The Planning Board in GreenHopper offers several viewing 'modes'. Each mode presents the product issues grouped by a specific criteria, (e.g. grouped by versions) and allows you to easily filter issues within these groups (e.g. filter by a specific version).

You can also drag and drop cards on the planning board, allowing you to easily prioritise and schedule issues. For more information, see Working with Issues in GreenHopper.

(tick) Tip: You can also change the way each issue is presented in the Planning Board and Chart Board, i.e. cards, summaries, list. See Viewing Issues in GreenHopper for more information.

To select the viewing mode for your planning board,

  1. Log into JIRA.
  3. Select your project from the project dropdown in the top left of the planning board (next to 'PLANNING BOARD'), if it is not already selected (if you select 'Assignee', 'Component' or 'Version', a second dropdown will display for you to select the assignee, component or version). The 'Planning Board' will refresh with information for your project.
  4. Select the viewing mode for your planning board from the 'View' dropdown.

    Each of the view modes are described below:

'Project Overview'

 

The 'Project Overview' mode will display all of the issues in your product backlog. Your product backlog consists of all issues assigned to your project that are not yet scheduled or are associated with at least one unreleased JIRA fix version.

The summary box in the right-hand column will show the overall statistics of your product backlog.
Screenshot: Summary box in Project Overview view mode

Some key controls on the project overview box include:

The 'Project Overview' mode is ideal for ranking issues, as you can view your entire product backlog at once and change the rankings simply by dragging and dropping cards. Read more in Ranking Issues in GreenHopper.

(tick) Tip: If there are too many issues displayed on your Planning Board, you can filter them using contexts. Read more about using contexts in Using Contexts to Filter and Highlight Issues.

'Version'

 

The 'Version' mode will display all of the issues for your project, grouped by the unreleased versions. Each issue will be grouped in the version that they are assigned to be fixed in (i.e. 'Fix For Version' in JIRA). Issues in released versions are not shown in this view.

The right-hand column will have a box for each unreleased JIRA version in your project, as well as an 'Unscheduled' box (for all issues not associated with a version). Simply click on one of these boxes or select the version from the version dropdown (next to the 'View' dropdown) to view all issues associated with that version on the Planning Board.

Screenshot: Version box in Project Overview view mode

The version name is shown in the header of the version box and the information about the version is shown in the main body of the box. Some key controls on the version box include:

  • 'Manage' — Click this link to manage your version.
  • 'Add' — Click this link to add a new version.
  • 'Stats' — Click this link to manage the statistics displayed for your versions.
  • icon — Click this icon to edit the version name.
  • Progress bar for the version — The green bar indicates the percentage of issues that are complete, the yellow bar indicates the percentage of issues in progress, the red bar indicates the percentage of issues that have not been started. Hover over the bar to see the exact percentages.
  • icon — Click this icon to view the same version in the issue navigator view.
  • icon — Click this icon to view the same version in the task board view.
  • — Click this icon to view the same version in the chart board view.
  • 'Master' — Click the icon (which will appear when you hover) to choose the master version for the version. All issues under the child version are considered to be a subset of the master version. These version hierarchies are useful for managing Releases/Sprints/Teams. For example, if you set 'Version 2' to be the master of 'Version 2 milestone 1', then you will be able to view all the issues assigned to 'Version 2 milestone 1' when you view 'Version 2' in this viewing mode.
  • 'Start date' — Click the icon (which will appear when you hover) to specify the start date for the version.
  • 'End date' — Click the icon (which will appear when you hover) to specify the end date for the version.
    (tick) Tip: The start date and end date are used to compute the various charts in GreenHopper.
  • 'All/Pending' — These links will only display on a 'Master' version (described above). Click 'Pending' to display all issues assigned to the master version, but not assigned to a child version.
  • 'Release — Click this button to release the version. A snapshot of all of the charts associated with this version will also be captured (before any issues are swapped). You will be able to access these snapshots via your Released Board.

The 'Version' mode is ideal for scheduling issues, as you can easily move cards between versions by dragging and dropping them onto the version boxes. Read more about scheduling issues in Working with Issues in GreenHopper.

'Component'

 

The 'Component' mode will display all of the issues for your project, grouped by the components.

The right-hand column will have a box for component in your project, as well as an 'Unknown' box (for all issues not associated with a component). Simply click on one of these boxes or select the component from the component dropdown (next to the 'View' dropdown) to view all issues associated with that component on the Planning Board.

Screenshot: Component box in Project Overview view mode

The component name is shown in the header of the component box and the information about the component is shown in the main body of the box. Some key controls on the component box include:

  • 'Manage' — Click this link to manage your components in JIRA.
  • 'Stats' — Click this link to manage the statistics displayed for your components.
  • icon — Click this icon to view the same component in the issue navigator view.
  • 'Master' — Click the icon to choose the master component for the component. All issues under the child component are considered to be a subset of the master component. These component hierarchies are useful for managing components with many sub-components.

The 'Component' mode is ideal for monitoring the progression of your components.

'Assignee'

 

The 'Assignee' mode will display all of the issues for your project, grouped by the assignee.

The right-hand column will have a box for each assignable user (i.e. user with the 'Assignable User' project permission) in your project, as well as an 'Unassigned' box (for all issues not assigned to a user). Simply click on one of these boxes or select the assignee from the assignee dropdown (next to the 'View' dropdown) to view all issues associated with that assignee on the Planning Board.

(warning) Please note, for visibility and performance reasons this Planning Board mode is not accessible if your project has more then 75 assignable users.

Screenshot: Assignee box in Project Overview view mode

The assignee name is shown in the header of the assignee box and the information about the assignee is shown in the main body of the box. Some key controls on the assignee box include:

The 'Assignee' mode is ideal for monitoring the workload of your users.