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    Solution home / FAQs / New-Gen Project Mgmt

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    New-Gen Project Mgmt

    Can Project managers be changed?

    Yes, you can change the project ownership by navigating to the "project settings".


    Can we convert a change into a project?

    While you can do association with the change, but you cannot convert a change into a project.

    What are the different levels of tasks and their naming conventions in New-Gen Project Management?

    In new-gen project management in Freshservice, tasks are organized into a hierarchy that consists of three levels:        

    • epics or task lists,
    • tasks, 
    • sub-tasks.


    At the highest level are epics, which represent a large body of work that is divided into smaller, more manageable chunks. Epics are created to represent a high-level business goal or objective and can be broken down into tasks.


    Tasks are the next level in the hierarchy and represent a significant part of the work needed to achieve the epic. They are created to help break down an epic into more manageable pieces and can be assigned to individual team members.


    Finally, sub-tasks are the lowest level in the hierarchy and represent the individual pieces of work that must be completed to achieve a top task. Sub-tasks are created to help break down a top task into smaller, more manageable pieces and can be assigned to individual team members.


    It's important to note that the current naming conventions in Freshservice's new-gen project management cannot be modified.

    Can you associate multiple changes/problems into the project

    Yes, it's possible. More details here

    Can requesters/users be added to a Project?

    Yes, requesters or users can be added to a project in Freshservice. However, the user must first be added as a requester in Freshservice. 

    For both existing and new requesters, the Project Management option must be enabled in the Edit Requester page of the requester's profile to add them to a project. 

    Note: A project license is required for requesters who need access to project management.



    Enabling Project Management for a Requester

    What permissions do the Project members have?

    The following are the permissions that a project member can have:


    • Add more members

    • Add tasks

    • Delete their own tasks

    • Assign tasks

    • Add watchers to tasks

    • Schedule tasks

    • Add dependency to all tasks

    • Comment on all tasks

    • Add subtasks to all tasks

    What notifications are sent out from Project Management?

    Below are the notifications sent out:


    • Project Assigned    

    • Project Reassigned    

    • Project Completed    

    • Project Archived    

    • Project Rescheduled    

    • Project Member Added    

    • Project Member Removed    

    • New Comment Added to Task    

    • Task Dependency Added    

    • Task Dependency Removed    

    • All predecessor tasks are complete    

    • Project Task Rescheduled    

    • Project Task Reminder    

    • Mentioned in a Task Comment

    • Added as Watcher to Task

    Is there a way of removing Members from a Project?

    To be able to remove a member from a project, please navigate to the project settings, and under members click on the particular member and you will have an option to remove that member. 



    Can I move subtasks from one parent task to a different parent task?

    Yes. As you work on a project, you may need to reorganize subtasks under different parent tasks. In Freshservice, you can easily move subtasks from one parent task to another. Here's how,

    1. Open the Project from which you want to move the subtask.
    2. Click on the View Details icon next to the subtask you wish to move.
    3. Under the Properties section, go to the Parent dropdown and select a different parent task.
    4. Click Save.
      Moving a subtask from one parent task to another



    Unable to set predecessor tasks or successor tasks.

    The date of creation of the tasks influences whether it precedes or succeeds that task. Overlapping of the dates could be a reason for the same.

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