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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,projects whichsimultaneously. are categorized into two types:

  1. Team Projects – Designed for multiple users, with user and group management. Only Administrators and Application ManagersYou can create these.
  2. Personal Projects – Belong to a singlenew userproject andin havethree no user management. Anyone can create these.
ways:

1. Creating a Team Project (For Multiple Users)

  • For Multiple Users (Team Project):

    • Only Administrators and Managers can create these.a team project.
    • UserSupports user management isand available.role assignment.
    • Steps to create a new team project:
      1. Navigate to the Dashboard.
      2. Click on "New Project" from the dashboard.

        image.png


        .
      3. Enter a projectProject nameName.
        4. and
      4. Click submit.Create.

    • 2.
  • Creating

    Fora Personal UseProject (PersonalFor Project):Individual Use)

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

    3.
  • Creating

    a Project by Duplicating an Existing Project: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 copy an existing one, including:duplicate:

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

      To duplicate a project:

      1. Go to New Project.
  • Select "Duplicate an Existing Project".
  • Choose a project to copy settings from.
  • 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”Project" to rename, update start/end dates, or modifyfrom the description.
      project

      image.png


      settings.
    • TheYou startcan andmodify: end
        dates
      • Project help generate a Gantt chart.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:Types

    • A Personal Project can be converted into a Team Project andby viceunchecking versa.the “Personal Project” box.
    • IfA Team Project can be converted into a Personal Project by checking the “Personal Project” box.
    • ⚠ Important: When converting toa Team Project into a Personal Project, existingall previously assigned users will still have access unlessuntil manually removed.

    Deleting a Project

    • Only AdministratorsProject Managers or Project ManagersAdministrators can delete a project.
    • Go to "Project Settings" > "Remove" to delete a project.

      image.png



    • Deleting a project will permanently removesremove all tasks associated withtasks.
      • it.
    • 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 isin separate,Nexus andoperates accessindependently. Users must be explicitly granted explicitly.

    access
      to
    • Roleswork inon a Project:project.

      Available Project Roles

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

      CustomAssigning Roles & Restrictions

      CustomTo rolesmanage helpproject set specific restrictions on users. For example, you can allow certain users to move tasks only between specific columns.

      • How to Set Up a Custom Role:permissions:

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

        Custom Roles >& AddRestrictions

        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

        2. Name the role and define restrictions:

          • RestrictNavigate taskto creationProject Settings > Custom Roles.
          • RestrictClick moving"Add ora closingNew tasksCustom Role".
          • LimitEnter actionsa toRole specificName workflowand columnssave.

        3. 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.

        4. Assign the roleRole

          • Go to users under Project Settings > Permissions

            image.png


        .
      • Assign

        Examplesthe ofcustom Customrole Roleto Restrictions:

        • Allow task creation only in specific columns (e.g., "Backlog")
        • Restrict users from changing task status in certain columns
        • Allow moving tasks only between defined workflow steps (e.g., "Ready" → "Work in Progress")users.

      Sharing Projects & Tasks

      Enabling Public Access

      By default, all projectNexus boardsprojects are private.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 theProject project.Settings.
      2. Click “"Public Access”Access" and enable it..
      3. AClick unique"Enable linkPublic willAccess".
        4. be
      4. Share generatedthe forPublic viewing.Board URL.

      When

    • enabled,

      PublicNexus access includes:generates:

      • A Read-onlyOnly projectProject boardBoard Link
      • An RSS feedFeed forSubscription updatesLink
      • An iCalendar linkSubscription for schedulingLink

    • To disable public access:

      Simply
        toggle
      • Toggle it"Disable off.Public AAccess" anytime.
      • Disabling public access generates a new access link will be generated,URL, making previous links invalid.

      Using Custom Filters

      Custom filters help you save frequentlyand usedreuse search queries, formaking quickit access.

      • Howeasier to createmanage tasks across projects.

        Creating a customCustom filter:Filter

        1. Go toOpen Project Settings > Custom Filters.
        2. Create and saveEnter a search queryquery.
        3. If you're a Project Manager, you can shareSave the filter with team membersfilter.
        • Project Managers can choose to share filters with other team members.
        • Once created, filters appear in the board view, next to default filters.

        Once saved,             yourNexus 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 filterrestrictions appearsfor alongsidecontrolled defaultworkflows
        ✅ Share project boards securely with public access
        ✅ Use custom filters for easybetter access.task management


        ThisWith guidethese simplifiesfeatures, Nexus ensures that your project creation,runs management,smoothly while maintaining security, transparency, and permissions in Nexus, making it easy to navigate whether you're a beginner or an experienced user.flexibility.

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