Projects Overview

Projects are essential containers that help you organize tasks and documents effectively across multiple projects. This document provides an overall understanding of the project system, including its concept, management roles, and the commands available to interact with projects.

The Concept

A project acts as a container where all tasks and documents reside when you select it. Only the items within the active project are visible and accessible, which keeps your workspace focused and clutter-free. You can create new projects and switch between them as needed to organize different sets of work.

Project Managers

Project managers play a key role in ensuring tasks are handled efficiently. Although they do not possess special permissions beyond those of regular users, they can be configured as the default assignee for tasks. This means that if no other assignee is specified, tasks will automatically be assigned to the project manager. Additionally, project managers receive notifications for all tasks in their project when deadlines approach.

To set up a project manager as the default assignee, use the command:

/settings default_assignee

Then select the appropriate project manager from the list.

Project Commands

The system provides a range of commands to help you interact with and manage your projects. These commands allow you to switch between projects, adjust settings, and customize notifications. For a comprehensive list and usage instructions of project commands, please refer to the dedicated project commands documentation.

Create a project

This will create a new project with the specified name. After the creation, all users on the server will be able to switch to the new project.
/project create
project
My project
Task ManagerKnowledge Manager
Requires MANAGE_PROJECTS permissions

Create a personal project

This will create a new personal project with the specified name. You will have full control over this project and can add other users to it.
/project create-personal
project
My project
Task ManagerKnowledge Manager
Requires CREATE_PERSONAL_PROJECTS permissions

Select a project

This command allows you to select a different project. When new tasks are created, they will be created in the selected project.
/project select
project
My project
Task ManagerKnowledge Manager

List all projects

Displays all projects on the server.
/project list
Task ManagerKnowledge Manager

Rename a project

Renames a project. If no project is specified, the currently selected project will be renamed.
/project rename
project
My project
new_name
New project
Task ManagerKnowledge Manager
Requires MANAGE_PROJECTS permissions

Get or set the manager of a project

When no manager option is specified, the bot will display the current manager of the project. If a manager is specified, the bot will set the user as the manager of the project.
/project manager
project
My project
manager
@User
Task ManagerKnowledge Manager
Requires MANAGE_PROJECTS permissions

Delete a project

Moves the specified project to the recycle bin. It can be restored until it is permanently deleted after 30 days. All tasks in this project will also be moved to the Recycle Bin. If deleted immediately, the project and all tasks within the project will be irrevocably deleted. The bot won't ask for confirmation.
/project delete
project
My project
Task ManagerKnowledge Manager
Requires MANAGE_PROJECTS permissions

Restore a deleted project

Restores a project from the Recycle Bin.
/project restore
project
My project
Task ManagerKnowledge Manager
Requires MANAGE_PROJECTS permissions

Configure status columns

Gets you a link to configure the task status columns for the project in the web app.
/project columns
project
My project
Task ManagerKnowledge Manager
Requires MANAGE_PROJECTS permissions