Learn how to create your first project in Orangescrum so you can easily start managing the PM tool.
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:
- Creating a project.
- Invite users to your new project.
- 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)
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).
In the resulting pop-up (Figure B), give the project a name and a short name, and then 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 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.
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).
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.
If you click More options, you can add a task type, milestone, description, estimated hours, hours spent, and attachments (Figure F).
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).
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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