How to

How to create a new project in Orangescrum self-hosted version

Learn how to create your first project in Orangescrum so you can easily start managing the PM tool.

IT worker tracking his tasks on the Kanban board.  Using the task control of the agile development methodology.  Man attaches sticky note to scrum taskboard in office.
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Now that you have a self-hosted instance of the Orangescrum project management platform up and running, the first thing you should do is create a project. After all, what is a project management tool without projects?

The first steps you take when onboarding new users to Orangescrum are:

  1. Creating a project.
  2. Invite users to your new project.
  3. create task.

We’ll go through these steps so you can focus on managing these projects so they can be completed in a timely and efficient manner.

SEE: Settings Pack: Project Manager (TechRepublic Premium)

Jump to:

What you need to create a project in Orangescrum

You’ll need to run a self-hosted instance of Orangescrum on your data center, standalone server, or third-party cloud host – wherever it’s running, the process is the same.

How to create your first project in Orangescrum

When the Orangescrum self-hosted instance is 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 Docker deployment command.

In my example, I used port 8000 and it’s running on a server with the IP address 192.168.1.60, so the address would be http://192.168.1.60:8000/onboarding.

When you reach this page, click Create project (Figure A).

Figure A

Creating your first project in Orangescrum is easy.
Creating your first project in Orangescrum is easy.

In the resulting pop-up (Figure B), give the project a name and a short name, and then click Create.

Figure B

Naming of the new Orangescrum project.
Naming of the new Orangescrum project.

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 Users. In the resulting pop-up (Figure C), enter the email address for the new user, select the new project you just created in Project to Assign and click Add.

Figure C

Invite a user to the new project.
Inviting a user to the new project.

The user will receive an email invitation with a clickable link that completes the process.

How to create and assign a task in Orangescrum

You will be redirected back to the onboarding window again where you need to click on create task (Figure D).

Figure D

You can now create and assign your first task.
You can now create and assign your first task.

In the next popup (Figure E), give the task a name, assign it to a user, choose a due date, configure the priority and choose who to notify.

Figure E

Create your first Orangecrum task.
Create your first Orangecrum task.

If you click More options, you can add a task type, milestone, description, estimated hours, hours spent, and attachments (Figure F).

Figure F

More options in the Orangescrum task creation window expanded.
More options in the Orangescrum task creation window expanded.

Click Post and your task will be saved. You will return to the onboarding window, which will update automatically and take you to the new task you created in your new project (Figure G).

Figure G

Our new project and task have been created and are ready to use.
Our new project and task have been created and are ready to use.

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 use all the features in Orangescrum’s self-hosted instance, which should be plenty.

Be sure to read my additional TechRepublic tutorials on Orangescrum: How to create 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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