The Planning Board enables you to prioritise and schedule issues. Issues are represented as cards, colour-coded according to issue type (e.g. Story, Bug, Task, Improvement, etc). Version, component and assignee information is summarised at the right of the Planning Board, allowing you to quickly gauge the backlog for each. Project administrators can add new versions on the Planning Board, to create product, release and sprint backlogs.
You can also manage cards (issues) via the Planning Board. Issues can be easily scheduled and prioritised by dragging and dropping them. You can also perform common JIRA tasks, such as adding, updating and deleting issues (provided you have the appropriate JIRA permissions).
To view the planning board for your project,
Screenshot: GreenHopper Planning Board (click to view larger image)
The screenshot above shows an example Planning Board. To learn more about each part of the Planning Board, please see the sections below and the documentation linked from those sections.
Planning Board — Navigation Bar
- Board dropdown — Select another GreenHopper board to view (Task Board, Chart Board or Released Board).
- Project dropdown — Select the project whose issues you wish to view.
- Context dropdown — Select the context by which to filter issues ('Default', 'On the fly', or other contexts you have created). You can also select 'Manage' to edit your existing contexts, or 'New' to create a new context. Read more about contexts in Using Contexts to Filter and Highlight Issues.
- Refresh icon — Click the icon to reload the contents of the Planning Board.
- Viewing Mode dropdown — Select the viewing modefor your Planning Board:
- Viewing Mode sub-dropdown — Select the sub-category of the viewing mode. Read more about viewing modes in Using Planning Board Modes.
- 'New Card' — Click the 'New' link to create a new card (i.e. issue). For details see Creating an Issue in GreenHopper.
- 'Views' dropdown — Select from the following:
- 'Cards' — Displays a detailed view of every issue. Read more about the 'Cards' view in Viewing Issues in GreenHopper.
- 'Summaries' — Displays a compact view of every issue. Read more about the 'Summaries' view in Viewing Issues in GreenHopper.
- 'List' — Displays a table with one issue per line. Read more about the 'List' view in Viewing Issues in GreenHopper.
- 'Full Screen' — Hides the JIRA header so as to fit more cards on the screen.
- 'Tools' dropdown — Select from the following:
- 'Legend' — Displays the Issue Type legend on your Planning Board for easy reference. The legend displays the card colour that is associated with each Issue Type.
- 'Bulk Change' — Enables you to change multiple issues at once. See Modfying Multiple ('Bulk') Issues.
- 'User Preferences' — Displays your user preferences for editing. Read more in Managing your User Preferences.
- 'Synchronise' (Visible to administrators only) — Synchronises components and versions for your project. Read more in Synchronising Versions and Components for your Issues.
- 'Configuration' (Visible to administrators only) — Opens the GreenHopper Project Configuration screen. Read more in Configuring your GreenHopper Project Settings.
- Pagination — Click a page-number to go to the desired page.
- Quick Filters— Click the following filters to refine the collection of displayed cards:
- 'Only My Issues' — Only display issues which are assigned to you.
- 'Only Pending Issues' — Exclude any issues that are part of a child version or component. (This filter is available on the Planning Board only)
- 'Hide Done Issues' — Only display issues which have not yet been resolved.
- 'Hide Sub-tasks' — Only display issues which are not sub-tasks of other issues.
'Quick Filters' only affect the cards that appear on the current board. Unlike context filters, these filters do not affect the values presented in the Statistics Column.
- Search — See Searching for Issues on a Board.
Planning Board — Issues
- Released — The parent version as it is assigned to that version as well. icon indicates that this issue was resolved in a sub version that has been released, but it is still shown in the
- Flagged — The icon indicates that this issue has been flagged for special attention.
- Issue Type and Priority — These two icons indicate the Type of this issue (e.g. Task, Bug, Improvement, etc) and its Priority (e.g. Critical, Major, Minor).
Click the icon (which will appear when you hover over the Issue Type or Priorityicons) to display a drop-down menu containing:
- Update Priority --— Click to edit the Priority field for this issue.
- Add Sub-task — Click to add a sub-task to this issue (if sub-tasks are enabled).
- Edit in JIRA — Click to open the JIRA 'Edit Issue' screen, on which all issue fields are available for editing.
- Flag as Impediment — Click to flag this issue for special attention.
- Comment — Click to quickly add a comment to this issue.
- Delete — Click to delete this issue.
- Issue Key --— Click to view the details for this issue.
- Editable Fields — Click the
icon (which will appear when you hover) to edit the following fields:
- Fix Version
- Sub-tasks — Click to display a dialog box showing the issue's sub-tasks. You can drag-and-drop subtasks within this box to re-order them.
- 'Work Logged' (if applicable) — the amount of time that has been spent on this issue. Click to log work on this issue.
Planning Board — Statistics Column
To select a box, click inside it and once selected, the box turns yellow. The content on the rest of the Board you are viewing will be updated to show the data associated with that box. Tip: Boxes that relate to child versions or components are attached below their parent version or component and are represented with a right-indented arrow, as shown by the 'Hardening Sprint' example in the screenshot above.
You may need to refresh the contents of the chart board first in order to see this menu option.
If the version contains unfinished issues, you will be prompted to either ignore them and proceed with the release, or move the unfinished issues to another version of your choice.
Tip: The start date and end date are used to compute the various charts in GreenHopper.
Tip: Boxes that relate to child versions or components are attached below their parent version or component and are represented with a right-indented arrow, as shown by the 'Hardening Sprint' example in the screenshot above.
The content of the Statistics Column will differ depending on the viewing mode selected. For example, when 'Version' mode is selected (as shown in the image above), the 'Parent', 'Start Date', 'End Date' and 'Release Date' fields will be shown, and the 'Add' button will appear at the top of the column. You can read more about about viewing modes in Using Planning Board Modes.
- Using Planning Board Modes
- Using Planning Board Views
- Using Statistical Markers to Group Issues
- Working with Epics
- Tutorial - Planning and Estimating work for an Agile team
Administrators should also see Adding a Version.