1		Installing Gemini 5
1.1		Pre-requisite Checks
1.2		Installing Gemini 5 Using Automated Installer
1.3		Installing Gemini 5 Using Zip File
1.4		Upgrading 5.0 to 5.1
1.5		Upgrading 4.2 to 5.1
1.6		Using Windows Authentication
1.7		Setting up with Geckoboard
1.8		Setting up with Lucidchart
1.9		MS Project Connector
2		Getting Started with Gemini 5
2.1		Signing in to Gemini
2.2		Navigation in Gemini
2.3		AppNav Cards
2.4		Gemini Terminology
2.5		Features and Functions
2.5.1		The Grid
2.5.2		The Planner
2.5.3		Activity Page
2.5.4		Timeline Page
2.5.5		Roadmaps and Changelogs
2.5.6		Documents
2.5.7		Standard Reports
2.5.8		The Calendar
2.5.9		Burndown and Burnup Charts
2.5.10		Ad Hoc Reporting with Excel
2.5.11		The Data Import Wizard
3		Creating and Managing Tasks
3.1		Creating Tasks
3.2		Rapid Planning (Creating Multiple Tasks)
3.3		The View Item Page
4		Structuring Projects
4.1		Creating Projects
4.2		Components in Gemini
4.3		Versions in Gemini
4.4		Setting Project Defaults
5		Breeze - Email-to-ticketing
5.1		Introduction to Breeze
5.2		Breeze: Queues
5.3		Breeze: SMTP Servers
5.4		Breeze: Mailboxes
5.5		Breeze: Response Templates
6		Sentry - Testing in Gemini
6.1		Introduction to Sentry
6.2		Test Cases
6.3		Test Plans
6.4		Test Runner (Executing Tests)
6.5		Test Run History
7		Project Templates
7.1		Project Templates: Introduction
7.2		Project Templates: Process
7.3		Project Templates: Screens and Visibility
7.4		Project Templates: Process Workflow
7.5		Project Templates: Custom Fields
7.6		Project Templates: Menus
7.7		Project Templates: Status, Priority and Severity
7.8		Project Templates: Resolution
7.9		Project Templates: Links
7.10		Project Templates: Time
8		People and Permissions
8.1		Users
8.2		Groups
8.3		Permissions
8.4		Active Directory Integration and Windows Authentication
9		Code Review & Source Control Connectors
9.1		SVN Server Installation
9.2		Client Side Gemini Tortoise SVN Integration
9.3		Git Source Control Connector
9.4		Mercurial Source Control Connector
9.5		TFS Source Control Connector
9.6		Using Saucery for Code Review
10		Gemini 4
10.1		Getting Started
10.2		Installing
10.2.1		Requirements
10.2.2		Automated Installer
10.2.3		Microsoft Web Platform
10.2.4		Zip File
10.2.5		Scheduler Service
10.3		Upgrading
10.3.1		Upgrading Existing Installations
10.3.2		Upgrading 4.1.x to 4.2
10.3.3		Upgrading 4.0.x to 4.2
10.3.4		Upgrading 3.7.x to 4.2
10.3.5		Upgrading 3.6.x to 4.2
10.3.6		Upgrading 3.5.x to 4.2
10.3.7		Upgrading 3.1.x to 4.2
10.3.8		Upgrading 3.0.x to 4.2
10.3.9		Upgrading 3.0.0 to 4.2
10.3.10		Upgrading 2.2 to 4.2
10.3.11		Upgrading 2.1.x to 4.2
10.3.12		Upgrading 2.0.x to 4.2
10.3.13		Upgrading 1.9.1 to 4.2
10.3.14		Upgrading 1.9/1.9a/1.9b to 4.2
10.3.15		Upgrading 1.8.x to 4.2
10.3.16		Upgrading 1.7 to 4.2
10.3.17		Upgrading 1.6.3 to 4.2
10.4		Projects
10.4.1		Project Concepts
10.4.1.1		Grouping Projects
10.4.1.2		Components
10.4.1.3		Versions
10.4.1.4		Roadmap
10.4.1.5		Change Log
10.4.1.6		Dashboard
10.4.2		Project Customization
10.4.2.1		Project Settings
10.4.2.2		Single, Multiple Item Options
10.4.2.3		Item Type, Priority, Severity Options
10.4.2.4		Default Values
10.4.2.5		Components
10.4.2.6		Versions
10.4.2.7		Project Attributes
10.4.2.8		Which Fields Are Displayed?
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
10.5.7		Comments
10.5.8		Hierarchy
10.5.9		Links
10.5.10		Recurrence
10.5.11		Estimates & Time Logs
10.5.12		Source Control Links
10.5.13		Audit Trails
10.5.14		Workflow
10.5.15		Filter Items
10.5.15.1		Using the Filter
10.5.15.2		Saving and Reusing Filters
10.5.15.3		Cross Project Roll-ups
10.5.16		Patterns
10.6		Planning Board
10.7		Time Management
10.7.1		Time Reports
10.7.2		Recording Time
10.8		Notifications
10.8.1		Project Alerts
10.8.2		Item Watchers
10.9		Test Management
10.9.1		Approach
10.9.2		Plans
10.9.3		Cases
10.9.4		Runs
10.9.5		Traceability
10.9.6		Filtering
10.10		Management
10.10.1		Administration
10.10.1.1		General Configuration
10.10.1.2		SMTP and Notifications
10.10.1.3		Projects
10.10.1.4		Custom Fields
10.10.1.5		Item Management
10.10.1.6		Test Management
10.10.1.7		Licensing
10.10.2		Users & Security
10.10.2.1		User Management
10.10.2.2		Global and Project Groups
10.10.2.3		Working with Global Groups
10.10.2.4		Working with Project Groups
10.10.2.5		Available Permissions
10.10.2.6		Project Resources
10.10.2.7		Assigning Permissions to Projects
10.10.2.8		Windows Authentication
10.10.2.9		Active Directory Integration
10.11		Using Add-on Products
10.11.1		Visual Studio 2008/2010
10.11.2		Gemini Desktop
10.11.3		Microsoft Outlook
10.11.4		Converse
10.11.4.1		Installation
10.11.4.2		Core Mailbox Setup
10.11.4.3		Selecting Emails to Process
10.11.4.4		Manipulating Email Content
10.11.4.5		Outbound Notifications
10.11.4.6		Project Mapping
10.12		API
10.12.1		Introduction
10.12.2		Enabling API support
10.12.3		Authentication
10.12.4		Response Formats
10.12.5		.NET Quick-start
10.12.6		Schema Reference
10.12.7		Administration API
10.12.8		Alerts API
10.12.9		Custom Fields API
10.12.10		Groups API
10.12.11		Items API
10.12.12		Projects API
10.12.13		Users API
10.12.14		Testing API
10.13		User Profile

194 documents found.

Tasks in Gemini go by the default name of Items, because thanks to Gemini’s incredibly flexible framework of Project Templates, you can apply your own terminology turning “Items” into “Tickets”,”Issues”,”Queries”,”Stories” or whatever suits your processes and people. Whatever the name you choose, these Items represent things to-do and so for descriptive purposes the generic name task seems appropriate.

You can create a task from anywhere in Gemini, even in the Customization section. To create a task simply click on the plus sign on the extreme right hand side of the menu bar .

Where will my task be created?

When you specify that you wish to create a task in this manner, Gemini prompts you with a drop-down list of all of the projects to which you have access and the task will be created in whichever project you select. You can also create multiple tasks at the same time, quickly and easily. To see how to do this see the documentation on Rapid Planning.

What type of task can I create?

The type of task you create and the corresponding data that will be captured will be determined by the Project Template that your project derives from and your permissions for each of the processes that your projects define.

For example, if your Project Template defines two different processes; “Tickets” and “Tasks”, the data that is captured for a process of type “Ticket” may well be very different for the data that is captured for a process of type “Task”. Whether this is significant depends entirely on whether the screen you are using for the type that you select has the field “Type” as an accessible field for members of the Group(s) that you are in, when you are “Creating” an entry. If this field is not accessible to you then you cannot change the “Type” of process you are capturing data for. This might be the case if say a project is defined for a Help Desk and the only things that the Help Desk group do is create Tickets.

If you have access to the field “Type”, then when you are creating a new task you can select which Type of Process you are creating an entry for and Gemini will dynamically alter the screen so you are presented with the appropriate fields, with the appropriate visibility settings for those fields. For this reason, if you are creating projects with more than one Type of Process and you wish users to be able to select which Type they want, you are advised to put the field Type at the top of the screen so that it is the first thing they are prompted with.

Fig 1.0 Customizing Process Screens, showing Type as the first field that users will be prompted to select.

Fig 2.0 Type “Task” prompts for “Title” and “Description”	Fig 2.1 Type “Bug” in the same project prompts for “Title”, “%Complete”, “Affected Area” etc.

Can I change the type of task I create?

Yes. Gemini is flexible enough to allow you to change tasks from one Type to another. Provided you have access to the Type field, just select the new Type and Gemini will hide the fields that are not part of the new Type and expose the fields that are. Because Gemini also contains the ability to set default values for all fields, regardless of Process Type, in a Project Template, you can move from one Type to another and find that the correct values are pre-populated.

How else can I create tasks?

From 3rd Party systems

Gemini has a comprehensive REST-based API that will allow you to create items of any type from external systems. 

From the Breeze application

Breeze is a Gemini add-on that can generate new tasks in any project in the system, from emails. In addition to listening to mailboxes, Breeze has an Outlook plug-in that lets users create tasks in Gemini from emails that are sent to their personal email addresses. The Outlook connector gives the option to a) Create a task (or "Case" as it is in Breeze) , b) Reply to the email or c) Create a task in Gemini and Reply. Once a task has been created in Gemini the Outlook connector continues to allow the user to view the task from the email. 

From the Planner

Gemini’s Visual Planner is so flexible you can create a new task simply by right-clicking in the area of the cards. Users will get a “New” prompt and if selected a task will be created using the Project Defaults and simultaneously placed in the plan view, in the sequenced order that the user select.