Use Kanban Board

After you configure your Kanban Board, start using it to view, plan and track work items for the selected planning folder or the selected team within that planning folder.

1. Click TRACKERS in the project navigation bar.
2. In the List Trackers, Planning Folders and Teams page, click Kanban.
   
3. Select the required Kanban Board from Manage Boards. The selected Kanban Board for the current project context is displayed.
4. Select the planning folder for which you want to view the status of the artifacts. If your project contains teams, the Select a Team drop-down list appears. From this drop-down, select All artifacts or if you want to view artifacts specific to a team within the selected planning folder, select the relevant team. Depending upon your selection, artifacts pertaining to the mapped trackers are displayed in the appropriate swimlane.
   • You can view a maximum of 5 swimlanes at a time on your Kanban Board. If there are more, use the carousel scroll to slide across the swimlanes. You can expand or collapse each swimlane. When there are no results to display in a swimlane, the Expand/Collapse button does not appear.
   • Based on the configuration values, if the constraints are violated, the relevant status headers are highlighted appropriately. A violation of minimum constraint is highlighted in orange indicating that resources are underutilized whereas that of maximum constraint is highlighted in red indicating resources being overloaded and bottlenecks to be fixed. For more information on how a kanban board is configured, see Set up Kanban Board.
     
   • Each swimlane header displays the status label, the total number of artifacts within the selected planning folder, and the minimum and maximum constraints that were configured for the kanban state.
     

     In the above scenario, for the 'In Progress' status:

     '3' is the total number of artifacts in the 'In Progress' status within the selected planning folder.

     '2' indicates the minimum constraint and '*' indicates the maximum constraint '-1'. (-1 as the minimum constraint translates to 0 whereas -1 as maximum indicates there is no limit and so represented by an *.)

     Important: These values and constraint validation are planning folder specific and not team specific. For example, in the above scenario, the total number of artifacts is the overall count of artifacts which are in the 'In Progress' status within the selected planning folder and not within the selected team.
   • Each artifact card displays its points (story points) or estimated effort if these fields are enabled in your tracker settings. If both are enabled, only the estimated effort is displayed hovering the mouse on which the artifact's points is displayed. Similarly, if all the effort fields (estimated, remaining and actuals) are enabled, you can view them by hovering the mouse on the estimated effort.
   • Cards have a color-coded bar to visually identify the priority.
   • A parent artifact card displays the count of its child artifacts (Show/Hide child artifacts button). Click this button to view or hide the child artifacts. If there are more than 5 child artifacts, when you expand the parent artifact, you will see pagination arrows ('Previous'/Next') at the bottom of the parent artifact card.
     
   • If the tracker types of both the parent and child artifacts have been mapped with the kanban statuses, the child artifacts appear within their parent artifact card and also as an individual card. In the above scenario, Epic (parent artifact) and Story (child artifact) trackers have been mapped to the kanban status 'In Progress'. Story 'artf1014' is the child artifact of the epic 'artf1002'. So you will see 'artf1014' within the parent artifact card as well as outside of it as an individual artifact card.
   • When a child artifact is closed, a 'Closed' tag appears next to the child artifact ID within the parent artifact card.

Edit artifacts

5. When you drag the artifacts from one swimlane to another, note the following validations:
   • The changes you see in swimlane headers do not apply to any specific team but takes into account the total count of artifacts within the selected planning folder.
   • You cannot move an artifact card to a status that is not mapped to that particular tracker type. For example, a 'Ready for QA' kanban status may not have been mapped to any of the epic tracker statuses. So when you attempt to move an epic to that status, you will get an Invalid status configuration error.
   • You can move a parent artifact to the 'Closed' status only if all its child artifacts are closed. However, a child artifact is independent of its parent with regard to the status change, that is, when you move a parent artifact from one status to another, the status of the child may still remain unchanged. For example, an epic may have many stories, the status of some may change from 'Not Started' to 'In Progress' whereas some may not. So when the status of an epic as one single unit may change, it need not apply to all of its child artifacts.
   • When your move violates a constraint (minimum or maximum), a warning is displayed; but you can still move the artifacts.
   • If a kanban status is mapped to more than one tracker status, when you move an artifact, you have an option to choose a status as shown in the following screen shot.