Setup and Customization

Navigate to the configuration and setup of the Appvibe Freelancer Task Coordinator app via Jira by going to "Manage Apps." Once there, locate the app and click on the "Configuration" button to access a suite of setup options. These options include defining Roles and Permissions, viewing and managing System Fields, creating Custom Fields, and setting up Conditional Formatting.

Roles and Permissions

In the Appvibe Freelancer Task Coordinator app, you can assign three distinct roles: Admin, Editor, and Viewer.

• Admin: This is the super role, granting comprehensive access to all features, including configuration settings.
• Editor: Users in this role have complete access to update and view all Freelancer Task Coordinator data.
• Viewer: This role permits users to view but not modify any data within the Freelancer Task Coordinator.

Administrators can assign these roles to any Jira groups. Importantly, by default, a Jira Administrator has access to all configuration screens for the Freelancer Task Coordinator.

System Fields

The app comes with predefined system fields essential for task coordination:

• Task Name
• Freelancer Name
• Deadline
• Payment Terms
• Assigned Project
• Status
• Tags

These fields are base fields and are necessary for successful task management.

Custom Fields

To extend the app’s capabilities, you can create additional fields. Click the "Add Field" button to define new fields using the following parameters:

• Field Key: A unique identifier for the field.
• Field Label: The display label for the field key.
• Field Type: Choose the data type (Text, Number, Date, Select, Multi-Select).
• Required: Flag to indicate if the field is mandatory.
• Sortable: Flag to specify if the field should be sortable.
• Filterable: Flag to allow filtering by this field.

Conditional Formatting

Conditional formatting enables customized data presentation based on specific conditions. Set conditions by configuring field values, and adjust labels and highlight colors when those conditions are met.

Summary

The Appvibe Freelancer Task Coordinator app is a powerful tool for managing freelance tasks within Jira. Its robust configuration options allow you to tailor roles, manage essential data fields, create additional fields to suit your workflow, and set conditions for data presentation. With these tools, you can ensure efficient and effective task coordination across projects.