint and product backlog, use digital task boards or burndown-charts, print story cards, and much more. For more information, please refer to the OpenProject [agile and scrum features](https://www.openproject.org/collaboration-software-features/agile-scrum-agile-project-management-openproject/) page.
<div class="glossary">
A **backlog** is defined as a plugin that allows to use the backlogs feature in OpenProject. In order to use backlogs in a project, the backlogs plugin has to be installed and the backlogs module has to be activated in the project settings of a project (the accessibility mode has to be deactivated).
</div>
<div class="glossary">A **backlog** is defined as a plugin that allows to use the backlogs feature in OpenProject. In order to use backlogs in a project, the backlogs plugin has to be installed and the backlogs module has to be activated in the project settings of a project (the accessibility mode has to be deactivated).</div>
Please note that this user guide does not represent an introduction into scrum methodology, but merely explains the scrum-related functionalities and user instructions in OpenProject.
| Feature | Documentation for |
| Topic | Content |
| ------------------------------------------------------------ | ------------------------------------------------------------ |
| [Working with backlogs](work-with-backlogs) | How to work with backlogs for Scrum projects in OpenProject? |
| [Create new sprint](manage-sprints) | How to set up the product backlog, bug backlog, and create a new sprint in the backlogs view? |
@ -31,6 +27,6 @@ Please note that this user guide does not represent an introduction into scrum m
| [Burndown chart](work-with-backlogs#burndown-chart) | How to create a burndown chart? |
| [Print story cards](work-with-backlogs#print-story-cards) | How to print story cards? |
| [Sprint wiki page](work-with-backlogs#sprint-wiki) | How to create a sprint wiki page? |
| [Selecting folded or collapsed backlogs view](taskboard#configure-backlogs-settings-under-my-account) | How to select the folded or collapsed backlogs view? |
| [Selecting folded or collapsed backlogs view](taskboard/#configure-backlogs-settings-under-my-account) | How to select the folded or collapsed backlogs view? |
<iframe width="560" height="315" src="https://www.youtube.com/embed/wwWtuDcqj18" frameborder="0" allow="accelerometer; autoplay; encrypted-media; gyroscope; picture-in-picture" allowfullscreen></iframe>
<video src="https://www.openproject.org/wp-content/uploads/2020/12/OpenProject-Agile-and-Scrum-Backlogs.mp4" type="video/mp4" controls="" style="width:100%"></video>

@ -9,11 +9,7 @@ keywords: gantt chart, timeline, project plan
# Gantt charts
<div class="glossary">
The **Gantt chart** in OpenProject displays the work packages in a timeline. You can collaboratively create and manage your project plan. Have your project timelines available for all team members and share up-to-date information with stakeholders. You can add start and finish date and adapt it with drag and drop in the Gantt chart. Also, you can add dependencies, predecessor or follower within the Gantt chart.
</div>
<div class="glossary">The **Gantt chart** in OpenProject displays the work packages in a timeline. You can collaboratively create and manage your project plan. Have your project timelines available for all team members and share up-to-date information with stakeholders. You can add start and finish date and adapt it with drag and drop in the Gantt chart. Also, you can add dependencies, predecessor or follower within the Gantt chart.</div>
| Topic | Content |
| ------------------------------------------------------------ | ------------------------------------------------------------ |
@ -24,10 +20,9 @@ The **Gantt chart** in OpenProject displays the work packages in a timeline. You
| [Gantt chart configuration](#gantt-chart-configuration) | How to configure the view of your Gantt chart, e.g. add labels? |
| [Synchronize data between OpenProject and Excel](#synchronize-data-between-openproject-an-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? |
| | |
<iframe width="560" height="315" src="https://www.youtube.com/embed/JNRmqWwSfeU" frameborder="0" allow="accelerometer; autoplay; encrypted-media; gyroscope; picture-in-picture" allowfullscreen></iframe>
<video src="https://www.openproject.org/wp-content/uploads/2020/12/OpenProject-Project-Plan-and-Timelines-Gantt-charts.mp4" type="video/mp4" controls="" style="width:100%"></video>
## Activate the Gantt chart

@ -12,11 +12,7 @@ keywords: gantt chart, automatic scheduling, manual scheduling, start date, fini
# Automatic and manual scheduling mode
<div class="glossary">
To schedule work packages in the Gantt chart there is an **automatic scheduling mode (default)** and a **manual scheduling mode** (new in [release 11.0](../../../release-notes/11-0-0)). To add dependencies between work packages you can set them as predecessor or follower in the Gantt chart. The automatic and manual scheduling modes influence the work packages' behaviour when changing dates of other related work packages.
</div>
To schedule work packages in the Gantt chart there is an **automatic scheduling mode (default)** and a **manual scheduling mode** (new in [release 11.0](../../../release-notes/11-0-0)). To add dependencies between work packages you can set them as predecessor or follower in the Gantt chart. The automatic and manual scheduling modes influence the work packages' behaviour when changing dates of other related work packages.</div>
| Topic | Content |
| ------------------------------------------------------- | ------------------------------------------------------------ |
@ -41,11 +37,11 @@ The manual scheduling mode is **mostly used when creating a top-down project pla
Changing to the **manual scheduling mode makes sense if**
- you want to set a parent work package's date independently from the dates of its children, or
- you want to set a parent work packages date independently from the dates of its children, or
- you don't want a parent work package's dates being updated automatically when changing the children's dates, or
- you don't want a follower's start date be automatically updated when you change the predecessor's finish date
<iframe width="560" height="315" src="https://www.youtube-nocookie.com/embed/Me4cMULZKRM" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture" allowfullscreen></iframe>
<video src="https://www.openproject.org/wp-content/uploads/2020/09/OpenProject-Top-down-Scheduling.mp4" type="video/mp4" controls="" style="width:100%"></video>
## Changing mode

@ -14,19 +14,19 @@ keywords: Excel
See how to set up the synchronization between OpenProject work packages and MS Excel.
<iframe width="560" height="315" src="https://www.youtube.com/embed/ZPK-l-e-lKI" frameborder="0" allow="accelerometer; autoplay; encrypted-media; gyroscope; picture-in-picture" allowfullscreen></iframe>
<video src="https://www.openproject.org/wp-content/uploads/2020/12/OpenProject-Excel-synchronization-1.-download-and-upload.mp4" type="video/mp4" controls="" style="width:100%"></video>
### Synchronize custom queries (views)
See how to synchronize custom work package queries from OpenProject in MS Excel.
<iframe width="560" height="315" src="https://www.youtube.com/embed/86X334cg808" frameborder="0" allow="accelerometer; autoplay; encrypted-media; gyroscope; picture-in-picture" allowfullscreen></iframe>
<video src="https://www.openproject.org/wp-content/uploads/2020/12/OpenProject-Excel-Synchronization-2.-custom-queries.mp4" type="video/mp4" controls="" style="width:100%"></video>
### Synchronize hierarchies
See how to synchronize work package hierarchies in OpenProject with MS Excel.
<iframe width="560" height="315" src="https://www.youtube.com/embed/17yqO0uXE5k" frameborder="0" allow="accelerometer; autoplay; encrypted-media; gyroscope; picture-in-picture" allowfullscreen></iframe>
<video src="https://www.openproject.org/wp-content/uploads/2020/12/OpenProject-Excel-synchronization-3.-hierarchies.mp4" type="video/mp4" controls="" style="width:100%"></video>
## Step-by-step guide

@ -9,9 +9,7 @@ keywords: members
# Manage members
| Feature | Documentation for |
| Topic | Content |
| ----------------------------------------------- | ------------------------------------------------------------ |
| [Add members](#add-members) | How to add existing members or invite new members to a project? |
| [Edit members](#edit-members) | How to change the role of a member in a project? |
@ -19,7 +17,8 @@ keywords: members
| [Roles and permissions](#roles-and-permissions) | How to manage roles and permissions for members? |
| [Groups](#groups) | How to add members to a groups and add groups to a project? |
<iframe width="560" height="315" src="https://www.youtube.com/embed/aidzIYnmTvQ" frameborder="0" allow="accelerometer; autoplay; encrypted-media; gyroscope; picture-in-picture" allowfullscreen></iframe>
<video src="https://www.openproject.org/wp-content/uploads/2020/12/OpenProject-Invite-and-Manage-Members.mp4" type="video/mp4" controls="" style="width:100%"></video>
## Add members
Find out how to [add existing members](../../getting-started/invite-members/#add-existing-members) to join a project or [invite new team members](../../getting-started/invite-members/#invite-new-members).

@ -29,6 +29,8 @@ Your projects can be available publicly or internally. OpenProject does not limi
| [View all projects](#view-all-projects) | Get an overview of all your projects in the projects overview list. |
| [Project overarching reports](#project-overarching-reports) | How to create project overarching reports across multiple projects? |
<video src="https://www.openproject.org/wp-content/uploads/2020/12/OpenProject-Projects-Introduction.mp4" type="video/mp4" controls="" style="width:100%"></video>
## Select a project
Find out in our Getting started guide [how to open an existing project](../../getting-started/projects/) in OpenProject.
@ -149,9 +151,7 @@ Navigate to the [project settings](project-settings) and click **Set as template
You can create a new project by using an existing template. This causes the properties of the project template to be copied to the new project. Find out in our Getting started guide how to [create a new project](../../getting-started/projects/#create-a-new-project) in OpenProject.
Another way for using a template project would be to [copy it](#copy-a-project).
<iframe width="560" height="315" src="https://www.youtube-nocookie.com/embed/rhXYBrQQLBg?controls=0" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture" allowfullscreen></iframe>
<video src="https://www.openproject.org/wp-content/uploads/2020/12/OpenProject-Project-Templates.mp4" type="video/mp4" controls="" style="width:100%"></video>
### Copy a project

@ -21,13 +21,14 @@ Create budgets, log time and costs on specific work packages and create time an
| [Cost tracking](cost-tracking) | How to track unit costs spent in a project? |
| [Time and cost reporting](reporting) | How to create time and cost reports? |
## Time tracking, cost tracking and reporting video tutorial
## Time tracking, cost tracking and reporting video tutorial
Watch this short video to get a first overview about time and cost reporting in OpenProject.
<iframe width="560" height="315" src="https://www.youtube.com/embed/2B_CXZRsZxI" frameborder="0" allow="accelerometer; autoplay; encrypted-media; gyroscope; picture-in-picture" allowfullscreen></iframe>
<video src="https://www.openproject.org/wp-content/uploads/2020/12/OpenProject-Track-Time-and-Costs.mp4" type="video/mp4" controls="" style="width:100%"></video>
## Frequently asked questions (FAQ)
### Does OpenProject provide resource management?
Please note that OpenProject currently does not yet support resource management. However, this is scheduled as one of our main topics. You can check out our roadmap [here](https://community.openproject.com/projects/openproject/work_packages?query_id=1993).

@ -39,7 +39,8 @@ Work packages can be displayed in a projects timeline, e.g. as a milestone or a
| [Exporting](exporting) | How to export work packages for other tools such as Microsoft Excel? |
| [Work package relations and hierarchies](work-package-relations-hierarchies) | How to create work package relations and hierarchies? |
<iframe width="560" height="315" src="https://www.youtube-nocookie.com/embed/R6-p8HgFmm8" frameborder="0" allow="accelerometer; autoplay; encrypted-media; gyroscope; picture-in-picture" allowfullscreen></iframe>
<video src="https://www.openproject.org/wp-content/uploads/2020/12/OpenProject-Work-Packages.mp4" type="video/mp4" controls="" style="width:100%"></video>
## Frequently asked questions (FAQ)
### How to copy work package hierarchies with their relations?

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