Projects
Depending on your rights, you will see the following sections in Projects administration.
Project prefix
DOQMIND generates a project id for each project. This project prefix is a prefix and a number. the default prefix is ‘PROJ’, but you can change it in here.
Please note that the project prefix will be changed for all projects, existing and new.
The prefix can be seen in the list-view of projects: select “Project ID” as visible column.
Custom Project Status
There is the possibility to create custom statuses for projects. All statuses are divided into 1 of 4 possible status categories. These status categories align the with the system statuses. These statuses can be applied manually, see Quick Actions and automatically via milestones, see Milestone. For a category, an order can also be defined for custom statuses. This order will be used to sort in projects.
Default project notifications
This section allows you to determine the default configuration of project notifications for newly created templates or projects. In every template or project, these defaults can be further customized.
These notification settings are configured in a similar manner as the task notifications, as documented here. The emails in this section are triggered on project events, not on task events.
The available events are based on the project deadline and project status changes.
For templates and projects, you can find the settings under the quick actions menu. See
Standard notification mails
This section allows you to customize the standard Projects notification emails. Click on a mail to modify it. See Configure a mail template for more information.
Custom mails
Custom mails allow you to define email templates that can be used in the notification tab of the task configuration tab.
Click the “Create” button to add a new email template. The email template editor opens:
Add a title and configure the template. See Configure a mail template for detailed information on how to use the email editor and how to include smartnames.
Click save to save the template. This template can now be used in the notification tab of the task configuration.
Default columns in list view for new users
The visible columns section allows you to set a default selection and order of visible columns for newly created users. Columns can be picked up and dragged up or down to determine their order in the list view. The list contains system and custom property fields.
This is how the list-view will look like upon first log-in for this user. From this point, the user can still tailor their own view by changing the order and show and hiding visible columns.
Shared searches
Shared Searches allow you to create, manage and share searches in the projects module. See Shared Searches management for details on how to use this feature.
Out of office reloops
This section allows you to configure default behavior for the out of office feature. This feature is described in detail here .
This setting allows you to set a company default behavior. There are 3 possible settings:
Allow the user to set the behavior: This lets the user decide how reloops behave after returning from each configured out of office.
Always reassign to original actor: On return, reloop tasks always assign to the original actor. Users cannot configure this.
Always remain with backup actor: On return, reloop tasks always remain with the backup actor. Users cannot configure this.