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Complete Guide to Project Management in Nexus

Nexus is a powerful project management tool that supports multiple projects with structured workflows, permissions, and role-based access. This guide explains the different project types, creation, management, permissions, and customization options in Nexus.

Project Types in Nexus

Nexus supports two types of projects:

  1. Team Projects

    • Designed for collaboration with multiple users.
    • Supports user and group management.
    • Can only be created by Administrators and Application Managers.
    • Suitable for team-based tasks, shared workflows, and cross-functional collaboration.

  2. Personal Projects

    • Created for a single user without any user management.
    • Can be created by anyone.
    • Only the owner and administrators have access.
    • Best for individual task tracking and personal productivity.

Creating Projects in Nexus

Nexus allows you to manage multiple projects simultaneously. You can create a new project in three ways:

1. Creating a Team Project (For Multiple Users)

  • Only Administrators and Managers can create a team project.
  • Supports user management and role assignment.
  • Steps to create a new team project:
    1. Navigate to the Dashboard.
    2. Click on "New Project".
    3. Enter a Project Name.
    4. Click Create.

2. Creating a Personal Project (For Individual Use)

  • Anyone can create a personal project.
  • No user management options are available.
  • Only the project owner and administrators can access it.
  • Steps to create a personal project:
    1. Go to the Dashboard.
    2. Click on "New Personal Project".
    3. Enter a Project Name.
    4. Click Create.

3. Creating a Project by Duplicating an Existing One

Nexus allows you to copy properties from an existing project to quickly set up a new one. This is useful when you want to create similar projects with the same structure.

When creating a new project, you can duplicate:

  • Permissions – Retains the same user roles.
  • Actions – Keeps the same automated actions.
  • Swimlanes – Preserves workflow lanes for organizing tasks.
  • Categories – Maintains task categorization.
  • Tasks – Copies tasks from the original project.

To duplicate a project:

  1. Go to New Project.
  2. Select "Duplicate an Existing Project".
  3. Choose a project to copy settings from.
  4. Click Create.

Editing and Modifying Projects

Projects in Nexus can be modified at any time to reflect changing requirements.

Editing a Project

  • Click on "Edit Project" from the project settings.
  • You can modify:
    • Project Name
    • Start and End Dates (used in Gantt Charts)
    • Project Description (visible as a tooltip on the board and project listing page)

Converting Between Project Types

  • A Personal Project can be converted into a Team Project by unchecking the “Personal Project” box.
  • A Team Project can be converted into a Personal Project by checking the “Personal Project” box.
  • ⚠ Important: When converting a Team Project into a Personal Project, all previously assigned users will still have access until manually removed.

Deleting a Project

  • Only Project Managers or Administrators can delete a project.
  • Deleting a project will permanently remove all associated tasks.
  • To delete a project:
    1. Open Project Settings.
    2. Click “Remove” at the bottom of the menu.
    3. Confirm deletion.

Managing Project Permissions

Each project in Nexus operates independently. Users must be explicitly granted access to work on a project.

Available Project Roles

  1. Project Manager – Has full control over the project, including task management, user roles, and settings.
  2. Project Member – Can create and modify tasks but with some restrictions.
  3. Project Viewer – Has read-only access to the project.
  • Administrators have full access to all projects.
  • Personal Projects do not have permission settings, as they are accessible only to the owner and administrators.

Assigning Roles

To manage project permissions:

  1. Go to Project Settings > Permissions.
  2. Assign a role to each user or group.

Custom Roles & Restrictions

What Are Custom Roles?

Custom roles in Nexus allow project managers to apply specific restrictions to users based on workflow needs. These roles inherit permissions from the Project Member role and can have additional limitations.

Common Use Cases for Custom Roles

  • Restrict users from creating new tasks.
  • Allow users to move tasks only between certain columns (e.g., "To Do" → "In Progress").
  • Prevent users from closing or opening tasks.

Setting Up a Custom Role

  1. Create a New Custom Role

    • Navigate to Project Settings > Custom Roles.
    • Click "Add a New Custom Role".
    • Enter a Role Name and save.

  2. Define Restrictions

    • You can restrict:
      • Task creation (Allow or deny in specific columns).
      • Task movement (Allow movement only between specific columns).
      • Task status changes (Allow status changes only in designated areas).
    • Click "Add a New Restriction" to configure settings.

  3. Assign the Role

    • Go to Project Settings > Permissions.
    • Assign the custom role to users.

Sharing Projects & Tasks

Enabling Public Access

By default, all Nexus projects are private. However, you can enable Public Access for read-only viewing.

  • Public projects cannot be modified but can be shared via a secure URL.
  • Useful for external stakeholders or displaying a project on a screen.
  • Public boards refresh every 60 seconds to show the latest updates.

To enable public access:

  1. Open Project Settings.
  2. Click "Public Access".
  3. Click "Enable Public Access".
  4. Share the Public Board URL.

When enabled, Nexus generates:

  • A Read-Only Project Board Link
  • An RSS Feed Subscription Link
  • An iCalendar Subscription Link

To disable public access:

  • Toggle "Disable Public Access" anytime.
  • Disabling public access generates a new URL, making previous links invalid.

Using Custom Filters

Custom filters help you save and reuse search queries, making it easier to manage tasks across projects.

Creating a Custom Filter

  1. Open Project Settings > Custom Filters.
  2. Enter a search query.
  3. Save the filter.
  • Project Managers can choose to share filters with other team members.
  • Once created, filters appear in the board view, next to default filters.

              Nexus provides a structured yet flexible approach to project management. Whether managing a team project or working on personal tasks, Nexus allows you to:

✅ Create and organize projects efficiently
✅ Assign roles and permissions to users
✅ Define custom restrictions for controlled workflows
✅ Share project boards securely with public access
✅ Use custom filters for better task management

With these features, Nexus ensures that your project runs smoothly while maintaining security, transparency, and flexibility.

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