Create Completely New Workspace

Since each item must be assigned to a workspace or project, you can use the system only if at least one such workspace has been created and you have a role in it with the appropriate rights.

First, you must be logged in as a system administrator or system manager if you want to create a workspace at the highest hierarchy level. You can create sub-workspaces or sub-projects for workspaces for which you have workspace administrator rights.

To create a new project, alternatively

  • Go to Perspective Task Management > Task Navigator and click on “Workspaces” in the upper left corner. Use the context menu (right-click) to create a new workspace or subspace.

  • Go to Perspective Project Management > Gantt Chart and click on “Workspaces” in the upper left corner. Use the context menu (right-click) to create a new workspace or subspace.

  • Go to Perspective Management > Workspaces > Add Workspace or Perspective Management > Workspaces > Add Subspace.

  • Fill in the forms on the first tab (“Basic Settings”). Use the “Context Help” if you are unsure about the meaning of an entry.

  • Select a suitable workspace type. This determines to a large extent the configuration of the new workspace (see Workspace Types).

Attention

The selected workspace type must have the item type “Task” (or another type with the type flag “Task”) if you want to use the Gantt chart.

  • A workspace has a workspace state that determines its visibility to regular users and what can be done in that workspace. For more information, see Range Status.

  • Upload a suitable avatar image in SVG format or as a PNG (32x32 pixels or more).

  • Links help you create relationships between items, e.g., end-to-start relationships in classic project management or “will be implemented by” relationships between requirements or user stories and implementing tasks. For more information on links, see Linking Items.

Attention

You must have task links enabled so that you can later add dependencies to projects in the Gantt chart.

  • If your system has been configured to use workspace-specific task numbers, you must enter a globally unique prefix such as “TRP” for each workspace. The item number for an item is then formed from the prefix, followed by a hyphen, and a sequential number.

  • You can activate versioning, which allows you to manage documents in Wiki and compare and edit them in different versions (see Version Management).

  • If you want to plan and track efforts, activate work and cost management. The costs are intended for the accounting of travel and material expenses, not for the costs of the work expended.

  • Choose a base calendar to take account of public holidays and other non-working times.

  • Select the “Set values” tab. The values set here are used if input masks do not contain the appropriate fields or if an item is to be created by e-mail.

  • You can link each workspace to an email account. If an e-mail is sent to this account, the system creates a new item. See Incoming Email Connection for more information.

Note

Use an email account for only one workspace at a time. So do not use, for example, the system-wide e-mail inbox as a project-specific e-mail account. This will lead to incorrect behavior.

Attention

You must have set up the e-mail account on your mail server before you use it here.

  • Click the “Save” button on the toolbar.

Your project or workspace is now configured to create and manage items. To make the workspace, you need to assign permissions to team members via roles (see Assign Roles).