Description of setup for personal use (context as a solo researcher with multiple ongoing project lines). This is an attempt to describe the slightly more unique configuration settings for project-specific structure, i.e. excluding basic settings including users.

Kanban boards are disabled because they require manual linking + upkeeping.

• Work packages
  • Types: Task, Idea, Deadline (form: priority, date)
  • Status (in order): In Progress, New, Completed, Rejected, Delegated
  • Workflow: Delegated only for Task
• Projects
  • New project modules: WP, Gantt charts, Calendar
• Custom fields: None (including duration, effort, payoff, urgency, ...)
• Enumerations:
  • WP priorities: Optional, Important, Must-do
• Calendars and dates:
  • Working days and hours: All days in work week

Dealing with the different views available in OpenProject is important.

• Work packages: Most of the task editing happens in this page.
• Gantt charts:
  • Useful for visualizing WPs in relation to each other, and the start date of proposed tasks (to get a sense of how much overdue a task is)
  • If the WP list becomes too long, upcoming deadlines fall off the screen and become not visible. Calendars are a better option here.
• Calendars:
  • Plots deadlines in terms of urgency, and is more useful for overview of urgent taskings across all projects.
  • Need to figure out how to integrate this with personal calendars.
  • Subscription can be enabled. The directory regex is /projects/.*/calendars/{{ID}}/ical?ical_token={{TOKEN}}. Failure to match calendar ID with token yields HTTP 404.