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Contents:

Table of Contents

Kanban mode is primarily used to change the status of your Boxes, which are represented as tiles. Depending on

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the Box type, this might be

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the start of a new Initiative

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, a new Iteration

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, a new Program increment, etc. In Kanban mode, only sub-

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boxes directly under the context parent are visible.

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Info

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Using the Box switcher allows you always to

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navigate the hierarchy easily.

For example, you can see only direct sub-boxes in the Home (root) Box

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; their children are not visible. The  "PI Planning" Box is visible, and its status can be changed using drag and drop (or using the right-click menu), but its sub-

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boxes can't be accessed on this level of a Kanban board:

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The "PI Planning" Boxes

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have two levels of sub-

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boxes (Program Increments and Iteration type):

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When you go to the Overview module of  one of the sub-Boxes (in this case, "PI Planning"), once again, you can manage Program Increment children/sub-Boxes one level below:

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When you go to a sub-

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box (in this case, a Project Increment), once again, you can manage Iteration children/sub-

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boxes one level below.

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If no sub-

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boxes exist below the current level, you'll see the "There's nothing to display" message:

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Filters

All standard filtering options are available in the Kanban view; however, since only the direct sub-

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boxes of the context parent are visible, some filters might not show any results

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if nothing on lower levels of the hierarchy can be found.  

For example, when Boxes consist of Program Increments type and Iterations type Boxes which aren't nested directly in the Home (root) Box (they are located several levels deep within the Box hierarchy) and you try to filter by "Iteration" type, nothing will come up, as there are no "Iteration" Boxes in my Home (root) Box.

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This restriction applies only to the Kanban view.

Changing Box status

You can change a Box status by:

  • moving it to a different column in the Kanban Board (drag-and-drop) 

  • right-clicking on a card (any place that is not a link) and selecting a Status radio button in the pop-up menu

The status of a Project Increment or Iteration (sub-Boxes) can be changed in Roadmap and Board modules or

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the Box configuration > Tasks > Scope definition.

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When you change a Box status to "Closed," its sub-

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boxes are also closed.

Box description

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In this mode, besides basic Box information, you can see a 

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Box description—an additional field describing the Box's content or purpose. You can add the description only in Box configuration; you can't add it when using short Box creation steps.

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A pop-up displays the entire text when you hover your mouse over it

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. 

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Favorite Boxes

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For example, in

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Hierarchy mode, you can mark your Box as a favorite

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, use the links to access

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a Box module, etc.

Box ID

Click the Box ID to easily copy

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and use it

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with your JQL queries or

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configure the Box synchronization.

Time passed indication

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You can see a Progress bar at the bottom of a Box card

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. Progress is based on a Box duration. It is calculated as follows: time from the start date till today divided by a Box duration. A Progress bar is displayed regardless of the Box status. 

For example:

  • A Box start date is set to 2020/Aug/ 1

  • End date is set to 2020/Aug/ 31

  • Today is 2020/Aug/25

  • Progress = 25 divided by 31 = 81% 

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Editing Boxes

Right-click a Box card to open a Box pop-up menu to:

  • edit a Box 

  • delete a Box

  • access configuration

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When

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a box's status is set to "Closed," it is impossible to edit

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or access its configuration.

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Table of contents

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