Documentation
How to work in GoProject day to day, and how to set it up for your organisation.
Getting started
User guide
- Getting around GoProjectThe sidebar, spaces and projects, Home and My work, search, language, theme and your profile.
- Work itemsCreate work items, fill in fields, add sub-items, epics, links, files and comments, follow, move and change many at once.
- Moving work through a workflowHow statuses change, why a status is missing from the list, and what conditions and validators mean for you.
- BoardsKanban and sprint boards: columns, swimlanes, WIP limits, card fields, finished work and drag and drop.
- Sprints and backlogPlan sprints from the backlog, set capacity from a suggestion, start and complete sprints, read the burndown chart.
- Search and saved filtersFind work with the basic filter elements or the advanced condition builder, save the search as a filter, star it and share it.
- Dashboards and widgetsHome, your own dashboards, the widget catalogue, widget settings and sharing.
- Inbox and notificationsWhat lands in your inbox, how to read, archive and snooze it, and how to choose which notifications you receive.
- DocumentsPages beside the work: templates, the editor, history, approvals, public links, PDF and links to work items.
- Gantt chartThe project timeline: bars, dependencies, critical path, automatic rescheduling, baseline, milestones, absences and export.
- Time tracking, calendar and absencesLog work with a kind of work, read the time report, plan on the calendars, subscribe from Outlook or Google, enter absences.
- Releases and testingPlan and ship versions, record affected versions, write test cases, run test cycles and record results.
- Project health, check-ins and risksSet a project's health, answer the weekly check-in, and keep risks on a 5 × 5 matrix.
- Working as a Help Desk agentThe ticket queues, replying to customers, internal notes, saved replies, SLA clocks, organisations and reports.
- Using the help centre as a customerFor customers: accept an invitation, sign in, raise a ticket, follow it, reply and manage your account.
- TeamsStanding teams in a space: members, leads, capacity shares, the projects they work on and their work.
Install and operate
- Installing GoProjectThe delivery files, server requirements, access to the container registry, configuration and the first start.
- Reverse proxy and HTTPSWhat the proxy in front of GoProject must pass on, and how to try it without one.
- Licence and the portal linkAdding the licence, what the daily report to the portal holds, and a closed network.
- Checking the installation and logsThe read-only check of the server, the check inside the application, and where the logs are.
Administration
- First login and the administrator accountSecuring the initial account, the first settings and the first space and project.
- Connecting LDAP or Active DirectoryDirectory sync, group mapping and sign-in with the directory password.
- Single sign-onOpenID Connect, Microsoft and Google sign-in, and creating accounts by e-mail domain.
- Two-factor authentication and password policySecond factor, sign-in protection, password rules, resets and session length.
- Outgoing e-mail and Help Desk mailboxesThe SMTP screen, the site address for links, and an IMAP or Gmail mailbox per Help Desk.
- Module switchesHow to turn modules on per project, and what "off" means on the server.
- Setting up a Help DeskHelp Desk projects, the /help portal, ticket types, customers, SLA policies and calendars.
- Automation and its safeguardsAutomation rules per space: triggers, conditions, actions, and the limits that stop loops and storms.
- Data protection and GDPRWhat a data protection officer needs to know before approving GoProject.
Integrations
- Importing your dataJira, ClickUp, Asana, monday.com, Planner, OpenProject, Redmine and CSV: what each moves.
- Git integrationsGitLab, GitHub and Bitbucket: branches, commits, merge requests, builds and deployments on work items.
- REST API, tokens and audit exportThe versioned API, service accounts, personal tokens, webhooks and the SIEM feed.