> For the complete documentation index, see [llms.txt](https://docs.aitheon.com/project-manager/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.aitheon.com/project-manager/quick-start/project-manager-admin-mode.md). # Project manager (Admin mode) ## Create a project ### New project Going to the Project Manager, you are directed by default to the Project manager dashboard. Click **Create Project** to start the first one. You can edit or delete this project later. ![](https://3991389238-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-Lu2S-fOHhurmEid5a2i%2F-MUweY5sBRYe0XQ5_cGJ%2F-MUwfoizQEcUQ9l2Hko5%2Fnew%20project.png?alt=media\&token=318362ec-f933-4701-8d59-d6326745eab7) **Name** **(1)** your project. Create a unique **Project key** **(2)** (use characters only) for future task identification. Describe **(3)** your project. The **Description** preview will be visible on the dashboard. **Configure access** **to the project (4)**. A **Public** project will be accessible for each member of your organization. A **Private** project will be visible for organization superadmins, owners, and those members who were invited to the project. Enable an **issue board (**5**)**, if you require one from the start (all the **Issue** type tasks will get there). Click **CREATE**. To proceed with a specific setup click the menu bar on the right and go to **Project Settings**. ![](https://3991389238-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-Lu2S-fOHhurmEid5a2i%2F-MUwn-nROQa68G2ogqtl%2F-MUwn4gb-Cx-1eO4A8RS%2Fproject%20settings%20menu.png?alt=media\&token=15df09dc-f709-455b-9e1d-d640da8f2033) ### Set up project details Edit your new project **Name** and **Description**, if required. The name and description must fit in the symbol limitations (30 for name and 200 for description including spaces). ![](https://3991389238-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-Lu2S-fOHhurmEid5a2i%2F-MUwrOHKWx1qofQUYeDm%2F-MUwsNKMhgYcwXszElr1%2Fproject%20details.png?alt=media\&token=32a041b3-81d6-45ba-ba2f-d31a1ea5151a) Add **Project cover** **(1)** to recognize your project among others instantly. You can upload it from your device and delete it later or replace the image with another one. Uploaded project cover images are not stored in your Drive or in any other place automatically. ‌Add **Labels** **(2)** to create connections between your project tasks, if required. Choose a specific color for each label. You can create and delete custom labels for each of your projects. Click **SAVE CHANGES** to apply the edits. If you do not wish to save any changes in the module, just click on any button outside the module to exit editing unchanged. ### Manage members and permissions Click **Members** **(1)** to view your new project’s users and their roles. You can switch the **Role** **(2)** (admin/member) for each user or remove them from the project. ![](https://3991389238-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-Lu2S-fOHhurmEid5a2i%2F-MUx-RFU5zMxfhbdz84U%2F-MUx-jGwzNHgRa1XSWna%2Fmembers.png?alt=media\&token=a21054b5-8419-46a6-a6c0-711e50a866f9) To add a member or an admin, click **INVITE PEOPLE** **(3)** button on the top right. Use the search field to find the employees of your organization. You can add a member from your own organization only. Switch to the **Shared (4)** tab inside this module to view which users from [**other organizations**](/project-manager/quick-start/project-manager-admin-mode.md#invite-organizations) your project is shared with. To change access to your profile, click **Access (5)**, choose **Private/Public** access type, and save changes.
### Configure workspace (coming soon) Each workspace type provides you with specific visualization and flow settings. Use a **checkmark** on those workspaces you require for the project. ![](https://3991389238-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-Lu2S-fOHhurmEid5a2i%2F-MUx0MiPZmP7Ybe7GUqJ%2F-MUx1-iEv0Va0eJObTyx%2Fworkspaces.png?alt=media\&token=adfbeba4-8854-4a9b-98f4-6c145e07dbc6) You can **add** or **remove a workspace** later. ### Invite organizations Click **Shared Organizations** to view and edit a list of organizations that have shared access to your project. Click **INVITE ORGANIZATIONS** and start typing the organization name in a search field. Click on the organization from the list and click **Add** and **Done**. It will appear in the list of organizations meant to receive an invitation to your project. {% hint style="info" %} If the organization that you want to invite has no Aitheon account, it should create it first to appear in the list of organizations to invite. {% endhint %} You can add as many organizations for collaboration as you wish. As soon as the list is full, click **Invite** to send an invitation via email for each of them. To accept your invitation and view your project, the organization owner must sign in to their Aitheon account first. ![](https://3991389238-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-Lu2S-fOHhurmEid5a2i%2F-MCmC4d5GjWS8TjU1ZLz%2F-MCmCpddj-R71bV-R5-J%2Fproject%20invite.png?alt=media\&token=1abceda0-72b8-490c-b7c4-cfd1354438f0) You can see the status of the invitation in the **Shared Organizations** module. As soon as the invitation is accepted, the status will change from **INVITED** to **ACCEPTED**. ![](https://3991389238-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-Lu2S-fOHhurmEid5a2i%2F-MUx1sx9Rr4bRcxvTEvp%2F-MUx4eNr1qTIhctfEBlk%2Fshared%20orgs.png?alt=media\&token=1ce22ba3-7dcf-4e21-9a71-56d3a67ed144) You can remove a shared organization from your project anytime despite the invitation status. ### Archived Projects As soon as your project is finished, gets frozen, or loses priority, you can move it to archive. Click on the menu on the right side of the project preview in the **All Projects** tab and select **Move to Archive.** Your project with all related tasks will move to the **Archived Projects** tab. You can **Unarchive Project** anytime. ![](https://3991389238-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-Lu2S-fOHhurmEid5a2i%2F-MUx4pPWe8_Nj8I1qBQ3%2F-MUx5xdD3K2VeJ2StjQK%2Farchive.gif?alt=media\&token=852e8e1b-9690-474a-a0ff-a46fe4420434) ## Manage workflows Project management global flow usually consists of 3 strategic segments: * **Project -** full scope of work that needs to be done from a single idea to a finished, ready-to-use result. * [**Epics**](/project-manager/main-features/epics.md) **-** major stages that project realization goes through, providing a piece of certain accomplishment at the end of each stage. * **Sprints** - specific time periods, stuffed with a certain amount of tasks that need to be accomplished to finish the epic. Basic flow structure proceeds in straight tasks > sprint > epic > project line. Aitheon Project Manager goes beyond the simple vector and allows multiple cross-related configurations. Link multiple projects in one massive **epic** to divide the scopes of work submitted by different teams involved in single result achievement. Create multiple cross-related [**projects**](/project-manager/main-features/projects.md) to connect them in cross-related [**epics**](/project-manager/main-features/epics.md) with shared assignees, labels, due dates, etc. ### Epic settings Go to the Project Manager dashboard and click the **Epics** tab to view your epics list. ![](https://3991389238-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-Lu2S-fOHhurmEid5a2i%2F-MUx9EbLKApVOF_e3FW-%2F-MUx9U8jQiviYgDhDBaI%2Fepics.png?alt=media\&token=7e0e98ac-b48c-45bb-b85f-4d62a03904f6) On an epic card, you can see the number of tasks in it **(1)**, **Completion estimate** **(2)** in percents (how many of the tasks are done), due date **(3)**. **CREATE EPIC (4)**, enter its name and description, considering the characters' limitations. Set up the **Start Date** and **End Date** using the inbuilt calendar. ![](https://3991389238-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-Lu2S-fOHhurmEid5a2i%2F-MUx6dxe--C_5pQMxaZ_%2F-MUx7EcbXGuG7CYjCR32%2Fnew%20epic.png?alt=media\&token=a382b797-84c1-4e01-b278-6d1c5535eceb) You can edit your epic or move it to the archive later. View your epic as a board with a list of tasks related. You can link a task to a certain epic only [inside the project](/project-manager/main-features/epics.md#adding-tasks). ![](https://3991389238-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-Lu2S-fOHhurmEid5a2i%2F-MUx9rAzlvL_ycGFm4-Y%2F-MUxPa27v0ELHNwdlxnR%2Fepic%20board.png?alt=media\&token=9abf04f5-4c23-42f4-9878-f43c7a7f6a9d) ## Features ### Kanban board Kanban board is a shared task-manager visualized as a board of sticker cards, structured in columns. Each column represents a stage of work. ![](https://3991389238-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-Lu2S-fOHhurmEid5a2i%2F-MUxWNSi4iF0LxP2oc1j%2F-MUxcGvEFj1YIPpV8GdG%2Fkanban-task.png?alt=media\&token=285f6a02-babf-4451-b036-a78dfc8cae94) Each card contains a task that needs to be done and provides enough information to answer the questions: * What should be done **(1)** * How should it be done **(2)** * What results must be achieved **(3)** * When should it be finished **(4)** * Who should do it **(5)** Also, notice that the task has its index (project key + task number) **(7)**, **Attachments (8)**, **Labels (9)**. {% hint style="info" %} A team member can change any of these options except index and task type. {% endhint %} Kanban board gives a structured view of the working process and provides a simple flow to keep track of each piece of work at every stage of its realization. Click on the project in the dashboard project view to begin structuring and customizing your Kanban board**.** By default, your Kanban board has 4 columns: 1. **Backlog:** a list of all tasks, ideas, and suggestions that are or could be applicable for your project's realization. 2. **To do:** a list of tasks that are relevant at the moment and need to be done 3. **In progress:** a list of tasks that are currently being done by one or a few assignees. 4. **Done:** a list of all tasks that were finished and accomplished successfully. This is the only default column that cannot be deleted or edited, as the **Done** stage is considered to be logically relevant for any managing process. ![](https://3991389238-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-Lu2S-fOHhurmEid5a2i%2F-MUxWNSi4iF0LxP2oc1j%2F-MUxe7NSLXpxs_yIELCw%2Fadd%20column.png?alt=media\&token=5f6bc7f2-82c2-41bc-b4a2-bdbaf9520bb6) To add a column, click a **columns** **(1)** sign on the top right. Type in column's name, choose one of 3 default states (**Backlog**, **To Do**, **In Progress**) according to the column's function. Configure the color**,** if necessary. Click **Save**. ![](https://3991389238-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-Lu2S-fOHhurmEid5a2i%2F-MUxf0vt-vDHuhI_FaRe%2F-MUxfgFycCWseJkP1OLk%2Fadd%20column.gif?alt=media\&token=2e3ca4d5-8994-47f4-a482-901d693ccfec) You can add as many columns as you wish, depending on the stages your tasks need to pass. Drag columns to change their order. To edit a column, click the menu bar on the top right of the column and select **Edit**. To save your changes, click **Update.** **Subscribe** to the columns with the highest priority to get email notifications about tasks moved to and from this stage. You can always click **Unsubscribe** to stop receiving notifications. **Delete** the column if required. Make sure you clear all tasks **from** the column from first. [View detailed task creation flow.](/project-manager/quick-start/team-member-user-mode.md#create) ### Coming soon * Gannt chart * Mindmap * Time management * Dashboard with project’s analytics * Effort and cost estimation * Split large tasks * Shared team calendar * Reporting * Drive for Media