Complete Guide to Project Management in Nexus

Nexus is a powerfulversatile project management tool thatdesigned supportsto multiplehelp projectsindividuals withand structuredteams workflows,organize tasks, track progress, and collaborate effectively. With features like customizable project roles, detailed permissions, task tracking, and role-basedautomation, access.Nexus Thisensures guide explains the differentsmooth project types, creation, management, permissions, and customization options in Nexus.execution.

🛠 Project TypesTypes: inChoosing Nexusthe Right Structure

Nexus supports two distinct project types, ofallowing projects:users to manage projects based on their specific needs:

1️⃣

Team Projects

✔

• Designed for collaborationcollaborative work with multiple users.

✔
• SupportsIncludes user and group management.
• Can only be created by Administratorsmanagement and Application Managers.
• Suitable for team-basedbetter tasks,access sharedcontrol.
  ✔ workflows, and cross-functional collaboration.

1. Personal Projects

   • Created for a single user without any user management.
   • Can be created and managed only by anyoneAdministrators or Application Managers.
   
   ✔
   • OnlyIdeal for companies, departments, or teams working on shared tasks.

     2️⃣ Personal Projects

     ✔ Intended for individual users who don’t require collaboration.
     ✔ No user management—only the owner and administrators havecan access.

   
   ✔
   • Best suited for individualpersonal task trackingorganization, andself-management, personalor productivity.
   freelancing.
   ✔
   Can
be

converted into a Team Project if needed.

📂 Creating & Managing Projects in Nexus

Nexus allows youusers to create multiple projects, providing the flexibility to manage multipledifferent projectsinitiatives simultaneously. You can create a new project in three ways:

1.🔹 Creating a Team Project

(For

1️⃣ 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. Clickand click on "New Project".
  
  2️⃣
  3. Enter a Projectproject Namename.
  4. and configure settings.
     3️⃣ Select user permissions to define access levels.
     4️⃣ Click Create.
  to
finalize.

🔹 Only Administrators and Application Managers can create team projects.

2.🔹 Creating a Personal Project (For Individual Use)

1️⃣

• 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. Enterin athe Project NameDashboard.
  
  2️⃣
  4. ClickUnlike team projects, Createthere is no user management.
  —only
  the
owner

and administrators can access.

3. Creating a Project by🔹 Duplicating an Existing OneProject

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 duplicatecopy settings:

from
• an existing project to save time. This includes:
  ✔ User Permissions – Retains the same useraccess roles.
control
• settings.
  ✔ Task Categories – Copies predefined task categories for better organization.
  ✔ Workflow Actions – Keeps the sameMaintains automated actions.
workflows.
✔
• Swimlanes – Preserves workflow lanes for organizing tasks.
• Categories – Maintains task categorization.
grouping.
✔
• Tasks – CopiesClones existing tasks fromif the original project.

To duplicate a project:needed.

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✔ inRename Nexusthe can be modifiedproject at any time toby reflect changing requirements.

Editing a Project

• Click onclicking "Edit Project".
  ✔ fromDefine the project settings.
• You can modify:
  • Project Name
  • Startstart and Endend Datesdates (usedto increate Gantt Charts)
  charts
  • for tracking progress.
    ✔ Project Descriptiondescriptions (visibleappear as a tooltiptooltips on the board and in project listinglistings.
    ✔ page)
  Convert
  between
personal

and team projects when required.

🔹 Converting Betweena Project TypesType

✔

• A Personal Project can be converted intoConvert a Teampersonal Projectproject to a team project by unchecking the “"Personal Project”Project" box.
option.
✔
• A Team Project can be converted intoConvert a Personalteam Projectproject by checking the “Personal Project” box.
• ⚠ Important: When convertingto a Teampersonal Projectproject into a Personal Project, all previously assigned(existing users willmust stillbe haveremoved access until manually removed.

manually).

🗑 Deleting a Project

✔

• Only Projectproject Managersmanagers or Administratorsadministrators can delete a project.

✔
• DeletingNavigate ato "Project Settings" > "Remove Project".
  ✔ All tasks associated with the project will be permanently remove all associated tasksdeleted..
• To delete a project:
  1. Open Project Settings.
  2. Click “Remove” at the bottom of the menu.
  3. Confirm deletion.

Managing🔑 Project Permissions & Roles

Each project in Nexus operates independently. Users must beis explicitlyindependent grantedand accesssecure, torequiring workexplicit onpermissions afor project.access.

Available🚀 Project Roles

1️⃣

1. Project Manager – Has fullFull control over the project, including task management, user roles,settings, and settings.
team
2. management.
   2️⃣ Project Member – Can create and modifymanage tasks but with somelimited restrictions.
controls.
3️⃣
3. Project Viewer – Has read-Read-only access towith theno project.

• Administrators have full accesspermission to allmodify projects.
tasks.

• ✔ Personal Projectsprojects do not havesupport permissionuser settingspermissions, as they are only accessible only to the owner and administrators.

Assigning🔧 Roles

Custom

To manage project permissions:

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

Custom Roles & Restrictions

To Whatfine-tune Areaccess Custom Roles?control

Custom roles in, Nexus allowallows custom project managersroles with specific restrictions.

✔ Example: You may want a role that allows users to move tasks only from "In Progress" to apply specific restrictions"Done" to users based on workflow needs. These roles inherit permissions from the Project Member role and can have additional limitations..

Common🔹 Use Cases forCreating Custom Roles

• Restrict users from

  1️⃣ creating new tasks.

• Allow usersGo 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 SettingsSettings" > "Custom RolesRoles".
   
   2️⃣
   • Click "Add a New Custom Role".
   • Enterand define a Rolerole Namename.
     3️⃣ Set up restrictions andto save.
   limit
   user
actions,
2. such

   Define Restrictionsas:

   • You can restrict:
     • Task creationCreation (Allow– orRestrict deny into specific columns).columns.
     • Task movementMovement (– Allow movement only between specificdesignated columns).columns only.
     • Task statusStatus changesChanges (Allow– Limit status changesupdates onlyto incertain designatedstages.
       4️⃣ areas)Assign the role to specific users under "Project Permissions".

   🔹

   ClickExample Role Restrictions

   ✔ "AddLimit atask New Restriction"creation to configurespecific settings.workflow

3. Assign the Role

   • Go tostages.
     ✔ ProjectRestrict Settingstask >movement Permissionsbetween particular columns.
     ✔ Prevent users from closing or reopening tasks.
   • Assignin thecertain custom role to users.

areas.

📢 Sharing ProjectsBoards & Tasks

By default, boards are private, but they can be shared publicly for external visibility.

✔ Public boards are read-only and cannot be modified.
✔ Access is controlled via a random secure link.
✔ Public boards refresh automatically every 60 seconds.

🔹 Enabling Public Access

By1️⃣ 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 displayingSelect a project onand a screen.
• Public boards refresh every 60 secondsgo to show the latest updates.

To enable public access:

1. Open Project Settings.
2. Click "Public Access".

2️⃣
3. Click "Enable Public Access" to generate a secure link.

3️⃣
4. Share the link with Publicexternal Boardstakeholders URLfor read-only access.

When✔ enabled, Nexus generates:

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

To disable public access:access

,

simply
• Toggleturn off sharing.
  ✔ A "Disablenew Publicrandom Access"link anytime.
is
• Disablinggenerated publiceach time access generatesis a new URL, making previous links invalid.

re-enabled.

Using🔍 Custom FiltersFilters: Streamline Task Management

CustomNexus filtersallows helpusers youto save and reusecustom search queries, makingfor itquick easierfiltering and workflow optimization.

✔ Filters are project-specific and belong to managethe taskscreator.
✔ acrossProject projects.Managers can share filters with team members.
✔ Filters appear next to default filters on the board.

🔹 Creating a Custom Filter

1️⃣

1. OpenNavigate to "Project SettingsSettings" > "Custom FiltersFilters".

2️⃣
2. EnterDefine ayour search query.
criteria.
3️⃣
3. Save the filter.
filter

for

quick
• access in task management.

  ✔ Ideal for tracking specific tasks, statuses, or deadlines efficiently.

  📊 Project ManagersAnalytics: canGain chooseInsights

  Nexus includes built-in analytics to help teams track project progress and improve performance.

  share🔹 filtersKey Reports & Charts

  📌 User Task Distribution with– otherPie teamchart members.

showing
• Oncetasks created,assigned filtersper appearuser.
  📌 Task Flow Analysis – Graph tracking tasks across different stages.
  📌 Cumulative Flow Diagram – Displays work progression over time.
  📌 Burn Down Chart – Tracks remaining workload against time.
  📌 Average Time per Column – Shows how long tasks stay in theeach stage.
  📌 boardLead view& Cycle Time Analysis, next– toMeasures defaulttask filters.
completion

efficiency.

✔ These reports help optimize workflows, Nexusmanage workloads, and improve productivity.

provides

💡 aWhy structured yet flexible approach to project management. Whether managing a team project or working on personal tasks,Use Nexus allowsfor youProject to:

Management?

✅ CreateFlexible andProject organizeTypes projects– efficientlyWork solo or in teams with tailored access.
✅ AssignGranular rolesPermissions – Control who can view, edit, and permissionsmanage to userstasks.
✅ Custom Workflows – Define customroles, restrictionsrestrictions, forand controlledprocess workflowsautomation.
✅ ShareEasy projectSharing – Public boards securelyfor withexternal public accessvisibility.
✅ UseAdvanced Analytics – Gain insights into project efficiency.
✅ Smart Filtering – Save time with reusable custom filters for better task managementfilters.

WithBy leveraging these features, Nexus ensureshelps thatteams yourstay projectorganized, runscollaborate smoothly while maintaining security, transparency,efficiently, and flexibility.complete projects faster!