Logo |  |
|---|---|
Use Case | Convert Existing Board |
Category | Other |
Company/Team Managed Projects | Both |
Summary | Enrich your existing Kanban and/or Scrum board with some of our advanced features. |
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.
Otherwise (if you already have one or few boards created) click on menu icon in top left corner to select “Manage Boards“
(2) Click on “Create board“, choose “Advanced Kanban Board“ and Next.
(3) On the initial configuration screen please
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
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“
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
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.