Feature Configuration
1. Introduction of Sanplex features
1.1. Core Management Framework
1.1.1 Program
1.1.2 Project
1.1.3 Product
1.1.4 Execution
1.1.5 Management Models
1.2. Dashboard
1.2.1 Getting Started with Tutorials
1.2.2 Quick Add
1.2.3 Notification Center
1.2.4 Effort Tracking
1.2.5 Dashboard - Project and Execution
1.2.6 Dashboard - My Work, Contribution, and Recents
1.2.7 Dashboard - Approval
1.2.8 Contacts
1.3. Program
1.3.1 Program List
1.3.2 Program Kanban
1.3.3 Create Program
1.3.4 Create Sub-Programs
1.3.5 Project Charter Management
1.4. Product
1.4.1 Create Product
1.4.2 Manage Modules
1.4.3 Multi-Branch and Multi-Platform Management
1.4.4 Manage Plans
1.4.5 Manage Requirements
1.4.6 Requirement Reviews
1.4.7 Requirement Status and Phase
1.4.8 Create Releases
1.4.9 Track Progress
1.4.10 Business Requirements and Multi-Level Requirements
1.5. Project
1.5.1 Scrum Project
1.5.2. Waterfall Project
1.5.2.1 Manage Project Phases
1.5.2.2 Project Design
1.5.2.3 Project Matrix
1.5.2.4 Project Reports and Earned Value Management
1.5.2.5 Project Baselines
1.5.2.6 Project Change
1.5.3. Kanban Project
1.5.3.1 Set Up Kanban Projects
1.5.3.2 Configure Kanban Boards
1.5.3.3 Use Kanban Boards
1.5.4 Hybrid Agile Project
1.5.5 Hybrid Waterfall Project
1.5.6. Project Settings
1.5.6.1 Project Setup
1.5.6.2 Project Executions
1.5.6.3 Project Requirements
1.5.6.4 Project Builds
1.5.6.5 Project Tests
1.5.6.6 Project Docs
1.5.6.7 Project Releases
1.5.6.8 Project Reports
1.5.6.9 Project Risks
1.5.6.10 Project Issues
1.5.6.11 Project Opportunities
1.5.6.12 Project Deliverables
1.5.6.13 Project Reviews
1.5.6.14 Project Process
1.5.6.15 Deliverables
1.5.6.16 Quality Assurance
1.5.6.17 Project-specific Workflow Management
1.5.7 Project Templates
1.6. Execution
1.6.1 Product Planning and Task Breakdown
1.6.2 Task Assignment and Daily Tracking
1.6.3 Build Creation and Test Requests
1.6.4 Bug Confirmation and Resolution
1.6.5 Execution Kanban Boards
1.7. Admin Settings
1.7.1. System Settings
1.7.1.1 Mode
1.7.1.2 Backup
1.7.1.3 Trash
1.7.1.4 License
1.7.1.5 Security
1.7.1.6 Cron Job
1.7.1.7 Time Zone
1.7.1.8 Rebuild Index
1.7.1.9 LDAP
1.7.1.10 Table Engine
1.7.2 Feature Options
1.7.3. Users Management
1.7.3.1 Set Departments and Edit Company Profile
1.7.3.2 Manage Users
1.7.3.3 Set Permisions
1.7.4. Feature Configuration
1.7.4.1 Dashboard
1.7.4.2 Product
1.7.4.3 Execution
1.7.4.4 Project
1.7.5. Agent Configuration
1.8. Asset Library (Premium)
1.8.1 Asset Library Management (Premium)

Product

2026-09-29 11:12:38
Sanplex Content
183
Last edited by Kelsea Zhang on 2026-09-29 13:13:53
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Summary: Product configuration in Sanplex lets administrators customize requirement concepts, required fields, close behavior, R&D requirement attributes, review rules, plus required fields for plans and releases.

Catalog

In Admin > Features > Product, you can configure elements for Product, Epic, Feature, Story, Plan, and Release.

Product elements settings

I. Product Settings

1. Product – Story Concepts

Different organizations define “story” differently. Sanplex supports customizing story concepts.

You can select a concept combination based on your organization’s preferences and habits.

Story concept

If the default concept does not meet your needs, you can redefine it. Click Set Story Concept, then enter the concepts in the input fields.

After saving, the default story naming displayed across Sanplex pages will follow the customized concepts defined here.

Set story concept

For individual users, this can also be configured in Preferences after logging in.

Preferences

Users can select the concept that is easiest for them to understand. If not selected, the system default will be applied.

Set personal preference for the story concept

For example, select the concept: Business Requirement, Customer Requirement, Implementation Requirement.

Select a story concept

After the change is saved, you can see that the story concepts under the product have been updated.

The display of the new story concept

Note: If your organization’s story management is relatively simple, you can disable Features and Epics under Admin > Feature Options.

In Sanplex Free, Standard, and Premium versions, you can disable Epics, or disable Epics and Features together. Epics can only be enabled when Features are enabled.

Features and epics in the Feature Options

2. Product – Required Fields

In Product Required Fields, you can configure required fields on the Create Product and Edit Product pages.

Product required fields

Required fields in the cproduct creation page

3. Product – Close Settings

In Product Close Settings, you can configure whether a product in the Closed status is still allowed to be changed.

After you disable changes, the following items under a closed product cannot be modified: Epic, Feature, Story,  Bugs, Test Cases, Efforts, Releases, Plans, and Versions.

Product closure settings

II. Product Story Settings

The configuration items and logic for Epic, Feature, and Story are the same. The following uses Story as an example.

1. Story – Required Fields

In Product > Story > Required Field, configure required fields for stories on relevant action pages.

Story required fields

2. Story – Type

In Product > Story > Type, configure the keys and values for story types.

Story type

3. Story – Priority

In Product > Story > Priority, configure story priorities.

Story priority

4. Story – Source

In Product > Story > Source, configure story sources.

Story source

5. Story – Closure Reason

In Product > Story > Closure Reason, configure closure reasons for stories.

Story closure reason

6. Story – Development Phase

In Product > Story > Development Phase, configure development phases for stories.

Story development phase

7. Story – Status

In Product > Story > Status, configure status values for stories.

Story status

8. Story – Review Rules

In Product > Story > Review Rules, configure review rules and the Super Reviewer.

A super reviewer has veto authority and can review any stories in Pending Review status.

Story review rules

9. Story – Review Result

In Product > Story > Review Result, configure review result options.

Story review result

10. Story – Review Process

In Product > Story > Review Process, configure the review process for stories.

When the review process is enabled, you can set a whitelist of users/roles/departments that do not require review.

Story review process

When the review process is disabled, you can set a whitelist of users/roles/departments that must be reviewed.

Disable story review process

III. Product Plan Settings

In Product > Plan, configure required fields for creating and editing plans.

Product plan

IV. Product Release Settings

In Product > Release, configure required fields for creating and editing releases.

Product release

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