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Version: 24.3

Setup and Administration

This article explains how to setup and administer your Agility instance.

Overview

From the Admin menu, you can access all of the administrative functions that allow you to manage your Digital.ai Agility instance. Depending on your Admin Privileges role, you can control member access to the system, manage projects, enable or disable Digital.ai Agility features, manage your Digital.ai Agility subscriptions, and customize the system in a way that works best within your environment.

Note that the Admin menu is hidden if your Admin Privileges role is set to Project Administrator, System Administrator, or Member Administrator.

Portfolio Kanban Board

Utility Bar

All Editions

Ultimate Edition Administration

Catalyst and Ultimate Edition Administration

Catalyst Edition Administration

Catalyst Enterprise and Ultimate Edition Administration

Portfolio Item Overview

Customizing Portfolio Item Cards on the Portfolio Kanban Board

Customizing Portfolio Kanban Board

Adding or Removing Blocking Issue on Kanban Board

Applying Filters to a Portfolio Kanban Board

Editing Portfolio Item Cards on the Portfolio Kanban

Tracking Your Work in the My Home Menu

Searching Digital.ai Agility

Understanding Roles and Project Membership

Configuring Digital.ai Agility Features

Getting Started for Administrators

Getting Started by Role

Admin Privileges Role Summary and Descriptions