Editing a project or portfolio in the Tracker mobile app

In the app, you can change project and portfolio parameters, create links between objects, and attach widgets.

Changing basic parameters

• To change the name, tap it and edit the text.

• To change the description, go to the About the project section and tap Edit at the bottom.

• To change the status, deadline, or person responsible for the project or portfolio, go to the Parameters section, tap the current value, and select a new one.

Creating a link

If objects share the same line of work, nest them within one another: issues in a project, projects in a portfolio. If objects belong to different lines of work but affect each other's completion, create a link between them.

Adding an issue to a project

Nest an issue in the project it belongs to:

1. Open the project.

2. Go to the Issues section and tap at the bottom.

3. Select which issue you want to link:

   New issue

   Existing issue

   1. To create a new issue, stay on the New tab. Enter the issue name and the queue where it will be created.

      If you can create an issue in the queue only using a form, you'll see the Select form button on the screen.

   2. Select the link type.

   3. Select the issue type.

   4. Tap Create.

   The new issue page opens.

   1. If the issue already exists, go to the Existing tab. Start typing the issue key or name, then select it from the list.

   2. Select the link type.

   3. Tap Add.

Adding a project to a portfolio

Nest another portfolio or a project on the same topic in the portfolio:

1. Open the portfolio.

2. Go to the Projects and portfolios section and tap at the bottom.

3. Select which object to add: Project or Portfolio.

4. Create a new object or add an existing one:

   New

   Existing

   1. Stay on the New tab and enter the name and description of the new project or portfolio. You can change them later.

   2. Set a deadline.

   3. Tap Create at the bottom.

      The new project or portfolio page opens.

   1. If the object already exists, go to the Existing tab.

   2. Select the object from the list.

   3. Tap Add at the bottom.

Specifying a dependency between objects

Add a link between objects if one of them blocks the completion of the other:

1. Open the portfolio or project.

2. Tap at the top and, under Link, select a value: With project or With portfolio.

3. Create a link to the object:

   New

   Existing

   1. Stay on the New tab and enter the name and description of the new project or portfolio. You can change them later.

   2. Set the link type and deadline.

   3. Tap Create at the bottom.

      The new project or portfolio page opens.

   1. If the object already exists, go to the Existing tab.

   2. Select the object from the list and set the link type.

   3. Tap Add at the bottom.

Adding a metric

To attach a widget to a project or portfolio:

1. Open the desktop version of Tracker, select a widget on the dashboard, and tap → Copy link for iframe in the upper-right corner.

2. Open the project or portfolio in the mobile app.

3. Tap at the top and, under Add, select Metric.

4. Enter the metric name. Below, paste the link to the widget.

5. Tap Add.

Adding a checklist

1. Open the project or portfolio.

2. Tap at the top and, under Add, select Checklist.

To learn how to edit checklist items, see Editing a checklist.

Deleting a project or portfolio

To delete a project or portfolio you created, tap → Delete at the top and confirm the action.