Easily create projects with KiteSuite, using your personal or organization workspace. Choose a template (e.g., Scrum), set a project name, assign a project lead, select an estimation type, optionally set a project avatar, and add a description. Invite users from your workspace or via email, then finalize the list of project members. Alternatively, you can create a project from the project list dropdown and follow similar steps using different templates (Kanban, Business, or KiteSuite ready-to-use templates). This process offers flexibility in managing project members at a convenient time.
In this article, we’ll walk you through how to create and manage projects with KiteSuite.
Create project
You can create a project in KiteSuite using various project templates. To create the project first you need to create the workspace, then only after you can create the project. Below are the steps to create a project:
Ways of creating the project
With Scrum Template:
After creating the workspace, you reach out to the following screen. Where you need to create the project. Follow these steps:
Step 1: Choose a template (e.g., Scrum) and click Next.
Step 2: Set the project name (the project key is auto-generated based on the name). It’s important to note that you can only change the project key while you’re in the process of creating the project, not after it’s been created.
Step 3: Assign a project lead (default is the creator). The “User2” comes from the workspace users.
Step 4: Choose an estimation type.
Step 5: Optionally, set a project avatar, by clicking on the “Change” button,
Step 6: Add a project description, and click the “Create New” button.
Step 7: You need to invite users to the project. To bring users into your project, you have two options:
From Workspace Users: You can choose users directly from your workspace’s user list.
From Email ID: If you want to invite someone who’s not part of your workspace, you can enter their email address in the provided field.
After entering the email ID click the “Invite” button. Then that user is first added to the workspace and then to the project.
You can also choose to skip inviting users at this moment. You have the option to invite users later in the Manage People option from the project setting screen, once your project is created.
This gives you the flexibility to manage your project members at a more convenient time.
Step 7: After you’ve invited or chosen the users, you’ll see the list of project members on the right side of the screen.
Step 8: Simply click the “Add” button, and your project will be successfully created.
2nd way
Step 1 From the project list dropdown, click “Create project”
Step 2 You’ll see the Project template screen
Continue following the same steps as described in the flow above with different template (Kanban, Business, and KiteSuite ready to use templates)