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    Solution home Project & Workload Management

    New Gen Project Management

    Project & Project task creation through Workflow Automator
    Create and associate a project or a project task to a ticket or change easily with a workflow automator.  Freshservice has a strong workflow automato...
    Fri, 29 Sep, 2023 at 3:41 PM
    Associate tickets, problem, change, and asset with the project and project tasks
    New-gen project management is tightly coupled with service management. This enables the project manager and members to associate or link the project task or...
    Fri, 10 Dec, 2021 at 9:57 PM
    Asset association with project and project tasks
    Associate projects or project tasks to keep track of what assets are needed to get the work done is impacted because of the project or task. A quick gui...
    Wed, 3 Mar, 2021 at 11:28 AM
    Project Management - Roles and privileges
    Running a project in Freshservice is super easy with the New-Gen project management module. Before we jump into the steps for creating a project and organiz...
    Tue, 3 Oct, 2023 at 3:30 PM
    How to create and manage test cases, test runs and test plans
    Write test cases, organize them in multi-level folders. Pull multiple test cases to create a test run. Optionally, group multiple test runs into a test plan...
    Tue, 3 Nov, 2020 at 3:07 PM
    How to configure statuses?
    Statuses can be used in new-gen project management to represent various phases a task goes through from start to finish. Step 1: Create the status from pro...
    Mon, 14 Jun, 2021 at 3:22 PM
    How to configure project task workflows?
    Important - Workflow is by default disabled for accounts, Project manager needs to enable “Task workflows” from the project settings.  Task workflow i...
    Thu, 28 Jan, 2021 at 8:10 PM
    How to configure custom fields and forms in Project Management?
    Properties of a task in the new-gen project management can be customized using Forms and Fields. A form is a collection of multiple fields that become prope...
    Mon, 8 Apr, 2024 at 4:42 PM
    How to configure task types?
    Tasks in new-gen project management can be of various types. They can be epics, user stories, tasks, feature requests, bug fixes etc. This helps teams to ea...
    Thu, 21 Jan, 2021 at 9:57 PM
    How to configure workflow transitions?
    Important - You can configure the workflow transitions only if you have created a custom workflow. Follow the steps to create a custom workflow What are st...
    Thu, 28 Jan, 2021 at 8:11 PM
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