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. |
2 | Getting Started with Gemini 5 |
usage
items
projects
|
||
2.5.11 | The Data Import Wizard |
admin
items
database
Excel
migration
|
||
3.1 | Creating Tasks |
items
projects
|
||
3.2 | Rapid Planning (Creating Multiple Tasks) |
usage
items
projects
|
||
7 | Project Templates |
admin
projects
|
||
7.1 | Project Templates: Introduction |
admin
projects
|
||
7.2 | Project Templates: Process |
admin
projects
|
||
7.3 | Project Templates: Screens and Visibility |
admin
projects
|
||
7.4 | Project Templates: Process Workflow |
admin
projects
|
||
7.5 | Project Templates: Custom Fields |
admin
projects
custom-fields
|
||
7.6 | Project Templates: Menus |
admin
projects
|
||
7.7 | Project Templates: Status, Priority and Severity |
admin
projects
|
||
7.8 | Project Templates: Resolution |
admin
projects
|
||
7.9 | Project Templates: Links |
admin
projects
|
||
7.10 | Project Templates: Time |
admin
projects
|
15 documents found.
Once you have created a Process definition you must create at least one Status code for your Project Template. You must define the statuses that items created from your Project Template can pass through. To do this, navigate to the Customization section from the Customize link in the top right hand section of the menu. If you have Gemini Administrator privileges you will then be able to navigate to the Templates tab and the Status sub tab. You will see the following screen:
Make sure that you have selected the Project Template that you wish to maintain Status values for from the drop-down list. In the sample screen shot above we are maintaining status values for the “Breeze Help Desk Template” only.
To Add a new Status value, click on the Add button. Unless your Gemini instance is customized to capture additional/different data you will be prompted to provide:
Click Save to create the Status value. When configuring Workflow for your Project Template you will be asked to specify the transition between the various Statuses that you create and also which Groups (of users) are allowed to make that transition.
To maintain the Label, Comment, Icon, Colour or Final? values of the Status, click in the appropriate field and use Gemini’s inline editing to easily and instantly change the field value. To delete a Status click on the Delete icon to the right of the screen. You will be required to specify an alternative value that any items in the deleted Status will be recoded to. This is to ensure that there are no orphaned records in your data, with Statuses that do not exist in the Template.
Ordering Project Status Codes
To the left of the Status icon is a drag handle . Position the mouse over this region and you can drag-drop the Status Codes to reorder them. Status codes will appear in the Visual Planner in the order in which they appear on the Template.
Priority Codes are optional but it is recommended that you create at least two Priority codes, to represent higher and lower priority items, as an aid to sorting and filtering your data.
To create Priority Codes, navigate to the Templates tab and the Priority sub tab. You will see the following screen:
To Add a new Priority value, click on the Add button. Unless your Gemini instance is customized to capture additional/different data you will be prompted to provide:
Click Save to create the Priority value.
To maintain the Label, Icon or Colour, click in the appropriate field and use Gemini’s inline editing to easily and instantly change the field value. To delete a Priority code, click on the Delete icon to the right of the screen. You will be required to specify an alternative value that any items in the deleted code will be recoded to. This is to ensure that there are no orphaned records in your data, with Priority codes that do not exist in the Template.
Ordering Priority Codes
To the left of the Priority Code icon is a drag handle . Position the mouse over this region and you can drag-drop the Priority Codes to reorder them. Priority codes will appear in the Visual Planner in the order in which they appear on the Template.
Severity Codes are optional but are recommended if you wish to be able to track and manage issues and errors, which will tend to vary by severity from the perspective of various stakeholders.
To create Severity Codes, navigate to the Templates tab and the Severity sub tab. You will see the following screen:
To Add a new Severity level, click on the Add button. Unless your Gemini instance is customized to capture additional/different data you will be prompted to provide:
Click Save to create the Severity level.
To maintain the Label, Icon or Colour, click in the appropriate field and use Gemini’s inline editing to easily and instantly change the field value. To delete a Severity level, click on the Delete icon to the right of the screen. You will be required to specify an alternative value that any items in the deleted code will be recoded to. This is to ensure that there are no orphaned records in your data, with Severity codes that do not exist in the Template.
Ordering Severity Codes
To the left of the Severity Code icon is a drag handle . Position the mouse over this region and you can drag-drop the Severity Codes to reorder them. Severity codes will appear in the Visual Planner in the order in which they appear on the Template.