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.
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 Progress, and 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?
|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:
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.|
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