Step 1: Go to "settings" which is the last module
Note: To configure the project settings the user must have admin privileges of that project.
Step 2: Decide on the features that you need in your project from the project features options that are given
Step 3: Fill out all your project general setting one by one and click on save
Step 4 : Edit or create a new type, status, priority, workflow, forms and fields by selecting one of it under “TASK”
Step 5: To invite new users or edit settings of present users select “members” under PEOPLE category
NOTE : When you go to admin settings, click on invite users
5 a. You can invite multiple users by separating Email IDs by comma(,).Users can be either regular users or guest users. Guests could be your stakeholders, clients or vendors you interact with and regular users are your teammates who need to work on the project.
Step 7: Select “Project groups” under “ People” to edit or add new groups to your project.
3. How to setup your kanban board
4. How to configure custom fields and forms