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© 2011-2021 Orangescrum 1
How to Create and Organize Projects in Orangescrum
Starting a new project is always exciting. And just as the excitement sets in you enter into a deep
thinking mode on how to create, structure, and manage your projects.
Long term planning is required right from the beginning in terms of finalizing the project plan, which
project template to choose, and which view would be best for daily progress monitoring.
The objective is to ensure that the
• Team is aligned with the project goal
• Roles and responsibilities are distinctively clear
• Task planning and assignment is transparent
• Task execution is streamlined and in sync with the project schedule
• Daily, weekly review of project progress is efficient
Make the perfect plan and Create Projects with confidence
Orangescrum project plans are perfect for laying a robust foundation for your projects. Quickly
breakdown your projects into relevant modules or phases as required.
Next up, create a solid task breakdown structure for each module with detailed
• Tasks
• Subtasks
• Checklists
• Custom task types and labels
© 2011-2021 Orangescrum 2
Once your plan is ready, link it to the project and watch your plan come alive and kicking in
Orangescrum.
Not all projects are created alike!
Having a logical lifecycle for the tasks is key to project execution. More importantly, knowing what
happens next is equally important.
This is where Project Templates come in!
Project templates add the much-needed sequence and set the tone for the flow of events within your
project.
Keeping in mind the distinct requirements of various teams within your organization, Orangescrum
helps you get going with 8 well thought out templates
Agile Scrum
Get going with your agile product development or improve the overall agility of your operations using
the Scrum template.
Benefits
• Organize epics, stories, tasks in the backlog
• Plan sprints & monitor progress on the sprint board
• Monitor team’s performance with sprint burndown & velocity chart
Kanban
A more visual approach to task management with well-defined custom task statuses neatly stacked to
track progress effectively with a Kanban board.
Benefits
• Visualize task progress on a board
• Customize the status workflow based on their use case
• Easily drag and drop tasks to update status
Task Tracking
Track your weekly chores, career & personal goals, or plan an event with simple to-do items and check
them off as you progress.
Benefits
• Check what’s to do and what’s done
• Quickly add tasks to your to-do list
© 2011-2021 Orangescrum 3
• Organize your worklist based on priority
Bug Tracking
Collaborative bug fixing for faster resolution. Make your projects profitable by reducing time spent on
defect management.
Benefits
• Add & manage bugs or issues
• Track bug status in real-time
• Customize the workflow to suit your use case
Content Management
Collaborate, brainstorm to publish your ideas into engaging content. Manage content calendars, curate
& release on time.
Benefits
• Visualize the content flow from plan to publish
• Manage all content tasks in one board
• Customize your content lifecycle with workflow
Procurement
Stay on top of quotes, approvals, purchases & vendor payments & maintain a transparent procurement
process.
Benefits
• Add all their procurement details in one place
• Track purchases from request a quote to purchase
• Add attachments, submit purchase requirements, POs & invoices
Recruitment
Tailor-made task types, task labels, and statuses to keep your team and recruitment process aligned.
Benefits
• Manage all the applicants in a single board
• Add new candidates and track progress till on-boarding
• Attach documents, schedule interviews, share notes and reminders
Simple To-Dos
© 2011-2021 Orangescrum 4
A default status workflow to track tasks quickly from New, In Progress, Resolve, to Close.
Benefits
• Manage and track the status of your tasks in a list view
• Delegate tasks easily to assign tasks to teams
• Monitor team’s activity at one place
Manage your projects with views tailored for you
We understand each team has its own preferences when it comes to task management.
Whether your teams like to work off tasks lists, Kanban or scrum boards, or Gantt charts, we’ve got you
covered.
Hierarchy View – Parent and child tasks neatly stacked in a hierarchy view to get the full context in one
place.
Task List – View all tasks of the project in one single list view along with in-depth filters and
import/export capabilities.
Kanban Board – View tasks grouped by their statuses. Handy in running stand up & status review
meetings.
Scrum Board – To do, in progress, and done columns to track your Sprint progress in one glance.
Gantt Chart – End to the end project schedule, task dependencies, and linking in one view. Master view
of your entire project in a single pane.
Calendar View – See your workweek in action across projects and for your team members as well.
Switch to a view that works best for you and your team.
End to end Project Management with Orangescrum
Projects are the starting point for great endeavors. What matters most is the overall
• Planning
• Execution
• Monitoring
• Reporting
This is where Orangescrum overs you well with a holistic approach to
• Time Tracking
• Resource Management
• User Role Management
© 2011-2021 Orangescrum 5
• Reports and Analytics
All of which are critical to successful project management.
Start a free trial or login to your account to step into a high performing, optimized, and effective work
management collaboration environment today!

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How to create and organize projects in orangescrum

  • 1. © 2011-2021 Orangescrum 1 How to Create and Organize Projects in Orangescrum Starting a new project is always exciting. And just as the excitement sets in you enter into a deep thinking mode on how to create, structure, and manage your projects. Long term planning is required right from the beginning in terms of finalizing the project plan, which project template to choose, and which view would be best for daily progress monitoring. The objective is to ensure that the • Team is aligned with the project goal • Roles and responsibilities are distinctively clear • Task planning and assignment is transparent • Task execution is streamlined and in sync with the project schedule • Daily, weekly review of project progress is efficient Make the perfect plan and Create Projects with confidence Orangescrum project plans are perfect for laying a robust foundation for your projects. Quickly breakdown your projects into relevant modules or phases as required. Next up, create a solid task breakdown structure for each module with detailed • Tasks • Subtasks • Checklists • Custom task types and labels
  • 2. © 2011-2021 Orangescrum 2 Once your plan is ready, link it to the project and watch your plan come alive and kicking in Orangescrum. Not all projects are created alike! Having a logical lifecycle for the tasks is key to project execution. More importantly, knowing what happens next is equally important. This is where Project Templates come in! Project templates add the much-needed sequence and set the tone for the flow of events within your project. Keeping in mind the distinct requirements of various teams within your organization, Orangescrum helps you get going with 8 well thought out templates Agile Scrum Get going with your agile product development or improve the overall agility of your operations using the Scrum template. Benefits • Organize epics, stories, tasks in the backlog • Plan sprints & monitor progress on the sprint board • Monitor team’s performance with sprint burndown & velocity chart Kanban A more visual approach to task management with well-defined custom task statuses neatly stacked to track progress effectively with a Kanban board. Benefits • Visualize task progress on a board • Customize the status workflow based on their use case • Easily drag and drop tasks to update status Task Tracking Track your weekly chores, career & personal goals, or plan an event with simple to-do items and check them off as you progress. Benefits • Check what’s to do and what’s done • Quickly add tasks to your to-do list
  • 3. © 2011-2021 Orangescrum 3 • Organize your worklist based on priority Bug Tracking Collaborative bug fixing for faster resolution. Make your projects profitable by reducing time spent on defect management. Benefits • Add & manage bugs or issues • Track bug status in real-time • Customize the workflow to suit your use case Content Management Collaborate, brainstorm to publish your ideas into engaging content. Manage content calendars, curate & release on time. Benefits • Visualize the content flow from plan to publish • Manage all content tasks in one board • Customize your content lifecycle with workflow Procurement Stay on top of quotes, approvals, purchases & vendor payments & maintain a transparent procurement process. Benefits • Add all their procurement details in one place • Track purchases from request a quote to purchase • Add attachments, submit purchase requirements, POs & invoices Recruitment Tailor-made task types, task labels, and statuses to keep your team and recruitment process aligned. Benefits • Manage all the applicants in a single board • Add new candidates and track progress till on-boarding • Attach documents, schedule interviews, share notes and reminders Simple To-Dos
  • 4. © 2011-2021 Orangescrum 4 A default status workflow to track tasks quickly from New, In Progress, Resolve, to Close. Benefits • Manage and track the status of your tasks in a list view • Delegate tasks easily to assign tasks to teams • Monitor team’s activity at one place Manage your projects with views tailored for you We understand each team has its own preferences when it comes to task management. Whether your teams like to work off tasks lists, Kanban or scrum boards, or Gantt charts, we’ve got you covered. Hierarchy View – Parent and child tasks neatly stacked in a hierarchy view to get the full context in one place. Task List – View all tasks of the project in one single list view along with in-depth filters and import/export capabilities. Kanban Board – View tasks grouped by their statuses. Handy in running stand up & status review meetings. Scrum Board – To do, in progress, and done columns to track your Sprint progress in one glance. Gantt Chart – End to the end project schedule, task dependencies, and linking in one view. Master view of your entire project in a single pane. Calendar View – See your workweek in action across projects and for your team members as well. Switch to a view that works best for you and your team. End to end Project Management with Orangescrum Projects are the starting point for great endeavors. What matters most is the overall • Planning • Execution • Monitoring • Reporting This is where Orangescrum overs you well with a holistic approach to • Time Tracking • Resource Management • User Role Management
  • 5. © 2011-2021 Orangescrum 5 • Reports and Analytics All of which are critical to successful project management. Start a free trial or login to your account to step into a high performing, optimized, and effective work management collaboration environment today!