The Admin section
The admin interface allows you to change settings of a project. You can access the interface from the left sidebar of a project you have admin privileges for (e.g. a project you own).
One of the most important parts of the admin interface is the Modules section under Project. This section allows you to enable and disable modules such as the wiki, backlog, or kanban board. Some of these modules are enabled or disabled by default based on which project type you picked when creating the project: a Kanban project will have a kanban board enabled and the backlog disabled, and a sprint project will have the opposite settings. This section is where you can change this and enable the other module - or both.
Another important part of the admin interface is the Attributes section. This section allows you to customize your project’s workflow.
You can find full documentation for this section in Taiga documentation.
The following list describes items which you will likely find useful:
On this page you can change the list of statuses available to each epic, user story, task, and issue. For example, you may find it useful to add a "Deployment" status to indicate that a user story is finished and waiting to be deployed.
Use the Add new status button to add a new status. Click an existing status to change its settings (name, color, etc.). Drag and drop existing statuses to rearrange them - this will change the order in which they appear in the status drop down menu.
Create as many statuses as you need, there does not seem to be any particularly low limit. However, before you start creating new statuses and rearranging existing ones, you should sit down and plan everything in advance - adding statuses when your project is already full of user stories and tasks may cause unnecessary chaos.
This section controls the story point scale used in the project. You can define any scale you want, however, if you use a custom scale, it is best to document how it works in the wiki.
Allows you to change the default set of severities and add new ones if necessary.
Drag and drop severities to change their order. It is important to keep them ordered in a sane way (either from least to most severe or the other way around), because Taiga does not assign any numerical values to severities, so they have to be ordered manually.
Here you can add or change available issue types. These types are important metadata useful for filtering and keeping track of the project. For example, it is useful to know how many open bugs are being tracked.
Creating a fourth issue type for documentation is highly recommended. Other than that, create any number of other types you feel may be useful to you.
- Custom Fields
This section allows you to create new fields which will be visible on each epic, user story, task, or issue, as demonstrated below:Figure 2. Several custom fields on a user story
You must click the diskette icon to the right of the text fields to save your new custom field. This icon is invisible until you hover your cursor over it.
Some potentially useful custom fields to add are a Git URL field (to link to a merge request) or acceptance criteria checklist for stories.
The Members section allows you to add and remove team members and give them various permissions. To add a member, click the New Member button in the top right corner, and enter a valid e-mail address.
Adding members by user name currently does not work despite the input box suggesting it does - you must use an e-mail. This is being tracked in an upstream issue.
Once Taiga recognizes that you entered a potentially valid e-mail, the input form will display a button that allows you to proceed. Click it or press Enter, and then choose a role for the new member. Roles and permissions associated with them are controlled in the Permissions tab in the Admin interface. Additionally, you can use the large + button to add another user at the same time, and you can optionally write a custom invitation.
As the text at the bottom of the screen says, new members will either receive an invitation to register, or be added automatically if these addresses already have Taiga accounts associated with them.
Finally, click Invite at the bottom of the form to add the users you specified.
To remove a member from your project, click the Recycle bin icon next on their row in the members list. (The icon only appears if the project has more than one member and when you have sufficient permissions to remove others.)
This section allows you to control the list of roles available to team members, and permissions associated with each role. The controls are straightforward: click a role in the sidebar, and use sliders next to each permission to grant or remove that permission from the role. You can assign roles to team members in the Members screen.
This section allows you to set up webhooks for Github and Gitlab, and other webhook-enabled systems. These are useful especially for longer running projects to provide enhanced automation and crosslinking with Taiga. Note that there currently is no integration support for Pagure.