To help team members understand how to work with a planning folder, create statuses for it that correspond to the planning folder's life cycle.
When you have created a planning folder status, you can apply it to any planning
folder in your project.
For example, at a given moment you might have one planning folder in "Under development" status, while another is in "Finished" status and another is in "Preliminary scoping" status.
Tip: You may also want to move the planning folder to a relative position in
the planning folder list that communicates where it stands in the order of
work.
- Click Project Admin in the project navigation bar.
- Click Planning Folder Settings.
- Under Statuses, click Add.
-
Configure your new planning folder status.
- Give the status an unambiguous name that others will find easy to understand.
- Specify whether the status counts as active or inactive. Project members may want to exclude inactive planning folders from their view, to avoid overload.
- Select which value is the default value for new planning folders and planning folders that originated in earlier TeamForge versions.
- Arrange your planning folder statuses in the order that makes sense for you.
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