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Gemini Community Support Site

This Gemini community support site can be used to find solutions to product issues. You can log in using Open Id, Google Profile and even Facebook. Feel free to ask a question or browse FAQs and documentation. Product tour videos are also available along with how-to videos demonstrating key Gemini capabilities.




Index Creating
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 1.9        MS Project Connector
appnav
Project
 2      Getting Started with Gemini 5
usage
projects
templates
 2.5.1          The Grid
usage
Excel
 2.5.2          The Planner
usage
 2.5.3          Activity Page
usage
time
 2.5.4          Timeline Page
usage
time
 2.5.5          Roadmaps and Changelogs
usage
time
 2.5.8          The Calendar
usage
projects
add-ons
time
plugins
ms-outlook
 2.5.9          Burndown and Burnup Charts
usage
time
reporting
 2.5.11           The Data Import Wizard
admin
database
templates
Excel
migration
 3      Creating and Managing Tasks
usage
 3.1        Creating Tasks
projects
templates
 3.2        Rapid Planning (Creating Multiple Tasks)
usage
projects
templates
 3.3        The View Item Page
usage
projects
sentry
 6.1        Introduction to Sentry
usage
testing
sentry
 6.2        Test Cases
usage
testing
sentry
 6.3        Test Plans
usage
testing
sentry
 6.4        Test Runner (Executing Tests)
usage
testing
sentry
 6.5        Test Run History
usage
testing
sentry
 10.5         Item Management
 10.5.1           Overview
 10.5.2           Creating
 10.5.3           Editing
 10.5.4           Viewing
 10.5.5           Visibility
 10.5.6           Custom Fields
custom-fields
 10.5.7           Comments
 10.5.8           Hierarchy
 10.5.9           Links
 10.5.10            Recurrence
 10.5.11            Estimates & Time Logs
time
 10.5.12            Source Control Links
 10.5.13            Audit Trails
 10.5.14            Workflow
 10.5.15            Filter Items
find-filter
 10.5.15.1              Using the Filter
find-filter
 10.5.15.2              Saving and Reusing Filters
find-filter
 10.5.15.3              Cross Project Roll-ups
find-filter
 10.5.16            Patterns
usage
projects
 10.7         Time Management
time
 10.7.1           Time Reports
time
 10.7.2           Recording Time
usage
 10.10.1.5              Item Management
admin
 10.12.9            Custom Fields API
custom-fields
api
 10.12.11             Items API
api
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Creating

items

The New Item menu option available top right within a project enables the creation of new item types.

image

Clicking on the New Item link will allow you to create an item. You can also create a new item in a pop-up window by selecting an item type from the dropdown menu.

The New Item screen should be completed in order to add a new item.

image

Most of the input fields are self-explanatory.

Relevant Fields Only

As you select different item types by changing the value of Type dropdown, you may see the actual input fields change. This is because Gemini Administrators can configure Gemini so that different input screens are used for different item types. For example a Bug may have 12 input fields whereas a Task may only have 7 input fields.  Furthermore, Gemini Administrators can even choose to show certain input fields to users who belong to particular user groups.

These settings are all controlled via Item Screen definitions.

image

Visibility

image

Item visibility determines who can see the item. By default an item is visible to “Everyone” but you can choose to show it to just a select group such as “Managers”. In doing so you hide items from other users within Gemini.

Recurrence

Items can also be scheduled to automatically repeat on a daily, weekly or monthly basis.

imageimageimage

Default Values

If certain fields are not visible to users during item creation, users may not be able to create items if Default Values for hidden fields have not been specified.


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