The administration settings page gives you control over all Administration related tasks in Yodiz. This article will guide you through each setting.

administration

Projects

Add Project

Allows you to create a new Project for you company.

My Project

This allows you to see all Projects that you are assigned to in your company.

View All Projects

This shows you all projects that are being worked upon by the company.

Archived Projects

This shows you all projects that have been archived by the company.

Project Settings

Edit Details

Allows you to edit following project details:

  • Project Title
  • Short Project Name
  • Details
  • Owner
  • Estimation Method
  • Points Hours
  • Point Scale
  • Work Days
  • Time Zone
  • Use MoSCoW priority for Issues. If not checked, only “High Priority” checkbox will be used
  • Use Resolve Reason for Issues, when changing status to Resolved, Ignored, etc.
Manage Users
  • Invite new users, or add existing user to project.
  • Manage Components
  • Add, Edit, Delete component
  • Estimation Method
  • Choose estimation method like Points or Hours
  • Choose point scale among Linear, Fibonacci, T Shirt size, Scale -100

Import Data

You can import data into Yodiz from external apps. This section deals with the settings for Importing of data.

Import using API

This feature allows you to import data using API keys. You can import Project from other tools like:

  • Pivotal Tracker
  • Atlasian Jira
  • Redmine
  • FogzBugz
  • OnTime Now
  • Import using CSV:

This feature allows you to import data with the use of CSV file.

Users

This section allows you to make changes to existing Users in the company. You can perform a range of functions including:

Invite New users

Invite new users to the company by sending them invitation email.

Create Bulk users

Add new users directly by sending them username and password in email.

All users

View all current and pending users.

Manage Roles & Permissions

Assign and change roles & permissions for all current users.

Configurations

Manage Custom Fields

Create and change custom fields

Create Custom Fields

Create new custom fields

Manage Status Labels

Create and change status labels.

Manage Priority Labels

Create and change labels for different priorities.

Mobile Apps

Links to download mobile apps

  • iOS
  • Android
  • iPad

Billing

Payment Management

Manage all details related to making payments, such as user count, type and duration of package, and billing methods.

Payment Responsibles

Change the person responsible for making payment.

Company Details

Change details related to the company such as name, email, phone number and address.

Integrations

Interact via email

Configure your project to receive issue, userstory, epic from any email, specific email or from email domain. Configure external tool integration with your project.

  • Slack Integration
  • Zendesk
  • Uservoice
  • Freshdesk
  • Happyfox
  • Jenkins

Browser Add On

Links to download Yodiz grab, a powerful utility to get screenshot annotate and report as issue or US.

API

Get your API key