How to set up erxes for Agile Project Management in Six Steps

Danzanpuntsag Budbazar30 Oct 2021

1. Invite your team members to erxes by going to:

Settings - Team Members - Invite Team Members

2. Create your Task Boards, Pipelines and Stages

TIP: You can get creative with the boards and pipelines and can divide the process of project management however you want.

3. View the boards and pipelines that you have created

4. Create the agile project management process by adding new tasks

TIP: You can create a new task called Current Stage to keep track of the current process and easily drag and drop from one stage to another if there is progress or needs iteration.

5. Assign team members and track their progress and performance

6. Create custom properties if necessary to control costs:

Go to Settings - Properties
Scroll down on the middle-left side of the page and select “Tasks”
Click “+ Add Group & Field” and select “Add Group”
Name the group “Cost Tracking” and add a description

Select the board and the pipeline where you want this group to appear
Click Save

Click “+ Add Group & Field” again and select “Add property” this time
Give it a name such as “Budgeted Cost” and click “Type” and select “Input”
Click Validation and select Number to only allow numbers to be entered
Click Save

Repeat the last four steps for other costs such as the “Actual” cost.

You can also include different currencies by selecting “Radio Button” from the “Type” and leaving the “Validation” blank. Don’t forget to enter the currencies and save them one by one.

TIP: Drag and drop any property up and down to change its position.

Refresh the entire website and go back to your Task Board and Pipeline and click on any task to see the effect instantly on the right side. Select the desired currency and enter the other costs and finally click “Save” to finish the process