Monitoring work in a Kanban project

The Kanban board is a board that was created using the "Kanban" preset (see Creating a board).

Kanban is based on the continuous delivery of work. Rather than plan iterations, the flow of work is constantly monitored to ensure that there are always tasks being worked on. This means that when tasks are completed, new tasks are pulled into work-in-progress.

Use the Kanban board if your team focuses on managing and constraining work-in-progress.

  • If your team is using the Kanban backlog in your Kanban project, see Using your Kanban backlog instead.
  • If your team isn't using the Kanban backlog, this page applies to you.

Before you begin

You need to configure the columns for your board. When configuring the columns, make sure to:

  • Assign to each state (column) a distinct function in your development process, e.g. in progress, testing, awaiting merge, etc.
  • Configure appropriate constraints for the columns.

Also, different functionalities in the Kanban board require different permissions. For example, to create a version, you need to be a project administrator for the project that the version belongs to. See Permissions overview for more information. 

About the Kanban board

An issue will only be visible in the Kanban board if: 

  • the issue is not a sub-task,
  • the issue matches the board's saved filter, 
  • the issue's status maps to one of the board's columns (but not the 'Done' column), and
  • there is at least a status being mapped to the right-most column, e.g. if you have the columns Selected for Development, In Progressand Done, ensure that you have a status mapped to In Progress at least. If you map all the statuses to the first column (Selected for Development), you will not be able to see any issues in the Kanban board.

Accessing the Kanban board

Navigate to your desired board and click Kanban board.

Screenshot: the Kanban board (with an issue selected)

What can I do in a Kanban board?

Task Instructions
Add issues to the Kanban board

Click Create in the header to open the 'Create Issue' dialog and create your issue. The issue will be added to the bottom of the Kanban board.

Tip: tick the Create another checkbox in the 'Create Issue' dialog to keep it open, if you are creating multiple issues.

Prioritize the Kanban board

Drag and drop an issue to rank it. You can also right-click the issue to open a menu that allows you to send it to the top or the bottom of the column.

View and edit an issue's details

Click the desired issue in the board. The issue's details will display in a panel on the right of the board. For information on how to configure the issue detail panel, see Configuring the issue detail view.

To open an issue in a separate tab or window, right-click on the issue key on the card.

To view the details of an epic issue, click the epic lozenge on the card.

Filter issues Click the desired Quick Filter (below the board name), e.g. Only My Issues. See Configuring Quick Filters for details.
Prioritize an issue Drag and drop an issue within a column to rank it.
Transition an issue

Drag and drop an issue between columns.

  When transitioning multiple issues...

Depending on the following conditions, you can transition multiple issues from the backlog to the next status in your project's workflow:

  • You have the transition issues permission.
  • The statuses of the issues are already mapped to the board's columns.
  • Your project's workflow supports the particular transition for the multiple issues selected, and all transition conditions are met.
  • The issues you're transitioning have the same set of transitions.
  • The issues you're transitioning don't have any associated transition screen.
  • You can select multiple issues by using the Shift or Ctrl key while clicking the issues.

Create sub-tasks

Select the desired issue, press the '.' key, and type 'create sub-task' to open the 'Create Sub-task' dialog. Create the sub-task as desired.

Sub-tasks are useful for breaking a story (issue) down into implementable chunks.

Flag an issue Right-click an issue and select Add flag. You can also add a comment with your flag, perhaps to indicate your reason for adding the flag.
Delete an issue Right-click an issue and select Delete.
Bulk change issues Right-click (or select multiple issues and right-click) and select Bulk Change.
Release issues Click Release to release completed issues. When you release issues, these issues no longer appear in the Done column, and a release version is created, which you can view in the Releases tab of the project.

Next steps

(info) Need help? If you can't find the answer you need in our documentation, we have other resources available to help you. See Getting help.

Read the following related topics:

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