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A QUICK GUIDE
to jixee
GETTING SETUP
Jixee’s intuitive design allows you to set up your account in a few minutes.
Name your first project.
Give your project a unique prefix ID.
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GETTING SETUP
Add collaborators you want to work on this first project.
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GETTING SETUP
Add the first task to your newly created project.
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GETTING SETUP
Connect your Github or Bitbucket account.
*Need help? Read our support article for more details.
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OVERVIEW
Your main Jixee overview gives you a high level look at all your projects and
real-time activity.
Your navigation menu will always be visible, no matter what screen you’re on.
See your team’s real-time activity across all projects.
See all your live projects with a breakdown of the tasks within the specific project.
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ADD PROJECTS
Add a new project to your account with one click.
Adding a New Project requires you to title it and give it a unique prefix.
In your main “Home” view, select “New Project”
In each project, you’re given the option to connect HipChat, Slack
or Flowdock chat.
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ADD COLLABORATORS
Owners and admins are able to add collaborators to specific projects..
Navigate to the specific project you want to add a collaborator to.
(You can only add collaborators project-by-project)
Select the “Collaborators” button in the top right corner of the project.
Invite collaborators by typing their email to send an invite
to the project.
View current project collaborators.
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WORKBOARDS
Jixee Workboards gives your team a flexible option for setting up your project’s
tasks.
Edit the name of a Workboard by clicking the triangle next to
the selected Workboard
Jixee gives you four default Workboards.
Add a new Workboard by clicking the plus sign at the
end of your Workboards.
Delete the Workboard by clicking the triangle next to the
selected Workboard.
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CREATING A TASK
Add a task directly in a specific Workboard.
Select the Workboard you want to add a task to.
Click the “Add a new task here” input box.
Choose task status.
Name your task.
Leave notes to assignee.
Set task deadline
Assign task
Select a task type
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MOVE OR DELETE TASK
Moving tasks from Workboard to Workboard makes your life easier.
Select the specific task you want to move.
Choose to move, clone, or link it.
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MOVE OR DELETE TASK
Select which Workboard you want to move or clone an existing task to.
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REPORTING
Jixee reports allow you to stay on top of task progress.
Select which project you want to see a report for
(or see a report for all projects at once).
Export a report as one of five formats.
Option to look at a report for a specific Workboard.
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CONNECT WITH US
Connect with Jixee for product updates, developer tips, and your customer
service needs.
Twitter
Facebook
Blog RSS
[email protected]
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