Using the Kanban Board Within the Iteration Planner


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Overview

This article describes how to use the Kanban board feature from the Iteration Planner.

The Kanban board in FogBugz is useful for visualizing which cases are being actively worked and how far along in the development process they are.

 

Information

Accessing the Kanban Board

To access the Kanban board for any milestone, open the Iteration Planner and click on the Kanban drill-down button displayed on the desired milestone’s column:

 

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Using the Kanban Board

Once you are looking at the Kanban view, you can easily create Kanban columns and drag cases from one column to another. Kanban columns exist on a pre-planned basis, but they can be added, subtracted, or re-ordered separately for each milestone’s Kanban board.

There is also a handy Planned Cases column which holds all cases in this milestone which have not yet been put into a Kanban column.

The Kanban board inherits projects from its parent planner. Since it drills down into a single milestone,  it will only showcase projects that exist in the planner to which that milestone belongs.

For further details about how planners are configured, please refer to the Getting Started section of the About Iteration Planner article.

 

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Clicking on the Add (+) button in a Kanban column provides a nice interface for adding cases to the Kanban board. You can either type the name of a brand new case to create it on-the-fly in that column or you can start typing the case number or name of an existing one in the milestone and the case will appear, allowing you to select it to be added. 

You can also click on Cases in this milestone to see a list of cases in the current milestone from which you can select cases to add.

 

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Just like in the Iteration Planner, you can group cases in each Kanban column. Available groupings are assignee, priority, and project; if you want to move a case from one group to another. For example, to change who the case is assigned to when grouped by assignee, just drag and drop it from one group of cases to the other.

 

Filtering on the Kanban Column

The cards visible on the Kanban Board can be filtered in the case list page using the Search Axes feature. In particular, cards can be filtered on the “Kanban” axis. For example, searching for Kanban: ”To-do” will create a filter of cases in the “To-do” Kanban column.

 

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