You can assign artifacts to planning folders or rank them using drag and drop, make quick changes and in-place updates, and view charts that help you monitor progress.
To bring up the planning board for a project or planning folder, select
> Planning Board
from the context menu, and choose a planning board
Here's an example of what you'll see:
The top area lets you control what you see in the planning board.
- Planning folder:
- Depending on your active planning folder, you can see the list of
artifacts for the product (the "product backlog"), or a particular
release or iteration (in Agile terms, an "iteration backlog" or "sprint
backlog"). Select "Unscheduled""None" to display all the artifacts required for
the product that have not yet been assigned to a specific iteration or
When you open the planning board, the planning folder is set to the one you last worked with. Typically, this is the current sprint. When your change your active planning folder, the planning board will change to reflect your selection.
- Show only:
- Select an existing tracker query or add a new one to identify the artifacts you want displayed in the card area.
- Select an existing tracker query or add a new one to highlight specific cards. For example, if you have all open artifacts displayed, you might want to highlight only the ones with the priority P1.
- This is the default option for the information displayed on the artifact cards. The fields shown are focused on the agile process: title, description, assigned user, story size and the planning folder the artifact belongs to.
- Select this option when you want all configured attributes displayed on
the cards. Note: Only the fields selected by the project administrator while configuring the planning board appear here.
- In this mode, artifacts are listed in a table instead of being displayed
as story cards. Select this option when you want to make quick inline
edits to artifacts. You might find this particularly useful if, for
example, you're in a planning meeting and need to make changes on the
fly. Note: Inline edits are not saved to the server until you save your planning board changes.
- Artifact cards are displayed in ranked sequence. Drag and drop cards to change their rank.
- Show planning folders:
- This option is selected by default and puts the planning board in planning mode.
The bulk of the planning board is taken up by the card area.
In the planning mode, consider the card area as a folder that represents your
backlog items. While planning your sprint, you drag and drop items from here to
the planning folders in the planning folder area.
- Include artifacts from child folders:
- Select this option to see artifacts that are assigned to child
planning folders of the selected planning folder.
For an example of how this feature can be useful, let's say you have a planning folder Release 1.0 with child planning folders Iteration 1 and Iteration 2. You initially assigned some artifacts to Release 1.0 and are now ready to review those artifacts and decide which ones will be part of Release 1.0 > Iteration 1. In this case, you could select Release 1.0 as the active planning folder, without selecting the option to include artifacts from child folders. You then see only Release 1.0 artifacts that have not yet been assigned to an iteration. You can drag the cards intended for Iteration 1 from the card area and drop them in the Iteration 1 planning folder in the planning area. Because the option to include artifacts from child folders is not selected for Release 1.0, the card area no longer shows those artifacts that you just assigned to Release 1.0 > Iteration 1. If you are next planning for Iteration 2, you can drag and drop any of the remaining cards into the corresponding planning folder.
- Besides planning folders, the dropdown in the planning folder area offers options for assignees and priorities. Depending on the selected option, you can drag and drop a card to change the user assigned to it, or its priority.
To update an artifact card, you can use any of several options:
Note: Changes made using the specialized card editor are not saved to the server until you save your planning board changes.
- For the GitEye artifact editor, click the Artifact ID, or right-click the card and select Open in > Editor.
- The specialized card editor focuses on core artifact fields so that they can be edited quickly and easily. To use the specialized card editor, double-click the card, or right-click the card and select Open in > Dialog.
- To create a child artifact, click the Create new child artifact icon within the artifact card and fill in its attributes in the New Artifact dialog.
The planning folder area displays a hierarchy of all the planning folders in your project. There are several features to help you organize and work with them:
- Expand planning folders to see field details.
Double-click a planning folder to update its fields.
- Display planning folders as a list.
- Show or hide inactive planning folders.
- Reorganize the sub-folders within a planning folder.
- Create a new planning folder.