Documentation for GreenHopper 6.2.x. Documentation for earlier versions of GreenHopper is [available too].

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The task board allows you to easily transition issues in a particular version along a workflow by dragging and dropping cards between workflow statuses.

Transitioning Issues

To transition issues in GreenHopper,

  1. Log into JIRA.
  2. Select Agile > Classic in the top navigation bar. Then select Classic Task Board from the drop-down below the project name.
  3. Select your project from the project dropdown (top left of the Task Board above the 'Task Board' dropdown), if it is not already selected. The 'Task Board' will refresh with information for your project.
  4. In the 'Version' dropdown, select the version which contains issues that you want to transition.
    (info) You will not be able to select 'Unscheduled' or any released versions in the 'Version dropdown'.
  5. Transition an issue by dragging and dropping the card between the columns on your Task Board as desired.
    (info) You will only be able to transition issues if you have permission to move issues to the status in the JIRA workflow to which the column is mapped.
  6. Fill out the transition card, if it is shown. A transition card will be shown if:
    • The destination column is associated with more than one status — The possible transitions will be in the transition card. Select the desired workflow action. You can also optionally add a comment for this transition.
    • The (JIRA) transition screen requires some mandatory fields — The mandatory fields will be in the transition card. Fill out the fields as required. You can also optionally add a comment for this transition.
      (tick) Tip: If you want the comment field to always display on transitions, simply ask your administrator to set the 'Issue Type' as a required field on your transition screen.
  7. The issue status will be updated immediately, once you have dropped it into the destination column.

(info) It is recommended that you follow a Kanban 'pull' system, that is, you should transition issues through all columns of the Task Board in order from left to right (typically 'To Do' => 'In Progress' => 'Done'). If a column of the Task Board is skipped, or an issue is moved back to a previous column, then a pull system is not being followed and it will not be possible for the Cumulative Flow Diagram to correctly calculate the lead time.
(info) Notice that you won't be able to transition issues (cards) in the Task Board if you are not the current assignee for that issue. Try viewing the desired issue in JIRA, and notice the avaible workflow steps. If you are not the assignee, you should't the same workflow as the current assignee.
So, you can only move issues between states in Task Board if the workflow actions are avaible for your user. Each user is resposible for their assigned issues. If you are not the assignee, but you still want to transition the issue, assign the issue to yourself and then you will be able to transition it.

Dragging and Dropping Cards

Screenshot:Dragging and dropping a card

It is not possible to drag and drop multiple cards on the GreenHopper Task Board.

If you have a large number of issues that cannot fit into one column on a page, you can move an issue(s) between pages a column by dragging the card/row up to the pagination controls (e.g. '1', '2', '3', '>>', etc, which appear at the top of the relevant column) and then onto the page in the desired location. Be aware that if you have too many issues to display on the Task Board, you will need to configure your Task Board context to reduce the number of issues displayed.

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