To learn how to work with EDA, it is necessary to understand the basic layout of this system.
Visually, EDA can be divided in to four parts: the left and right sides of the screen, the horizontal bar at the top and the menu on the left.
On the left side of the screen, there is a list of all tickets that meet chosen criteria (i.e. a project and a filter – detailed information below).
On the right side of the screen, there is always a ticket displayed. It is either the ticket you clicked on the left side of the screen or the first ticket of the project currently open. (On the left side of the screen, the currently open ticket is always marked in blue.)
On the right side of the top bar, there are icons for account settings, searching, etc. (see the sub-chapter Top Bar below for more information). On the left side of the top bar, you can see the All Projects field, which is explained in more detail bellow.
Projects
In general, a project is the core unit of EDA. Each project should be opened for a specific purpose and only related issues should be handled there using tickets. In the project, there are only those users and groups of users who are involved in completing the project. These users usually see all the tickets in the project and can create and edit them (this may be limited by different permissions). The project itself can be created and managed only by a user with special authority.
Click on All projects and you will see the list of all projects you are a member of.
Click on any project, and tickets from this project will display on the left side of the screen. Like this, you can switch between individual projects and see their tickets. If you want to display tickets from all projects at once, then choose the top option of the projects “All projects”.
TIP 1: Always check what project you are currently in.
EXAMPLE: If e.g. Auto-GPS (GPS) is displayed in the project field
it means you are in the project named Auto-GPS (abbreviation GPS) and only tickets from this project are displayed (GPS-1, GPS-2, GPS-3, …).
TIP 2: If you do not see a project in the list of projects, it may be because it is nested in a folder. Folders can be part of the list of projects and you will identify them by the arrow on the right. Just hover over the folder and the nested projects will appear.
TIP 3: You can quickly find a project by typing three characters in the project Search box.
Left Menu
The fourth part of EDA is the left menu, which consists of the following icons:
To view the description of the icons, simply hover over the column or click on three horizontal lines at the top.
The left menu allows you to switch between different functions in the project. (Therefore some icons are not accessible when “All projects” is selected.)
Tasks
When Tasks is selected all currently open tickets in the chosen project will appear.
If “All projects” is chosen, then Tasks display all open tickets from all projects (of which I am a member).
My Tasks
My tasks display (on the left side of the screen) all tasks = tickets that are currently open in the chosen project and are assigned to me or to a group I am a member of.
If “All projects” are chosen, then My tasks display all open tickets from all projects that are assigned to me or a group I am a member of.
So through My tasks I can check all the tickets that are assigned to me and I am responsible for.
Drafts
Drafts displays (on the left side of the screen) a list of your drafts = unsaved tickets that were created in the project. You can only see your own drafts and you can edit, delete or save them as you need. If you save the draft (by clicking on Save), the draft becomes a ticket and other users can see it.
If “All projects” is chosen, then all my drafts from all my projects are displayed.
Dashboard
Dashboard displays tickets in a different way than previously described. The screen is not divided into left and right sides, but consists of a weekly calendar where tickets are sorted by users. We can see all scheduled tickets of each user for the chosen week. As tickets have different colors according to their status, we have a good overview of the workload of individual users and the workload can be planned accordingly. If you want to open a ticket just click on it and it will be displayed on the right side.
TIP 1: For full use of dashboard, it is necessary to fill Start date and Maximum Spent Time in all tickets.
TIP 2: If the number of hours of the user’s scheduled tickets approaches 40 hours per week, then this is displayed in orange. If the number of hours exceeds 40 hours, it is displayed in red.
Kanban
Kanban does not respect the division of the screen into left and right sides (similarly to dashboard) but displays tickets of the selected project in columns by status. Thanks to kanban you have a quick overview of the tickets that are still to be done and that are already in process or solved. To open a ticket just click on it and it will be displayed on the right.
TIP: In kanban, you can easily change a ticket status by simply dragging the ticket from one column to another.
Project Members
Project members displays a list of all users and groups that are members of the project, and therefore can see its tickets.
Top Bar
In the top bar on the right, you can see the following icons:
Search…
Use the Search box to find tickets quickly. Just enter a keyword (min. 3 characters) and a list with all matching tickets in the subject will appear.
EDA Technical Support
If you need help with EDA, click on the question mark icon and send us your question or request. The response from our technical support will be sent to the email address you fill in.
Notifications
Every time a change is made to a ticket, a notification is automatically created. Notifications are displayed in EDA – in notifications – and they are also sent to users via email (unless they set it otherwise). Notifications are always sent to followers. The number in the red circle on top of the icon indicates the number of new notifications.
EXAMPLE: indicates two new notifications. Click on the icon and a window with more detailed information will open. Unread notifications are displayed first and they are shaded in gray. Clicking on a specific notification will open the ticket and the notification will be marked as “read”. (The notification will also become read when a ticket is opened from an email.)
Notifications are grouped by ticket, so only the latest notification is displayed. If you want to display older notifications of the ticket, click on the arrow on the right.
Chat
Use chat to communicate with any other user.
Account Settings
Each user can adjust their EDA account according to their preference. Click on your name in the top bar on the right (next to the EDA sign-out icon) and a window with account settings will open.
You can set the following:
- color mode: night (white) or day (black),
- user avatar: a picture that represents the user in EDA. If no avatar is saved, the user´s name and surname initials are used.
- language,
- types of notifications that will be sent by email,
- types of notifications that will be displayed in EDA (the bell icon),
- layout compactness, the size of the letters in EDA.