Archives: Helps

Easily manage your workspace plan, billing cycle, and user count from one place.

The Subscription & Billing section in Orangescrum Cloud allows the Account Owner to manage everything related to the workspace plan — including upgrades, downgrades, billing cycles, and user usage.

You can monitor your current plan, track user limits, and manage billing preferences with complete transparency and control.

Only the Account Owner has access to Subscription & Billing.

How to Access Subscription & Billing

1. Log in to your Orangescrum Cloud account.
2. Go to the Settings menu.
3. Click on Subscription & Billing.
4. You’ll see your current plan details, billing type, and user count.

Available Plans

Orangescrum currently offers three subscription plans:

Plan	Ideal For	Key Highlights
Personal	Individuals or freelancers	Basic task and project management features
Startup	Small and growing teams	Advanced task tracking, reports, and integrations
Professional	Established teams	Includes resource management, automation, and premium support

You can upgrade or downgrade your plan anytime based on your requirements.

Billing Cycles

Orangescrum supports two billing cycles:

Billing Type	Description
Monthly	Pay every month — ideal for teams that prefer flexibility.
Yearly	Pay once a year — save more with a discounted rate.

You can switch between monthly and yearly billing anytime from the Subscription page.

Upgrading or Downgrading Your Plan

When Upgrading:

If you move to a higher plan during an ongoing billing cycle, the upgrade takes effect immediately. You’ll gain instant access to all features available in your new plan.

When Downgrading:

If you switch to a lower plan, the change will apply after your current billing cycle ends. Your existing plan and features will remain active until that period is over.

Managing Users and Billing Adjustments

When Adding Users:

If you add more users before the billing cycle ends, the system will recalculate the amount for the additional users, and charges will apply immediately.

Example: If you paid for 30 users but added 10 more during the cycle, the cost for the 10 new users will be prorated and billed right away.

When Removing Users:

If you reduce the number of users before completing your billing cycle, the difference will be automatically adjusted — you’ll get an extended access period based on the unused balance.

Managing Payments and Renewal

• Review your plan and renewal date anytime under Settings → Subscription & Billing.
• All payments are processed securely through trusted gateways.
• Renewal happens automatically based on your billing frequency (Monthly / Yearly).

Summary

• Accessible only by the Account Owner.
• Manage your plan, users, and billing frequency easily from Settings.
• Upgrades take effect immediately.
• Downgrades and user reductions adjust after the billing cycle ends.
• Transparent billing ensures no hidden charges.

Manage your projects, tasks, and teams anytime, anywhere.

Overview

The Orangescrum Mobile App allows you and your team to stay productive on the go.

Whether you’re tracking progress, logging time, or checking updates — everything you do on desktop can now be done directly from your mobile device.

Stay connected with your projects 24×7 — monitor, collaborate, and act in real time.

App Availability

The Orangescrum app is available on:

• Android → Google Play Store
• iOS → Apple App Store

Search for “Orangescrum Project Management” on your app store and install it for free.

Login & Authentication

You can sign in to your Orangescrum account using:

• Email & Password (same credentials as the web version)
• SSO (Single Sign-On) — if enabled for your workspace
• Google or Microsoft Sign-in (for connected accounts)

Steps to log in:

1. Open the Orangescrum app.
2. Enter your workspace URL or company domain (e.g., yourteam.orangescrum.com).
3. Log in with your credentials or preferred sign-in method.

Your login and data are protected by enterprise-grade SSL encryption.

Dashboard Overview

After logging in, you’ll land on your Dashboard, which provides a snapshot of:

• Active projects
• Assigned tasks
• Pending deadlines
• Recent activities and notifications

You can quickly switch between projects, view ongoing work, or start a new task directly from the dashboard.

Manage Tasks on Mobile

The mobile app provides a simplified yet powerful task management experience.

Create Tasks

1. Tap Create Task.
2. Enter the Task Title, Description, and Due Date.
3. Assign it to a User and select a Project.
4. Tap Save — the task will sync instantly to your web workspace.

View & Update Tasks

• Tap any task to open its details.
• Edit the title, change status, or update comments.
• Attach files or screenshots directly from your device.

Task Filters & Views

• Filter by Status, Assignee, Project, or Priority.
• Sort by Due Date or Creation Date for better visibility.

Every change you make on mobile reflects instantly on the web — ensuring perfect sync.

Time Tracking on Mobile

Easily log and manage time entries while working in the field or remotely.

To log time:

1. Open the Time Log tab.
2. Select the Task you worked on.
3. Add the Hours Spent and optional notes.
4. Tap Submit.

To review your timesheet:

Go to Reports → Timesheet to see all logged hours.

Track work hours on the go for accurate project billing and reporting.

Projects & Team Collaboration

Access Your Projects

• Tap the Projects tab to view all active, archived, or upcoming projects.
• Drill down to see task lists, progress, and team assignments.

Collaborate in Real Time

• Use Comments to communicate directly on tasks.
• Mention teammates using @username for instant notifications.
• Share attachments, screenshots, or documents straight from your phone.

No need to switch tools — chat, share, and collaborate inside Orangescrum.

Notifications & Alerts

Never miss an update!

The mobile app supports:

• Push Notifications for new tasks, mentions, and updates.
• Email Alerts (configurable in Notification Settings).
• In-App Alerts for quick reference.

You can manage notification preferences via:
→ Profile Settings → Notifications

Stay informed without inbox overload.

Light & Dark Mode

Toggle between Light Mode and Dark Mode from your Profile menu for a comfortable viewing experience — especially during extended work hours.

Profile & Settings

Tap your Profile Icon to manage:

• Personal information (name, email, phone number)
• Time Zone & Language
• Notification preferences
• Password updates

Your preferences automatically sync across devices.

Offline Access

If you lose internet connectivity while working, Orangescrum temporarily saves your updates locally.

Once you’re back online, all changes are automatically synced to your workspace.

Work uninterrupted, even in low-network environments.

Supported Features Summary

Feature	Availability
Create & Edit Tasks	✅
Comment & Attach Files	✅
Time Logging	✅
Project Access	✅
Resource & Team View	✅
Notification Control	✅
Offline Mode	✅
Dark Mode	✅

The mobile app focuses on speed, simplicity, and on-the-go efficiency.

Best Practices

• Keep your app updated for new features and improvements.
• Enable push notifications for time-sensitive project alerts.
• Use mobile for quick check-ins, approvals, and updates.
• For deeper reporting or admin controls, switch to the web version.

The mobile app complements your desktop workflow — giving you total control wherever you are.

Security

• All data is encrypted in transit (SSL/TLS 1.2).
• Two-factor authentication (2FA) available for secure access.
• SSO and OAuth integrations supported for enterprise accounts.

Your workspace data is safe — even when you’re working remotely.

Troubleshooting

Issue	Solution
Unable to log in	Check workspace URL or reset password.
Push notifications not received	Enable notifications from device settings.
Data not syncing	Refresh the app or check your internet connection.
App crash or freeze	Clear cache or reinstall the app.

If issues persist, contact support@orangescrum.com for assistance.

Summary

Capability	Mobile Access Benefit
Task Management	Create, edit, and monitor tasks in real time.
Collaboration	Comment, share, and notify team members instantly.
Time Tracking	Log hours while working remotely.
Notifications	Stay updated with push alerts.
Sync	Automatic updates across web and mobile.

 

The Roles and Permissions feature in Orangescrum helps you define who can access what within your workspace.

It ensures teams collaborate effectively while keeping data secure — giving admins full control over user privileges, visibility, and actions.

Whether you’re managing small project teams or enterprise-level organizations, role-based permissions allow you to:

• Control access to modules, projects, and data
• Assign predefined or custom roles
• Enable or restrict actions like edit, delete, or manage

For a detailed walkthrough — including how to create roles, manage permissions, and assign them to users —

Please visit the full documentation here:

Smart access management ensures smooth workflows and data protection across your organization.

Create new projects faster with ready-made workflows designed for different use cases.

Overview

The Project Templates feature in Orangescrum Cloud allows you to quickly create new projects using predefined structures, workflows, and configurations.

Each template is purpose-built for a specific project type—whether it’s Agile, content management, recruitment, or procurement—so your team can start working instantly without setting up everything from scratch.

Think of templates as plug-and-play project frameworks — ready to launch, customizable to fit your process.

Why Use Project Templates?

• Save time: No need to build new projects from scratch.
  
• Consistency: Standardize processes across teams and departments.
  
• Accuracy: Use pre-defined task types, workflows, and permissions aligned with your needs.
  
• Scalability: Perfect for growing teams managing multiple similar projects.

Accessing Project Templates

1. Go to your Project Template in the left side menu.
2. Click Create Project to launch a new project based on the chosen template.

Available Project Templates

Orangescrum provides a variety of ready-to-use templates designed for different workflows and industries.

• Simple Project Template

Best for: Small teams or general project management.

Description: Do more than just manage your project — track progress, tasks, and milestones easily.

Includes:

• Default task stages: To-Do, In Progress, Completed
• Basic task types and user permissions
• Ideal for quick, flexible project tracking

Use this for short-term or cross-functional internal projects.

• Scrum Project Template

Best for: Agile teams managing sprints and product backlogs.

Description: Designed to help Agile teams create backlogs, manage sprints, assign story points, and monitor burndown charts.

Includes:

• Backlog and sprint boards
• Story points, velocity tracking, and sprint planning
• Task types like Epic, Story, Bug, Task
• Predefined Agile statuses (To-Do → In Progress → QA → Done)

Perfect for software, IT, and product development teams.

• Kanban Project Template

Best for: Visual workflow management and continuous delivery.

Description: Visualize your process using a Kanban board with custom columns representing workflow stages.

Includes:

• Drag-and-drop task movement
• Configurable status columns
• Continuous work tracking with no fixed sprint cycles

Ideal for marketing, operations, or support teams.

• Bug Tracking Template

Best for: QA and development teams managing bugs and issues.

Description: Track and resolve bugs efficiently with a predefined bug tracking workflow.

Includes:

• Bug categories and priorities (Critical, Major, Minor)
• Statuses: New → In Progress → Fixed → Verified → Closed
• Fields like Bug Origin, Resolution, Affect Version, Fix Version

Ensure software quality and issue transparency.

• Content Management Template

Best for: Marketing, editorial, and content production teams.

Description: Plan, review, and publish content using a structured approval workflow.

Includes:

• Task stages: Idea → Draft → Review → Approved → Published
• Custom fields for content type, due date, and editor
• Collaboration-ready task comments and attachments

Perfect for blogs, marketing campaigns, and creative assets.

• Task Tracking Template

Best for: Individual contributors and small teams managing daily to-do lists.

Description: A minimalistic template to organize and track personal or team tasks.

Includes:

• Simple task list and priority tags
• Statuses: Open, In Progress, Completed
• Option to add due dates, assignees, and attachments

Stay organized and keep work moving.

• Recruitment Template

Best for: HR and recruitment teams managing hiring pipelines.

Description: Automate your recruitment process from job posting to candidate onboarding.

Includes:

• Stages: Application Received → Screening → Interview → Offer → Hired
• Task fields for candidate name, job title, and status
• Workflow reports for hiring progress tracking

Ideal for tracking applicants and streamlining hiring cycles.

• Procurement Template

Best for: Finance, procurement, and operations teams.

Description: Track your procurement process from RFP to purchase order closure.

Includes:

• Task statuses: RFQ Sent → Quotation Received → Negotiation → Order Placed → Closed
• Vendor and item tracking fields
• Built-in cost visibility and document attachment options

Perfect for vendor coordination and budget control.

Customizing a Template

Once you create a project from a template, you can customize it fully:

• Rename or remove task stages
• Add or modify task types
• Assign roles and permissions
• Configure notifications and integrations

Each template serves as a foundation — you can build on top of it as your workflow evolves.

Duplicating or Reusing a Template

1. Open an existing project.
2. Click the Project Settings icon.
3. Choose “Save as Template.”
4. Enter a name and description.
5. Your template is now available in the Project Templates list for reuse.

This feature is ideal for recurring project structures like campaigns, releases, or audits.

Benefits of Using Templates

Benefit	Description
Speed	Launch new projects instantly without setup delays.
Standardization	Keep workflows consistent across teams and departments.
Productivity	Spend less time on setup, more on execution.
Scalability	Reuse successful project structures for new clients or initiatives.

Best Practices

• Review each template’s workflow before creating a project.
• Create department-specific templates (e.g., HR, Marketing, IT).
• Use naming conventions for easy identification (e.g., Client-Onboarding-Template).
• Save frequently used configurations as custom templates.

Templates are reusable systems — refine them as your team grows.

Access Control

Role	Permission
Admin	Create, edit, and delete templates.
Project Owner	Use templates to create projects.
User	View and join projects created from templates.

Only admins can modify or remove default system templates.

Summary

Template	Purpose
Simple	General project management.
Scrum	Agile sprint planning and backlog tracking.
Kanban	Visual workflow management.
Bug Tracking	QA and issue tracking.
Content Management	Editorial planning and approvals.
Task Tracking	Daily task organization.
Recruitment	Hiring pipeline management.
Procurement	Vendor and purchase process tracking.

Project Templates in Orangescrum give your team a head start — standardizing workflows, boosting productivity, and ensuring every project begins with clarity and structure.

The Reports & Analytics module in Orangescrum Cloud offers a wide range of project and team performance insights through visual reports and detailed data breakdowns.

It empowers teams, managers, and executives to monitor progress, identify bottlenecks, and make informed decisions for continuous improvement.

Track what’s working, fix what’s not, and plan your next move smarter.

Types of Reports

Orangescrum divides reports into three major categories:

• Task Analysis Reports – Understand task trends, resolution time, and workflow performance.
• Time & Resource Reports – Evaluate how your team spends time and resources.
• Agile & Others Reports – (For Scrum boards, backlog velocity, and sprint analytics).

Task Analysis Reports

1. Average Age Report

Purpose: Displays the average number of days open tasks have been active in each project.

Why it matters: Helps you track backlog health and identify long-pending work.

How to use:

• Select a Project Name.
• Choose Period (Daily, Weekly, Monthly).
• Set the Days Previously range (e.g., last 7 or 30 days).
• Click Submit to generate the report.

Insights Provided:

• Average task age in days
• Total unresolved (new & in-progress) tasks
• Task aging trend line

Use this to ensure older tasks don’t clog your backlog.

2. Resolution Time Report

Purpose: Tracks how long tasks take to be resolved from creation to closure.

Why it matters: Measures team efficiency and adherence to delivery timelines.

How to use:

• Select a Project Name and Period (Daily, Weekly, Monthly).
• Choose how many Days previously you want to analyze.
• Click Submit to view resolution trends.

Insights Provided:

• Total resolution time (in days)
• Average resolution time per task
• Planned vs. actual closure comparison

A must-have metric for understanding delivery speed.

3. Recently Created Tasks Report

Purpose: Shows how many new tasks have been created within a selected date range.

Why it matters: Helps managers assess workload inflow and plan allocations.

How to use:

• Choose Project Name → Select Period (Daily/Weekly) → Define Days Previously → Click Submit.

Insights Provided:

• Count of unresolved (new & in-progress) vs. resolved & closed tasks
• Trendline showing task creation frequency

Ideal for sprint planning and monitoring task inflow rates.

4. Created vs. Resolved Tasks Report

Purpose: Compares how many tasks were created versus resolved over a specific period.

Why it matters: Indicates whether your team is keeping up with its workload.

How to use:

• Select Project Name, Period, and Days Previously.
• Toggle Cumulative Totals to view aggregated trends.

Insights Provided:

• Daily or cumulative count of created and resolved tasks
• Backlog growth or reduction trends

Balance your team’s output with incoming work for better backlog control.

5. Bug Report

Purpose: Tracks bug discovery, closure, and severity trends across projects.

Why it matters: Provides QA and product managers visibility into product quality and issue resolution rate.

How to use:

• Select Start Date and End Date.
• Click Submit to view charts and trends.

Insights Provided:

• Bug Trend Chart (Opened vs. Closed)
• Bug Status Chart (Open, In Progress, Fixed, Closed)
• Bug Severity Chart (Critical, Major, Minor, Trivial)

A complete quality snapshot for your software projects.

6. Time Since Task Report

Purpose: Tracks how long tasks have remained open, in progress, or completed.

Why it matters: Highlights slow-moving tasks or workflow bottlenecks.

How to use:

• Select a Project, Date Field (Created, Updated, or Closed), Period, and Days Previously.
• Click Submit to generate a time-based trend chart.

Insights Provided:

• Task count by creation/completion date
• Duration analysis of work in progress
• Cumulative trends for comparison

Great for understanding your project’s task turnaround time.

Time & Resource Reports

Accessible from the Time & Resource Reports section in the Reports module.

1. Hour Spent Report

Purpose: Shows a burn-down chart of total time and effort spent by resources on different tasks and task types.

Why it matters: Enables managers to visualize productivity and track effort across teams.

Insights Provided:

• Time spent by each user or team
• Breakdown by task type (Bugs, Features, Improvements)
• Cumulative time spent vs. tasks closed

Quickly see if effort aligns with project goals.

2. Timesheet Report

Purpose: Consolidates all logged working hours by user, project, and task.

Why it matters: Essential for payroll, billing, and performance tracking.

Insights Provided:

• Estimated vs. Logged hours
• Billable vs. Non-Billable time
• Submitted, Approved, and Rejected timesheets

Ideal for tracking productivity and financial compliance.

3. Profitability Report

Purpose: Provides a summary of budgets, costs, and income for all active projects.

Why it matters: Helps management evaluate financial health and profitability at a glance.

Insights Provided:

• Budget allocation and utilization
• Cost of resources vs. earned revenue
• Profit margin trends

Measure your project ROI with precision.

Agile & Scrum Reports

For teams using Orangescrum’s Agile Boards, this section displays sprint performance metrics such as:

• Sprint Velocity
• Burndown Charts
• Story Points Completed
• Workload by Sprint

Enable continuous improvement in Agile workflows.

Exporting Reports

All reports in Orangescrum can be exported for review, presentations, or audits.

Steps:

1. Open any report view.
2. Apply filters (Date, Project, Resource, etc.).
3. Click Export → CSV or PDF.

Exports retain chart data and column structures for easy offline analysis.

Filters & Customization

Each report allows you to fine-tune data using:

Filter	Description
Project Name	Choose specific projects to analyze.
Date Range	Set start and end dates for custom periods.
Period	Daily, Weekly, Monthly summary views.
Cumulative Totals	Show aggregated or daily data points.
Days Previously	Define retrospective analysis duration (e.g., last 7 days).

Flexible filters let you drill down into exactly what you need.

Best Practices

• Schedule weekly report reviews with your team.
  
• Use “Created vs. Resolved” to balance incoming and outgoing workloads.
  
• Review “Bug Reports” before every release cycle.
  
• Monitor “Resolution Time” to maintain healthy SLAs.
  
• Track “Profitability” monthly for accurate financial reporting.

Plan, allocate, and track your team’s time efficiently.

The Resource Management module in Orangescrum Cloud provides a complete view of how your team’s time is planned, used, and optimized across projects.

It allows project managers to track utilization, allocation, and team performance in real time—ensuring that resources are neither underused nor overloaded.

From estimated hours to actual time spent, Orangescrum gives you the visibility you need to manage people effectively.

Why Use Resource Management

• Balance Workload: Avoid burnout by tracking utilization across tasks and projects.
  
• Optimize Productivity: Compare estimated vs. logged hours to identify inefficiencies.
  
• Enhance Profitability: Distinguish between billable and non-billable work.
  
• Data-Driven Decisions: Generate utilization and allocation reports for better forecasting.
  
• Improve Accountability: Every resource log is time-stamped and project-linked.

Accessing Resource Management

To access the Resource Management module:

1. Go to the Left Navigation Menu.
2. Click Resource Mgmt → Resource Utilization.
3. Select your preferred date range at the top-right corner of the page.
4. View utilization data across all team members and projects.

By default, the dashboard shows utilization within the current week. You can adjust the timeline for broader insights.

Understanding the Resource Utilization Report

The Resource Utilization Report provides detailed visibility into how much time each team member spends versus what was estimated.

Column	Description
Date	Displays the date when the effort was logged or estimated.
Resource	Name of the team member working on tasks or projects.
Estimated Hour(s)	The total planned or assigned hours for that day.
Spent Hour	Actual time logged through time tracking or timesheets.
Billable	Indicates whether the logged time is billable to the client (Yes/No).

At the bottom of the report, Orangescrum also summarizes:

• Total Estimated Hours
• Total Logged Hours
• Total Billable and Non-Billable Hours

This comparison helps managers evaluate planning accuracy and utilization performance.

Top Summary Indicators

At the top-right of the dashboard, you’ll see quick metrics for the selected period:

• Estimated: Total planned hours across all users and projects.
• Logged: Actual hours recorded in timesheets.
• Billable: Total time that contributes to client billing.
• Non-Billable: Internal or overhead time not billable to clients.

Example from your view:

Estimated: 113 hrs | Logged: 156 hrs 51 mins | Billable: 60 hrs 53 mins | Non-Billable: 95 hrs 58 mins

If logged hours exceed estimated hours, it indicates potential overrun or overtime.

Pagination & Navigation

At the bottom of the page, use the pagination controls (< 1 2 3 4 5 >) to browse utilization data across multiple pages or dates.

This allows you to track historical utilization trends over extended periods.

Pagination helps in reviewing time data without overloading your screen.

Filtering Resource Utilization Data

You can refine your view using filters:

• By Date Range: Select specific start and end dates (e.g., last 2 weeks or last month).
• By Resource: Focus on one team member to view individual performance.
• By Project: Review utilization within a single client or project scope.
• By Billable Type: Toggle between Billable and Non-Billable hours for financial insights.

Use the filter icon at the top-right to customize your report.

Exporting the Report

You can export the Resource Utilization Report for offline use or client reporting:

1. Click the Export as CSV or PDF option at the top-right corner.
2. Choose the format you prefer.
3. The exported report includes all columns — date, resource name, estimated, spent, and billable status.

Exported reports are ideal for billing, invoicing, and performance reviews.

How the Data Is Calculated

The data in Resource Utilization is automatically fetched from:

• Tasks (assigned estimated hours)
• Timesheets / Time Logs (actual hours spent)
• User Profile Settings (daily work capacity)

Orangescrum then compares Estimated vs. Logged Hours to display daily utilization.

Formula:

Utilization % = (Logged Hours ÷ Estimated Hours) × 100

This helps you understand whether your team is working below, at, or beyond their planned capacity.

Billable vs. Non-Billable Hours

Type	Meaning
Billable Hours	Time that can be charged to a client for completed project work.
Non-Billable Hours	Internal activities such as meetings, training, or admin tasks.

This distinction allows finance and project management teams to monitor profitability and efficiency accurately.

Aim to keep a healthy balance between billable and non-billable work.

Interpreting Utilization Data

Use the report to spot key performance indicators:

Scenario	What It Means	Recommended Action
Logged hours > Estimated	Possible overtime or poor estimation accuracy.	Review task estimates and workload balance.
Logged hours < Estimated	Resource underutilized or incomplete work.	Reallocate tasks or adjust planning.
High Non-Billable Hours	Too much time spent on internal activities.	Review and limit unproductive work.
High Billable Hours	Efficient client time usage.	Monitor workload to prevent burnout.

This data gives you both operational and financial visibility.

Team Utilization vs. Resource Allocation

The Resource Mgmt tab includes multiple related reports:

Report	Description
Resource Utilization	Tracks actual vs. estimated time per resource.
Resource Availability	Shows how much free capacity each resource has.
Resource Allocation	Displays how resources are distributed across projects.
Team Utilization	Aggregated view of utilization across the entire team.

All reports are interconnected — giving you a 360° view of team performance.

Best Practices

• Regularly review utilization reports to balance workloads.
  
• Track billable vs. non-billable hours for better profitability.
  
• Compare estimation accuracy over time for better forecasting.
  
• Use export reports for weekly management reviews.
  
• Train teams to log time daily to ensure real-time accuracy.

Consistent tracking builds transparency and predictability across projects.

Troubleshooting

If data appears incorrect or incomplete:

• Confirm time logs are submitted for all users and dates.
• Check if estimated hours are added to each task.
• Refresh the report after updating time entries.
• Ensure the correct date range is selected.
• Re-export the report if older data was recently updated.

Still seeing discrepancies? Contact Orangescrum Support for detailed analysis.

Summary

Feature	Description
Resource Utilization Report	Tracks planned vs. actual hours daily.
Billable & Non-Billable Split	Distinguishes client-charged vs. internal hours.
Filters & Export	Customize and export reports easily.
Data Integration	Syncs automatically with time logs and tasks.
Team Visibility	Helps in balancing workload and improving efficiency.

With Orangescrum’s Resource Management module, you can monitor time, optimize allocation, and make every project hour count.