This topic describes how to create your first project in Projex, and then create and complete requirements.
Create a project
Before you start, make sure you have created a project on the Projex platform. If you have not, go to the Projex page, click Create Project, and then enter the required information. For more information about how to create a project, see Create your first project.
Create a requirement and invite members
Create a requirement: After the project is created, you can start creating requirements. Each requirement should describe the work in detail.
Invite members: To collaborate on requirements efficiently, add organization members to the project. If they are not yet part of your organization, contact the organization administrator to invite them. Members who have already joined the organization can be added directly by a project administrator and assigned appropriate roles.
Assign requirements and configure collaboration settings
Assign an owner: Assign an owner to each requirement to ensure clear responsibility.
Set participants: Determine which members will contribute to the requirement and add them as participants.
Sync progress: Set carbon copy recipients to ensure all relevant personnel receive progress updates for the requirement.
Collaborate on requirements
Use the comments feature within the requirement to communicate, clarify details, and estimate workloads.
If a requirement involves multiple product modules, consider splitting it into sub-requirements to improve collaboration efficiency.
Link related product documents and development code to the requirement for easy tracking and management. For more information, see Associate development assets with a work item.
Complete a requirement
After the requirement is successfully published, the owner must update its status to mark it as complete.
You can manually adjust the requirement status in Projex or set automation rules to transition the status automatically. For more information about how to set automation rules, see Automation rules.