Helpdesk Projects

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What it is

Projects track larger pieces of work for a customer, such as an onboarding, an implementation, or a block of ongoing maintenance, kept alongside your day to day tickets. Each project has tasks and phases and several ways to view them.

Setting up a project

  1. Create a project under Helpdesk, Projects, optionally linked to a customer, with a status, a billing method and a schedule.
  2. Add tasks, each with a status of Backlog, To do, In progress, Review, Done or Blocked.
  3. Group tasks into phases to structure the work into stages.

Views

Switch between the views that suit the moment:

  • Main table for a detailed, editable list.
  • Board for a Kanban view by status.
  • Timeline for a Gantt view of dates and dependencies.
  • Overview for progress at a glance.
  • Billing for time and cost.

GitHub board sync

If the DevOps tool is enabled, a project can be linked to a GitHub Project board from its GitHub tab, and its tasks kept in step with the board in both directions. See the guide "GitHub DevOps integration" for how to link and sync a board.