2. Basic Settings for My Redmine
In My Redmine, the following settings are pre-configured with default data. If you want to get started right away, proceed to “3. Creating a Project.”
2-1. Issue Statuses
“Status” represents the state of an issue. You can create new statuses or change the names of existing ones. In the workflow, you can configure which statuses can be changed to other statuses.
By default, the statuses “New,” “In Progress,” “Resolved,” “Feedback,” “Closed,” and “Rejected” are set.
How to Create a Status
In the top menu, go to “Administration” → “Issue statuses” and click “New status.” Enter the name of the status you want to create and click “Create.” If you turn on “Issue closed,” the created status will be treated as representing a completed state.
※Attention please: The newly created status cannot be used immediately. A workflow needs to be set up after creation.
2-2. Trackers
A “Tracker” defines the fields (items) used in issues. You can create new trackers or modify existing ones. By default, “Bug,” “Feature,” and “Support” are set.
How to Create a Tracker
In the top menu, go to “Administration” → “Trackers” and click “New tracker.”
Fill in the details and click “Create.”
- Name: Enter the name of the tracker you want to create.
- Default status: Specify the status that will be selected when creating new issues with this tracker.
- Description: (Optional) Enter a description for the tracker (this will be displayed when hovering the mouse cursor over the tracker’s name when create or edit an issue).
- Standard fields: Select the fields (items) to be used in issues with this tracker.
※Attention please: By selecting which tracker to copy the workflow from in “Copy workflow from,” you can skip the workflow setup. If you do not copy a workflow, a workflow setup will be necessary.
2-3. Roles
A “Role” defines what permissions a user has within a project. You can create new roles or modify existing ones. Since you can assign different roles to users based on the project, the same user can have editing privileges in one project but not in another. By default, “Manager,” “Developer,” and “Reporter” roles are set.
How to Create a Role
In the top menu, go to “Administration” → “Roles and Permissions” and click “New role.” Enter the name of the role you want to create and select the permissions to grant. Click “Create.” By selecting which role to copy the workflow from in “Copy workflow from”, you can skip the workflow setup. If you do not copy a workflow, a workflow setup will be necessary.
2-4. Workflow
In “Workflow,” you define the following for each combination of roles and trackers:
(1) How statuses can be changed
(2) Which fields to make required [optional]
(3) Which fields to make read-only (not updatable) [optional]
The workflow includes the “Status transitions” settings for (1) and the “Fields permissions” settings for (2) and (3).
Setting up Status Transitions
- Click on “Administration” in the top menu, then click “Workflow.”
- Select the combination of “Role” and “Tracker,” then click “Edit.”
- Enable the checkboxes to allow transitions between “Current status” and “New status allowed” combinations, then click “Save.”
(You can use the green check icon to toggle statuses on/off in bulk.)
Setting Fields Permissions
- Click on the “Fields permissions” tab in the “Workflow” section under “Administration.”
- Select the combination of “Role” and “Tracker,” then click “Edit.”
- Choose whether fields should be “Required” or “Read-only” for the combination of “Standard fields” and “Issue status,” then click “Save.”
(Click the “»” near the dropdown menu to make bulk changes.)
If newly added statuses are not displayed, uncheck “Only display statuses that are used by this tracker,” then click “Edit” again.