Learn how to customize in a screen layout the information you want to share about your projects and how you want to display it on the screen in four steps. Click 'Get Started' for a step-by-step explanation, or click on the video to view a comprehensive summary.
Create custom information fields for your projects, there are up to eleven types that will allow you to track your projects with information that is relevant to you, these can be of type list, status, priority, text, date, numeric, user, project, group, accumulated or Script. Click on the video to see the whole process before continuing to step 2.
The moment has come! Decide, according to your needs, how to organize the project information fields that you created in the previous step on the screen: group and order the fields in containers and distribute them between sections, when you finish that, give the layout a name and save it before continuing to step 3.
Associate the layout you just designed to all the projects you want to contain the information structure you have created, so you can start feeding the fields you created in step 1 with relevant information for you, your team, and your collaborators. Continue to Step 4 to finish customizing your projects with Projectrak.
If you wish, to save time you can set the layout "by default" for any of the three project types that Jira offers: Service Desk, Business or Software, so you will not have to assign the layout every time you create a project. After this, you already know how to customize fields and layouts with Projectrak, but you can still learn how to get the most out of it.
Learn how to improve control over your projects and make decisions based on the data that is important to you and your team. Click on any of Projectrack functionalities and discover its full potential in our step by step guide:
Security
Itaque earum rerum hic tenetur a sapiente delectus, ut aut reiciendis voluptatibus maiores alias consequatur aut perferendis doloribus asperiores.
Properties
Itaque earum rerum hic tenetur a sapiente delectus, ut aut reiciendis voluptatibus maiores alias consequatur aut perferendis doloribus asperiores.
Projects View
Itaque earum rerum hic tenetur a sapiente delectus, ut aut reiciendis voluptatibus maiores alias consequatur aut perferendis doloribus asperiores.
List View
Itaque earum rerum hic tenetur a sapiente delectus, ut aut reiciendis voluptatibus maiores alias consequatur aut perferendis doloribus asperiores.
Release View
Itaque earum rerum hic tenetur a sapiente delectus, ut aut reiciendis voluptatibus maiores alias consequatur aut perferendis doloribus asperiores.
Bulk Operations
Itaque earum rerum hic tenetur a sapiente delectus, ut aut reiciendis voluptatibus maiores alias consequatur aut perferendis doloribus asperiores.
Email Subscriptions
Itaque earum rerum hic tenetur a sapiente delectus, ut aut reiciendis voluptatibus maiores alias consequatur aut perferendis doloribus asperiores.
Workflows
Itaque earum rerum hic tenetur a sapiente delectus, ut aut reiciendis voluptatibus maiores alias consequatur aut perferendis doloribus asperiores.
Gadgets
Itaque earum rerum hic tenetur a sapiente delectus, ut aut reiciendis voluptatibus maiores alias consequatur aut perferendis doloribus asperiores.
Layouts
Itaque earum rerum hic tenetur a sapiente delectus, ut aut reiciendis voluptatibus maiores alias consequatur aut perferendis doloribus asperiores.
Projectrak Documentation
Projectrak documentation will help you understand and find the most effective and fastest way to use all its capabilities.
