Getting started with Redmine

What it is, what you can do and how to find your way around

AlphaNodes online training, about 6 minutes

What Redmine is

Redmine is a web based tool for managing projects and tasks. The team works in the browser, in one place.

  • Open source, used since 2006 by companies of every size
  • Projects hold the work, issues track the tasks, everything else attaches to them
  • You decide which functions a project uses: issues, wiki, time tracking, documents and more

Before and with Redmine

Scattered emails, spreadsheets and chats versus one place in Redmine

What a project can contain

A project with the modules issues, wiki, time tracking, documents, news, files, repository, calendar and Gantt

Who uses Redmine for what

Software teams, IT and support teams and business teams with their typical use

Typical use cases

  • Software teams plan, track and release software with issues, versions and repositories
  • IT and support teams handle requests and problems as tickets with clear ownership
  • Business teams such as marketing, finance or management organise projects and recurring tasks

Redmine started with developers. Today most new installations serve teams outside software development.

What you can do

depends on your role

Roles decide what you see

Administrator, project manager and project member with their typical rights

How permissions work

  • An administrator sets up the system: users, roles, trackers, workflows
  • In each project you have a role, for example Manager, Developer or Reporter
  • The same person can be Manager in project A and Reporter in project B
  • Menus and buttons only appear when your role allows the action

If something is missing in your Redmine, it is usually a module or a permission, not a bug.

Anatomy of an issue

An issue with tracker, status, priority, assignee, due date and done ratio

Issues in one minute

  • Every task, bug or request is an issue with a number that is unique in the whole system
  • Tracker says what kind of issue it is, status says where it stands in the workflow
  • Assignee is the one person who is up next, due date makes it visible in time
  • Comments keep the history, watchers get notified

Finding your way around

The navigation is the same in every Redmine

The four areas of the screen

Top menu, project menu, search and sidebar of a Redmine page

Top menu

  • Home: the start page, often a dashboard with what matters today
  • My page: your issues, your spent time, your watched items
  • Projects: all projects you have access to, with search and filters
  • Administration: only for administrators
  • Help, your account and logout on the right

Project menu and sidebar

  • The project menu lists the active modules: Overview, Activity, Issues, Spent time, Wiki, Documents and more
  • Settings appear only for project managers and administrators
  • The sidebar on the right holds saved queries and shortcuts
  • The search field finds issues, wiki pages, documents and news across projects

In short

One place for the work, a role that decides what you see, a navigation that is always the same.

Your first steps

  1. Open My account, check your name, email and notification settings
  2. Open Projects and look at one project: overview, issues, wiki
  3. Open an issue, read the history, add a comment
  4. Try the search, then save a filter in the issue list

See it live

Try Redmine with the AlphaNodes plugins in our online demo

alphanodes.com/redmine-demo

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