Projects in Requify
Requify has the concept of a Project to group a collection of requirements together.
Each project is fully separate from other projects, and users have different permissions for each project. For more information on permissions, look at the members documentation .
How to create a project
Creating a new project in Requify is simple:
From the Dashboard: Click the "New Project" button in the top-right corner of your dashboard.
Enter Project Details:
- Name: Give your project a descriptive name
- Description: Provide a brief overview of the project's purpose
Set Up Team: Set team member roles, as detailed in members
- Finalize: Click "Create Project" to set up your new project space!
Once created, you'll be taken to your new project dashboard where you can begin adding requirements and uploading files.
Project Settings and Configuration
Only administrators have access to top-level project settings.
Access project settings by navigating to the "Admin Settings" page in the left sidebar of your dashboard. Here you can:
- Update project name and description
- Set project thumbnail/icon
- Change user roles
- Delete the project
How to modify users in a project
Managing users in your project is covered in detail in the members documentation , but here's a quick overview:
Access Team Settings: Go to Settings > Team Members
Add Members: Click "Invite Members" to add new users to your project
Modify Roles: Change a user's role by selecting from the dropdown next to their name
Remove Users: Click the "Remove" button next to a user to revoke their access
Copy project
Requify gives you the option to copy a project:
You can select to copy the following into a new project:
- User Groups
- Requirements
- Requirement Links
- Requirement Dependencies
- Files
Note that files will not be re-uploaded, and may be deleted by the original project.
Delete project
On the Admin -> Projects page, there is also an option to delete a project.
Doing so will remove all user groups, requirements, links, and files.
You will be prompted to confirm deletion before it takes place: