Elixion

Creating Projects

Step-by-step guide to creating and configuring new projects in Elixion

Creating Projects

This guide walks you through creating a new project in Elixion, from initial setup to team configuration.

Quick Create

The fastest way to create a project:

  1. Click the + button in the Projects list
  2. Enter project name
  3. Enter project key (auto-suggested based on name)
  4. Click Create

Your project is ready to use with default settings.

Detailed Setup

For more control over your project configuration:

Step 1: Basic Information

Navigate to Projects > Create Project or use the project creation wizard.

Required fields:

  • Name - Descriptive project name (2-100 characters)
  • Key - Unique identifier for issues (2-10 uppercase letters)

Optional fields:

  • Description - Project overview and goals
  • Space - Workspace to organize the project
  • Icon - Visual identifier
  • Color - Theme color for the project

Step 2: Choose a Template

Start with a pre-configured template or blank project:

Available Templates

| Template | Best For | Includes | |----------|----------|----------| | Blank | Custom setup | Empty project | | Scrum | Agile teams | Sprints, story points, ceremonies | | Kanban | Continuous flow | Board with WIP limits | | Bug Tracking | QA teams | Bug-specific fields and workflows | | Product Roadmap | Product teams | Epics, milestones, timeline |

Template Details

Scrum Template

  • Sprint board with standard columns
  • Story point estimation
  • Velocity tracking
  • Sprint ceremonies integration

Kanban Template

  • Continuous flow board
  • WIP limit configuration
  • Cycle time metrics
  • Cumulative flow diagram

Bug Tracking Template

  • Bug-specific issue types
  • Severity and priority fields
  • Environment and version tracking
  • Reproduction steps templates

Step 3: Configure Board

Set up your initial board configuration:

Columns Default columns are provided based on template. Customize by:

  • Adding new columns
  • Renaming existing columns
  • Setting column limits
  • Defining done criteria

Default Column Set:

To Do → In Progress → In Review → Done

Status Mapping Map issue statuses to board columns:

| Status | Column | |--------|--------| | Open, Backlog | To Do | | In Progress | In Progress | | In Review | In Review | | Done, Closed | Done |

Step 4: Issue Configuration

Configure issue types and fields:

Enable Issue Types:

  • ☑ Epic
  • ☑ Story
  • ☑ Task
  • ☑ Bug
  • ☐ Tech Debt
  • ☐ Spike

Custom Fields: Add project-specific fields:

  • Text fields
  • Number fields
  • Dropdown selections
  • Date fields
  • User references

Step 5: Team Setup

Add team members to the project:

  1. Click Add Members
  2. Search for users or teams
  3. Assign roles:
    • Admin - Full control
    • Manager - Sprint and team management
    • Developer - Standard access
    • Viewer - Read-only

Bulk Import:

  • Import from CSV
  • Import from another project
  • Import from organization groups

Step 6: Integrations

Connect external services:

GitHub Integration

  • Link repositories
  • Enable auto-linking commits
  • Configure branch rules

Slack/Teams

  • Set notification channel
  • Configure alert triggers

Webhooks

  • Add custom webhook URLs
  • Select events to broadcast

Step 7: Review and Create

Before creating, review your configuration:

Project Summary
─────────────────
Name: User Authentication Service
Key: AUTH
Space: Backend Services
Template: Scrum
Team: 5 members
Integrations: GitHub, Slack

Click Create Project to finish.

Post-Creation Setup

After creating your project:

Populate the Backlog

  1. Create initial epics for major features
  2. Break down into stories
  3. Add acceptance criteria
  4. Estimate story points

Plan First Sprint

  1. Define sprint duration
  2. Set sprint goal
  3. Pull items from backlog
  4. Assign to team members

Configure Automation

  1. Set up status transitions
  2. Configure notifications
  3. Enable auto-assignment rules

Project from Template

Create a project based on an existing project:

  1. Go to Projects > New from Template
  2. Select source project
  3. Choose what to copy:
    • ☑ Board configuration
    • ☑ Issue types and fields
    • ☑ Automation rules
    • ☐ Issues (optional)
    • ☐ Team members (optional)
  4. Enter new project details
  5. Create

Import Project

Import from external systems:

From Jira

  1. Export project from Jira (JSON format)
  2. Go to Projects > Import
  3. Select Jira as source
  4. Upload export file
  5. Map fields and users
  6. Import

From GitHub Issues

  1. Go to Projects > Import
  2. Select GitHub as source
  3. Authenticate and select repository
  4. Configure import options
  5. Import

From CSV

  1. Prepare CSV with required columns
  2. Go to Projects > Import > CSV
  3. Upload file
  4. Map columns to fields
  5. Preview and import

Troubleshooting

"Key already exists"

Project keys must be unique. Try:

  • Using a different abbreviation
  • Adding a number suffix
  • Checking archived projects

"Insufficient permissions"

You need Create Project permission. Contact your admin.

"Template not available"

Some templates require specific plan tiers. Check your subscription.

Next: Project Settings - Configure project preferences