MercleoDocs

Create a project

A project holds a board, a backlog, and sprints. From the Projects page, click Create to choose between a blank project and an import.

Start a blank project

Give it a Name and a Key: 2 to 8 letters or numbers, starting with a letter (e.g. VEC). The key fills in from your project name automatically until you edit it by hand, and it prefixes every item number in the project, so VEC becomes VEC-42.

Choose Scrum or Kanban

The template you pick sets the project's starting workflow statuses and whether sprints are on. You can rename or add statuses, and turn sprints on or off, later from project settings.

The two starting templates for a new project.
ScrumKanban
Starting statusesTodo, In Progress, Blocked, DonePlanned, WIP, Blocked, Done
SprintsOnOff
Best forWork planned in cyclesContinuous flow

Import from Trello or CSV

Choose Import to open the import page under Settings. Trello and CSV work differently:

  • Trello board export (JSON): creates a new project. Trello lists become your workflow statuses (Mercleo guesses a category from each list's name, e.g. "Done" or "Complete" maps to the done category, "Doing" or "In Progress" maps to in-progress, and you can override any guess before importing). Cards become tasks, in their original order; card labels, due dates, and descriptions carry over; checklists get folded into the item description as plain text. Archived (closed) Trello cards are skipped.
  • CSV: imports into a project you already have. A title column is required; status, priority, estimate, labels, and due date columns are optional and you map them to a target project before importing.

Changing a project later

From project settings you can rename the project, change its description, cover, and lead, and switch sprints on or off. There is no permanent delete: archiving a project hides it from the active list without erasing it, and an admin can unarchive it.

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