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Board dynamics

Board dynamics

CLOUD DATACENTER

Topics

Overview

(0) Board is two-dimensional table with configured columns and swimlanes (the later is optional). Specific columns and swimlanes are mapped to values of standard and custom fields of Jira issues.

(1) Some of templates come pre-configured columns (mapped values). The default option is a single “Others“ column with all not-mapped issues

Add / Edit / Remove Columns & Swimlanes

(2) Click “+” to add new column / value mapped

(3) Drag and drop issues between columns to change the value of configured standard or custom fields for selected Jira issues. All the changes are applied automatically and you do not need to commit it after.

We use Jira Rank to define the order of the Issues on the board. So, by moving items within columns/swimlanes you can also change the Rank that will be maintained and changed in Jira automatically.

(4) Same logic goes for Swimlanes. In addition, moving Jira issue into new column & swimlane automatically changes the value of both standard / custom fields configured.

e.g. In the picture below we have a Version Board with columns configured and fixVersion and swimlanes configured as affectsVersion

Moving “Test Story“ automatically alters fix- and affects-Version to new values specified.

(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:

e.g. let’s click on Edit

(6) Same goes for Swimlanes:- put mouse on one of them to Edit column value, Change title, Add or Remove.

e.g. let’s click on Edit

Issue view

By clicking on the issue you can now open a standard Jira Issue dialog. Thus, you can view all the details or make changes to the issue w/o leaving the board.

Auto refresh

Every 10 sec the App is checking for any updates for the issues on the board to apply the automatically. Users will be getting notification for specific issues updates.

Board Agreements

With our Board/Team Agreements functionality you can now documents some team agreements about code of conduct and/or some practices you agreed to follow while using our board.

Just click on Board agreements

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If you have smth defined already it will be shown with mouse over. Otherwise, by clicking on it you will have a rich text editor where you can define it supporting with some visuals, links for further reading, etc.

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Work-in-Progress and Aging limits

Navigate to the following section of documentation to learn more about type of limits you can configure for your board and optimize your flow and improve throughput.

Flow Optimization - WIP & Aging Limits, Returns Counters, Flow Efficiency

Column Groups

You can create group of columns to combine some logical items. E.g. if you have too detailed statuses for your workflow for better tracking you can now aggregate them into logical groups.

Column Groups

Dependencies (Links)

(7) Our board also can identify the links between the issues (in other words up- & down-stream dependencies). Find out more here: Dependencies (Links).

Statistics by Story Points, Hours and Issue Count

Statistics by Story Points, Hours and Issue Count

Board Views

ADVANCED EDITION

You can have multiple board views of the same data that could you share with your team to narrow down their focus to a specific challenge and/or opportunity.

Board Views

SCRUM - Sprint Management (right from Column/Swimlane)

In case you define Columns or Swimlanes by Sprint you can manage sprints and amend sprint details via Columns or Swimlane editing.

Scrum is better with Kanban

Hierarchies of issues

Hierarchies of issues

Combined Mapping for Columns and Swimlanes (multiple values or multiple fields)

Combined Mapping for Columns and Swimlanes

Other useful tips & tricks

In-line creating issues

(8) To create issue on the board click on the "+" inside any cell to popup standard Jira issue creation dialog. Upon creation appropriate values from column/swimlane will be assigned to put issue in the cell selected.

If you want to create in issue underneath the other one or sub-task to existing issue put a mouse over bottom line of the card to see available options

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Inplace editing (Edit from Card)

No need to open issue dialog to change Assignee, Priority, Status or Estimates. You can now do it inplace from the card.

Priority

Status

Assignee

Estimates

If you have statistics set in Story Points or Remaining Hours you can now change it directly from the card.

More options to come shortly.

On the Card

Flagged issues

(10) We have native support for Flagged Issues. Thus we color code them accordingly. Plus you can add/remove the flag directly from the board.

Impediment Reason

ADVANCED EDITION

Sometimes you want to specify a standard impediment reason why flagging an issue. With our Advanced Feature we let it happen.

At first you need to go to Board Settings to configure lookup - standard or custom field that will be used for impediment reason. We support all

  • Label

  • All single-select fields

  • All multi-select fields

  • String fields

.. as possible candidates for impediment reason.

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Once configured you will see a look up on Flag Issue screen to specify.

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Epic link on the card

(14) If the issue belongs to Epic an Epic Link will be outlined on the card. Once you click on it Jira standard issue screen will show up with Epic details.

Comments

You can now view Jira issue comments directly from the card.

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Simply enable the appropriate toggle in the card layout section of the board settings.

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Development Information

As of Mar '25 the feature is available for Cloud only (both Standard and Advanced App Editions). Data Center upgrade is coming shortly.

You can now view Development Information from Jira issues directly from the card and navigate to details.

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Simply enable the appropriate toggle in the card layout section of the board settings.

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Progress bar for Parent Issues

You can now outline the Progress Bar for Parent Issues. A progress bar will be automatically displayed for each parent issue, reflecting the status of all associated child issues based on their defined status categories.

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Context menu

Right/Control click on any issue or multiple issues selected to access context menu with quick actions available. We will add more shortly.

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Reduce Column/Group

By reducing column or group you will show only Jira issues in selected column or group. Empty swimlanes will be hidden.

Good to show what’s in testing, or what’s in requirements preparation or even what's done?

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Zoom in/out

(9) If you want to accommodate more/less issues on one screen feel free to use our Zooming Options

Text/JQL search

On the board you can either make a full text search or search by JQL. Just make your choice in dropdown and specify the criteria.

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Both text and JQL search is applied on top of board JQL and Quick filters/Assignees selection.

Quick filters

(11) Using the App ourselves we realized that we are too often have to change JQL in the board settings to filter out additional issues. Therefore we introduced quick filter concept to define additional JQL filters and apply directly from the board.

If you have too many quick filters for your board you can now move your favorites to top with drag and drop.

(12) In addition to quick filters you can use predefined filter by Projects. The dropdown will let you choose 1 or few projects you picked up for your board.

Lat but not the list we have Jira standard Assignee carousel so you can filter by Assignees. This filter is also integrated with personal WIPs.

AND|OR Strategy for Quick filters

If you have multiple filters selected you might also decide how to combine them - using AND vs OR. Just click appropriate toggle to make it happen.

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Copy board link

(13) To share the link to the board view your peers please select “Copy link“ icon at the upper right hand corner.

Rename “Others” column or swimlane

(16) Sometime you want to rename “Others“ column or swimlane to give it more meaningful name for your specific use case. Now you can do that:

Expand one column

(17) Sometimes you want to give yourself more space on the board to play with uses. To support that we now allow expansion one of the columns.

This creates a “backlog-like“ view to play with issues more handy:

Color your board your way - Colors for Columns and Groups

To define your custom colors for Columns or Groups click on Column/Group edit and navigate to Color tab.

Here you can define color or a complete Column/Group as well as per-swimlane configuration.

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Do not worry about overlying colors for columns/groups and their WIP limits. We will manage such overlying to make the best outlook possible.