In this article, we will help you understand how to configure the AI Similarity feature at the Organization level. Skip Ahead to: Overview Prerequisite AI-Powered Similar Workitem Video Reference Overview The AI-Powered Similarity feature provides a way to view similar workitems for a given workitem. When you have the details of similar workitems handy for […]

In this article, we will familiarize you with access w.r.t the various elements of the application like Workspaces, Modules, Groups, and Features at the Organization Level. Skip Ahead to: Overview Navigation Layout Customizing the Access Configuration View Video Reference Overview The different elements of the application are configured with the help of the Access Configuration […]

In this article, we will help you to understand managing organization profile. Skip Ahead to: Overview Steps to Modify an Organization Profile Overview The organization is the topmost entity in the product. An enterprise can have diversified businesses spread geographically and deliver different products/services consisting of users reporting directly or to the various business units […]

Overview Organizations have specific work timings set to be followed by their employees during working days and also specific Non-working days or holidays. Sometimes, under certain circumstances, it is possible that projects (and all employees in those projects) will need to follow different work timings or additional non-working days based on the business requirement. The […]

In this article, we will help you to understand the steps to configure the forms section. Skip Ahead to: Overview Default Sections in a Form Navigation Steps to Add a Form Section Modifying Form Sections Modifying the Form Section Settings for Projects Repositioning the Forms Section Defining Form Print Settings Video Reference Overview The default […]

Overview Form, when associated with a workflow, enables routing at the item level to indicate that work for that item is completed at that workflow stage and is in the next stage. A workflow is available for a Form when you select the Linear Workflow option at the time of creating a Form (which is […]

In this article, we will help you to understand how to configure form fields. Skip Ahead to: Overview Navigation Adding and Modifying a Form Field Field Legend Modifying Form Field Settings for Projects Repositioning Form Fields Defining Form Field Print Settings Configuring Card Attributes for Agile Workitems Video Reference Overview Form fields can be used […]

In this article, we are going to get familiar with the Menu options. But if you still want to reorganize them the way you prefer, you can do so in the Menu Configuration module. Skip Ahead to: Overview Navigation Layout Modifying the Menu Structure Steps to Add Menus Overview In the Menu Configuration module, you […]

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In this article, we will get familiar with access rights at the project level. Skip Ahead to: Overview Navigation Layout Defining Access Rights in Projects Overview You can provide or deny access rights for Module groups, Modules, and corresponding features in your project to different personas. You can also provide the read-only view of the […]