Help Category: Help Center

Getting Started – Part 3

In this section, we dive deeper into advanced features that help you customize workflows, automate processes, and enhance team collaboration.

You’ll learn how to optimize projects, manage dependencies, set up notifications, and configure integrations to make your project management experience smoother and more efficient.

This guide is designed to help teams scale their operations, maintain transparency, and ensure every task, deadline, and resource is tracked accurately.

By leveraging these advanced capabilities, you can improve productivity, reduce bottlenecks, and gain actionable insights to drive project success.

Project Templates

Save time by reusing project structures and workflows.

  • Convert existing projects into reusable templates.
  • Standardize milestones, task groups, and dependencies.
  • Quickly create new projects using your saved templates.

Create and apply project templates here.

Roles and Permissions

Define who can view, edit, or manage what.

  • Assign roles like Admin, Project Manager, or Team Member.
  • Set permissions for creating projects, editing tasks, or viewing reports.
  • Manage clients with restricted access to relevant projects.

View the complete roles and permissions guide here.

Integrations

Connect Orangescrum with your favorite tools for a seamless workflow.

  • Integrate with Slack, Google Drive, Dropbox, and Zapier.
  • Use APIs to connect with internal systems or third-party apps.
  • Automate repetitive actions across platforms.

Explore Orangescrum integrations here.

Subscription and Billing

Easily manage your plan, usage, and payment details.

  • Review your current subscription plan.
  • Upgrade, downgrade, or cancel directly from your account.
  • Download invoices or payment receipts anytime.

Manage your billing and subscriptions here.

Support and Resources

We’re here to help whenever you need it.

  • Visit the Help Center for tutorials and troubleshooting.
  • Reach out via live chat or email support for assistance.
  • Explore Orangescrum Academy and Webinars to sharpen your skills.

Contact Orangescrum Support here.

Getting Started – Part 2

Welcome to Getting Started Part – II with Orangescrum! This guide will help you take full advantage of Orangescrum’s core features for efficient project management, team collaboration, and productivity tracking. From organizing tasks and tracking time to managing bugs, sprints, and resources, you’ll learn how to streamline workflows and gain real-time insights into your projects.

Tasks

Stay organized and focused with Orangescrum’s powerful task management system.

  • Create and assign tasks with deadlines, priorities, and dependencies.
  • Add files, comments, and @mentions to keep context in one place.
  • View tasks in List, Board (Kanban), Calendar, or Gantt Chart views.

Learn to create and manage tasks here.

Time Tracking

Track time directly within your tasks to measure productivity and project effort.

  • Start and stop the timer as you work.
  • Log hours manually if needed.
  • Generate time reports by user, task, or project.

Learn to track and log time here.

Bug Tracking

For software and product teams, Orangescrum’s bug tracking module helps capture, assign, and resolve issues faster.

  • Report bugs directly from tasks.
  • Assign them to developers or QA members.
  • Prioritize by severity, category, or module.

Learn to manage bugs here.

Agile and Sprint Management

Orangescrum supports Agile workflows, helping teams plan sprints, track backlogs, and deliver faster.

  • Create sprints and link them to projects.
  • Assign story points, track velocity, and manage sprint goals.
  • Use the Sprint Board to visualize tasks in progress.

Get started with Agile and sprints here.

Resource Utilization

Get real-time visibility into how your team’s time is spent.

  • Monitor workload distribution across team members.
  • Identify underused or overburdened resources.
  • Adjust assignments directly from the Resource Dashboard.

View and manage resource utilization here.

Reporting and Analytics

Measure what matters.

Orangescrum provides comprehensive dashboards and reports for tracking productivity and progress.

  • Dashboard: Overview of ongoing projects, open tasks, and deadlines.
  • Reports: Time, performance, and utilization reports with filters for date, project, and team.
  • Custom Reports: Build and export data-driven insights for management reviews.

Generate reports and analytics here.

Getting Started – Part 1

Whether you’re managing projects, assigning tasks, or tracking team performance, Orangescrum Cloud helps growing businesses simplify project management and improve collaboration — without the chaos of spreadsheets or endless email chains.

From creating projects to tracking time, sharing files, and analyzing progress, Orangescrum Cloud gives you everything you need to stay organized, aligned, and productive — all in one place.

Setting Up Your Business in Orangescrum

When you first log in, personalize your workspace to reflect your organization’s identity.

You can:

  • Add your company name and logo to keep your workspace on-brand.
  • Configure time zones, date formats, and working hours to match your region.
  • Adjust email notifications to control how and when you get updates.

Learn how to add your company branding here.

Importing Data into Orangescrum

If you’re moving from another project management tool, you can easily bring your data with you.
 Import your:

  • Projects, tasks, and time logs
  • Users and team details
  • Client information

Learn to import your data into Orangescrum here.

Setting Up Your Project Preferences

Every user can personalize their own workspace experience.

  • Choose your default project view (List, Kanban, or Gantt).
  • Select your start day of the week and preferred calendar format.
  • Set task notification preferences for reminders and updates.
  • Create custom fields for projects or tasks if you need to track unique data points.

Learn to update your account preferences here.

Inviting Your Team

Collaboration begins by adding your team to Orangescrum.

  • Invite members via email directly from your User Management page.
  • Assign each member a role — Admin, Manager, or Team Member — depending on the level of access required.
  • Create groups or departments to organize your workspace as your team grows.

Review user roles and permissions here.

Inviting Clients to Projects

Once a client is added, you can invite them to specific projects to collaborate transparently.

Clients will only see the projects they’ve been invited to.

  • Open the project you want to share.
  • Click Project Settings › Members.
  • Select Invite Client and choose their email from your client list.
  • Define their permission level (view-only, limited edit, or comment access).

Managing Work

Projects are at the core of Orangescrum.

  • Click New Project to start.
  • Add project details like name, duration, description, and budget.
  • Assign team members and define milestones or sprints.
  • Add tasks and subtasks directly inside the project.

See how to manage project settings here.