Setting up your data

How to set up your Kelloo data.

Products
Use products to help categorize backlog items. Select set up. Select products. Select add product then enter the product name.
Thu, 1 Apr, 2021 at 11:27 AM
Role and project permissions
This article explains how to set the permissions for a role or a project for many users at the same time. You can also set permissions for specific users. ...
Fri, 9 Jun, 2023 at 3:15 PM
Custom fields
You can add custom data fields and include them on reports you build with the report builder. Note: This article refers to projects. Depending on your c...
Fri, 9 Jun, 2023 at 3:03 PM
Resource Teams
Resource teams can be used to organize your resources for reporting and filtering. Once you have created the team, edit the resource and assign the team. ...
Sun, 20 Mar, 2022 at 4:11 PM
Importing projects
Use the import function to import projects into Kelloo. To format data for import download a spreadsheet template (Excel or Google Sheets). Note: Th...
Thu, 1 Feb, 2024 at 8:17 AM
Customizing terminology and structure
Customize your terminology and structure to match the language and workflow your team uses. By default work in Kelloo is assigned to projects. But inste...
Sun, 7 May, 2023 at 4:12 PM
Work types
Use work types to categorize your work. So work types could be things like tasks, features, epics or bugs. If you check the allow children check box, any wo...
Sun, 7 May, 2023 at 4:09 PM
Kelloo data model
Here’s a quick overview of our data model and the main terminology used throughout the platform. Depending on your configuration, you may see alternate ...
Sun, 7 May, 2023 at 4:04 PM