diff options
Diffstat (limited to 'docs')
| -rw-r--r-- | docs/board-configuration.markdown | 7 | ||||
| -rw-r--r-- | docs/creating-projects.markdown | 2 | ||||
| -rw-r--r-- | docs/project-permissions.markdown | 47 | ||||
| -rw-r--r-- | docs/swimlanes.markdown | 24 |
4 files changed, 73 insertions, 7 deletions
diff --git a/docs/board-configuration.markdown b/docs/board-configuration.markdown index d1f74f0d..174618c2 100644 --- a/docs/board-configuration.markdown +++ b/docs/board-configuration.markdown @@ -34,3 +34,10 @@ It's useful if you always create projects with the same columns. Each column name must be separated by a comma. By default, Kanboard use those column names: Backlog, Ready, Work in progress and Done. + +### Default categories for new projects + +Categories are not global to the application but attached to a project. +Each project can have different categories. + +However, if you always create the same categories for all your projects, you can define here the list of categories to create automatically. diff --git a/docs/creating-projects.markdown b/docs/creating-projects.markdown index c2c6cf3d..e093e4b4 100644 --- a/docs/creating-projects.markdown +++ b/docs/creating-projects.markdown @@ -25,4 +25,4 @@ Creating a private prooject To create a new private project, click on the top menu **Projects** and click on the link **New private project**. -Note: project names must be unique. +Note: project names must be unique across the application. diff --git a/docs/project-permissions.markdown b/docs/project-permissions.markdown index f609aeb1..af3adcd6 100644 --- a/docs/project-permissions.markdown +++ b/docs/project-permissions.markdown @@ -1,14 +1,49 @@ Project permissions =================== -To define project permissions, go to the project page and click on **User management**. +A project can have two kinds of people: **project managers** and **project members**. + +- Project managers can manage the configuration of the project and access to the reports. +- Project members are standard users, they have less privileges. + +When you create a new project, you are automatically assigned as a project manager. + +Kanboard administrators can access to everything but they are not necessary project members or managers. Those permissions are defined at the project level. + +Permissions for each role +------------------------- + +### Project members + +- Use the board (create, move and edit tasks) +- Remove only tasks created by themselves + +### Project managers + +- Use the board +- Configure the project + - Share, rename, duplicate and disable the project + - Manage swimlanes, categories, columns and users + - Edit automatic actions +- CSV Exports +- Remove tasks of any project members +- Access to the analytics section + +They **cannot remove the project**. + +Manage users and permissions +---------------------------- + +To define project roles, go to the **project configuration page** then click on **User management**. + +### User management  -By default, a new project is visible from nobody except administrators. -The first section tell you who have access to the project. -**Only those users can be assigned to tasks**. +From there, you can choose to add new members, change the role or revoke user access. + +### Allow everybody - +If you choose to allow everybody (all Kanboard users), the project is considered public. -You can allow only some specific users or choose to allow all Kanboard users. +That means there is no role management anymore. Permissions per user cannot be applied. diff --git a/docs/swimlanes.markdown b/docs/swimlanes.markdown new file mode 100644 index 00000000..b899ffc4 --- /dev/null +++ b/docs/swimlanes.markdown @@ -0,0 +1,24 @@ +Swimlanes +========= + +Swimlanes are horizontal separations in your board. +By example, it's useful to separate software releases, divide your tasks in different products, teams or what ever you want. + +Managing swimlanes +------------------ + +- All projects have a default swimlane. +- If there is more than one swimlane, the board will show all swimlanes. +- You can drag and drop tasks between swimlanes. + +To configure swimlanes go to the **project configuration page** and choose the **section Swimlanes**. + +[INSERT SCREENSHOT] + +From there, you can add a new swimlane or rename the default one. +You can also disable and change the position of the different swimlanes. + +- The default swimlane is always on the top but you can hide it. +- Inactive swimlanes are not shown on the board. +- Removing a swimlane doesn't remove tasks assigned to it, those tasks will be moved to the default swimlane. + |