Kanban Board

Create a Kanban Board, learn about the Kanban view, and change your settings in the Kanban Board View in Innoslate.

Creating a Kanban Board

Step 1: Navigate to ‘Charts Dashboard’, then click on ‘New Chart’.

Step 2: Choose ‘Kanban Board’ and select either the ‘Blank Board’ or ‘Project Workflow Board’ board template. The ‘Blank Board’ starts without any columns while the ‘Project Workflow Board’ adds the defaulted ‘To Do’, ‘In Progress’, ‘In Review’, and ‘Done’ columns to the board. Once you have the template selected, click ‘Next’.

Step 3: Give the root Task a name or number, then click ‘Next’, then click ‘Finish’.

To add a Time entity column to the Kanban Board, click the ‘New’ button dropdown in the toolbar and then either ‘New Column’ or ‘Relate Existing Column’.

If creating a new column, specify a name or number for the column and then click ‘Add’.

If adding an existing column, use the entity multi-selector in the dialog to choose 1 or more columns and then click ‘Add’.

Note: Columns are sorted by number, from left to right.

Adding Tasks

To add a Task entity to the Kanban Board, click the ‘New’ button dropdown in the toolbar and then either ‘New Task’ or ‘Relate Existing Task.'

If creating a new Task, specify a name or number for the column, choose a column to add the Task to, and then click ‘New.'

 

If adding an existing Task, choose a column to add the Task to, use the entity multi-selector in the dialog to choose 1 or more Task entities, and then click ‘Add’.

Click on a column or task to select it, which will then show the ‘Metadata’, ‘Attributes’, and ‘Relationships’ tabs on the left sidebar, underlined in the image above.  Changing the Name, Number, Description, Due Date, Assignee, Percent Complete, or Labels on the Task entity under the Attributes tab will be reflected immediately on the Task card on the Kanban Board.

Also noted above, hovering over the assignee icon lists all the users assigned to that task, if any. Tasks that are locked will show a lock icon in the lower left-hand corner and likewise, tasks with at least 1 unresolved comment will show a comment blurb icon. Hovering over this icon will tell you how many unresolved comments there are for that task.

Click-and-drag a task onto another column to easily move tasks between columns. The tasks will then automatically be sorted according to the Kanban Board’s task sort choice.

Kanban Board View

The Kanban Board View displays the issues of the current repository. 

To navigate to the Kanban Board, select ‘Kanban Board’ from the left sidebar.

The issues are automatically sorted into 1 of the 4 bins. 

The ‘Backlog’ bin contains issues where their most recent activity was more than 30 days ago. The ‘Active’ bin holds issues that have had activity within the last 30 days. The ‘In Progress’ bin holds open pull requests. The ‘Done’ bin holds issues closed within the last 30 days.

Editing Issues in Kanban View

Select an issue from any of the Kanban bins.

 

A modal displaying the issue’s details will be opened. Any edits made in this modal will be automatically saved and updated in GitHub.

Here you can add comments by typing in the input box and selecting the Comment button when you are ready to publish your comments.

In order to add/remove labels or assignees select the ‘Labels’ or ‘Assignees’ links on the right to open the dropdowns.

Once the dropdown is open, select a label to add. If the label is already selected, it will have a checkmark next to it. Selecting a label that has already been selected will remove it from the list and thus remove it from the issue.

The Assignees dropdown works exactly the same as the Labels dropdown. Select ‘Assignees’ to open the dropdown. Once the Assignees dropdown is open, select an assignee to add or remove them from the issue.

Kanban Board Settings