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Summary
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The paragraphs below outlines the specific use case. For more details about advanced features and complementary functionality we suggest to review Board dynamics section of this documentation.
Detailed overview
How to create?
(1) Go to “My Boards“ section. If you do not have any active boards this going to be your default page.
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(3) On the initial configuration screen please specify
Name of the board
Projects to pool Jira issues from
JQL to filter out the issues
for stories only use “issueType in (Story)”
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(4) Click “Create“
How to use?
(1) You will receive a board with all applicable Jira issues in “Others“ swimlane. Sametime system will automatically grab all the issue types and their schemas that matches your JQL to re-populate columns with statuses. Identical statuses will be merged. All of them gonna be sorted by status category.
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(2) Navigate between the swimlanes and click “+” to add your swimlanes per-assignee.
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Add more Assignees if you like.
If you want a different field for Swimlanes please go to Board Settings to change it.
You can also specify WIP limits for your swimlane and adjust color coding to highlight swimlanes if number of issues is exceeding limitations.
(3) Click “Edit” for any column.
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Thus you can adjust the statuses, alter the title and define WIP limits for your columns (or per swimlane in the column)
(4) Drag and drop issues between columns/swimlanes to assign Jira issues to a) appropriate Status b) appropriate Assignee. All the changes to the fields are applied automatically and you do not need to commit it after.
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(5) To Edit column value, Change title, Add or Remove one move mouse to selected column and you will receive a tooltip with all the available options:
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(6) Same applies to swimlanes: - navigate your mouse to one of them to Add, Edit or Delete
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How to configure?
(1) Click settings icon in top right corner ..
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.. to open “Board configuration“ screen.
(2) on “General” Tab you can amend
Name of the board
Projects to pool Jira issues from
JQL to filter out the issues
Order by field (Rank by default)
Status colors pick up
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(3) on “Columns and Swimlanes“ tab you can change configuration of fields used respectively for Columns and Swimlanes. Swimlanes are optional. To remove them choose “-- none -- “ in popup.
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References
To create this board we’ve got inspiration from Kanban Maturity Modell (KMM) powered by Kanban University.
select existing Scrum/Kanban board (will will list all the available boards that you has access to)
once selected the Name will be populated automatically. But you can also change it
also Projects will be populated automatically (see below how). But we can add missing as well.
and finally to copy some board specific information from your existing board we would need an access token to be created. Therefore, toggle Provide user name and token to import swimlanes, colors and time in status configuration ON
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Click on here link to get into Atlassian standard UI for token generation. Generate token and copy it to specify email/token on board creation screen.
(4) Now we can click “Create“ to advance your Scrum/Kanban board with our advanced features while maintaining your existing configurations.
We do no pass your tokens to our servers. It’s kept in your user session in encrypted way. Unless you revoke it or clean your browser session storage we will re-use it again and again so you should do it only once. Any other App can’t process it from the storage due to encryption mechanism we use.
How we convert?
Projects
Once you select the board you would like to convert into Advanced Board we will parse the configuration of the board to automatically extract
Project specified in Location
Projects specified in “Projects in board“
Projects we derive from your board “Filter Query“
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This should autopopulate majority of the projects. There are some rare (endge) cases when due to complexity of JQL we can’t retrieve a complete list of projects. If so, please add missing to the list. You can do it also at a later stages if you miss it while creating.
JQL
For Scrum boards we just copy the main filter is used for the board.
For Kanban boards we merge it with “Kanban sub-filter“ specified.
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Rank
Jira Rank is used by default. But you can also go to setting and use any other standard or custom field to sorting in Advanced Boards.
Hide completed issues older than
We copy that setting as well.
Columns
In standard Scrum/Kanban boards columns can only configured as statuses. We copy this configuration. In case any column in your standard Scrum/Kanban board has multiple status mapped to it we will automatically create column group and stack it vertically.
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We will also copy WIP settings from your standard Scrum/Kanban board. Same time we will encorage you to check much more flexible options you can gain with Advanced boards.
Swimlanes
Standard Scrum/Kanban boards have a limitted list of Swimlane options. We support all that and just copy. Same time in Advanced boards you can pick any standard or custom field as swimlane.
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Quick Filters
Quick filters are JQL based. They alll will be copied and can be re-used using Quick Filters functionality of Advanced boards.
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\Card colors
In Jira you can pick up any color you want. In Advanced boards we have a predefined pallet. Therefore, while converting we will be pick up colors from the pallet that have the closest match to the ones you pick up in Jira.
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Card layout
In Jira you can have different layout for Backlog and Active sprints/Kanban. In Advanced boards we have a unified one. Thus, we will copy the layout configured for Active sprints/Kanban and will reuse it for the Expand mode that we suggest to use for baklog’ng.
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We also copy days in column configuration.
Estimation
We copy the configuration of Estimation in Jira boards to become a source of Statistics features and functionality we use in Advanced boards.
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