commit
1f0fb64f93
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@ -1,15 +1,15 @@
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Automatic Actions
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=================
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To minimize the user interaction, Kanboard support automated actions.
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To minimize user interaction, Kanboard support automated actions.
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Each automatic action is defined like that:
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Each automatic action is defined with these properties:
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- An event to listen
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- Action linked to this event
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- Eventually there is some parameters to define
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- Action linked to the event
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- Additional parameters
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Each project has a different set of automatic actions, the configuration panel is located on the project listing page, just click on the link **Automatic actions**.
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Each project has a different set of automatic actions. The configuration panel is located on the project listing page - just click on the link **Automatic actions**.
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Add a new action
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----------------
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@ -18,19 +18,19 @@ Click on the link **Add a new automatic action**.
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- Choose an action
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- Then, select an event
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- And finally, define the parameters
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1. Choose an action
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2. Select an event
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3. Define the parameters
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List of available actions
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Available actions
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-------------------------
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- Create a comment from an external provider
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- Add a comment log when moving the task between columns
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- Assign automatically a category based on a color
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- Automatically assign a category based on a color
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- Change the category based on an external label
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- Assign automatically a category based on a link
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- Assign automatically a color based on a category
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- Automatically assign a category based on a link
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- Automatically assign a color based on a category
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- Assign a color when the task is moved to a specific column
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- Change task color when using a specific task link
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- Assign a color to a specific user
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@ -75,7 +75,7 @@ Here are some examples used in real life:
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### When a task is completed, duplicate this task to another project
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Let's say we have two projects "Customer orders" and "Production", once the order is validated, swap it to the "Production" project.
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Let's say we have two projects: "Customer orders" and "Production". Once the order is validated, swap it to the "Production" project.
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- Choose action: **Duplicate the task to another project**
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- Choose the event: **Closing a task**
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@ -83,7 +83,7 @@ Let's say we have two projects "Customer orders" and "Production", once the orde
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### When a task is moved to the last column, move the exact same task to another project
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Let's say we have two projects "Ideas" and "Development", once the idea is validated, swap it to the "Development" project.
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Let's say we have two projects: "Ideas" and "Development". Once the idea is validated, swap it to the "Development" project.
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- Choose action: **Move the task to another project**
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- Choose the event: **Move a task to another column**
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@ -9,7 +9,7 @@ Collapsed mode
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- If the task is assigned to someone, the initials of the person are shown next to the task number
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- If the task is assigned to someone, the initials of the person are shown next to the task number.
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- If the task title is too long, you can put your mouse over the task to show a tooltip with the full title.
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Expanded mode
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@ -9,4 +9,4 @@ To hide a column, click on the column dropdown menu and choose "Hide this column
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To show again the column, click on the "plus icon".
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To show the column again, click on the "plus icon".
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@ -16,24 +16,24 @@ From the dashboard, click on the link **New project**:
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It's very easy, you just have to find a name for your project!
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It's very easy: you just have to find a name for your project!
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Creating a private project
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--------------------------
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- Everybody can create a private project
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- Anybody can create a private project
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- There is **NO** user management
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- Only the owner and administrators can access to the project
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- Only the owner and administrators can access the project
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From the dashboard, click on the link **New private project**.
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Creating projects from another project
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--------------------------------------
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When you create a new project, your can choose to duplicate the properties of another project :
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When you create a new project, you can choose to duplicate the properties of another project:
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- Permissions
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- Actions
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- Swimlanes
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- Catégories
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- Categories
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- Tasks
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@ -1,15 +1,15 @@
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Editing Projects
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================
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Projects can be renamed and disabled at any time.
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Projects can be renamed or disabled at any time.
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To rename a project, just click on the link "Edit project" on the left.
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To rename a project, just click on the link entitled "Edit project" on the left.
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- The start date and end date are used to generate the project Gantt chart
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- The description is visible as tooltip on the board and on the projects listing page
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- Administrators and project administrators can convert a private project to multiple users project by changing the checkbox "Private project".
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- You can also convert multiple users project to a private project.
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- The start date and end date are used to generate the project Gantt chart.
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- The description is visible as a tooltip on the board and on the projects listing page.
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- Administrators and project administrators can convert a private project to a multiple-user project by changing the checkbox "Private project".
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- You can also convert a multiple-user project to a private project.
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Note: When you make a project private, all existing users will still have access to the project. Adjust the list of users according to your needs.
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Note: When you make a project private, all existing users will still have access to the project. You can adjust the list of users according to your needs.
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@ -11,7 +11,7 @@ Kanban vs Todo lists
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### Kanban:
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- Multi fases,
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- Multi fases,
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- Concentración absoluta para evitar multitareas por que se puede establecer un limite por columna para mejorar el progreso
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@ -11,8 +11,8 @@ Kanban vs Todo lists
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### Kanban:
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- Multiple phases, each column represent a step
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- Bring focus and avoid multitasking because you can set a work in progress limit per column
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- Multiple phases, each column represents a step
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- Bring focus and avoid multitasking by setting a work-in-progress limit per column
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Kanban vs Scrum
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---------------
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@ -23,15 +23,15 @@ Kanban vs Scrum
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- Do not allow changes during the iteration
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- Estimation is required
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- Uses velocity as default metric
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- Scrum board is cleared between each sprint
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- Scrum board is cleared between sprints
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- Scrum has pre-defined roles like scrum master, product owners and the team
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- A lot of meetings: planning, backlogs grooming, daily stand-up, retrospective
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### Kanban:
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- Continuous flow
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- Changes can be made at anytime
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- Changes can be made at any time
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- Estimation is optional
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- Use lead and cycle time to measure performance
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- Kanban board is persistent
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- Kanban doesn't impose strict constraints or meetings, process is more flexible
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- Kanban doesn't impose strict constraints or meetings; process is more flexible
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@ -1,8 +1,8 @@
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Project Permissions
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===================
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Each project is isolated and compartmented from each other.
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The project access must be allowed by the project owner.
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Each project is isolated from other projects.
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Project access must be allowed by the project owner.
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Each user and each group can have a different role assigned.
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There are 3 types of [roles for projects](roles.markdown):
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@ -13,11 +13,11 @@ There are 3 types of [roles for projects](roles.markdown):
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Only administrators have access to everything.
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Roles assignation is available from **Project Settings > Permissions**:
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Role assignments are visible in **Project Settings > Permissions**:
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If you choose to allow everybody, all Kanboard users will be considered Project Member.
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That also means there is no role management anymore. Permission per user or per group cannot be applied.
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If you choose to allow everybody, all Kanboard users will be considered 'Project Member'.
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With this setting, role management will have no effect. Permission per user or per group cannot be applied.
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Private projects cannot define permission.
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Private projects cannot define permissions.
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@ -10,7 +10,7 @@ Board View
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- With this view you can drag and drop tasks between columns easily.
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- With this view, you can drag and drop tasks between columns easily.
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- You can also use the keyboard shortcut **"v b"** to switch to the board view.
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- Tasks with a shadow are recently modified.
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@ -25,7 +25,7 @@ Calendar View
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- With this view you can visualize tasks with a due date.
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- With this view, you can visualize tasks with a due date.
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- Depending of the settings, you can also see tasks in progress.
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- You can also use the keyboard shortcut **"v c"** to switch to the calendar view.
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- [Learn more about calendar configuration](calendar-configuration.markdown)
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@ -35,7 +35,7 @@ List View
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- With this view all results of your search are displayed in a table.
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- With this view, all results of your search are displayed in a table.
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- You can also use the keyboard shortcut **"v l"** to switch to the list view.
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Gantt View
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@ -43,16 +43,16 @@ Gantt View
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- The Gantt view displays tasks on a horizontal timeline
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- The start date and the due date are used to display the chart
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- For quick access, use the keyboard shortcut: **v g**
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- The Gantt view displays tasks on a horizontal timeline.
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- The start date and the due date are used to display the chart.
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- For quick access, use the keyboard shortcut: **v g**.
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Project Overview
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----------------
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- View the description of the project
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- Attach and upload documents to the project
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- View list of project members
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- View the last activities of the project
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- View the description of the project.
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- Attach and upload documents to the project.
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- View list of project members.
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- View the last activities of the project.
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@ -1,10 +1,10 @@
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Removing Projects
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=================
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To remove a project, you must be manager of the project or administrator.
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To remove a project, you must be the manager of the project or an administrator.
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Go to the **"Project settings"**, and from the menu on the left, at the bottom, choose **"Remove"**.
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Removing a project remove all tasks that belongs to this project.
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Removing a project removes all tasks that belong to this project.
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@ -1,13 +1,13 @@
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Sharing boards and tasks
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========================
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By default, boards are private but it's possible to make a board public.
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By default, boards are private, but it's possible to make a board public.
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A public board **cannot be modified, it's a read-only access**.
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This access is protected by a random token, only people who have the right URL can see the board.
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A public board **cannot be modified: it has read-only access**.
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Access is protected by a random token. Only people who have the right URL can see the board.
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Public boards are automatically refreshed every 60 seconds.
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Task details are also available in read-only.
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Task details are also available in read-only mode.
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Usage examples:
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@ -21,7 +21,7 @@ Select your project, then click on "Public access" and finally click on the butt
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When the public access is enabled, a couple of links are generated:
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When public access is enabled, a couple of links are generated:
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- Public board view
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- RSS feed subscription link
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@ -29,7 +29,7 @@ When the public access is enabled, a couple of links are generated:
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You can also disable the public access whenever you want.
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You can also disable public access whenever you want.
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Each time, you enable or disable the public access a new random token is generated.
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**The previous links will not work anymore**.
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Each time you enable or disable public access, a new random token is generated.
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**The previous links will not work anymore**!
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@ -8,7 +8,7 @@ Software development
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- Backlog
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- Ready
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- Work in progress
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- Work-in-progress
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- To be validated
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- Validated
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- Deployed in production
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@ -18,7 +18,7 @@ Bug tracking
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- Reported
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- Confirmed
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- Work in progress
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- Work-in-progress
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- Tested
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- Fixed
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@ -11,22 +11,22 @@ There are only two constraints imposed by Kanban:
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Visualize your workflow
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-----------------------
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- Your work is displayed on a board, you have a clear overview of your project
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- Your work is displayed on a board so that you have a clear overview of your project
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- Each column represents a step in your workflow
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Bring focus and avoid multitasking
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Limit your work in progress
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----------------------------------
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- Each phase can have a work in progress limits
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- Limits are great to identify bottlenecks
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- Encourages focus by avoiding multitasking
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- Each phase can have work-in-progress limits
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- Limits help identify bottlenecks
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- Limits avoid working on too many tasks at the same time
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Measure performance and improvement
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-----------------------------------
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Performance Measurement
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=======================
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Kanban uses lead and cycle times to measure performance:
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- **Lead time**: Time between the task is created and completed
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- **Cycle time**: Time between the task is started and completed
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- **Lead time**: Time between task creation and completion
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- **Cycle time**: Time between task start and completion
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For example, you may have a lead time of 100 days and only have to work 1 hour to complete the task.
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For example, you may have a lead time of 100 days but only have to work 1 hour to complete the task.
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Loading…
Reference in New Issue