@@ -1,15 +1,15 @@
|
|||||||
Automatic Actions
|
Automatic Actions
|
||||||
=================
|
=================
|
||||||
|
|
||||||
To minimize the user interaction, Kanboard support automated actions.
|
To minimize user interaction, Kanboard support automated actions.
|
||||||
|
|
||||||
Each automatic action is defined like that:
|
Each automatic action is defined with these properties:
|
||||||
|
|
||||||
- An event to listen
|
- An event to listen
|
||||||
- Action linked to this event
|
- Action linked to the event
|
||||||
- Eventually there is some parameters to define
|
- Additional parameters
|
||||||
|
|
||||||
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**.
|
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**.
|
||||||
|
|
||||||
Add a new action
|
Add a new action
|
||||||
----------------
|
----------------
|
||||||
@@ -18,19 +18,19 @@ Click on the link **Add a new automatic action**.
|
|||||||
|
|
||||||

|

|
||||||
|
|
||||||
- Choose an action
|
1. Choose an action
|
||||||
- Then, select an event
|
2. Select an event
|
||||||
- And finally, define the parameters
|
3. Define the parameters
|
||||||
|
|
||||||
List of available actions
|
Available actions
|
||||||
-------------------------
|
-------------------------
|
||||||
|
|
||||||
- Create a comment from an external provider
|
- Create a comment from an external provider
|
||||||
- Add a comment log when moving the task between columns
|
- Add a comment log when moving the task between columns
|
||||||
- Assign automatically a category based on a color
|
- Automatically assign a category based on a color
|
||||||
- Change the category based on an external label
|
- Change the category based on an external label
|
||||||
- Assign automatically a category based on a link
|
- Automatically assign a category based on a link
|
||||||
- Assign automatically a color based on a category
|
- Automatically assign a color based on a category
|
||||||
- Assign a color when the task is moved to a specific column
|
- Assign a color when the task is moved to a specific column
|
||||||
- Change task color when using a specific task link
|
- Change task color when using a specific task link
|
||||||
- Assign a color to a specific user
|
- Assign a color to a specific user
|
||||||
@@ -75,7 +75,7 @@ Here are some examples used in real life:
|
|||||||
|
|
||||||
### When a task is completed, duplicate this task to another project
|
### When a task is completed, duplicate this task to another project
|
||||||
|
|
||||||
Let's say we have two projects "Customer orders" and "Production", once the order is validated, swap it to the "Production" project.
|
Let's say we have two projects: "Customer orders" and "Production". Once the order is validated, swap it to the "Production" project.
|
||||||
|
|
||||||
- Choose action: **Duplicate the task to another project**
|
- Choose action: **Duplicate the task to another project**
|
||||||
- Choose the event: **Closing a task**
|
- Choose the event: **Closing a task**
|
||||||
@@ -83,7 +83,7 @@ Let's say we have two projects "Customer orders" and "Production", once the orde
|
|||||||
|
|
||||||
### When a task is moved to the last column, move the exact same task to another project
|
### When a task is moved to the last column, move the exact same task to another project
|
||||||
|
|
||||||
Let's say we have two projects "Ideas" and "Development", once the idea is validated, swap it to the "Development" project.
|
Let's say we have two projects: "Ideas" and "Development". Once the idea is validated, swap it to the "Development" project.
|
||||||
|
|
||||||
- Choose action: **Move the task to another project**
|
- Choose action: **Move the task to another project**
|
||||||
- Choose the event: **Move a task to another column**
|
- Choose the event: **Move a task to another column**
|
||||||
|
|||||||
@@ -9,7 +9,7 @@ Collapsed mode
|
|||||||
|
|
||||||

|

|
||||||
|
|
||||||
- If the task is assigned to someone, the initials of the person are shown next to the task number
|
- If the task is assigned to someone, the initials of the person are shown next to the task number.
|
||||||
- If the task title is too long, you can put your mouse over the task to show a tooltip with the full title.
|
- If the task title is too long, you can put your mouse over the task to show a tooltip with the full title.
|
||||||
|
|
||||||
Expanded mode
|
Expanded mode
|
||||||
|
|||||||
@@ -9,4 +9,4 @@ To hide a column, click on the column dropdown menu and choose "Hide this column
|
|||||||
|
|
||||||

|

|
||||||
|
|
||||||
To show again the column, click on the "plus icon".
|
To show the column again, click on the "plus icon".
|
||||||
|
|||||||
@@ -16,24 +16,24 @@ From the dashboard, click on the link **New project**:
|
|||||||
|
|
||||||

|

|
||||||
|
|
||||||
It's very easy, you just have to find a name for your project!
|
It's very easy: you just have to find a name for your project!
|
||||||
|
|
||||||
Creating a private project
|
Creating a private project
|
||||||
--------------------------
|
--------------------------
|
||||||
|
|
||||||
- Everybody can create a private project
|
- Anybody can create a private project
|
||||||
- There is **NO** user management
|
- There is **NO** user management
|
||||||
- Only the owner and administrators can access to the project
|
- Only the owner and administrators can access the project
|
||||||
|
|
||||||
From the dashboard, click on the link **New private project**.
|
From the dashboard, click on the link **New private project**.
|
||||||
|
|
||||||
Creating projects from another project
|
Creating projects from another project
|
||||||
--------------------------------------
|
--------------------------------------
|
||||||
|
|
||||||
When you create a new project, your can choose to duplicate the properties of another project :
|
When you create a new project, you can choose to duplicate the properties of another project:
|
||||||
|
|
||||||
- Permissions
|
- Permissions
|
||||||
- Actions
|
- Actions
|
||||||
- Swimlanes
|
- Swimlanes
|
||||||
- Catégories
|
- Categories
|
||||||
- Tasks
|
- Tasks
|
||||||
|
|||||||
@@ -1,15 +1,15 @@
|
|||||||
Editing Projects
|
Editing Projects
|
||||||
================
|
================
|
||||||
|
|
||||||
Projects can be renamed and disabled at any time.
|
Projects can be renamed or disabled at any time.
|
||||||
|
|
||||||
To rename a project, just click on the link "Edit project" on the left.
|
To rename a project, just click on the link entitled "Edit project" on the left.
|
||||||
|
|
||||||

|

|
||||||
|
|
||||||
- The start date and end date are used to generate the project Gantt chart
|
- The start date and end date are used to generate the project Gantt chart.
|
||||||
- The description is visible as tooltip on the board and on the projects listing page
|
- The description is visible as a tooltip on the board and on the projects listing page.
|
||||||
- Administrators and project administrators can convert a private project to multiple users project by changing the checkbox "Private project".
|
- Administrators and project administrators can convert a private project to a multiple-user project by changing the checkbox "Private project".
|
||||||
- You can also convert multiple users project to a private project.
|
- You can also convert a multiple-user project to a private project.
|
||||||
|
|
||||||
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.
|
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.
|
||||||
|
|||||||
@@ -11,7 +11,7 @@ Kanban vs Todo lists
|
|||||||
|
|
||||||
### Kanban:
|
### Kanban:
|
||||||
|
|
||||||
- Multi fases,
|
- Multi fases,
|
||||||
- Concentración absoluta para evitar multitareas por que se puede establecer un limite por columna para mejorar el progreso
|
- Concentración absoluta para evitar multitareas por que se puede establecer un limite por columna para mejorar el progreso
|
||||||
|
|
||||||
|
|
||||||
|
|||||||
@@ -11,8 +11,8 @@ Kanban vs Todo lists
|
|||||||
|
|
||||||
### Kanban:
|
### Kanban:
|
||||||
|
|
||||||
- Multiple phases, each column represent a step
|
- Multiple phases, each column represents a step
|
||||||
- Bring focus and avoid multitasking because you can set a work in progress limit per column
|
- Bring focus and avoid multitasking by setting a work-in-progress limit per column
|
||||||
|
|
||||||
Kanban vs Scrum
|
Kanban vs Scrum
|
||||||
---------------
|
---------------
|
||||||
@@ -23,15 +23,15 @@ Kanban vs Scrum
|
|||||||
- Do not allow changes during the iteration
|
- Do not allow changes during the iteration
|
||||||
- Estimation is required
|
- Estimation is required
|
||||||
- Uses velocity as default metric
|
- Uses velocity as default metric
|
||||||
- Scrum board is cleared between each sprint
|
- Scrum board is cleared between sprints
|
||||||
- Scrum has pre-defined roles like scrum master, product owners and the team
|
- Scrum has pre-defined roles like scrum master, product owners and the team
|
||||||
- A lot of meetings: planning, backlogs grooming, daily stand-up, retrospective
|
- A lot of meetings: planning, backlogs grooming, daily stand-up, retrospective
|
||||||
|
|
||||||
### Kanban:
|
### Kanban:
|
||||||
|
|
||||||
- Continuous flow
|
- Continuous flow
|
||||||
- Changes can be made at anytime
|
- Changes can be made at any time
|
||||||
- Estimation is optional
|
- Estimation is optional
|
||||||
- Use lead and cycle time to measure performance
|
- Use lead and cycle time to measure performance
|
||||||
- Kanban board is persistent
|
- Kanban board is persistent
|
||||||
- Kanban doesn't impose strict constraints or meetings, process is more flexible
|
- Kanban doesn't impose strict constraints or meetings; process is more flexible
|
||||||
|
|||||||
@@ -1,8 +1,8 @@
|
|||||||
Project Permissions
|
Project Permissions
|
||||||
===================
|
===================
|
||||||
|
|
||||||
Each project is isolated and compartmented from each other.
|
Each project is isolated from other projects.
|
||||||
The project access must be allowed by the project owner.
|
Project access must be allowed by the project owner.
|
||||||
|
|
||||||
Each user and each group can have a different role assigned.
|
Each user and each group can have a different role assigned.
|
||||||
There are 3 types of [roles for projects](roles.markdown):
|
There are 3 types of [roles for projects](roles.markdown):
|
||||||
@@ -13,11 +13,11 @@ There are 3 types of [roles for projects](roles.markdown):
|
|||||||
|
|
||||||
Only administrators have access to everything.
|
Only administrators have access to everything.
|
||||||
|
|
||||||
Roles assignation is available from **Project Settings > Permissions**:
|
Role assignments are visible in **Project Settings > Permissions**:
|
||||||
|
|
||||||

|

|
||||||
|
|
||||||
If you choose to allow everybody, all Kanboard users will be considered Project Member.
|
If you choose to allow everybody, all Kanboard users will be considered 'Project Member'.
|
||||||
That also means there is no role management anymore. Permission per user or per group cannot be applied.
|
With this setting, role management will have no effect. Permission per user or per group cannot be applied.
|
||||||
|
|
||||||
Private projects cannot define permission.
|
Private projects cannot define permissions.
|
||||||
|
|||||||
@@ -10,7 +10,7 @@ Board View
|
|||||||
|
|
||||||

|

|
||||||
|
|
||||||
- With this view you can drag and drop tasks between columns easily.
|
- With this view, you can drag and drop tasks between columns easily.
|
||||||
- You can also use the keyboard shortcut **"v b"** to switch to the board view.
|
- You can also use the keyboard shortcut **"v b"** to switch to the board view.
|
||||||
- Tasks with a shadow are recently modified.
|
- Tasks with a shadow are recently modified.
|
||||||
|
|
||||||
@@ -25,7 +25,7 @@ Calendar View
|
|||||||
|
|
||||||

|

|
||||||
|
|
||||||
- With this view you can visualize tasks with a due date.
|
- With this view, you can visualize tasks with a due date.
|
||||||
- Depending of the settings, you can also see tasks in progress.
|
- Depending of the settings, you can also see tasks in progress.
|
||||||
- You can also use the keyboard shortcut **"v c"** to switch to the calendar view.
|
- You can also use the keyboard shortcut **"v c"** to switch to the calendar view.
|
||||||
- [Learn more about calendar configuration](calendar-configuration.markdown)
|
- [Learn more about calendar configuration](calendar-configuration.markdown)
|
||||||
@@ -35,7 +35,7 @@ List View
|
|||||||
|
|
||||||

|

|
||||||
|
|
||||||
- With this view all results of your search are displayed in a table.
|
- With this view, all results of your search are displayed in a table.
|
||||||
- You can also use the keyboard shortcut **"v l"** to switch to the list view.
|
- You can also use the keyboard shortcut **"v l"** to switch to the list view.
|
||||||
|
|
||||||
Gantt View
|
Gantt View
|
||||||
@@ -43,16 +43,16 @@ Gantt View
|
|||||||
|
|
||||||

|

|
||||||
|
|
||||||
- The Gantt view displays tasks on a horizontal timeline
|
- The Gantt view displays tasks on a horizontal timeline.
|
||||||
- The start date and the due date are used to display the chart
|
- The start date and the due date are used to display the chart.
|
||||||
- For quick access, use the keyboard shortcut: **v g**
|
- For quick access, use the keyboard shortcut: **v g**.
|
||||||
|
|
||||||
Project Overview
|
Project Overview
|
||||||
----------------
|
----------------
|
||||||
|
|
||||||

|

|
||||||
|
|
||||||
- View the description of the project
|
- View the description of the project.
|
||||||
- Attach and upload documents to the project
|
- Attach and upload documents to the project.
|
||||||
- View list of project members
|
- View list of project members.
|
||||||
- View the last activities of the project
|
- View the last activities of the project.
|
||||||
|
|||||||
@@ -1,10 +1,10 @@
|
|||||||
Removing Projects
|
Removing Projects
|
||||||
=================
|
=================
|
||||||
|
|
||||||
To remove a project, you must be manager of the project or administrator.
|
To remove a project, you must be the manager of the project or an administrator.
|
||||||
|
|
||||||
Go to the **"Project settings"**, and from the menu on the left, at the bottom, choose **"Remove"**.
|
Go to the **"Project settings"**, and from the menu on the left, at the bottom, choose **"Remove"**.
|
||||||
|
|
||||||

|

|
||||||
|
|
||||||
Removing a project remove all tasks that belongs to this project.
|
Removing a project removes all tasks that belong to this project.
|
||||||
|
|||||||
@@ -1,13 +1,13 @@
|
|||||||
Sharing boards and tasks
|
Sharing boards and tasks
|
||||||
========================
|
========================
|
||||||
|
|
||||||
By default, boards are private but it's possible to make a board public.
|
By default, boards are private, but it's possible to make a board public.
|
||||||
|
|
||||||
A public board **cannot be modified, it's a read-only access**.
|
A public board **cannot be modified: it has read-only access**.
|
||||||
This access is protected by a random token, only people who have the right URL can see the board.
|
Access is protected by a random token. Only people who have the right URL can see the board.
|
||||||
|
|
||||||
Public boards are automatically refreshed every 60 seconds.
|
Public boards are automatically refreshed every 60 seconds.
|
||||||
Task details are also available in read-only.
|
Task details are also available in read-only mode.
|
||||||
|
|
||||||
Usage examples:
|
Usage examples:
|
||||||
|
|
||||||
@@ -21,7 +21,7 @@ Select your project, then click on "Public access" and finally click on the butt
|
|||||||
|
|
||||||

|

|
||||||
|
|
||||||
When the public access is enabled, a couple of links are generated:
|
When public access is enabled, a couple of links are generated:
|
||||||
|
|
||||||
- Public board view
|
- Public board view
|
||||||
- RSS feed subscription link
|
- RSS feed subscription link
|
||||||
@@ -29,7 +29,7 @@ When the public access is enabled, a couple of links are generated:
|
|||||||
|
|
||||||

|

|
||||||
|
|
||||||
You can also disable the public access whenever you want.
|
You can also disable public access whenever you want.
|
||||||
|
|
||||||
Each time, you enable or disable the public access a new random token is generated.
|
Each time you enable or disable public access, a new random token is generated.
|
||||||
**The previous links will not work anymore**.
|
**The previous links will not work anymore**!
|
||||||
|
|||||||
@@ -8,7 +8,7 @@ Software development
|
|||||||
|
|
||||||
- Backlog
|
- Backlog
|
||||||
- Ready
|
- Ready
|
||||||
- Work in progress
|
- Work-in-progress
|
||||||
- To be validated
|
- To be validated
|
||||||
- Validated
|
- Validated
|
||||||
- Deployed in production
|
- Deployed in production
|
||||||
@@ -18,7 +18,7 @@ Bug tracking
|
|||||||
|
|
||||||
- Reported
|
- Reported
|
||||||
- Confirmed
|
- Confirmed
|
||||||
- Work in progress
|
- Work-in-progress
|
||||||
- Tested
|
- Tested
|
||||||
- Fixed
|
- Fixed
|
||||||
|
|
||||||
|
|||||||
@@ -11,22 +11,22 @@ There are only two constraints imposed by Kanban:
|
|||||||
Visualize your workflow
|
Visualize your workflow
|
||||||
-----------------------
|
-----------------------
|
||||||
|
|
||||||
- Your work is displayed on a board, you have a clear overview of your project
|
- Your work is displayed on a board so that you have a clear overview of your project
|
||||||
- Each column represents a step in your workflow
|
- Each column represents a step in your workflow
|
||||||
|
|
||||||
Bring focus and avoid multitasking
|
Limit your work in progress
|
||||||
----------------------------------
|
----------------------------------
|
||||||
|
- Encourages focus by avoiding multitasking
|
||||||
- Each phase can have a work in progress limits
|
- Each phase can have work-in-progress limits
|
||||||
- Limits are great to identify bottlenecks
|
- Limits help identify bottlenecks
|
||||||
- Limits avoid working on too many tasks at the same time
|
- Limits avoid working on too many tasks at the same time
|
||||||
|
|
||||||
Measure performance and improvement
|
Performance Measurement
|
||||||
-----------------------------------
|
=======================
|
||||||
|
|
||||||
Kanban uses lead and cycle times to measure performance:
|
Kanban uses lead and cycle times to measure performance:
|
||||||
|
|
||||||
- **Lead time**: Time between the task is created and completed
|
- **Lead time**: Time between task creation and completion
|
||||||
- **Cycle time**: Time between the task is started and completed
|
- **Cycle time**: Time between task start and completion
|
||||||
|
|
||||||
For example, you may have a lead time of 100 days and only have to work 1 hour to complete the task.
|
For example, you may have a lead time of 100 days but only have to work 1 hour to complete the task.
|
||||||
|
|||||||
Reference in New Issue
Block a user