To create a new project, you may need Admin rights. Steps to create project are:

  • Go to the Settings Icon Setting-Menu-Icon > Projects & Users > Create Project
  • How-to-Create-Project-In-Yodiz
  • The next screen is where you enter details for your project.
  • Create-Project-Basics-Information
    Field Name Field Description
    Title Enter the caption for your project. This will be used whenever your project has to be referred to in Yodiz.
    Project Key Yodiz will automatically generate a short project name. However, if you wish to designate a short project name yourself, you can do so. This key is used for quick designation of your project at various places in Yodiz. External users also need this key, if they want to create work items in Yodiz using Interact Via Email.
    Details Enter the details of your project. This can be anything from Project goals to specifications.
    Owner Owner of the project, by default is the creator of that project. Any user can be the owner of a project. Being owner of a project, does not impact user roles.
  • Click “Next”
  • Create-Project-Estimation-Settings
    Field Name Field Description
    Title Enter the caption for your project. This will be used whenever your project has to be referred to in Yodiz.
    Estimation Method Choose an estimation method, either Points or Hours.
    Point Scale If you select “Points” a drop down appears with 4 options:
    • Linear (0, 1, 2, 3, 4, 5)
    • Fibonacci (0, 1, 2, 3, 5, 8)
    • Scale-100 (0, 0.5, 1, 2, 3, 5, 8, 13, 20, 40, 100)
    • T-Shirt size (XS, S, M, L, XL, XXL)
    Select any of above Estimation methods for story points.
    Work Days Select the work days that are applicable in your country.
    Default Sprint Duration Select number of days for the Sprint duration
  • Click “Next”
  • Create-Project-Priority-Settings
    Field Name Field Description
    Use MoSCoW priority for Issues One way to prioritize issues. Learn MoSCow priority, if you want to use it.
    Status Reason For Issues Mark it if you want to emphasize on writing Resolve Reason, whenever issue is Resolved.
    Use Priority Check this option if you want to use priority fields for User Stories.
    Sort Dependent Used to adjust User Story priority automatically. If 2 User Stories have same priority number then it adjusts whole backlog by putting both User Stories besides each other and adjusts other User Stories accordingly. This option is enabled by default.
    Default Priority Set default priority for every newly created User Story so, you do not have to change it manually every time. By default, it is set to: no priority.
    User Story Status Marking this option will make User Story associated items dependant on User Story status. Whenever User story status is changed to Done, all its sub items will be automatically completed or closed.
  • Click “Next”.
  • Status-Set-Settings

    Status Set Scheme: You can choose Default Scheme for Status Set or apply any Custom Scheme.

  • Click “Save”
  • A confirmation message will appear in order to notify you about the successful creation of project.
  • Project-Successfully-Creations-Pop-Up
  • Your new project is in this My Projects list now.