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ProjeQtOr (short for Quality based Project Organizer) is a versatile PHP project management software with functions supporting customer relationship management (CRM) and enterprise resource planning (ERP). Below we’ll cover how to build a ProjeQtOr kanban board connected to your internal projects.
1-click ProjeQtOr downloads are available via Softaculous Instant Installer, free with our cPanel shared and VPS hosting plans. Check official documentation to learn how to install ProjeQtOr manually.
Create a ProjeQtOr Project
- Visit your ProjeQtOr instance and login.
- Select the “+” (
) icon near the top and “Project.”
- Add a project name to categorize the type of tasks you’ll later add. The project name is separate from the kanban board name.
- Select a project type. We recommend “Internal” or “Administrative.”
- Select the floppy disk (
) icon near the upper-right corner to save the project.
Create ProjeQtOr Users
- For full kanban functionality you’ll need to configure your admin user account as a possible assignee (not recommended for security) or create a regular user with. On the left, select “Environment,” then “Users.”
- Select the (
) icon.
- On the right, specify username, real name, and profile (user permissions type). Select the “is a resource” checkbox for the ability to mark the user as “responsible” (assigned) for kanban tasks. This is required to complete kanban tasks.
- Select the floppy disk (
) icon near the upper-right corner to save the project.
Create a ProjeQtOr Kanban Board
- On the left, select “Environment,” “Ticketing,” and “Kanban.”
- Select the (
) icon to create a new kanban.
- Type a kanban name, “type of item” (we recommend “activity”), and select “OK.”
Afterwards you can select “Kanbans” and the pencil icon in the drop-down menu to change the Projeqtor kanban name. - There will only be a backlog column (or swimlane) present. Select the (
) icon near the top to create a new column.
- Add a name and a relevant status for the column. Then select “OK.”
Add as many columns as you feel necessary. Kanbans generally include four columns – backblog, assigned, in progress, and done – as seen in the screenshot below. - Select the (
) icon to add a new activity (task).
- Add a task name, select the affiliated project, and additional information as desired. Add an user for “responsible” (assignee) to prevent issues closing kanban tasks later.
- Select the floppy disk (
) icon near the upper-right corner to save the activity. The task will populate under the backlog by default.
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You can drag and drop tasks to successive columns. You cannot move tasks backwards by default. To progress a task to “in progress” and further columns, you must assign a “responsible” user. To mark a task “done” you must add a description for the end result before selecting “OK.”
If you encounter problems with this, edit the task to assign a user. Under “Treatment,” you can also type the “result” and change the status. Don’t forget to save changes.
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What Next?
Unrelated, you should determine a backup solution before updating lesser known web applications. This provides some reassurance in case anything goes wrong. Although there are paid ProjeQtOr plugins available, native server backup solutions will suffice:
- cPanel and MySQL database backup features
- Tar and Zip file compression terminal
- Server snapshots
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