Learn how to create your first project in Orangescrum so you can easily start managing the PM tool.
Now you one self-hosted copy of the Orangescrum project management platform is running, the first thing you want to do is create a project. After all, what is a project management tool without projects?
The first steps you take when integrating new users in Orangescrum are:
- Create a project.
- Invite users to your new project.
- Create a job.
We’re going to go through these steps so you can focus on managing these projects so they can be completed in a timely and efficient manner.
SEE: Hiring Package: Project Manager (Tech Republic Premium)
What you need to create a project in Orangescrum
You must have a self-hosted instance of Orangescrum running on your data center, standalone server, or remote cloud host – wherever it runs, the process is the same.
How to create your first project in Orangescrum
With the Orangescrum self-hosted instance ready, open a web browser and point it to http://SERVER:PORT/onboarding, where SERVER is the IP address or domain name of the hosting server and PORT is the port you assigned in the Docker deployment command.
In my case I used port 8000 and it runs on a server on IP address 192.168.1.60, so the address would be http://192.168.1.60:8000/onboarding.
When you reach that page, click Create Project (Image A).
In the resulting popup (Figure B), give the project a name and short name, and click Create.
You will be taken back to the onboarding page where you can invite users.
How to invite users to your project in Orangescrum
Click Invite User. In the resulting popup (Figure C), type the new user’s email address, select the new project you just created in Project To Be Assigned and click Add.
The user receives an email invitation with a clickable link that completes the process.
Create and assign a task in Orangescrum
Again, you’ll be taken back to the onboarding window where you’ll need to click Create Job (Figure D).
In the next popup (Figures E), name the task, assign it to a user, select a due date, configure the priority, and select who should be notified.
If you click More options, you can select a task type, milestone, description, estimated hours, spent hours, and attachments (Figure F).
Click Post and your job is saved. You’ll be taken back to the onboarding window, which will automatically refresh and take you to the new task you created in your new project (Figure G).
Start managing your project in Orangescrum
Now that you’ve created your first project in Orangescrum, invited users and added a task, it’s time to start managing that project. You can take advantage of all the features in Orangescrum’s self-hosted instance, which should be enough.
Be sure to read my additional TechRepublic tutorials on Orangescrum: How to make an Orangescrum project plan, How to create an Orangescrum task group, How to create an Orangescrum role group for granular access to project management tools and How to use the Orangescrum bug tracking feature.
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