Easy Boards - User contributions [en]

Users & Groups

2022-10-20T13:01:15Z

Fbertuletti: /* Users Management */

==Users Management==
New ''users'' can be created from the home menu '''''User & Group Managament/Add New'''''.
Existing ''users'' can be update selecting '''''Users & Groups Management / Users Management''''' menu and selecting the record to manage from the list.

NB: access to ''users'' creation and administration is limited to ''users'' having administrative role (see later).

''Users'' shall be activated (in status "Active") to be operational. In other statuses, ''users'' are not active (they cannot login into Easyboards®) nor they are counted as licensed ''users''.

''Users'' information are organized in three sections:

* ''Details''
* ''Privileges''
* ''Password Management''

The table below reports the fields and a short description of them:
{| class="wikitable"
! Section !! Field !! Description
|-
|''Details''|| Name || Name of the ''user''.
|-
|''Details''|| Surname || Surname of the ''user''
|-
|''Details''|| Username || Login name used to access Easyboards®.
|-
|''Details''|| Email || Email of the ''user''.
|-
|''Details''|| Status || Status of the ''user''. Possible statuses are "Inactive" (when initially created) or ''Active''.
|-
|''Details''|| Admin || This field may have two possible values "Yes" or "No". If set to "Yes" the ''user'' has administrative privileges and can perform special tasks such as ''users'' and ''groups'' administration but also manage [[Settings#Introduction|settings]].
|-
|''Details''|| Language || The application interface language set for the ''user''. Supported languages are currently "English", "French" and "Italian". "Spanish" will come next.
|-
|''Details''|| Timezone || Timezone of the ''user''.
|-
|''Privileges''|| Board Creator || If set to "Yes", it enables the user to create new ''board''.
|-
|''Password Management''|| New Password, Old Password, Confirm New Password || These fields work together, enter a new password in New Password, enter the previous password in Old Password, confirm the new password in Confirm New Password and press '''CHANGE PASSWORD''' to change the ''user'' password.
|-
|}

Note that when the environment is initially created, a ''user'' with administrative role is created and activated using subscription information. The access credentials of this ''user'' are sent by mail.

==Groups Management==

''Users & Groups Management / Add Group'' menu item lists the available ''groups'' and allows to manage ''groups'' (create, modify, delete). Only ''users'' with administrative privileges have the rights to perform ''group'' management.

Note that ''groups'' are only collections of ''users''. Practically they can be used to assign privileges quickly in a ''board''. To understand how to manage privileges for a ''board'', read [[Boards#Boards members and privileges|Boards members and privileges]].

Any pre configured group cannot be deleted but it can be renamed and modified in terms of belonging members.

=== Add group ===
''Users & Groups Management / Add Group'' menu item enables to create a new ''group''.

The table below reports the fields belonging to a ''group'' and a short description of them:
{| class="wikitable"
! Section !! Field !! Description
|-
|''General''|| Name ||The name of the group.
|-
|''General''|| Description ||A description for the group (e.g. its purpose).
|-
|''General''|| Default ||Non editable, automatically managed by Easyboards®.
|-
|''General''|| Status ||Non editable, automatically managed by Easyboards®.
|-
|''Members''|| Code ||The ''user'' identifier of the member, not editable and automatically managed by Easyboards®.
|-
|''Members''|| Full Name ||Surname and Name of the member, not editable here because assigned in ''user'' management.
|-
|''Members''|| User Login ||Login identifier of the member, not editable here because assigned in ''user'' management.
|-
|''Members''|| Group Manager ||Used to identify and mark if the member of the ''group'' is the manager of the group. Actually, the manager will have the same privileges as the members.
|-
|''Members''|| Type ||Field not used.
|-
|''Members''|| Status ||Status of the member, not editable here because modified in ''user'' management.
|-
|''Members''|| VIP Type ||Field not used.
|}

In the ''General'' form, use '''SAVE''' or '''SAVE&EXIT''' to update the ''group''. Use '''DELETE''' to delete a ''group''.

In the ''Members'' form see the figure below for the available commands.

[[File:Groups_management_ENG_v1.0.JPG|centre|thumb|800x800px|Groups management controls and commands.]]

=== Modify group ===
Use ''Users & Groups Management / Groups Management'' menu item to see the list of available ''groups'' and click on the one to update. Modify using the features and commands described above in [[Users_&_Groups#Add_group|Add group]].

Users & Groups

2022-10-20T12:58:51Z

Fbertuletti: /* Users Management */

==Users Management==
New ''users'' can be created from the home menu '''''User & Group Managament/Add New'''''.
Existing ''users'' can be update selecting '''''Users & Groups Management / Users Management''''' menu and selecting the record to manage from the list.

NB: access to ''users'' creation and administration is limited to ''users'' having administrative role (see later).

''Users'' shall be activated (in status "Active") to be operational. In other statuses, ''users'' are not active (they cannot login into Easyboards®) nor they are counted as licensed ''users''.

''Users'' information are organized in three sections:

* ''Details''
* ''Privileges''
* ''Password Management''

The table below reports the fields and a short description of them:
{| class="wikitable"
! Section !! Field !! Description
|-
|''Details''|| Name || Name of the ''user''.
|-
|''Details''|| Surname || Surname of the ''user''
|-
|''Details''|| Username || Login name used to access Easyboards®.
|-
|''Details''|| Email || Email of the ''user''.
|-
|''Details''|| Status || Status of the ''user''. Possible statuses are "Inactive" (when initially created) or ''Active''.
|-
|''Details''|| Admin || This field may have two possible values "Yes" or "No". If set to "Yes" the ''user'' has administrative privileges and can perform special tasks such as ''users'' and ''groups'' administration but also manage [[Settings#Introduction|settings]].
|-
|''Details''|| Language || The application interface language set for the ''user''. Supported languages are currently "English", "French" and "Italian". "Spanish" will come next.
|-
|''Privileges''|| Board Creator || If set to "Yes", it enables the user to create new ''board''.
|-
|''Password Management''|| New Password, Old Password, Confirm New Password || These fields work together, enter a new password in New Password, enter the previous password in Old Password, confirm the new password in Confirm New Password and press '''CHANGE PASSWORD''' to change the ''user'' password.
|-
|}

Note that when the environment is initially created, a ''user'' with administrative role is created and activated using subscription information. The access credentials of this ''user'' are sent by mail.

==Groups Management==

''Users & Groups Management / Add Group'' menu item lists the available ''groups'' and allows to manage ''groups'' (create, modify, delete). Only ''users'' with administrative privileges have the rights to perform ''group'' management.

Note that ''groups'' are only collections of ''users''. Practically they can be used to assign privileges quickly in a ''board''. To understand how to manage privileges for a ''board'', read [[Boards#Boards members and privileges|Boards members and privileges]].

Any pre configured group cannot be deleted but it can be renamed and modified in terms of belonging members.

=== Add group ===
''Users & Groups Management / Add Group'' menu item enables to create a new ''group''.

The table below reports the fields belonging to a ''group'' and a short description of them:
{| class="wikitable"
! Section !! Field !! Description
|-
|''General''|| Name ||The name of the group.
|-
|''General''|| Description ||A description for the group (e.g. its purpose).
|-
|''General''|| Default ||Non editable, automatically managed by Easyboards®.
|-
|''General''|| Status ||Non editable, automatically managed by Easyboards®.
|-
|''Members''|| Code ||The ''user'' identifier of the member, not editable and automatically managed by Easyboards®.
|-
|''Members''|| Full Name ||Surname and Name of the member, not editable here because assigned in ''user'' management.
|-
|''Members''|| User Login ||Login identifier of the member, not editable here because assigned in ''user'' management.
|-
|''Members''|| Group Manager ||Used to identify and mark if the member of the ''group'' is the manager of the group. Actually, the manager will have the same privileges as the members.
|-
|''Members''|| Type ||Field not used.
|-
|''Members''|| Status ||Status of the member, not editable here because modified in ''user'' management.
|-
|''Members''|| VIP Type ||Field not used.
|}

In the ''General'' form, use '''SAVE''' or '''SAVE&EXIT''' to update the ''group''. Use '''DELETE''' to delete a ''group''.

In the ''Members'' form see the figure below for the available commands.

[[File:Groups_management_ENG_v1.0.JPG|centre|thumb|800x800px|Groups management controls and commands.]]

=== Modify group ===
Use ''Users & Groups Management / Groups Management'' menu item to see the list of available ''groups'' and click on the one to update. Modify using the features and commands described above in [[Users_&_Groups#Add_group|Add group]].

Chat

2022-10-20T12:56:33Z

Fbertuletti: /* Chat commands */

== Chat introduction ==

EasyBoards® provides a chat tool that can be used to collaborate on ''cards''. A chat can be activated and managed for each ''card'', directly from it ([[Cards#Cards details and settings|Cards details and settings]]).

Additionally, a chat console is available and can be activated from the chat sign available top right in EasyBoards®. From the chat console, just focus a chat by clicking on it and start to chat in right chat window. The result is the same when chatting from the ''card'' or the chat console.

The chat console makes available the list of chats (one for each ''card'') on the left, organized in folders: ''Favorites'', ''Recent'', ''Snoozed'' and ''Ignored''.

The following table, summarizes the different behaviour of chats when placed in the folders.

{| class="wikitable"
! Folder !! Behaviour
|-
|Favorites|| Posts to chats are normally notified, the folder allows to easily access the most used chats.
|-
|Recent|| This is the default folder where new chats are stored. Posts to chats are normally notified.
|-
|Snoozed|| This folder is typically used to clear the Recent folder of chats that are no longer actual but could be used in the future. In case of new posts, the chat is restored in the Recent and notifications sent.
|-
|Ignored|| No notifications are sent for chats stored in this folder.
|-
|}

Members of a chat are automatically all the users invited to a ''board'' with collaboration privilege set. See [[Boards#Boards members and privileges|Boards privileges]] for more information on ''board'' privileges.

Remember that chats are archived with ''cards''.

== Chat commands ==
When chatting from the chat console, commands area available. Commands can be launched by clicking the '''...''' appearing when passing the mouse on a folder or chat.

Commands for folders:

{| class="wikitable"
! Settings !! Use
|-
|'''Select All'''|| This command selects all the chats in the folder.
|-
|'''Unselect All'''|| This command unselects all the chats in the folder.
|-
|}

The selection of chats can be done with the above commands or by clicking on the chat round left sign with the initials or photo of the posting member.

Commands for chats:

{| class="wikitable"
! Settings !! Use
|-
|'''Mark as Unread'''|| This command set the chat ''Unread''. Unread chat is shown in Bold
|-
|'''Favorite'''|| This moves the selected chats in the ''Favorites'' folder.
|-
|'''Snooze'''|| This moves the selected chats in the ''Snoozed'' folder.
|-
|'''Ignore'''|| This moves the selected chats in the ''Ignored'' folder.
|-
|'''Locate'''|| This opens the ''board'' and ''card'' corresponding to the chat.
|-
|'''Copy Conversation'''|| This command enalbe the use to ''copy/paste'' the chat text into an external document.
|-
|}

If more chats are selected, the command is applied to all the selected chats.

== Chat search ==
A very useful feature of chats the the search function, available from the chat console.

Insert the text to search in the Search field. This shows the list of chats matching the text. Just click the desired one to open it.

By clicking ''Filter'' it is possible to restrict the search criteria per chat folder.

== Chat notifications ==
Posts in chats are notified to the members of the chat.

Notifications are made visually, by showing the number of unread chats in the chat console sign top right in the EasyBoards® screens. Web push notifications can be activated to receive message notifications on desktop or mobile devices.

To activate web push notifications, click on ''User profile'' icon in the chat console (it is positioned to the right of the Search field) and click '''Notifications'''. The enable the Enable Push Notification switch and close.

If the user does not see the posts for a certain amount of time, the notification is also sent by email. See [[Settings]] to learn how to set the preferences for this feature.

Chat

2022-10-20T12:56:08Z

Fbertuletti: /* Chat commands */

== Chat introduction ==

EasyBoards® provides a chat tool that can be used to collaborate on ''cards''. A chat can be activated and managed for each ''card'', directly from it ([[Cards#Cards details and settings|Cards details and settings]]).

Additionally, a chat console is available and can be activated from the chat sign available top right in EasyBoards®. From the chat console, just focus a chat by clicking on it and start to chat in right chat window. The result is the same when chatting from the ''card'' or the chat console.

The chat console makes available the list of chats (one for each ''card'') on the left, organized in folders: ''Favorites'', ''Recent'', ''Snoozed'' and ''Ignored''.

The following table, summarizes the different behaviour of chats when placed in the folders.

{| class="wikitable"
! Folder !! Behaviour
|-
|Favorites|| Posts to chats are normally notified, the folder allows to easily access the most used chats.
|-
|Recent|| This is the default folder where new chats are stored. Posts to chats are normally notified.
|-
|Snoozed|| This folder is typically used to clear the Recent folder of chats that are no longer actual but could be used in the future. In case of new posts, the chat is restored in the Recent and notifications sent.
|-
|Ignored|| No notifications are sent for chats stored in this folder.
|-
|}

Members of a chat are automatically all the users invited to a ''board'' with collaboration privilege set. See [[Boards#Boards members and privileges|Boards privileges]] for more information on ''board'' privileges.

Remember that chats are archived with ''cards''.

== Chat commands ==
When chatting from the chat console, commands area available. Commands can be launched by clicking the '''...''' appearing when passing the mouse on a folder or chat.

Commands for folders:

{| class="wikitable"
! Settings !! Use
|-
|'''Select All'''|| This command selects all the chats in the folder.
|-
|'''Unselect All'''|| This command unselects all the chats in the folder.
|-
|}

The selection of chats can be done with the above commands or by clicking on the chat round left sign with the initials or photo of the posting member.

Commands for chats:

{| class="wikitable"
! Settings !! Use
|-
|'''Mark as Unread'''|| This command set the chat ''Unread''. Unread chat is shown in Bold
|-
|'''Favorite'''|| This moves the selected chats in the ''Favorites'' folder.
|-
|'''Snooze'''|| This moves the selected chats in the ''Snoozed'' folder.
|-
|'''Ignore'''|| This moves the selected chats in the ''Ignored'' folder.
|-
|'''Locate'''|| This opens the ''board'' and ''card'' corresponding to the chat.
|-
|'''Copy Conversation'''|| This command enalbe the use to copy/paste the chat text into an external document.
|-
|}

If more chats are selected, the command is applied to all the selected chats.

== Chat search ==
A very useful feature of chats the the search function, available from the chat console.

Insert the text to search in the Search field. This shows the list of chats matching the text. Just click the desired one to open it.

By clicking ''Filter'' it is possible to restrict the search criteria per chat folder.

== Chat notifications ==
Posts in chats are notified to the members of the chat.

Notifications are made visually, by showing the number of unread chats in the chat console sign top right in the EasyBoards® screens. Web push notifications can be activated to receive message notifications on desktop or mobile devices.

To activate web push notifications, click on ''User profile'' icon in the chat console (it is positioned to the right of the Search field) and click '''Notifications'''. The enable the Enable Push Notification switch and close.

If the user does not see the posts for a certain amount of time, the notification is also sent by email. See [[Settings]] to learn how to set the preferences for this feature.

Chat

2022-10-20T12:54:23Z

Fbertuletti: /* Chat commands */

== Chat introduction ==

EasyBoards® provides a chat tool that can be used to collaborate on ''cards''. A chat can be activated and managed for each ''card'', directly from it ([[Cards#Cards details and settings|Cards details and settings]]).

Additionally, a chat console is available and can be activated from the chat sign available top right in EasyBoards®. From the chat console, just focus a chat by clicking on it and start to chat in right chat window. The result is the same when chatting from the ''card'' or the chat console.

The chat console makes available the list of chats (one for each ''card'') on the left, organized in folders: ''Favorites'', ''Recent'', ''Snoozed'' and ''Ignored''.

The following table, summarizes the different behaviour of chats when placed in the folders.

{| class="wikitable"
! Folder !! Behaviour
|-
|Favorites|| Posts to chats are normally notified, the folder allows to easily access the most used chats.
|-
|Recent|| This is the default folder where new chats are stored. Posts to chats are normally notified.
|-
|Snoozed|| This folder is typically used to clear the Recent folder of chats that are no longer actual but could be used in the future. In case of new posts, the chat is restored in the Recent and notifications sent.
|-
|Ignored|| No notifications are sent for chats stored in this folder.
|-
|}

Members of a chat are automatically all the users invited to a ''board'' with collaboration privilege set. See [[Boards#Boards members and privileges|Boards privileges]] for more information on ''board'' privileges.

Remember that chats are archived with ''cards''.

== Chat commands ==
When chatting from the chat console, commands area available. Commands can be launched by clicking the '''...''' appearing when passing the mouse on a folder or chat.

Commands for folders:

{| class="wikitable"
! Settings !! Use
|-
|'''Select All'''|| This command selects all the chats in the folder.
|-
|'''Unselect All'''|| This command unselects all the chats in the folder.
|-
|}

The selection of chats can be done with the above commands or by clicking on the chat round left sign with the initials or photo of the posting member.

Commands for chats:

{| class="wikitable"
! Settings !! Use
|-
|'''Mark as Unread'''|| This command set the chat ''Unread''. Unread chat is shown in Bold
|-
|'''Favorite'''|| This moves the selected chats in the ''Favorites'' folder.
|-
|'''Snooze'''|| This moves the selected chats in the ''Snoozed'' folder.
|-
|'''Ignore'''|| This moves the selected chats in the ''Ignored'' folder.
|-
|'''Locate'''|| This opens the ''board'' and ''card'' corresponding to the chat.
|-
|}

If more chats are selected, the command is applied to all the selected chats.

== Chat search ==
A very useful feature of chats the the search function, available from the chat console.

Insert the text to search in the Search field. This shows the list of chats matching the text. Just click the desired one to open it.

By clicking ''Filter'' it is possible to restrict the search criteria per chat folder.

== Chat notifications ==
Posts in chats are notified to the members of the chat.

Notifications are made visually, by showing the number of unread chats in the chat console sign top right in the EasyBoards® screens. Web push notifications can be activated to receive message notifications on desktop or mobile devices.

To activate web push notifications, click on ''User profile'' icon in the chat console (it is positioned to the right of the Search field) and click '''Notifications'''. The enable the Enable Push Notification switch and close.

If the user does not see the posts for a certain amount of time, the notification is also sent by email. See [[Settings]] to learn how to set the preferences for this feature.

Reporting

2022-10-19T15:15:36Z

Fbertuletti: /* Flow Efficiency */

== Reporting overview ==
EasyBoards® allows to rapidly access to reporting related to Kanban use. Reports are launched from the '''Reports''' command available in each ''board'' (so from the ''boards'').

The available reports, in alphabetical order, are:

* Burndown Chart
* Due Date Performance
* Effort Analysis
* Effort Estimation
* Flow Efficiency
* Issues
* Lead Time
* Progress view
* Quality
* Throughput
* Velocity
* Work in Progress

Many reports are generated using statistical information of ''cards'' (Commitment Point, Work in Progress, Delivery Point, Working Time, %:, Defective). Statistical information can be viewed in the Statistics form of a ''card'', see [[Cards#Cards details and settings|Cards details and settings]] for more details. They are automatically set by the system when a ''card'' is moved in ''lanes'', based on ''lanes'' settings, see ''Options'' form details in [[Lanes#Lanes settings|Lanes settings]]. For example, when a ''card'' is moved to a lane labelled as "Commitment Point", the ''card'' Commitment Point date and time is set accordingly. However, they can also be manually edited in ''card'' by ''board'' members with the required privilege.

== Burndown Chart ==
This report is the typical burndown chart used by scrum teams. In the x axis the time of the typical scrum sprint is reported and in the y axis the remaining story points to be done is plotted.

The ''burndown chart'' can be launched from several points, the ''board'' and the ''lanes'', and will use the settings defined in the corresponding ''Estimation'' to set the start and end date of the sprint (time frame used in x axis). If a report is launched from a ''lane'' where information is not set, the information set in the first parent ''lane'', recursively, or ''board'' is used. If no date are set, the chart is plotted void. Additionally, the ''calendar'' associated to the Easyboards® environment is used to define non-working periods (see [[Settings#Application Settings|Application Settings]]).

The burndown chart uses the statistical information about the status of ''cards'' (see [[Cards#Cards details and settings|Cards details and settings]]) and their estimation evaluation (see [[Cards#Cards details and settings|Cards details and settings]]) to draw the plotted lines.

Two lines are plotted: the expected trend of work (number of story points remaining in time) and the actual work based on the status of ''cards''.

It is possible to consider or ignore the archive ''cards'' according to the switch status in the launch parameters.

[[File:Burndown.jpg|centre|thumb|800x800px|Burndown chart.]]

== Due Date Performance ==
This report shows the capability to respect defined due dates. It is defined as a percentage calculated as the number of ''cards'' with Delivery Point date in the period (x-axis point) and with lead time minor or equal to the target lead time divided number of ''cards'' with Delivery Point date in the period.

Lead time is the time elapsed between the Delivery Point date time and Commitment Point date time set in the ''card''. This time is calculated considering working hours only if the working calendar is set, see [[Settings#Application Settings|Application Settings]] for more information.

Average Woking (TBD)

Average Elapsed (TBD)

Data can be plotted by ''card'' Priority.

It is possible to consider or ignore the archive ''cards'' according to the switch status in the launch parameters.

[[File:Due date.jpg|centre|thumb|800x800px|Due date performance report.]]

== Effort Analysis ==
TBD

== Effort Estimation ==
This report can be launched for the entire ''board'' or a ''lane'' (and its sublanes) by clicking the corresponding icon. The report uses the Story Points set for the ''cards'' and graphically shows them in a composite structure with rectangles for each ''card'' sized based on the value of the Story Points. This allows to understand were the effort is located for a ''board'', set of ''lanes'' or a single ''lane''.

[[File:Effort Estimation Report.jpg|centre|thumb|800x800px|Effort estimation report.]]

== Flow Efficiency ==
This reports shows the flow efficiency, calculated based on the percentage of working time as defined in the ''card'', see Working Time % in [[Cards#Cards details and settings|Cards details and settings]].

Per each report period (x-axis point), the average of Working Time % for the ''cards'' with Delivery Point date in the period is plotted.

Data can be plotted by ''card'' Priority.

It is possible to consider or ignore the archive ''cards'' according to the switch status in the launch parameters.

[[File:Image 26.jpg|centre|thumb|800x800px|Flow efficiency report.]]

== Issues ==
This reports shows the number of work in progress ''cards'' and the number of issues in time. Issues are the ''cards'' that are blocked.

Work in progress ''cards'' in a period (x-axis point) are those with:

*Work in Progress date within the reporting period or before with no Delivery Point date yet
plus
*Work in Progress date within the reporting period or before with Delivery Point date in the reporting period or after

Issue ''cards'' are those in status blocked and are reported in all the periods including and after the blocking date. The blocking date is defined by the '''Block''' command in the ''card'', see [[Cards#Cards commands|Cards commands]].

Data can be plotted by ''card'' Priority.

It is possible to consider or ignore the archive ''cards'' according to the switch status in the launch parameters.

[[File:Issues.jpg|centre|thumb|800x800px|Issues report.]]

== Lead Time ==
Lead time is the time elapsed between the Delivery Point date time and Commitment Point date time set in the ''card''. This time is calculated considering working hours only if the working calendar is set, see [[Settings#Working Calendar|Working Calendar]] for more information.

In the report:

* a dot is printed per period (x-axis point), being the average lead time of all the ''cards'' completed (Delivery Point in the period) in that period; ''cards'' considered shall also have Commitment Point and Delivery Point between selected report start and end date;
* a dot is printed for each selected ''card'' Priority;
* if targets Lead Time are defined, the corresponding defined values are reported in the report. See ''board'' command '''Target''', in [[Boards#Boards commands|Board commands]].

Data can be plotted by ''card'' Priority.

It is possible to consider or ignore the archive ''cards'' according to the switch status in the launch parameters.

[[File:Lead time.jpg|centre|thumb|800x800px|Lead time report.]]

== Progress View ==
The ''progress view'' report is available for a whole ''board'', a ''lane'' and any ''component card'' (''cards'' having sub component ''cards''). It shows the progress in terms of ''cards'' "committed", "work in progress" and "delivered" based on the statistical information that are recorded on ''cards''. Based on where the report is launched, the scope of ''cards'' considered is different (e.g. ''cards'' in the corresponding ''lane''). A switch allows to include or exclude archived ''cards''. The progress is calculated as percentage of the number of ''cards'' in each phase ("committed", "work in progress" and "delivered"). Colours are used for each phase and cards are plotted with small rectangle icons accordingly. It is possible to quickly understand the involved ''cards'' in each phase by passing with the mouse over the icons (this will highlight the title of the ''card'').

[[File:Progress view.jpg|centre|thumb|800x800px|Progress view report.]]

== Quality ==
Qaulity report shows the number of ''cards'' with defects. This is based on Defective information in the card. The report plots per each period (x-axis point) the number of cards with Delivery Point in the period and Defective value true.

Data can be plotted by ''card'' Priority.

It is possible to consider or ignore the archive ''cards'' according to the switch status in the launch parameters.

[[File:Quality.jpg|centre|thumb|800x800px|Quality report.]]

== Throughput ==
Throughput is the number of ''cards'' completed in a period (Delivery Point in the period, x-axis points). Additionally, the ''cards'' considered in a a period are those with Commitment Point date within the reporting period, determined by the selection of report start and end date.

Data can be plotted by ''card'' Priority.

It is possible to consider or ignore the archive ''cards'' according to the switch status in the launch parameters.

[[File:Throughput.jpg|centre|thumb|800x800px|Throughput report.]]

== Velocity ==
This report is the typical velocity chart used by scrum teams. In the x axis the time frame considered is reported and in the y axis the amount of work done (using story points) is plotted.

The ''burndown chart'' can be launched from several points, the ''board'' and the ''lanes'', and will use the settings defined in the corresponding ''Estimation'' to set the start and end date of the sprint (time frame used in x axis). If a report is launched from a ''lane'' where information is not set, the information set in the first parent ''lane'', recursively, or ''board'' is used. If no date are set, the chart is plotted void. Additionally, the ''calendar'' associated to the Easyboards® environment is used to define non-working periods (see [[Settings#Application Settings|Application Settings]]).

The burndown chart uses the statistical information about the status of ''cards'' (see [[Cards#Cards details and settings|Cards details and settings]]) and their estimation evaluation (see [[Cards#Cards details and settings|Cards details and settings]]) to draw the report.

Two lines are plotted: the expected trend of work (number of story points remaining in time) and the actual work based on the status of ''cards''.

It is possible to consider or ignored the archive ''cards'' according to the switch status in the launch parameters.

[[File:Velocity.jpg|centre|thumb|800x800px|Velocity report.]]

== Work in Progress ==
This report shows the Work in Progress for the ''board''. It briefly shows the cumulative trends of committed (work that has to be done) and delivered (work completed) ''cards''. The difference is the work in progress that, in a Kanban system, should be limited and controlled.

In a period, x-axis point, the cumulative number of ''cards'' with Commitment Point in the period or before (if not delivered) and the cumulative number of cards with Delivery Point in the period on top of the previous are plotted.

Data can be plotted filtering by ''card'' Priority.

It is possible to consider or ignore the archive ''cards'' according to the switch status in the launch parameters.

[[File:Work in progress.jpg|centre|thumb|800x800px|Work in progress.]]

Reporting

2022-10-19T15:14:15Z

Fbertuletti:

== Reporting overview ==
EasyBoards® allows to rapidly access to reporting related to Kanban use. Reports are launched from the '''Reports''' command available in each ''board'' (so from the ''boards'').

The available reports, in alphabetical order, are:

* Burndown Chart
* Due Date Performance
* Effort Analysis
* Effort Estimation
* Flow Efficiency
* Issues
* Lead Time
* Progress view
* Quality
* Throughput
* Velocity
* Work in Progress

Many reports are generated using statistical information of ''cards'' (Commitment Point, Work in Progress, Delivery Point, Working Time, %:, Defective). Statistical information can be viewed in the Statistics form of a ''card'', see [[Cards#Cards details and settings|Cards details and settings]] for more details. They are automatically set by the system when a ''card'' is moved in ''lanes'', based on ''lanes'' settings, see ''Options'' form details in [[Lanes#Lanes settings|Lanes settings]]. For example, when a ''card'' is moved to a lane labelled as "Commitment Point", the ''card'' Commitment Point date and time is set accordingly. However, they can also be manually edited in ''card'' by ''board'' members with the required privilege.

== Burndown Chart ==
This report is the typical burndown chart used by scrum teams. In the x axis the time of the typical scrum sprint is reported and in the y axis the remaining story points to be done is plotted.

The ''burndown chart'' can be launched from several points, the ''board'' and the ''lanes'', and will use the settings defined in the corresponding ''Estimation'' to set the start and end date of the sprint (time frame used in x axis). If a report is launched from a ''lane'' where information is not set, the information set in the first parent ''lane'', recursively, or ''board'' is used. If no date are set, the chart is plotted void. Additionally, the ''calendar'' associated to the Easyboards® environment is used to define non-working periods (see [[Settings#Application Settings|Application Settings]]).

The burndown chart uses the statistical information about the status of ''cards'' (see [[Cards#Cards details and settings|Cards details and settings]]) and their estimation evaluation (see [[Cards#Cards details and settings|Cards details and settings]]) to draw the plotted lines.

Two lines are plotted: the expected trend of work (number of story points remaining in time) and the actual work based on the status of ''cards''.

It is possible to consider or ignore the archive ''cards'' according to the switch status in the launch parameters.

[[File:Burndown.jpg|centre|thumb|800x800px|Burndown chart.]]

== Due Date Performance ==
This report shows the capability to respect defined due dates. It is defined as a percentage calculated as the number of ''cards'' with Delivery Point date in the period (x-axis point) and with lead time minor or equal to the target lead time divided number of ''cards'' with Delivery Point date in the period.

Lead time is the time elapsed between the Delivery Point date time and Commitment Point date time set in the ''card''. This time is calculated considering working hours only if the working calendar is set, see [[Settings#Application Settings|Application Settings]] for more information.

Average Woking (TBD)

Average Elapsed (TBD)

Data can be plotted by ''card'' Priority.

It is possible to consider or ignore the archive ''cards'' according to the switch status in the launch parameters.

[[File:Due date.jpg|centre|thumb|800x800px|Due date performance report.]]

== Effort Analysis ==
TBD

== Effort Estimation ==
This report can be launched for the entire ''board'' or a ''lane'' (and its sublanes) by clicking the corresponding icon. The report uses the Story Points set for the ''cards'' and graphically shows them in a composite structure with rectangles for each ''card'' sized based on the value of the Story Points. This allows to understand were the effort is located for a ''board'', set of ''lanes'' or a single ''lane''.

[[File:Effort Estimation Report.jpg|centre|thumb|800x800px|Effort estimation report.]]

== Flow Efficiency ==
This reports shows the flow efficiency, calculated based on the percentage of working time as defined in the ''card'', see Working Time % in [[Cards#Cards details and settings|Cards details and settings]].

Per each report periot (x-axis point), the average of Working Time % for the ''cards'' with Delivery Point date in the period is plotted.

Data can be plotted by ''card'' Priority.

It is possible to consider or ignore the archive ''cards'' according to the switch status in the launch parameters.

[[File:Image 26.jpg|centre|thumb|800x800px|Flow efficiency report.]]

== Issues ==
This reports shows the number of work in progress ''cards'' and the number of issues in time. Issues are the ''cards'' that are blocked.

Work in progress ''cards'' in a period (x-axis point) are those with:

*Work in Progress date within the reporting period or before with no Delivery Point date yet
plus
*Work in Progress date within the reporting period or before with Delivery Point date in the reporting period or after

Issue ''cards'' are those in status blocked and are reported in all the periods including and after the blocking date. The blocking date is defined by the '''Block''' command in the ''card'', see [[Cards#Cards commands|Cards commands]].

Data can be plotted by ''card'' Priority.

It is possible to consider or ignore the archive ''cards'' according to the switch status in the launch parameters.

[[File:Issues.jpg|centre|thumb|800x800px|Issues report.]]

== Lead Time ==
Lead time is the time elapsed between the Delivery Point date time and Commitment Point date time set in the ''card''. This time is calculated considering working hours only if the working calendar is set, see [[Settings#Working Calendar|Working Calendar]] for more information.

In the report:

* a dot is printed per period (x-axis point), being the average lead time of all the ''cards'' completed (Delivery Point in the period) in that period; ''cards'' considered shall also have Commitment Point and Delivery Point between selected report start and end date;
* a dot is printed for each selected ''card'' Priority;
* if targets Lead Time are defined, the corresponding defined values are reported in the report. See ''board'' command '''Target''', in [[Boards#Boards commands|Board commands]].

Data can be plotted by ''card'' Priority.

It is possible to consider or ignore the archive ''cards'' according to the switch status in the launch parameters.

[[File:Lead time.jpg|centre|thumb|800x800px|Lead time report.]]

== Progress View ==
The ''progress view'' report is available for a whole ''board'', a ''lane'' and any ''component card'' (''cards'' having sub component ''cards''). It shows the progress in terms of ''cards'' "committed", "work in progress" and "delivered" based on the statistical information that are recorded on ''cards''. Based on where the report is launched, the scope of ''cards'' considered is different (e.g. ''cards'' in the corresponding ''lane''). A switch allows to include or exclude archived ''cards''. The progress is calculated as percentage of the number of ''cards'' in each phase ("committed", "work in progress" and "delivered"). Colours are used for each phase and cards are plotted with small rectangle icons accordingly. It is possible to quickly understand the involved ''cards'' in each phase by passing with the mouse over the icons (this will highlight the title of the ''card'').

[[File:Progress view.jpg|centre|thumb|800x800px|Progress view report.]]

== Quality ==
Qaulity report shows the number of ''cards'' with defects. This is based on Defective information in the card. The report plots per each period (x-axis point) the number of cards with Delivery Point in the period and Defective value true.

Data can be plotted by ''card'' Priority.

It is possible to consider or ignore the archive ''cards'' according to the switch status in the launch parameters.

[[File:Quality.jpg|centre|thumb|800x800px|Quality report.]]

== Throughput ==
Throughput is the number of ''cards'' completed in a period (Delivery Point in the period, x-axis points). Additionally, the ''cards'' considered in a a period are those with Commitment Point date within the reporting period, determined by the selection of report start and end date.

Data can be plotted by ''card'' Priority.

It is possible to consider or ignore the archive ''cards'' according to the switch status in the launch parameters.

[[File:Throughput.jpg|centre|thumb|800x800px|Throughput report.]]

== Velocity ==
This report is the typical velocity chart used by scrum teams. In the x axis the time frame considered is reported and in the y axis the amount of work done (using story points) is plotted.

The ''burndown chart'' can be launched from several points, the ''board'' and the ''lanes'', and will use the settings defined in the corresponding ''Estimation'' to set the start and end date of the sprint (time frame used in x axis). If a report is launched from a ''lane'' where information is not set, the information set in the first parent ''lane'', recursively, or ''board'' is used. If no date are set, the chart is plotted void. Additionally, the ''calendar'' associated to the Easyboards® environment is used to define non-working periods (see [[Settings#Application Settings|Application Settings]]).

The burndown chart uses the statistical information about the status of ''cards'' (see [[Cards#Cards details and settings|Cards details and settings]]) and their estimation evaluation (see [[Cards#Cards details and settings|Cards details and settings]]) to draw the report.

Two lines are plotted: the expected trend of work (number of story points remaining in time) and the actual work based on the status of ''cards''.

It is possible to consider or ignored the archive ''cards'' according to the switch status in the launch parameters.

[[File:Velocity.jpg|centre|thumb|800x800px|Velocity report.]]

== Work in Progress ==
This report shows the Work in Progress for the ''board''. It briefly shows the cumulative trends of committed (work that has to be done) and delivered (work completed) ''cards''. The difference is the work in progress that, in a Kanban system, should be limited and controlled.

In a period, x-axis point, the cumulative number of ''cards'' with Commitment Point in the period or before (if not delivered) and the cumulative number of cards with Delivery Point in the period on top of the previous are plotted.

Data can be plotted filtering by ''card'' Priority.

It is possible to consider or ignore the archive ''cards'' according to the switch status in the launch parameters.

[[File:Work in progress.jpg|centre|thumb|800x800px|Work in progress.]]

Reporting

2022-10-19T15:13:17Z

Fbertuletti: /* Reporting overview */

== Reporting overview ==
EasyBoards® allows to rapidly access to reporting related to Kanban use. Reports are launched from the '''Reports''' command available in each ''board'' (so from the ''boards'').

The available reports, in alphabetical order, are:

* Burndown Chart
* Due Date Performance
* Effort Analysis
* Effort Estimation
* Flow Efficiency
* Issues
* Lead Time
* Progress view
* Quality
* Throughput
* Velocity
* Work in Progress

Many reports are generated using statistical information of ''cards'' (Commitment Point, Work in Progress, Delivery Point, Working Time, %:, Defective). Statistical information can be viewed in the Statistics form of a ''card'', see [[Cards#Cards details and settings|Cards details and settings]] for more details. They are automatically set by the system when a ''card'' is moved in ''lanes'', based on ''lanes'' settings, see ''Options'' form details in [[Lanes#Lanes settings|Lanes settings]]. For example, when a ''card'' is moved to a lane labelled as "Commitment Point", the ''card'' Commitment Point date and time is set accordingly. However, they can also be manually edited in ''card'' by ''board'' members with the required privilege.

== Burndown Chart ==
This report is the typical burndown chart used by scrum teams. In the x axis the time of the typical scrum sprint is reported and in the y axis the remaining story points to be done is plotted.

The ''burndown chart'' can be launched from several points, the ''board'' and the ''lanes'', and will use the settings defined in the corresponding ''Estimation'' to set the start and end date of the sprint (time frame used in x axis). If a report is launched from a ''lane'' where information is not set, the information set in the first parent ''lane'', recursively, or ''board'' is used. If no date are set, the chart is plotted void. Additionally, the ''calendar'' associated to the Easyboards® environment is used to define non-working periods (see [[Settings#Application Settings|Application Settings]]).

The burndown chart uses the statistical information about the status of ''cards'' (see [[Cards#Cards details and settings|Cards details and settings]]) and their estimation evaluation (see [[Cards#Cards details and settings|Cards details and settings]]) to draw the plotted lines.

Two lines are plotted: the expected trend of work (number of story points remaining in time) and the actual work based on the status of ''cards''.

It is possible to consider or ignore the archive ''cards'' according to the switch status in the launch parameters.

[[File:Burndown.jpg|centre|thumb|800x800px|Burndown chart.]]

== Due Date Performance ==
This report shows the capability to respect defined due dates. It is defined as a percentage calculated as the number of ''cards'' with Delivery Point date in the period (x-axis point) and with lead time minor or equal to the target lead time divided number of ''cards'' with Delivery Point date in the period.

Lead time is the time elapsed between the Delivery Point date time and Commitment Point date time set in the ''card''. This time is calculated considering working hours only if the working calendar is set, see [[Settings#Application Settings|Application Settings]] for more information.

Average Woking (TBD)

Average Elapsed (TBD)

Data can be plotted by ''card'' Priority.

It is possible to consider or ignore the archive ''cards'' according to the switch status in the launch parameters.

[[File:Due date.jpg|centre|thumb|800x800px|Due date performance report.]]

== Effort Estimation ==
This report can be launched for the entire ''board'' or a ''lane'' (and its sublanes) by clicking the corresponding icon. The report uses the Story Points set for the ''cards'' and graphically shows them in a composite structure with rectangles for each ''card'' sized based on the value of the Story Points. This allows to understand were the effort is located for a ''board'', set of ''lanes'' or a single ''lane''.

[[File:Effort Estimation Report.jpg|centre|thumb|800x800px|Effort estimation report.]]

== Flow Efficiency ==
This reports shows the flow efficiency, calculated based on the percentage of working time as defined in the ''card'', see Working Time % in [[Cards#Cards details and settings|Cards details and settings]].

Per each report periot (x-axis point), the average of Working Time % for the ''cards'' with Delivery Point date in the period is plotted.

Data can be plotted by ''card'' Priority.

It is possible to consider or ignore the archive ''cards'' according to the switch status in the launch parameters.

[[File:Image 26.jpg|centre|thumb|800x800px|Flow efficiency report.]]

== Issues ==
This reports shows the number of work in progress ''cards'' and the number of issues in time. Issues are the ''cards'' that are blocked.

Work in progress ''cards'' in a period (x-axis point) are those with:

*Work in Progress date within the reporting period or before with no Delivery Point date yet
plus
*Work in Progress date within the reporting period or before with Delivery Point date in the reporting period or after

Issue ''cards'' are those in status blocked and are reported in all the periods including and after the blocking date. The blocking date is defined by the '''Block''' command in the ''card'', see [[Cards#Cards commands|Cards commands]].

Data can be plotted by ''card'' Priority.

It is possible to consider or ignore the archive ''cards'' according to the switch status in the launch parameters.

[[File:Issues.jpg|centre|thumb|800x800px|Issues report.]]

== Lead Time ==
Lead time is the time elapsed between the Delivery Point date time and Commitment Point date time set in the ''card''. This time is calculated considering working hours only if the working calendar is set, see [[Settings#Working Calendar|Working Calendar]] for more information.

In the report:

* a dot is printed per period (x-axis point), being the average lead time of all the ''cards'' completed (Delivery Point in the period) in that period; ''cards'' considered shall also have Commitment Point and Delivery Point between selected report start and end date;
* a dot is printed for each selected ''card'' Priority;
* if targets Lead Time are defined, the corresponding defined values are reported in the report. See ''board'' command '''Target''', in [[Boards#Boards commands|Board commands]].

Data can be plotted by ''card'' Priority.

It is possible to consider or ignore the archive ''cards'' according to the switch status in the launch parameters.

[[File:Lead time.jpg|centre|thumb|800x800px|Lead time report.]]

== Progress View ==
The ''progress view'' report is available for a whole ''board'', a ''lane'' and any ''component card'' (''cards'' having sub component ''cards''). It shows the progress in terms of ''cards'' "committed", "work in progress" and "delivered" based on the statistical information that are recorded on ''cards''. Based on where the report is launched, the scope of ''cards'' considered is different (e.g. ''cards'' in the corresponding ''lane''). A switch allows to include or exclude archived ''cards''. The progress is calculated as percentage of the number of ''cards'' in each phase ("committed", "work in progress" and "delivered"). Colours are used for each phase and cards are plotted with small rectangle icons accordingly. It is possible to quickly understand the involved ''cards'' in each phase by passing with the mouse over the icons (this will highlight the title of the ''card'').

[[File:Progress view.jpg|centre|thumb|800x800px|Progress view report.]]

== Quality ==
Qaulity report shows the number of ''cards'' with defects. This is based on Defective information in the card. The report plots per each period (x-axis point) the number of cards with Delivery Point in the period and Defective value true.

Data can be plotted by ''card'' Priority.

It is possible to consider or ignore the archive ''cards'' according to the switch status in the launch parameters.

[[File:Quality.jpg|centre|thumb|800x800px|Quality report.]]

== Throughput ==
Throughput is the number of ''cards'' completed in a period (Delivery Point in the period, x-axis points). Additionally, the ''cards'' considered in a a period are those with Commitment Point date within the reporting period, determined by the selection of report start and end date.

Data can be plotted by ''card'' Priority.

It is possible to consider or ignore the archive ''cards'' according to the switch status in the launch parameters.

[[File:Throughput.jpg|centre|thumb|800x800px|Throughput report.]]

== Velocity ==
This report is the typical velocity chart used by scrum teams. In the x axis the time frame considered is reported and in the y axis the amount of work done (using story points) is plotted.

The ''burndown chart'' can be launched from several points, the ''board'' and the ''lanes'', and will use the settings defined in the corresponding ''Estimation'' to set the start and end date of the sprint (time frame used in x axis). If a report is launched from a ''lane'' where information is not set, the information set in the first parent ''lane'', recursively, or ''board'' is used. If no date are set, the chart is plotted void. Additionally, the ''calendar'' associated to the Easyboards® environment is used to define non-working periods (see [[Settings#Application Settings|Application Settings]]).

The burndown chart uses the statistical information about the status of ''cards'' (see [[Cards#Cards details and settings|Cards details and settings]]) and their estimation evaluation (see [[Cards#Cards details and settings|Cards details and settings]]) to draw the report.

Two lines are plotted: the expected trend of work (number of story points remaining in time) and the actual work based on the status of ''cards''.

It is possible to consider or ignored the archive ''cards'' according to the switch status in the launch parameters.

[[File:Velocity.jpg|centre|thumb|800x800px|Velocity report.]]

== Work in Progress ==
This report shows the Work in Progress for the ''board''. It briefly shows the cumulative trends of committed (work that has to be done) and delivered (work completed) ''cards''. The difference is the work in progress that, in a Kanban system, should be limited and controlled.

In a period, x-axis point, the cumulative number of ''cards'' with Commitment Point in the period or before (if not delivered) and the cumulative number of cards with Delivery Point in the period on top of the previous are plotted.

Data can be plotted filtering by ''card'' Priority.

It is possible to consider or ignore the archive ''cards'' according to the switch status in the launch parameters.

[[File:Work in progress.jpg|centre|thumb|800x800px|Work in progress.]]

Reporting

2022-10-19T15:09:50Z

Fbertuletti: /* Due Date Performance */

== Reporting overview ==
EasyBoards® allows to rapidly access to reporting related to Kanban use. Reports are launched from the '''Reports''' command available in each ''board'' (so from the ''boards'').

The available reports, in alphabetical order, are:

* Burndown Chart
* Due Date Performance
* Effort Estimation
* Flow Efficiency
* Issues
* Lead Time
* Progress view
* Quality
* Throughput
* Velocity
* Work in Progress

Many reports are generated using statistical information of ''cards'' (Commitment Point, Work in Progress, Delivery Point, Working Time, %:, Defective). Statistical information can be viewed in the Statistics form of a ''card'', see [[Cards#Cards details and settings|Cards details and settings]] for more details. They are automatically set by the system when a ''card'' is moved in ''lanes'', based on ''lanes'' settings, see ''Options'' form details in [[Lanes#Lanes settings|Lanes settings]]. For example, when a ''card'' is moved to a lane labelled as "Commitment Point", the ''card'' Commitment Point date and time is set accordingly. However, they can also be manually edited in ''card'' by ''board'' members with the required privilege.

== Burndown Chart ==
This report is the typical burndown chart used by scrum teams. In the x axis the time of the typical scrum sprint is reported and in the y axis the remaining story points to be done is plotted.

The ''burndown chart'' can be launched from several points, the ''board'' and the ''lanes'', and will use the settings defined in the corresponding ''Estimation'' to set the start and end date of the sprint (time frame used in x axis). If a report is launched from a ''lane'' where information is not set, the information set in the first parent ''lane'', recursively, or ''board'' is used. If no date are set, the chart is plotted void. Additionally, the ''calendar'' associated to the Easyboards® environment is used to define non-working periods (see [[Settings#Application Settings|Application Settings]]).

The burndown chart uses the statistical information about the status of ''cards'' (see [[Cards#Cards details and settings|Cards details and settings]]) and their estimation evaluation (see [[Cards#Cards details and settings|Cards details and settings]]) to draw the plotted lines.

Two lines are plotted: the expected trend of work (number of story points remaining in time) and the actual work based on the status of ''cards''.

It is possible to consider or ignore the archive ''cards'' according to the switch status in the launch parameters.

[[File:Burndown.jpg|centre|thumb|800x800px|Burndown chart.]]

== Due Date Performance ==
This report shows the capability to respect defined due dates. It is defined as a percentage calculated as the number of ''cards'' with Delivery Point date in the period (x-axis point) and with lead time minor or equal to the target lead time divided number of ''cards'' with Delivery Point date in the period.

Lead time is the time elapsed between the Delivery Point date time and Commitment Point date time set in the ''card''. This time is calculated considering working hours only if the working calendar is set, see [[Settings#Application Settings|Application Settings]] for more information.

Average Woking (TBD)

Average Elapsed (TBD)

Data can be plotted by ''card'' Priority.

It is possible to consider or ignore the archive ''cards'' according to the switch status in the launch parameters.

[[File:Due date.jpg|centre|thumb|800x800px|Due date performance report.]]

== Effort Estimation ==
This report can be launched for the entire ''board'' or a ''lane'' (and its sublanes) by clicking the corresponding icon. The report uses the Story Points set for the ''cards'' and graphically shows them in a composite structure with rectangles for each ''card'' sized based on the value of the Story Points. This allows to understand were the effort is located for a ''board'', set of ''lanes'' or a single ''lane''.

[[File:Effort Estimation Report.jpg|centre|thumb|800x800px|Effort estimation report.]]

== Flow Efficiency ==
This reports shows the flow efficiency, calculated based on the percentage of working time as defined in the ''card'', see Working Time % in [[Cards#Cards details and settings|Cards details and settings]].

Per each report periot (x-axis point), the average of Working Time % for the ''cards'' with Delivery Point date in the period is plotted.

Data can be plotted by ''card'' Priority.

It is possible to consider or ignore the archive ''cards'' according to the switch status in the launch parameters.

[[File:Image 26.jpg|centre|thumb|800x800px|Flow efficiency report.]]

== Issues ==
This reports shows the number of work in progress ''cards'' and the number of issues in time. Issues are the ''cards'' that are blocked.

Work in progress ''cards'' in a period (x-axis point) are those with:

*Work in Progress date within the reporting period or before with no Delivery Point date yet
plus
*Work in Progress date within the reporting period or before with Delivery Point date in the reporting period or after

Issue ''cards'' are those in status blocked and are reported in all the periods including and after the blocking date. The blocking date is defined by the '''Block''' command in the ''card'', see [[Cards#Cards commands|Cards commands]].

Data can be plotted by ''card'' Priority.

It is possible to consider or ignore the archive ''cards'' according to the switch status in the launch parameters.

[[File:Issues.jpg|centre|thumb|800x800px|Issues report.]]

== Lead Time ==
Lead time is the time elapsed between the Delivery Point date time and Commitment Point date time set in the ''card''. This time is calculated considering working hours only if the working calendar is set, see [[Settings#Working Calendar|Working Calendar]] for more information.

In the report:

* a dot is printed per period (x-axis point), being the average lead time of all the ''cards'' completed (Delivery Point in the period) in that period; ''cards'' considered shall also have Commitment Point and Delivery Point between selected report start and end date;
* a dot is printed for each selected ''card'' Priority;
* if targets Lead Time are defined, the corresponding defined values are reported in the report. See ''board'' command '''Target''', in [[Boards#Boards commands|Board commands]].

Data can be plotted by ''card'' Priority.

It is possible to consider or ignore the archive ''cards'' according to the switch status in the launch parameters.

[[File:Lead time.jpg|centre|thumb|800x800px|Lead time report.]]

== Progress View ==
The ''progress view'' report is available for a whole ''board'', a ''lane'' and any ''component card'' (''cards'' having sub component ''cards''). It shows the progress in terms of ''cards'' "committed", "work in progress" and "delivered" based on the statistical information that are recorded on ''cards''. Based on where the report is launched, the scope of ''cards'' considered is different (e.g. ''cards'' in the corresponding ''lane''). A switch allows to include or exclude archived ''cards''. The progress is calculated as percentage of the number of ''cards'' in each phase ("committed", "work in progress" and "delivered"). Colours are used for each phase and cards are plotted with small rectangle icons accordingly. It is possible to quickly understand the involved ''cards'' in each phase by passing with the mouse over the icons (this will highlight the title of the ''card'').

[[File:Progress view.jpg|centre|thumb|800x800px|Progress view report.]]

== Quality ==
Qaulity report shows the number of ''cards'' with defects. This is based on Defective information in the card. The report plots per each period (x-axis point) the number of cards with Delivery Point in the period and Defective value true.

Data can be plotted by ''card'' Priority.

It is possible to consider or ignore the archive ''cards'' according to the switch status in the launch parameters.

[[File:Quality.jpg|centre|thumb|800x800px|Quality report.]]

== Throughput ==
Throughput is the number of ''cards'' completed in a period (Delivery Point in the period, x-axis points). Additionally, the ''cards'' considered in a a period are those with Commitment Point date within the reporting period, determined by the selection of report start and end date.

Data can be plotted by ''card'' Priority.

It is possible to consider or ignore the archive ''cards'' according to the switch status in the launch parameters.

[[File:Throughput.jpg|centre|thumb|800x800px|Throughput report.]]

== Velocity ==
This report is the typical velocity chart used by scrum teams. In the x axis the time frame considered is reported and in the y axis the amount of work done (using story points) is plotted.

The ''burndown chart'' can be launched from several points, the ''board'' and the ''lanes'', and will use the settings defined in the corresponding ''Estimation'' to set the start and end date of the sprint (time frame used in x axis). If a report is launched from a ''lane'' where information is not set, the information set in the first parent ''lane'', recursively, or ''board'' is used. If no date are set, the chart is plotted void. Additionally, the ''calendar'' associated to the Easyboards® environment is used to define non-working periods (see [[Settings#Application Settings|Application Settings]]).

The burndown chart uses the statistical information about the status of ''cards'' (see [[Cards#Cards details and settings|Cards details and settings]]) and their estimation evaluation (see [[Cards#Cards details and settings|Cards details and settings]]) to draw the report.

Two lines are plotted: the expected trend of work (number of story points remaining in time) and the actual work based on the status of ''cards''.

It is possible to consider or ignored the archive ''cards'' according to the switch status in the launch parameters.

[[File:Velocity.jpg|centre|thumb|800x800px|Velocity report.]]

== Work in Progress ==
This report shows the Work in Progress for the ''board''. It briefly shows the cumulative trends of committed (work that has to be done) and delivered (work completed) ''cards''. The difference is the work in progress that, in a Kanban system, should be limited and controlled.

In a period, x-axis point, the cumulative number of ''cards'' with Commitment Point in the period or before (if not delivered) and the cumulative number of cards with Delivery Point in the period on top of the previous are plotted.

Data can be plotted filtering by ''card'' Priority.

It is possible to consider or ignore the archive ''cards'' according to the switch status in the launch parameters.

[[File:Work in progress.jpg|centre|thumb|800x800px|Work in progress.]]

Cards

2022-10-19T13:20:26Z

Fbertuletti: /* Cards visual signs */

__TOC__
== Introduction to cards ==
''Cards'' are the core element of . They represent what you want to manage and this may be activities, issues, changes, practically anything.

To edit or change ''cards'', you need to have the requested privilege. See [[Boards#Boards members and privileges|Boards privileges]] for more information on privileges management.

Below is a short video tutorial to learn basic operations with ''cards''.

{{#ev:vimeo|
https://vimeo.com/330317625|800|center|Video tutorial on basic ''cards'' management.}}

== Cards management ==

=== Create cards ===
To add a ''card'', just press the '''+''' icon or use the ''lane'' context menu ('''...''') in the ''lane'' where you want create the ''card''.

Remember that the ''card'' is not created until it is saved.

=== Move cards ===
Moving ''card'' can be done visually by clicking and dragging a ''card''. Release mouse button in the position where you want to place the ''card''. The target location shall be in the same ''board''.

Alternatively, ''cards'' can be moved with the ''card'' context menu. To activate the menu, click the left mouse button when your mouse cursor is on the ''card''. '''''Move to Lane''''' and '''''Move to Board''''' menu items allow to move the card to a target destination. This works on multiple ''cards'' too.

When using the move menu commands, ''cards'' are placed left top in the target ''lane''.

=== Delete cards ===
''Cards'' can be removed or archived. Removing deletes definitively the ''cards'' without any possibility to restore them. Archiving moves ''cards'' in a repository from where they can be later restored.

Deleting can be simply done by selecting one or more ''cards'' and pressing the Del key. Alternatively, ''cards'' can be deleted with the ''card'' context menu. To activate the menu, click the left mouse button when your mouse cursor is on the ''card'', then choose '''''Remove'''''. This works on multiple ''cards'' too.

Archiving is performed with the ''card'' context menu. To activate the menu, click the left mouse button when your mouse cursor is on the ''card'', then choose '''''Archive'''''. This works on multiple ''cards'' too.

=== Select multiple cards ===
To select more ''cards'', click on the ''cards'' you want to select while holding down the Ctrl key or select a continuous range of ''cards'' holding down the Shift key while clicking on the first and the last of the range.

Selecting multiple ''cards'' works only for those placed in the same ''lane''.

== Cards details and settings ==
Remember that the ''card'' is not created until it is saved. Additionally, the changes done are lost if the card is not saved.

The ''card'' contains several fields that can be edited, organized in different forms: ''General'', ''Appearance'', ''Assignment'', ''Attachments'', ''History'', ''Statistics'', ''Component Cards'', ''Estimation'', ''Planning Pocker'', ''Successors/Predecessors'' and ''Chat''.

The following table, explains the available settings for ''General''.

{| class="wikitable"
! Setting !! Use
|-
|Title|| This allows to set the title of the ''card'', appearing visually in the ''card''.
|-
|Description|| This field contains the detailed description of the ''card''.
|-n
|Priority|| This allows to define the priority of the ''card''. Priority levels and labels can be customized. See [[Settings]] for more details.
|-
|Assigned Resources|| This field is read only and shows the resources (among ''board'' members) to whom the ''card'' is assigned. Resources are assigned in the ''Assignment'' form.
|-
|Due Date|| This field is composed of two parts. In the first a date can fit, while in the second a time. These define the due date and time for the completion of the ''card''. A visual sign is displayed on the ''card'' in the ''board'' to show a due date assignment.
|-
|Planned Start|| This field is composed of two parts. In the first a date can fit, while in the second a time. These define the date and time by which the ''card'' is planned to start.
|-
|Planned Finish|| This field is composed of two parts. In the first a date can fit, while in the second a time. These define the date and time by which the ''card'' is planned to finish. A visual sign is displayed on the ''card'' in the ''board'' to show a planned finish assignment.
|-
|External Link|| This field is composed of two parts. The first one, starting with "http://", allows to insert an hyperlink to an external document or site. The second, starting with "Text", allow to enter a text to provide details about the link.
|-
|Lane|| This is a read only field, displaying the name of the ''lane'' where the ''card'' is positioned.
|-
|}

The following table, explains the available settings for ''Appearance''.

{| class="wikitable"
! Setting !! Use
|-
|Color|| It enables to modify the background colour of the ''card''. Note that this setting overwrite the background colour deriving from the Priority settings.
|-
|}

The following table, explains the available settings for ''Assignment''.

{| class="wikitable"
! Settings !! Use
|-
|Resources|| This setting allows to assign resources to a ''card'' (e.g. to ask them to perform the task). All the resources invited to the ''board'' are listed in the Unassigned column unless already assigned. Move resources to the Assigned column to assign them to the ''card''. A notification is sent to the resource when assigned (see [[Notifications]]) and a visual sign is added to the ''card'' to show the assignment.
|-
|}

''Attachments'' form allows to add file attachments to the ''card''. To add an attachment, use either one of the following methods:
* drag & drop files in the upper dotted area of the form;
* use '''Select files...''' command to select the files with the OS file explorer.
After the files are placed, they are not attached yet. To achieve this result, use the '''Upload & Save''' command. The loading process status is shown in the ''File'' area of the form. The presence of attachments in a ''card'' is shown with a visual sign on it in the ''board''.

''History'' form reports the tracking of all the changes performed on the ''card''. Author, date and time and message (explaining the change) are displayed in the form. Changes of board, lane position and to fields are logged.

''Statistics'' form includes fields that are used in reporting.

{| class="wikitable"
! Settings !! Use
|-
|Commitment Point|| This stores the date and time when the ''card'' was committed to be worked.
|-
|Work in Progress|| This stores the date and time when the ''card'' start to be worked.
|-
|Delivery Point|| This stores the date and time when the work for the ''card'' was completed.
|-
|Working Time %|| This field contains the percentage of the time the card was worked while it remained in working status. This is a corrective factor.
|-
|Defective|| This field is used to categorize the ''card'' as a defect.
|-
|}

These information are read-only unless the user has board layout privilege, see [[Boards#Boards members and privileges|Boards privileges]] for more information on privileges management. To save changes, use the '''Save''' command.

''Component Cards'' form allows to define ''cards'' related to the one edited that can act as a higher level grouping ''card''. The functionality allows to add existing ('''+''' icon) or create new ''cards''. The related ''cards'' are independent from the one edited and can be edited, moved and managed independently. However, the relationship is highlighted in two ways:
* a grouping ''card'' has a different shape showing multiple overlaid cards;
* a ''card'' part of another, has an icon showing the relationship on it.

''Estimation'' form includes fields that are used for information or in reporting.

{| class="wikitable"
! Settings !! Use
|-
|Story Points|| This allow to assign a complexity rating for the card among one of the values listed. Possible values are set in ''board'' settings. It will be soon possible to define the estimation value collaboratively using ''planning poker'' feature soon (to be released yet).
|-
|Forecast Effort (hrs)|| This field allows to enter the estimated number of hours needed to complete the task. The effort is not split per assigned resource but total.
|-
|Actual Effort (hrs)|| This field allows to enter the actual number of hours used to complete the task. The effort is not split per assigned resource but total.
|-
|}

''Planning Poker'' form allows to set the ''story point'' estimations in a collaborative way, using the approach known as "planning poker". Participants to a "planning poker session" can be all those invited to the ''board'' with the needed privileges (see [[Boards#Boards members and privileges|Boards privileges]] for more information on privileges management).

Users with 'Edit Poker' privilege have the following commands to manage a "planning poker" session.

[[File:Planning-poker-start.jpg|centre|thumb|800x800px|Planning poker session.]]

{| class="wikitable"
! Settings !! Use
|-
|'''Start New Session'''|| This starts a "planning poker" session. When started, user can select the time available to vote (in seconds).
|-
|'''Stop Voting'''|| This stops the "planning poker" session before the time set as available.
|-
|'''Cancel Session'''|| This cancel a "planning poker" session. All votes are lost.
|-
|}

After a "planning poker" is ended (either because the voting time is elapsed, or because the session is stopped or because all participant voted) the system calculates shows the average vote based on those submitted. The session coordinator (the one who started the session) can now set the estimation by using the '''Apply Session''' command.

[[File:Planning-poker-end.jpg|centre|thumb|400x400px|Planning poker results.]]

This opens a new box where the suggested estimation can be edited and a comment added (see figure below). By pressing the '''Apply''' command, the estimation is finally set in the Story Point value of the 'card'.

''Successors/Predecessors'' form allows to define ''cards'' related to the one edited that can act as a ''Pivot Card'' . The functionality allows to add existing ('''+''' icon) or create new ''cards''. The related ''cards'' are independent from the one edited and can be edited, moved and managed independently. However, the relationship is highlighted in two ways:
* a sequencing order. ;
* a ''card'' part of relations, has an ''Arrow'' icon showing the relationship on it. The central card (Pivot Card) shows two ''Arrows''.

''Chat'' form enables to chat about the card. Only members of the ''board'' with collaboration privilege can view the form and chat. See [[Boards#Boards members and privileges|Boards privileges]] for more information on privileges management and [[Chat]] for more information on chat tool.

== Cards commands ==
The availability of the commands described below depends on the privileges of the user. Only members with edit content privilege have access to those commands that allow to change the ''card''.

Commands available from the ''General'' form of the ''card''.

{| class="wikitable"
! Settings !! Use
|-
|'''Block''' / '''Unblock'''|| It allows to warn about the corresponding status for the ''card''. The blocked status is shown with a visual sign on the ''card'' in the ''board''. To set the ''card'' blocked and later unblocked, the system prompts to enter a text that should contain the explanation of the action. This text is displayed on the ''board'' when passing with the mouse on the blocked sign.
|-
|'''Copy Card'''|| This command copies a ''card'' in memory. The copied ''card'' can be pasted in a ''lane'' by using the ''lane'' context menu (see [[Lanes#Lane commands|Lane commands]]).
|-
|'''Copy Card Link'''|| This command copies a hyperlink to the ''card''. The hyperlink can be pasted as text in mails, chats or any other object and allows to open EasyBoards® specifically focusing on the ''card''.
|-
|'''Notify'''|| This command allows to subscribe for notifications for the ''card''. Accordingly, email notifications are sent to the subscribers when changes occur to the ''card''. For more information on notifications, read [[Notifications]].
|-
|'''Save'''|| It allows to save the ''card'' content.
|-
|'''Save & Exit'''|| It allows to save the ''card'' content and exit returning to the ''board''.
|-
|'''Close'''|| This command closes the ''card'' without saving changes.
|-
|}

Other ''cards'' commands are available from the context menu activated from the ''board'', clicking the right mouse button when pointing the ''card''.

{| class="wikitable"
! Settings !! Use
|-
|'''Open'''|| It simply opens the ''card''. The same occurs by double clicking with the left mouse button on the ''card'' from the ''board''.
|-
|'''Copy'''|| This command copies a ''card'' in memory. The copied ''card'' can be pasted in a ''lane'' by using the ''lane'' context menu (see [[Lanes#Lane commands|Lane commands]]).
|-
|'''Copy Card Link'''|| This command copies a hyperlink to the ''card''. The hyperlink can be pasted as text in mails, chats or any other object and allows to open EasyBoards® specifically focusing on the ''card''.
|-
|'''Edit'''|| It opens the ''card'' for editing. The same occurs by double clicking with the left mouse button on the ''card'' from the ''board''..
|-
|'''Priority'''|| This allows to set Priority for the selected ''cards'' (one or more).
|-
|'''Appearance'''|| This command allows to set the background colour for the selected ''cards'' (one or more).
|-
|'''Assign'''|| This command allows to assign resources (''board'' members) to the selected ''cards'' (one or more).
|-
|'''Attachments'''|| This opens the ''card'' focused on the ''Attachments'' form where the user can add and remove file attachments for the ''card''.
|-
|'''Create Component Card'''|| This command allows to create a new ''card'' that will be linked as component of the one the command was launched from.
|-
|'''Locate Parent Card'''|| If the ''card'' is a child and therefore has a parent ''card'', this command is active and allows to open the parent ''card''.
|-
|'''Chat'''|| It allows to view and use the chatroom dedicated to the ''card''. For more information on chat tool, read [[Chat|Chat]]).
|-
|'''Move to Lane'''|| This moves the selected ''cards'' (one or more) to another ''lane'' in the same ''board''.
|-
|'''Move to Board'''|| This moves the selected ''cards'' (one or more) to another ''board'' and ''lane''.
|-
|'''Move as First'''|| This moves the selected ''card'' as a ''First card '' on the ''lane''. First card is conventionally the ''Upper Left'' corner of the ''lane''.
|-
|'''Move as Last'''|| This moves the selected ''card'' as a ''Last card '' on the ''lane''. Last card is conventionally the ''Down Right'' corner of the ''lane''.
|-
|'''Archive'''|| This moves the selected ''cards'' (one or more) in the archive repository from which they can be later restored.
|-
|'''Remove'''|| This removes (deletes) the selected ''cards'' (one or more). Removed ''cards'' cannot be restored.
|-
|'''Block''' / '''Unblock'''|| It allows to warn about the corresponding status for the ''card''. The blocked status is shown with a visual sign on the ''card'' in the ''board''. To set the ''card'' blocked and later unblocked, the system prompts to enter a text that should contain the explanation of the action. This text is displayed on the ''board'' when passing with the mouse on the blocked sign.
|-
|'''Mark as Read''' || This allows to mark as unread and therefore switch off the unread visual sign on the ''card''.
|-
|'''Mark as Unread'''|| This allows to mark as read and therefore force to switch on the unread visual sign on the ''card''.
|-
|'''Notify'''|| This command allows to subscribe for notifications for the ''card''. Accordingly, email notifications are sent to the subscribers when changes occur to the ''card''. For more information on notifications, read [[Notifications]].
|-
|'''Stop Notifications'''|| This command stops the subscription for notifications for the selected ''cards'' (one or more). For more information on notifications, read [[Notifications]].
|-
|}

== Cards visual signs ==
Visual signs are placed in ''boards'' on the ''cards'' to immediately visualize key information. The management of these signs (icons and position) is mostly automatic. However, it is possible to sort the preferred order of the sign categories in the ''board'' (see [[Boards#Boards Settings|Boards settings management]]).

Available signs are the following:

{| class="wikitable"
! Sign !! Behaviour
|-
|Assigned resources|| Shows the resources assigned to the ''card'' (initials). By passing with the mouse on the sign, the full name of the resource is displayed. By pressing on the sign, the form to manage resource assignment is opened (according to user privileges).
|-
|Blocked status|| This sign shows if the ''card'' is logically 'blocked'. By passing the mouse on it, the reason for the blocking status is reported (if a comment was entered at blocking time). Clicking on the sign opens the unblock form (according to user privileges).
|-
|''Card'' hierarchy|| Actually, there are two slightly different signs, one shown for the parent "cards" (''cards'' having component ''cards'') and one for the child ''cards'' (''cards'' being component of other ''cards''). By passing with the mouse over the sign of a child ''card'' the name of the parent ''card'' is highlighted. By pressing the sign on parent or child ''card'' the system highlights the related cards by greying all the others in the ''board''.
|-
|Defective ''card''|| This sign shows if a ''card'' has a defect (the Defective field of the ''card'' set). By clicking on the sign the ''Statistics'' form of the ''card'' is opened according to user privileges.
|-
|Due date or planned finish date|| The signs warns if Due Date and/or Planned Start date and or Planned Finish date are set for the ''card''. By passing with the mouse over the sign, the dates set are shown, without opening the ''card''.
|-
|Progress report|| This sign is shown only for parent ''cards'' with components. By clicking on it, the progress report for the ''card'' is opened (see see [[Reporting#Progress View|Progress View report]]).
|-
|Presence of attachments|| This signs shows if one or more assignments are attached for the ''card''. By passing over the sign with the mouse, the number of assignments is shown. By clicking, the download of files is started if the attachment is one only. Otherwise the attachment management form of the ''card'' is opened, according to user privileges.
|-
|Presence of hyperlinks|| This signs shows if an hyperlink is present for the ''card'' (field External Link).
|-
|Subscription for notifications to the ''card''|| This sign shows if notifications are activated for the ''card''. By clicking on the sign, notifications are switched off. Read [[Notifications#Notifications for card changes|Notifications for card changes]] for more information.
|-
|''Card Unread''|| This sign shows if a ''card'' is new or updated by another user.
|-
|''Successor/Predecessor''|| This sign shows that a ''card'' is related with others ''card''.
|-
|}

Cards

2022-10-19T13:17:57Z

Fbertuletti: /* Cards commands */

Cards

2022-10-19T13:16:24Z

Fbertuletti: /* Cards commands */

__TOC__
== Introduction to cards ==
''Cards'' are the core element of . They represent what you want to manage and this may be activities, issues, changes, practically anything.

To edit or change ''cards'', you need to have the requested privilege. See [[Boards#Boards members and privileges|Boards privileges]] for more information on privileges management.

Below is a short video tutorial to learn basic operations with ''cards''.

{{#ev:vimeo|
https://vimeo.com/330317625|800|center|Video tutorial on basic ''cards'' management.}}

== Cards management ==

=== Create cards ===
To add a ''card'', just press the '''+''' icon or use the ''lane'' context menu ('''...''') in the ''lane'' where you want create the ''card''.

Remember that the ''card'' is not created until it is saved.

=== Move cards ===
Moving ''card'' can be done visually by clicking and dragging a ''card''. Release mouse button in the position where you want to place the ''card''. The target location shall be in the same ''board''.

Alternatively, ''cards'' can be moved with the ''card'' context menu. To activate the menu, click the left mouse button when your mouse cursor is on the ''card''. '''''Move to Lane''''' and '''''Move to Board''''' menu items allow to move the card to a target destination. This works on multiple ''cards'' too.

When using the move menu commands, ''cards'' are placed left top in the target ''lane''.

=== Delete cards ===
''Cards'' can be removed or archived. Removing deletes definitively the ''cards'' without any possibility to restore them. Archiving moves ''cards'' in a repository from where they can be later restored.

Deleting can be simply done by selecting one or more ''cards'' and pressing the Del key. Alternatively, ''cards'' can be deleted with the ''card'' context menu. To activate the menu, click the left mouse button when your mouse cursor is on the ''card'', then choose '''''Remove'''''. This works on multiple ''cards'' too.

Archiving is performed with the ''card'' context menu. To activate the menu, click the left mouse button when your mouse cursor is on the ''card'', then choose '''''Archive'''''. This works on multiple ''cards'' too.

=== Select multiple cards ===
To select more ''cards'', click on the ''cards'' you want to select while holding down the Ctrl key or select a continuous range of ''cards'' holding down the Shift key while clicking on the first and the last of the range.

Selecting multiple ''cards'' works only for those placed in the same ''lane''.

== Cards details and settings ==
Remember that the ''card'' is not created until it is saved. Additionally, the changes done are lost if the card is not saved.

The ''card'' contains several fields that can be edited, organized in different forms: ''General'', ''Appearance'', ''Assignment'', ''Attachments'', ''History'', ''Statistics'', ''Component Cards'', ''Estimation'', ''Planning Pocker'', ''Successors/Predecessors'' and ''Chat''.

The following table, explains the available settings for ''General''.

{| class="wikitable"
! Setting !! Use
|-
|Title|| This allows to set the title of the ''card'', appearing visually in the ''card''.
|-
|Description|| This field contains the detailed description of the ''card''.
|-n
|Priority|| This allows to define the priority of the ''card''. Priority levels and labels can be customized. See [[Settings]] for more details.
|-
|Assigned Resources|| This field is read only and shows the resources (among ''board'' members) to whom the ''card'' is assigned. Resources are assigned in the ''Assignment'' form.
|-
|Due Date|| This field is composed of two parts. In the first a date can fit, while in the second a time. These define the due date and time for the completion of the ''card''. A visual sign is displayed on the ''card'' in the ''board'' to show a due date assignment.
|-
|Planned Start|| This field is composed of two parts. In the first a date can fit, while in the second a time. These define the date and time by which the ''card'' is planned to start.
|-
|Planned Finish|| This field is composed of two parts. In the first a date can fit, while in the second a time. These define the date and time by which the ''card'' is planned to finish. A visual sign is displayed on the ''card'' in the ''board'' to show a planned finish assignment.
|-
|External Link|| This field is composed of two parts. The first one, starting with "http://", allows to insert an hyperlink to an external document or site. The second, starting with "Text", allow to enter a text to provide details about the link.
|-
|Lane|| This is a read only field, displaying the name of the ''lane'' where the ''card'' is positioned.
|-
|}

The following table, explains the available settings for ''Appearance''.

{| class="wikitable"
! Setting !! Use
|-
|Color|| It enables to modify the background colour of the ''card''. Note that this setting overwrite the background colour deriving from the Priority settings.
|-
|}

The following table, explains the available settings for ''Assignment''.

{| class="wikitable"
! Settings !! Use
|-
|Resources|| This setting allows to assign resources to a ''card'' (e.g. to ask them to perform the task). All the resources invited to the ''board'' are listed in the Unassigned column unless already assigned. Move resources to the Assigned column to assign them to the ''card''. A notification is sent to the resource when assigned (see [[Notifications]]) and a visual sign is added to the ''card'' to show the assignment.
|-
|}

''Attachments'' form allows to add file attachments to the ''card''. To add an attachment, use either one of the following methods:
* drag & drop files in the upper dotted area of the form;
* use '''Select files...''' command to select the files with the OS file explorer.
After the files are placed, they are not attached yet. To achieve this result, use the '''Upload & Save''' command. The loading process status is shown in the ''File'' area of the form. The presence of attachments in a ''card'' is shown with a visual sign on it in the ''board''.

''History'' form reports the tracking of all the changes performed on the ''card''. Author, date and time and message (explaining the change) are displayed in the form. Changes of board, lane position and to fields are logged.

''Statistics'' form includes fields that are used in reporting.

{| class="wikitable"
! Settings !! Use
|-
|Commitment Point|| This stores the date and time when the ''card'' was committed to be worked.
|-
|Work in Progress|| This stores the date and time when the ''card'' start to be worked.
|-
|Delivery Point|| This stores the date and time when the work for the ''card'' was completed.
|-
|Working Time %|| This field contains the percentage of the time the card was worked while it remained in working status. This is a corrective factor.
|-
|Defective|| This field is used to categorize the ''card'' as a defect.
|-
|}

These information are read-only unless the user has board layout privilege, see [[Boards#Boards members and privileges|Boards privileges]] for more information on privileges management. To save changes, use the '''Save''' command.

''Component Cards'' form allows to define ''cards'' related to the one edited that can act as a higher level grouping ''card''. The functionality allows to add existing ('''+''' icon) or create new ''cards''. The related ''cards'' are independent from the one edited and can be edited, moved and managed independently. However, the relationship is highlighted in two ways:
* a grouping ''card'' has a different shape showing multiple overlaid cards;
* a ''card'' part of another, has an icon showing the relationship on it.

''Estimation'' form includes fields that are used for information or in reporting.

{| class="wikitable"
! Settings !! Use
|-
|Story Points|| This allow to assign a complexity rating for the card among one of the values listed. Possible values are set in ''board'' settings. It will be soon possible to define the estimation value collaboratively using ''planning poker'' feature soon (to be released yet).
|-
|Forecast Effort (hrs)|| This field allows to enter the estimated number of hours needed to complete the task. The effort is not split per assigned resource but total.
|-
|Actual Effort (hrs)|| This field allows to enter the actual number of hours used to complete the task. The effort is not split per assigned resource but total.
|-
|}

''Planning Poker'' form allows to set the ''story point'' estimations in a collaborative way, using the approach known as "planning poker". Participants to a "planning poker session" can be all those invited to the ''board'' with the needed privileges (see [[Boards#Boards members and privileges|Boards privileges]] for more information on privileges management).

Users with 'Edit Poker' privilege have the following commands to manage a "planning poker" session.

[[File:Planning-poker-start.jpg|centre|thumb|800x800px|Planning poker session.]]

{| class="wikitable"
! Settings !! Use
|-
|'''Start New Session'''|| This starts a "planning poker" session. When started, user can select the time available to vote (in seconds).
|-
|'''Stop Voting'''|| This stops the "planning poker" session before the time set as available.
|-
|'''Cancel Session'''|| This cancel a "planning poker" session. All votes are lost.
|-
|}

After a "planning poker" is ended (either because the voting time is elapsed, or because the session is stopped or because all participant voted) the system calculates shows the average vote based on those submitted. The session coordinator (the one who started the session) can now set the estimation by using the '''Apply Session''' command.

[[File:Planning-poker-end.jpg|centre|thumb|400x400px|Planning poker results.]]

This opens a new box where the suggested estimation can be edited and a comment added (see figure below). By pressing the '''Apply''' command, the estimation is finally set in the Story Point value of the 'card'.

''Successors/Predecessors'' form allows to define ''cards'' related to the one edited that can act as a ''Pivot Card'' . The functionality allows to add existing ('''+''' icon) or create new ''cards''. The related ''cards'' are independent from the one edited and can be edited, moved and managed independently. However, the relationship is highlighted in two ways:
* a sequencing order. ;
* a ''card'' part of relations, has an ''Arrow'' icon showing the relationship on it. The central card (Pivot Card) shows two ''Arrows''.

''Chat'' form enables to chat about the card. Only members of the ''board'' with collaboration privilege can view the form and chat. See [[Boards#Boards members and privileges|Boards privileges]] for more information on privileges management and [[Chat]] for more information on chat tool.

== Cards commands ==
The availability of the commands described below depends on the privileges of the user. Only members with edit content privilege have access to those commands that allow to change the ''card''.

Commands available from the ''General'' form of the ''card''.

{| class="wikitable"
! Settings !! Use
|-
|'''Block''' / '''Unblock'''|| It allows to warn about the corresponding status for the ''card''. The blocked status is shown with a visual sign on the ''card'' in the ''board''. To set the ''card'' blocked and later unblocked, the system prompts to enter a text that should contain the explanation of the action. This text is displayed on the ''board'' when passing with the mouse on the blocked sign.
|-
|'''Copy Card'''|| This command copies a ''card'' in memory. The copied ''card'' can be pasted in a ''lane'' by using the ''lane'' context menu (see [[Lanes#Lane commands|Lane commands]]).
|-
|'''Copy Card Link'''|| This command copies a hyperlink to the ''card''. The hyperlink can be pasted as text in mails, chats or any other object and allows to open EasyBoards® specifically focusing on the ''card''.
|-
|'''Notify'''|| This command allows to subscribe for notifications for the ''card''. Accordingly, email notifications are sent to the subscribers when changes occur to the ''card''. For more information on notifications, read [[Notifications]].
|-
|'''Save'''|| It allows to save the ''card'' content.
|-
|'''Save & Exit'''|| It allows to save the ''card'' content and exit returning to the ''board''.
|-
|'''Close'''|| This command closes the ''card'' without saving changes.
|-
|}

Other ''cards'' commands are available from the context menu activated from the ''board'', clicking the right mouse button when pointing the ''card''.

{| class="wikitable"
! Settings !! Use
|-
|'''Open'''|| It simply opens the ''card''. The same occurs by double clicking with the left mouse button on the ''card'' from the ''board''.
|-
|'''Copy'''|| This command copies a ''card'' in memory. The copied ''card'' can be pasted in a ''lane'' by using the ''lane'' context menu (see [[Lanes#Lane commands|Lane commands]]).
|-
|'''Copy Card Link'''|| This command copies a hyperlink to the ''card''. The hyperlink can be pasted as text in mails, chats or any other object and allows to open EasyBoards® specifically focusing on the ''card''.
|-
|'''Edit'''|| It opens the ''card'' for editing. The same occurs by double clicking with the left mouse button on the ''card'' from the ''board''..
|-
|'''Priority'''|| This allows to set Priority for the selected ''cards'' (one or more).
|-
|'''Appearance'''|| This command allows to set the background colour for the selected ''cards'' (one or more).
|-
|'''Assign'''|| This command allows to assign resources (''board'' members) to the selected ''cards'' (one or more).
|-
|'''Attachments'''|| This opens the ''card'' focused on the ''Attachments'' form where the user can add and remove file attachments for the ''card''.
|-
|'''Create Component Card'''|| This command allows to create a new ''card'' that will be linked as component of the one the command was launched from.
|-
|'''Locate Parent Card'''|| If the ''card'' is a child and therefore has a parent ''card'', this command is active and allows to open the parent ''card''.
|-
|'''Chat'''|| It allows to view and use the chatroom dedicated to the ''card''. For more information on chat tool, read [[Chat|Chat]]).
|-
|'''Move to Lane'''|| This moves the selected ''cards'' (one or more) to another ''lane'' in the same ''board''.
|-
|'''Move to Board'''|| This moves the selected ''cards'' (one or more) to another ''board'' and ''lane''.
|-
|'''Move as First'''|| This moves the selected ''cards'' as a ''First card '' on the ''lane''. First card is conventionally the ''Upper Left'' corner of the ''lane''.
|-
|'''Move as Lasr'''|| This moves the selected ''cards'' as a ''Last card '' on the ''lane''. Last card is conventionally the ''Down Right'' corner of the ''lane''.
|-
|'''Archive'''|| This moves the selected ''cards'' (one or more) in the archive repository from which they can be later restored.
|-
|'''Remove'''|| This removes (deletes) the selected ''cards'' (one or more). Removed ''cards'' cannot be restored.
|-
|'''Block''' / '''Unblock'''|| It allows to warn about the corresponding status for the ''card''. The blocked status is shown with a visual sign on the ''card'' in the ''board''. To set the ''card'' blocked and later unblocked, the system prompts to enter a text that should contain the explanation of the action. This text is displayed on the ''board'' when passing with the mouse on the blocked sign.
|-
|'''Mark as Read''' || This allows to mark as unread and therefore switch off the unread visual sign on the ''card''.
|-
|'''Mark as Unread'''|| This allows to mark as read and therefore force to switch on the unread visual sign on the ''card''.
|-
|'''Notify'''|| This command allows to subscribe for notifications for the ''card''. Accordingly, email notifications are sent to the subscribers when changes occur to the ''card''. For more information on notifications, read [[Notifications]].
|-
|'''Stop Notifications'''|| This command stops the subscription for notifications for the selected ''cards'' (one or more). For more information on notifications, read [[Notifications]].
|-
|}

== Cards visual signs ==
Visual signs are placed in ''boards'' on the ''cards'' to immediately visualize key information. The management of these signs (icons and position) is mostly automatic. However, it is possible to sort the preferred order of the sign categories in the ''board'' (see [[Boards#Boards Settings|Boards settings management]]).

Available signs are the following:

{| class="wikitable"
! Sign !! Behaviour
|-
|Assigned resources|| Shows the resources assigned to the ''card'' (initials). By passing with the mouse on the sign, the full name of the resource is displayed. By pressing on the sign, the form to manage resource assignment is opened (according to user privileges).
|-
|Blocked status|| This sign shows if the ''card'' is logically 'blocked'. By passing the mouse on it, the reason for the blocking status is reported (if a comment was entered at blocking time). Clicking on the sign opens the unblock form (according to user privileges).
|-
|''Card'' hierarchy|| Actually, there are two slightly different signs, one shown for the parent "cards" (''cards'' having component ''cards'') and one for the child ''cards'' (''cards'' being component of other ''cards''). By passing with the mouse over the sign of a child ''card'' the name of the parent ''card'' is highlighted. By pressing the sign on parent or child ''card'' the system highlights the related cards by greying all the others in the ''board''.
|-
|Defective ''card''|| This sign shows if a ''card'' has a defect (the Defective field of the ''card'' set). By clicking on the sign the ''Statistics'' form of the ''card'' is opened according to user privileges.
|-
|Due date or planned finish date|| The signs warns if Due Date and/or Planned Start date and or Planned Finish date are set for the ''card''. By passing with the mouse over the sign, the dates set are shown, without opening the ''card''.
|-
|Progress report|| This sign is shown only for parent ''cards'' with components. By clicking on it, the progress report for the ''card'' is opened (see see [[Reporting#Progress View|Progress View report]]).
|-
|Presence of attachments|| This signs shows if one or more assignments are attached for the ''card''. By passing over the sign with the mouse, the number of assignments is shown. By clicking, the download of files is started if the attachment is one only. Otherwise the attachment management form of the ''card'' is opened, according to user privileges.
|-
|Presence of hyperlinks|| This signs shows if an hyperlink is present for the ''card'' (field External Link).
|-
|Subscription for notifications to the ''card''|| This sign shows if notifications are activated for the ''card''. By clicking on the sign, notifications are switched off. Read [[Notifications#Notifications for card changes|Notifications for card changes]] for more information.
|-
|''Card Unread''|| This sign shows if a ''card'' is new or updated by another user.
|-
|}

Cards

2022-10-19T13:06:47Z

Fbertuletti: /* Cards details and settings */

__TOC__
== Introduction to cards ==
''Cards'' are the core element of . They represent what you want to manage and this may be activities, issues, changes, practically anything.

To edit or change ''cards'', you need to have the requested privilege. See [[Boards#Boards members and privileges|Boards privileges]] for more information on privileges management.

Below is a short video tutorial to learn basic operations with ''cards''.

{{#ev:vimeo|
https://vimeo.com/330317625|800|center|Video tutorial on basic ''cards'' management.}}

== Cards management ==

=== Create cards ===
To add a ''card'', just press the '''+''' icon or use the ''lane'' context menu ('''...''') in the ''lane'' where you want create the ''card''.

Remember that the ''card'' is not created until it is saved.

=== Move cards ===
Moving ''card'' can be done visually by clicking and dragging a ''card''. Release mouse button in the position where you want to place the ''card''. The target location shall be in the same ''board''.

Alternatively, ''cards'' can be moved with the ''card'' context menu. To activate the menu, click the left mouse button when your mouse cursor is on the ''card''. '''''Move to Lane''''' and '''''Move to Board''''' menu items allow to move the card to a target destination. This works on multiple ''cards'' too.

When using the move menu commands, ''cards'' are placed left top in the target ''lane''.

=== Delete cards ===
''Cards'' can be removed or archived. Removing deletes definitively the ''cards'' without any possibility to restore them. Archiving moves ''cards'' in a repository from where they can be later restored.

Deleting can be simply done by selecting one or more ''cards'' and pressing the Del key. Alternatively, ''cards'' can be deleted with the ''card'' context menu. To activate the menu, click the left mouse button when your mouse cursor is on the ''card'', then choose '''''Remove'''''. This works on multiple ''cards'' too.

Archiving is performed with the ''card'' context menu. To activate the menu, click the left mouse button when your mouse cursor is on the ''card'', then choose '''''Archive'''''. This works on multiple ''cards'' too.

=== Select multiple cards ===
To select more ''cards'', click on the ''cards'' you want to select while holding down the Ctrl key or select a continuous range of ''cards'' holding down the Shift key while clicking on the first and the last of the range.

Selecting multiple ''cards'' works only for those placed in the same ''lane''.

== Cards details and settings ==
Remember that the ''card'' is not created until it is saved. Additionally, the changes done are lost if the card is not saved.

The ''card'' contains several fields that can be edited, organized in different forms: ''General'', ''Appearance'', ''Assignment'', ''Attachments'', ''History'', ''Statistics'', ''Component Cards'', ''Estimation'', ''Planning Pocker'', ''Successors/Predecessors'' and ''Chat''.

The following table, explains the available settings for ''General''.

{| class="wikitable"
! Setting !! Use
|-
|Title|| This allows to set the title of the ''card'', appearing visually in the ''card''.
|-
|Description|| This field contains the detailed description of the ''card''.
|-n
|Priority|| This allows to define the priority of the ''card''. Priority levels and labels can be customized. See [[Settings]] for more details.
|-
|Assigned Resources|| This field is read only and shows the resources (among ''board'' members) to whom the ''card'' is assigned. Resources are assigned in the ''Assignment'' form.
|-
|Due Date|| This field is composed of two parts. In the first a date can fit, while in the second a time. These define the due date and time for the completion of the ''card''. A visual sign is displayed on the ''card'' in the ''board'' to show a due date assignment.
|-
|Planned Start|| This field is composed of two parts. In the first a date can fit, while in the second a time. These define the date and time by which the ''card'' is planned to start.
|-
|Planned Finish|| This field is composed of two parts. In the first a date can fit, while in the second a time. These define the date and time by which the ''card'' is planned to finish. A visual sign is displayed on the ''card'' in the ''board'' to show a planned finish assignment.
|-
|External Link|| This field is composed of two parts. The first one, starting with "http://", allows to insert an hyperlink to an external document or site. The second, starting with "Text", allow to enter a text to provide details about the link.
|-
|Lane|| This is a read only field, displaying the name of the ''lane'' where the ''card'' is positioned.
|-
|}

The following table, explains the available settings for ''Appearance''.

{| class="wikitable"
! Setting !! Use
|-
|Color|| It enables to modify the background colour of the ''card''. Note that this setting overwrite the background colour deriving from the Priority settings.
|-
|}

The following table, explains the available settings for ''Assignment''.

{| class="wikitable"
! Settings !! Use
|-
|Resources|| This setting allows to assign resources to a ''card'' (e.g. to ask them to perform the task). All the resources invited to the ''board'' are listed in the Unassigned column unless already assigned. Move resources to the Assigned column to assign them to the ''card''. A notification is sent to the resource when assigned (see [[Notifications]]) and a visual sign is added to the ''card'' to show the assignment.
|-
|}

''Attachments'' form allows to add file attachments to the ''card''. To add an attachment, use either one of the following methods:
* drag & drop files in the upper dotted area of the form;
* use '''Select files...''' command to select the files with the OS file explorer.
After the files are placed, they are not attached yet. To achieve this result, use the '''Upload & Save''' command. The loading process status is shown in the ''File'' area of the form. The presence of attachments in a ''card'' is shown with a visual sign on it in the ''board''.

''History'' form reports the tracking of all the changes performed on the ''card''. Author, date and time and message (explaining the change) are displayed in the form. Changes of board, lane position and to fields are logged.

''Statistics'' form includes fields that are used in reporting.

{| class="wikitable"
! Settings !! Use
|-
|Commitment Point|| This stores the date and time when the ''card'' was committed to be worked.
|-
|Work in Progress|| This stores the date and time when the ''card'' start to be worked.
|-
|Delivery Point|| This stores the date and time when the work for the ''card'' was completed.
|-
|Working Time %|| This field contains the percentage of the time the card was worked while it remained in working status. This is a corrective factor.
|-
|Defective|| This field is used to categorize the ''card'' as a defect.
|-
|}

These information are read-only unless the user has board layout privilege, see [[Boards#Boards members and privileges|Boards privileges]] for more information on privileges management. To save changes, use the '''Save''' command.

''Component Cards'' form allows to define ''cards'' related to the one edited that can act as a higher level grouping ''card''. The functionality allows to add existing ('''+''' icon) or create new ''cards''. The related ''cards'' are independent from the one edited and can be edited, moved and managed independently. However, the relationship is highlighted in two ways:
* a grouping ''card'' has a different shape showing multiple overlaid cards;
* a ''card'' part of another, has an icon showing the relationship on it.

''Estimation'' form includes fields that are used for information or in reporting.

{| class="wikitable"
! Settings !! Use
|-
|Story Points|| This allow to assign a complexity rating for the card among one of the values listed. Possible values are set in ''board'' settings. It will be soon possible to define the estimation value collaboratively using ''planning poker'' feature soon (to be released yet).
|-
|Forecast Effort (hrs)|| This field allows to enter the estimated number of hours needed to complete the task. The effort is not split per assigned resource but total.
|-
|Actual Effort (hrs)|| This field allows to enter the actual number of hours used to complete the task. The effort is not split per assigned resource but total.
|-
|}

''Planning Poker'' form allows to set the ''story point'' estimations in a collaborative way, using the approach known as "planning poker". Participants to a "planning poker session" can be all those invited to the ''board'' with the needed privileges (see [[Boards#Boards members and privileges|Boards privileges]] for more information on privileges management).

Users with 'Edit Poker' privilege have the following commands to manage a "planning poker" session.

[[File:Planning-poker-start.jpg|centre|thumb|800x800px|Planning poker session.]]

{| class="wikitable"
! Settings !! Use
|-
|'''Start New Session'''|| This starts a "planning poker" session. When started, user can select the time available to vote (in seconds).
|-
|'''Stop Voting'''|| This stops the "planning poker" session before the time set as available.
|-
|'''Cancel Session'''|| This cancel a "planning poker" session. All votes are lost.
|-
|}

After a "planning poker" is ended (either because the voting time is elapsed, or because the session is stopped or because all participant voted) the system calculates shows the average vote based on those submitted. The session coordinator (the one who started the session) can now set the estimation by using the '''Apply Session''' command.

[[File:Planning-poker-end.jpg|centre|thumb|400x400px|Planning poker results.]]

This opens a new box where the suggested estimation can be edited and a comment added (see figure below). By pressing the '''Apply''' command, the estimation is finally set in the Story Point value of the 'card'.

''Successors/Predecessors'' form allows to define ''cards'' related to the one edited that can act as a ''Pivot Card'' . The functionality allows to add existing ('''+''' icon) or create new ''cards''. The related ''cards'' are independent from the one edited and can be edited, moved and managed independently. However, the relationship is highlighted in two ways:
* a sequencing order. ;
* a ''card'' part of relations, has an ''Arrow'' icon showing the relationship on it. The central card (Pivot Card) shows two ''Arrows''.

''Chat'' form enables to chat about the card. Only members of the ''board'' with collaboration privilege can view the form and chat. See [[Boards#Boards members and privileges|Boards privileges]] for more information on privileges management and [[Chat]] for more information on chat tool.

== Cards commands ==
The availability of the commands described below depends on the privileges of the user. Only members with edit content privilege have access to those commands that allow to change the ''card''.

Commands available from the ''General'' form of the ''card''.

{| class="wikitable"
! Settings !! Use
|-
|'''Block''' / '''Unblock'''|| It allows to warn about the corresponding status for the ''card''. The blocked status is shown with a visual sign on the ''card'' in the ''board''. To set the ''card'' blocked and later unblocked, the system prompts to enter a text that should contain the explanation of the action. This text is displayed on the ''board'' when passing with the mouse on the blocked sign.
|-
|'''Copy Card'''|| This command copies a ''card'' in memory. The copied ''card'' can be pasted in a ''lane'' by using the ''lane'' context menu (see [[Lanes#Lane commands|Lane commands]]).
|-
|'''Copy Card Link'''|| This command copies a hyperlink to the ''card''. The hyperlink can be pasted as text in mails, chats or any other object and allows to open EasyBoards® specifically focusing on the ''card''.
|-
|'''Notify'''|| This command allows to subscribe for notifications for the ''card''. Accordingly, email notifications are sent to the subscribers when changes occur to the ''card''. For more information on notifications, read [[Notifications]].
|-
|'''Save'''|| It allows to save the ''card'' content.
|-
|'''Save & Exit'''|| It allows to save the ''card'' content and exit returning to the ''board''.
|-
|'''Close'''|| This command closes the ''card'' without saving changes.
|-
|}

Other ''cards'' commands are available from the context menu activated from the ''board'', clicking the right mouse button when pointing the ''card''.

{| class="wikitable"
! Settings !! Use
|-
|'''Open'''|| It simply opens the ''card''. The same occurs by double clicking with the left mouse button on the ''card'' from the ''board''.
|-
|'''Copy'''|| This command copies a ''card'' in memory. The copied ''card'' can be pasted in a ''lane'' by using the ''lane'' context menu (see [[Lanes#Lane commands|Lane commands]]).
|-
|'''Copy Card Link'''|| This command copies a hyperlink to the ''card''. The hyperlink can be pasted as text in mails, chats or any other object and allows to open EasyBoards® specifically focusing on the ''card''.
|-
|'''Edit'''|| It opens the ''card'' for editing. The same occurs by double clicking with the left mouse button on the ''card'' from the ''board''..
|-
|'''Priority'''|| This allows to set Priority for the selected ''cards'' (one or more).
|-
|'''Appearance'''|| This command allows to set the background colour for the selected ''cards'' (one or more).
|-
|'''Assign'''|| This command allows to assign resources (''board'' members) to the selected ''cards'' (one or more).
|-
|'''Attachments'''|| This opens the ''card'' focused on the ''Attachments'' form where the user can add and remove file attachments for the ''card''.
|-
|'''Create Component Card'''|| This command allows to create a new ''card'' that will be linked as component of the one the command was launched from.
|-
|'''Locate Parent Card'''|| If the ''card'' is a child and therefore has a parent ''card'', this command is active and allows to open the parent ''card''.
|-
|'''Chat'''|| It allows to view and use the chatroom dedicated to the ''card''. For more information on chat tool, read [[Chat|Chat]]).
|-
|'''Move to Lane'''|| This moves the selected ''cards'' (one or more) to another ''lane'' in the same ''board''.
|-
|'''Move to Board'''|| This moves the selected ''cards'' (one or more) to another ''board'' and ''lane''.
|-
|'''Archive'''|| This moves the selected ''cards'' (one or more) in the archive repository from which they can be later restored.
|-
|'''Remove'''|| This removes (deletes) the selected ''cards'' (one or more). Removed ''cards'' cannot be restored.
|-
|'''Block''' / '''Unblock'''|| It allows to warn about the corresponding status for the ''card''. The blocked status is shown with a visual sign on the ''card'' in the ''board''. To set the ''card'' blocked and later unblocked, the system prompts to enter a text that should contain the explanation of the action. This text is displayed on the ''board'' when passing with the mouse on the blocked sign.
|-
|'''Mark as Read''' || This allows to mark as unread and therefore switch off the unread visual sign on the ''card''.
|-
|'''Mark as Unread'''|| This allows to mark as read and therefore force to switch on the unread visual sign on the ''card''.
|-
|'''Notify'''|| This command allows to subscribe for notifications for the ''card''. Accordingly, email notifications are sent to the subscribers when changes occur to the ''card''. For more information on notifications, read [[Notifications]].
|-
|'''Stop Notifications'''|| This command stops the subscription for notifications for the selected ''cards'' (one or more). For more information on notifications, read [[Notifications]].
|-
|}

== Cards visual signs ==
Visual signs are placed in ''boards'' on the ''cards'' to immediately visualize key information. The management of these signs (icons and position) is mostly automatic. However, it is possible to sort the preferred order of the sign categories in the ''board'' (see [[Boards#Boards Settings|Boards settings management]]).

Available signs are the following:

{| class="wikitable"
! Sign !! Behaviour
|-
|Assigned resources|| Shows the resources assigned to the ''card'' (initials). By passing with the mouse on the sign, the full name of the resource is displayed. By pressing on the sign, the form to manage resource assignment is opened (according to user privileges).
|-
|Blocked status|| This sign shows if the ''card'' is logically 'blocked'. By passing the mouse on it, the reason for the blocking status is reported (if a comment was entered at blocking time). Clicking on the sign opens the unblock form (according to user privileges).
|-
|''Card'' hierarchy|| Actually, there are two slightly different signs, one shown for the parent "cards" (''cards'' having component ''cards'') and one for the child ''cards'' (''cards'' being component of other ''cards''). By passing with the mouse over the sign of a child ''card'' the name of the parent ''card'' is highlighted. By pressing the sign on parent or child ''card'' the system highlights the related cards by greying all the others in the ''board''.
|-
|Defective ''card''|| This sign shows if a ''card'' has a defect (the Defective field of the ''card'' set). By clicking on the sign the ''Statistics'' form of the ''card'' is opened according to user privileges.
|-
|Due date or planned finish date|| The signs warns if Due Date and/or Planned Start date and or Planned Finish date are set for the ''card''. By passing with the mouse over the sign, the dates set are shown, without opening the ''card''.
|-
|Progress report|| This sign is shown only for parent ''cards'' with components. By clicking on it, the progress report for the ''card'' is opened (see see [[Reporting#Progress View|Progress View report]]).
|-
|Presence of attachments|| This signs shows if one or more assignments are attached for the ''card''. By passing over the sign with the mouse, the number of assignments is shown. By clicking, the download of files is started if the attachment is one only. Otherwise the attachment management form of the ''card'' is opened, according to user privileges.
|-
|Presence of hyperlinks|| This signs shows if an hyperlink is present for the ''card'' (field External Link).
|-
|Subscription for notifications to the ''card''|| This sign shows if notifications are activated for the ''card''. By clicking on the sign, notifications are switched off. Read [[Notifications#Notifications for card changes|Notifications for card changes]] for more information.
|-
|''Card Unread''|| This sign shows if a ''card'' is new or updated by another user.
|-
|}

Cards

2022-10-19T13:06:01Z

Fbertuletti: /* Cards details and settings */

__TOC__
== Introduction to cards ==
''Cards'' are the core element of . They represent what you want to manage and this may be activities, issues, changes, practically anything.

To edit or change ''cards'', you need to have the requested privilege. See [[Boards#Boards members and privileges|Boards privileges]] for more information on privileges management.

Below is a short video tutorial to learn basic operations with ''cards''.

{{#ev:vimeo|
https://vimeo.com/330317625|800|center|Video tutorial on basic ''cards'' management.}}

== Cards management ==

=== Create cards ===
To add a ''card'', just press the '''+''' icon or use the ''lane'' context menu ('''...''') in the ''lane'' where you want create the ''card''.

Remember that the ''card'' is not created until it is saved.

=== Move cards ===
Moving ''card'' can be done visually by clicking and dragging a ''card''. Release mouse button in the position where you want to place the ''card''. The target location shall be in the same ''board''.

Alternatively, ''cards'' can be moved with the ''card'' context menu. To activate the menu, click the left mouse button when your mouse cursor is on the ''card''. '''''Move to Lane''''' and '''''Move to Board''''' menu items allow to move the card to a target destination. This works on multiple ''cards'' too.

When using the move menu commands, ''cards'' are placed left top in the target ''lane''.

=== Delete cards ===
''Cards'' can be removed or archived. Removing deletes definitively the ''cards'' without any possibility to restore them. Archiving moves ''cards'' in a repository from where they can be later restored.

Deleting can be simply done by selecting one or more ''cards'' and pressing the Del key. Alternatively, ''cards'' can be deleted with the ''card'' context menu. To activate the menu, click the left mouse button when your mouse cursor is on the ''card'', then choose '''''Remove'''''. This works on multiple ''cards'' too.

Archiving is performed with the ''card'' context menu. To activate the menu, click the left mouse button when your mouse cursor is on the ''card'', then choose '''''Archive'''''. This works on multiple ''cards'' too.

=== Select multiple cards ===
To select more ''cards'', click on the ''cards'' you want to select while holding down the Ctrl key or select a continuous range of ''cards'' holding down the Shift key while clicking on the first and the last of the range.

Selecting multiple ''cards'' works only for those placed in the same ''lane''.

== Cards details and settings ==
Remember that the ''card'' is not created until it is saved. Additionally, the changes done are lost if the card is not saved.

The ''card'' contains several fields that can be edited, organized in different forms: ''General'', ''Appearance'', ''Assignment'', ''Attachments'', ''History'', ''Statistics'', ''Component Cards'', ''Estimation'', ''Planning Pocker'', ''Successors/Predecessors'' and ''Chat''.

The following table, explains the available settings for ''General''.

{| class="wikitable"
! Setting !! Use
|-
|Title|| This allows to set the title of the ''card'', appearing visually in the ''card''.
|-
|Description|| This field contains the detailed description of the ''card''.
|-n
|Priority|| This allows to define the priority of the ''card''. Priority levels and labels can be customized. See [[Settings]] for more details.
|-
|Assigned Resources|| This field is read only and shows the resources (among ''board'' members) to whom the ''card'' is assigned. Resources are assigned in the ''Assignment'' form.
|-
|Due Date|| This field is composed of two parts. In the first a date can fit, while in the second a time. These define the due date and time for the completion of the ''card''. A visual sign is displayed on the ''card'' in the ''board'' to show a due date assignment.
|-
|Planned Start|| This field is composed of two parts. In the first a date can fit, while in the second a time. These define the date and time by which the ''card'' is planned to start.
|-
|Planned Finish|| This field is composed of two parts. In the first a date can fit, while in the second a time. These define the date and time by which the ''card'' is planned to finish. A visual sign is displayed on the ''card'' in the ''board'' to show a planned finish assignment.
|-
|External Link|| This field is composed of two parts. The first one, starting with "http://", allows to insert an hyperlink to an external document or site. The second, starting with "Text", allow to enter a text to provide details about the link.
|-
|Lane|| This is a read only field, displaying the name of the ''lane'' where the ''card'' is positioned.
|-
|}

The following table, explains the available settings for ''Appearance''.

{| class="wikitable"
! Setting !! Use
|-
|Color|| It enables to modify the background colour of the ''card''. Note that this setting overwrite the background colour deriving from the Priority settings.
|-
|}

The following table, explains the available settings for ''Assignment''.

{| class="wikitable"
! Settings !! Use
|-
|Resources|| This setting allows to assign resources to a ''card'' (e.g. to ask them to perform the task). All the resources invited to the ''board'' are listed in the Unassigned column unless already assigned. Move resources to the Assigned column to assign them to the ''card''. A notification is sent to the resource when assigned (see [[Notifications]]) and a visual sign is added to the ''card'' to show the assignment.
|-
|}

''Attachments'' form allows to add file attachments to the ''card''. To add an attachment, use either one of the following methods:
* drag & drop files in the upper dotted area of the form;
* use '''Select files...''' command to select the files with the OS file explorer.
After the files are placed, they are not attached yet. To achieve this result, use the '''Upload & Save''' command. The loading process status is shown in the ''File'' area of the form. The presence of attachments in a ''card'' is shown with a visual sign on it in the ''board''.

''History'' form reports the tracking of all the changes performed on the ''card''. Author, date and time and message (explaining the change) are displayed in the form. Changes of board, lane position and to fields are logged.

''Statistics'' form includes fields that are used in reporting.

{| class="wikitable"
! Settings !! Use
|-
|Commitment Point|| This stores the date and time when the ''card'' was committed to be worked.
|-
|Work in Progress|| This stores the date and time when the ''card'' start to be worked.
|-
|Delivery Point|| This stores the date and time when the work for the ''card'' was completed.
|-
|Working Time %|| This field contains the percentage of the time the card was worked while it remained in working status. This is a corrective factor.
|-
|Defective|| This field is used to categorize the ''card'' as a defect.
|-
|}

These information are read-only unless the user has board layout privilege, see [[Boards#Boards members and privileges|Boards privileges]] for more information on privileges management. To save changes, use the '''Save''' command.

''Component Cards'' form allows to define ''cards'' related to the one edited that can act as a higher level grouping ''card''. The functionality allows to add existing ('''+''' icon) or create new ''cards''. The related ''cards'' are independent from the one edited and can be edited, moved and managed independently. However, the relationship is highlighted in two ways:
* a grouping ''card'' has a different shape showing multiple overlaid cards;
* a ''card'' part of another, has an icon showing the relationship on it.

''Estimation'' form includes fields that are used for information or in reporting.

{| class="wikitable"
! Settings !! Use
|-
|Story Points|| This allow to assign a complexity rating for the card among one of the values listed. Possible values are set in ''board'' settings. It will be soon possible to define the estimation value collaboratively using ''planning poker'' feature soon (to be released yet).
|-
|Forecast Effort (hrs)|| This field allows to enter the estimated number of hours needed to complete the task. The effort is not split per assigned resource but total.
|-
|Actual Effort (hrs)|| This field allows to enter the actual number of hours used to complete the task. The effort is not split per assigned resource but total.
|-
|}

''Planning Poker'' form allows to set the ''story point'' estimations in a collaborative way, using the approach known as "planning poker". Participants to a "planning poker session" can be all those invited to the ''board'' with the needed privileges (see [[Boards#Boards members and privileges|Boards privileges]] for more information on privileges management).

Users with 'Edit Poker' privilege have the following commands to manage a "planning poker" session.

[[File:Planning-poker-start.jpg|centre|thumb|800x800px|Planning poker session.]]

{| class="wikitable"
! Settings !! Use
|-
|'''Start New Session'''|| This starts a "planning poker" session. When started, user can select the time available to vote (in seconds).
|-
|'''Stop Voting'''|| This stops the "planning poker" session before the time set as available.
|-
|'''Cancel Session'''|| This cancel a "planning poker" session. All votes are lost.
|-
|}

After a "planning poker" is ended (either because the voting time is elapsed, or because the session is stopped or because all participant voted) the system calculates shows the average vote based on those submitted. The session coordinator (the one who started the session) can now set the estimation by using the '''Apply Session''' command.

[[File:Planning-poker-end.jpg|centre|thumb|400x400px|Planning poker results.]]

This opens a new box where the suggested estimation can be edited and a comment added (see figure below). By pressing the '''Apply''' command, the estimation is finally set in the Story Point value of the 'card'.

''Successors/Predecessors'' form allows to define ''cards'' related to the one edited that can act as a ''Pivot Card'' . The functionality allows to add existing ('''+''' icon) or create new ''cards''. The related ''cards'' are independent from the one edited and can be edited, moved and managed independently. However, the relationship is highlighted in two ways:
* a sequencing order. ;
* a ''card'' part of relations, has an ''Arrow'' icon showing the relationship on it. The central card (Pivot Card) show two "Arrows"

''Chat'' form enables to chat about the card. Only members of the ''board'' with collaboration privilege can view the form and chat. See [[Boards#Boards members and privileges|Boards privileges]] for more information on privileges management and [[Chat]] for more information on chat tool.

== Cards commands ==
The availability of the commands described below depends on the privileges of the user. Only members with edit content privilege have access to those commands that allow to change the ''card''.

Commands available from the ''General'' form of the ''card''.

{| class="wikitable"
! Settings !! Use
|-
|'''Block''' / '''Unblock'''|| It allows to warn about the corresponding status for the ''card''. The blocked status is shown with a visual sign on the ''card'' in the ''board''. To set the ''card'' blocked and later unblocked, the system prompts to enter a text that should contain the explanation of the action. This text is displayed on the ''board'' when passing with the mouse on the blocked sign.
|-
|'''Copy Card'''|| This command copies a ''card'' in memory. The copied ''card'' can be pasted in a ''lane'' by using the ''lane'' context menu (see [[Lanes#Lane commands|Lane commands]]).
|-
|'''Copy Card Link'''|| This command copies a hyperlink to the ''card''. The hyperlink can be pasted as text in mails, chats or any other object and allows to open EasyBoards® specifically focusing on the ''card''.
|-
|'''Notify'''|| This command allows to subscribe for notifications for the ''card''. Accordingly, email notifications are sent to the subscribers when changes occur to the ''card''. For more information on notifications, read [[Notifications]].
|-
|'''Save'''|| It allows to save the ''card'' content.
|-
|'''Save & Exit'''|| It allows to save the ''card'' content and exit returning to the ''board''.
|-
|'''Close'''|| This command closes the ''card'' without saving changes.
|-
|}

Other ''cards'' commands are available from the context menu activated from the ''board'', clicking the right mouse button when pointing the ''card''.

{| class="wikitable"
! Settings !! Use
|-
|'''Open'''|| It simply opens the ''card''. The same occurs by double clicking with the left mouse button on the ''card'' from the ''board''.
|-
|'''Copy'''|| This command copies a ''card'' in memory. The copied ''card'' can be pasted in a ''lane'' by using the ''lane'' context menu (see [[Lanes#Lane commands|Lane commands]]).
|-
|'''Copy Card Link'''|| This command copies a hyperlink to the ''card''. The hyperlink can be pasted as text in mails, chats or any other object and allows to open EasyBoards® specifically focusing on the ''card''.
|-
|'''Edit'''|| It opens the ''card'' for editing. The same occurs by double clicking with the left mouse button on the ''card'' from the ''board''..
|-
|'''Priority'''|| This allows to set Priority for the selected ''cards'' (one or more).
|-
|'''Appearance'''|| This command allows to set the background colour for the selected ''cards'' (one or more).
|-
|'''Assign'''|| This command allows to assign resources (''board'' members) to the selected ''cards'' (one or more).
|-
|'''Attachments'''|| This opens the ''card'' focused on the ''Attachments'' form where the user can add and remove file attachments for the ''card''.
|-
|'''Create Component Card'''|| This command allows to create a new ''card'' that will be linked as component of the one the command was launched from.
|-
|'''Locate Parent Card'''|| If the ''card'' is a child and therefore has a parent ''card'', this command is active and allows to open the parent ''card''.
|-
|'''Chat'''|| It allows to view and use the chatroom dedicated to the ''card''. For more information on chat tool, read [[Chat|Chat]]).
|-
|'''Move to Lane'''|| This moves the selected ''cards'' (one or more) to another ''lane'' in the same ''board''.
|-
|'''Move to Board'''|| This moves the selected ''cards'' (one or more) to another ''board'' and ''lane''.
|-
|'''Archive'''|| This moves the selected ''cards'' (one or more) in the archive repository from which they can be later restored.
|-
|'''Remove'''|| This removes (deletes) the selected ''cards'' (one or more). Removed ''cards'' cannot be restored.
|-
|'''Block''' / '''Unblock'''|| It allows to warn about the corresponding status for the ''card''. The blocked status is shown with a visual sign on the ''card'' in the ''board''. To set the ''card'' blocked and later unblocked, the system prompts to enter a text that should contain the explanation of the action. This text is displayed on the ''board'' when passing with the mouse on the blocked sign.
|-
|'''Mark as Read''' || This allows to mark as unread and therefore switch off the unread visual sign on the ''card''.
|-
|'''Mark as Unread'''|| This allows to mark as read and therefore force to switch on the unread visual sign on the ''card''.
|-
|'''Notify'''|| This command allows to subscribe for notifications for the ''card''. Accordingly, email notifications are sent to the subscribers when changes occur to the ''card''. For more information on notifications, read [[Notifications]].
|-
|'''Stop Notifications'''|| This command stops the subscription for notifications for the selected ''cards'' (one or more). For more information on notifications, read [[Notifications]].
|-
|}

== Cards visual signs ==
Visual signs are placed in ''boards'' on the ''cards'' to immediately visualize key information. The management of these signs (icons and position) is mostly automatic. However, it is possible to sort the preferred order of the sign categories in the ''board'' (see [[Boards#Boards Settings|Boards settings management]]).

Available signs are the following:

{| class="wikitable"
! Sign !! Behaviour
|-
|Assigned resources|| Shows the resources assigned to the ''card'' (initials). By passing with the mouse on the sign, the full name of the resource is displayed. By pressing on the sign, the form to manage resource assignment is opened (according to user privileges).
|-
|Blocked status|| This sign shows if the ''card'' is logically 'blocked'. By passing the mouse on it, the reason for the blocking status is reported (if a comment was entered at blocking time). Clicking on the sign opens the unblock form (according to user privileges).
|-
|''Card'' hierarchy|| Actually, there are two slightly different signs, one shown for the parent "cards" (''cards'' having component ''cards'') and one for the child ''cards'' (''cards'' being component of other ''cards''). By passing with the mouse over the sign of a child ''card'' the name of the parent ''card'' is highlighted. By pressing the sign on parent or child ''card'' the system highlights the related cards by greying all the others in the ''board''.
|-
|Defective ''card''|| This sign shows if a ''card'' has a defect (the Defective field of the ''card'' set). By clicking on the sign the ''Statistics'' form of the ''card'' is opened according to user privileges.
|-
|Due date or planned finish date|| The signs warns if Due Date and/or Planned Start date and or Planned Finish date are set for the ''card''. By passing with the mouse over the sign, the dates set are shown, without opening the ''card''.
|-
|Progress report|| This sign is shown only for parent ''cards'' with components. By clicking on it, the progress report for the ''card'' is opened (see see [[Reporting#Progress View|Progress View report]]).
|-
|Presence of attachments|| This signs shows if one or more assignments are attached for the ''card''. By passing over the sign with the mouse, the number of assignments is shown. By clicking, the download of files is started if the attachment is one only. Otherwise the attachment management form of the ''card'' is opened, according to user privileges.
|-
|Presence of hyperlinks|| This signs shows if an hyperlink is present for the ''card'' (field External Link).
|-
|Subscription for notifications to the ''card''|| This sign shows if notifications are activated for the ''card''. By clicking on the sign, notifications are switched off. Read [[Notifications#Notifications for card changes|Notifications for card changes]] for more information.
|-
|''Card Unread''|| This sign shows if a ''card'' is new or updated by another user.
|-
|}

Cards

2022-10-19T13:02:40Z

Fbertuletti: /* Cards details and settings */

__TOC__
== Introduction to cards ==
''Cards'' are the core element of . They represent what you want to manage and this may be activities, issues, changes, practically anything.

To edit or change ''cards'', you need to have the requested privilege. See [[Boards#Boards members and privileges|Boards privileges]] for more information on privileges management.

Below is a short video tutorial to learn basic operations with ''cards''.

{{#ev:vimeo|
https://vimeo.com/330317625|800|center|Video tutorial on basic ''cards'' management.}}

== Cards management ==

=== Create cards ===
To add a ''card'', just press the '''+''' icon or use the ''lane'' context menu ('''...''') in the ''lane'' where you want create the ''card''.

Remember that the ''card'' is not created until it is saved.

=== Move cards ===
Moving ''card'' can be done visually by clicking and dragging a ''card''. Release mouse button in the position where you want to place the ''card''. The target location shall be in the same ''board''.

Alternatively, ''cards'' can be moved with the ''card'' context menu. To activate the menu, click the left mouse button when your mouse cursor is on the ''card''. '''''Move to Lane''''' and '''''Move to Board''''' menu items allow to move the card to a target destination. This works on multiple ''cards'' too.

When using the move menu commands, ''cards'' are placed left top in the target ''lane''.

=== Delete cards ===
''Cards'' can be removed or archived. Removing deletes definitively the ''cards'' without any possibility to restore them. Archiving moves ''cards'' in a repository from where they can be later restored.

Deleting can be simply done by selecting one or more ''cards'' and pressing the Del key. Alternatively, ''cards'' can be deleted with the ''card'' context menu. To activate the menu, click the left mouse button when your mouse cursor is on the ''card'', then choose '''''Remove'''''. This works on multiple ''cards'' too.

Archiving is performed with the ''card'' context menu. To activate the menu, click the left mouse button when your mouse cursor is on the ''card'', then choose '''''Archive'''''. This works on multiple ''cards'' too.

=== Select multiple cards ===
To select more ''cards'', click on the ''cards'' you want to select while holding down the Ctrl key or select a continuous range of ''cards'' holding down the Shift key while clicking on the first and the last of the range.

Selecting multiple ''cards'' works only for those placed in the same ''lane''.

== Cards details and settings ==
Remember that the ''card'' is not created until it is saved. Additionally, the changes done are lost if the card is not saved.

The ''card'' contains several fields that can be edited, organized in different forms: ''General'', ''Appearance'', ''Assignment'', ''Attachments'', ''History'', ''Statistics'', ''Component Cards'', ''Estimation'', ''Planning Pocker'', ''Successors/Predecessors'' and ''Chat''.

The following table, explains the available settings for ''General''.

{| class="wikitable"
! Setting !! Use
|-
|Title|| This allows to set the title of the ''card'', appearing visually in the ''card''.
|-
|Description|| This field contains the detailed description of the ''card''.
|-n
|Priority|| This allows to define the priority of the ''card''. Priority levels and labels can be customized. See [[Settings]] for more details.
|-
|Assigned Resources|| This field is read only and shows the resources (among ''board'' members) to whom the ''card'' is assigned. Resources are assigned in the ''Assignment'' form.
|-
|Due Date|| This field is composed of two parts. In the first a date can fit, while in the second a time. These define the due date and time for the completion of the ''card''. A visual sign is displayed on the ''card'' in the ''board'' to show a due date assignment.
|-
|Planned Start|| This field is composed of two parts. In the first a date can fit, while in the second a time. These define the date and time by which the ''card'' is planned to start.
|-
|Planned Finish|| This field is composed of two parts. In the first a date can fit, while in the second a time. These define the date and time by which the ''card'' is planned to finish. A visual sign is displayed on the ''card'' in the ''board'' to show a planned finish assignment.
|-
|External Link|| This field is composed of two parts. The first one, starting with "http://", allows to insert an hyperlink to an external document or site. The second, starting with "Text", allow to enter a text to provide details about the link.
|-
|Lane|| This is a read only field, displaying the name of the ''lane'' where the ''card'' is positioned.
|-
|}

The following table, explains the available settings for ''Appearance''.

{| class="wikitable"
! Setting !! Use
|-
|Color|| It enables to modify the background colour of the ''card''. Note that this setting overwrite the background colour deriving from the Priority settings.
|-
|}

The following table, explains the available settings for ''Assignment''.

{| class="wikitable"
! Settings !! Use
|-
|Resources|| This setting allows to assign resources to a ''card'' (e.g. to ask them to perform the task). All the resources invited to the ''board'' are listed in the Unassigned column unless already assigned. Move resources to the Assigned column to assign them to the ''card''. A notification is sent to the resource when assigned (see [[Notifications]]) and a visual sign is added to the ''card'' to show the assignment.
|-
|}

''Attachments'' form allows to add file attachments to the ''card''. To add an attachment, use either one of the following methods:
* drag & drop files in the upper dotted area of the form;
* use '''Select files...''' command to select the files with the OS file explorer.
After the files are placed, they are not attached yet. To achieve this result, use the '''Upload & Save''' command. The loading process status is shown in the ''File'' area of the form. The presence of attachments in a ''card'' is shown with a visual sign on it in the ''board''.

''History'' form reports the tracking of all the changes performed on the ''card''. Author, date and time and message (explaining the change) are displayed in the form. Changes of board, lane position and to fields are logged.

''Statistics'' form includes fields that are used in reporting.

{| class="wikitable"
! Settings !! Use
|-
|Commitment Point|| This stores the date and time when the ''card'' was committed to be worked.
|-
|Work in Progress|| This stores the date and time when the ''card'' start to be worked.
|-
|Delivery Point|| This stores the date and time when the work for the ''card'' was completed.
|-
|Working Time %|| This field contains the percentage of the time the card was worked while it remained in working status. This is a corrective factor.
|-
|Defective|| This field is used to categorize the ''card'' as a defect.
|-
|}

These information are read-only unless the user has board layout privilege, see [[Boards#Boards members and privileges|Boards privileges]] for more information on privileges management. To save changes, use the '''Save''' command.

''Component Cards'' form allows to define ''cards'' related to the one edited that can act as a higher level grouping ''card''. The functionality allows to add existing ('''+''' icon) or create new ''cards''. The related ''cards'' are independent from the one edited and can be edited, moved and managed independently. However, the relationship is highlighted in two ways:
* a grouping ''card'' has a different shape showing multiple overlaid cards;
* a ''card'' part of another, has an icon showing the relationship on it.

''Estimation'' form includes fields that are used for information or in reporting.

{| class="wikitable"
! Settings !! Use
|-
|Story Points|| This allow to assign a complexity rating for the card among one of the values listed. Possible values are set in ''board'' settings. It will be soon possible to define the estimation value collaboratively using ''planning poker'' feature soon (to be released yet).
|-
|Forecast Effort (hrs)|| This field allows to enter the estimated number of hours needed to complete the task. The effort is not split per assigned resource but total.
|-
|Actual Effort (hrs)|| This field allows to enter the actual number of hours used to complete the task. The effort is not split per assigned resource but total.
|-
|}

''Planning Poker'' form allows to set the ''story point'' estimations in a collaborative way, using the approach known as "planning poker". Participants to a "planning poker session" can be all those invited to the ''board'' with the needed privileges (see [[Boards#Boards members and privileges|Boards privileges]] for more information on privileges management).

Users with 'Edit Poker' privilege have the following commands to manage a "planning poker" session.

[[File:Planning-poker-start.jpg|centre|thumb|800x800px|Planning poker session.]]

{| class="wikitable"
! Settings !! Use
|-
|'''Start New Session'''|| This starts a "planning poker" session. When started, user can select the time available to vote (in seconds).
|-
|'''Stop Voting'''|| This stops the "planning poker" session before the time set as available.
|-
|'''Cancel Session'''|| This cancel a "planning poker" session. All votes are lost.
|-
|}

After a "planning poker" is ended (either because the voting time is elapsed, or because the session is stopped or because all participant voted) the system calculates shows the average vote based on those submitted. The session coordinator (the one who started the session) can now set the estimation by using the '''Apply Session''' command.

[[File:Planning-poker-end.jpg|centre|thumb|400x400px|Planning poker results.]]

This opens a new box where the suggested estimation can be edited and a comment added (see figure below). By pressing the '''Apply''' command, the estimation is finally set in the Story Point value of the 'card'.

''Successors/Predecessors'' form allows to define ''cards'' related to the one edited that can act as a higher sequence order . The functionality allows to add existing ('''+''' icon) or create new ''cards''. The related ''cards'' are independent from the one edited and can be edited, moved and managed independently. However, the relationship is highlighted in two ways:
* a sequencing order. ;
* a ''card'' part of relations, has an ''Arrow'' icon showing the relationship on it.

''Chat'' form enables to chat about the card. Only members of the ''board'' with collaboration privilege can view the form and chat. See [[Boards#Boards members and privileges|Boards privileges]] for more information on privileges management and [[Chat]] for more information on chat tool.

== Cards commands ==
The availability of the commands described below depends on the privileges of the user. Only members with edit content privilege have access to those commands that allow to change the ''card''.

Commands available from the ''General'' form of the ''card''.

{| class="wikitable"
! Settings !! Use
|-
|'''Block''' / '''Unblock'''|| It allows to warn about the corresponding status for the ''card''. The blocked status is shown with a visual sign on the ''card'' in the ''board''. To set the ''card'' blocked and later unblocked, the system prompts to enter a text that should contain the explanation of the action. This text is displayed on the ''board'' when passing with the mouse on the blocked sign.
|-
|'''Copy Card'''|| This command copies a ''card'' in memory. The copied ''card'' can be pasted in a ''lane'' by using the ''lane'' context menu (see [[Lanes#Lane commands|Lane commands]]).
|-
|'''Copy Card Link'''|| This command copies a hyperlink to the ''card''. The hyperlink can be pasted as text in mails, chats or any other object and allows to open EasyBoards® specifically focusing on the ''card''.
|-
|'''Notify'''|| This command allows to subscribe for notifications for the ''card''. Accordingly, email notifications are sent to the subscribers when changes occur to the ''card''. For more information on notifications, read [[Notifications]].
|-
|'''Save'''|| It allows to save the ''card'' content.
|-
|'''Save & Exit'''|| It allows to save the ''card'' content and exit returning to the ''board''.
|-
|'''Close'''|| This command closes the ''card'' without saving changes.
|-
|}

Other ''cards'' commands are available from the context menu activated from the ''board'', clicking the right mouse button when pointing the ''card''.

{| class="wikitable"
! Settings !! Use
|-
|'''Open'''|| It simply opens the ''card''. The same occurs by double clicking with the left mouse button on the ''card'' from the ''board''.
|-
|'''Copy'''|| This command copies a ''card'' in memory. The copied ''card'' can be pasted in a ''lane'' by using the ''lane'' context menu (see [[Lanes#Lane commands|Lane commands]]).
|-
|'''Copy Card Link'''|| This command copies a hyperlink to the ''card''. The hyperlink can be pasted as text in mails, chats or any other object and allows to open EasyBoards® specifically focusing on the ''card''.
|-
|'''Edit'''|| It opens the ''card'' for editing. The same occurs by double clicking with the left mouse button on the ''card'' from the ''board''..
|-
|'''Priority'''|| This allows to set Priority for the selected ''cards'' (one or more).
|-
|'''Appearance'''|| This command allows to set the background colour for the selected ''cards'' (one or more).
|-
|'''Assign'''|| This command allows to assign resources (''board'' members) to the selected ''cards'' (one or more).
|-
|'''Attachments'''|| This opens the ''card'' focused on the ''Attachments'' form where the user can add and remove file attachments for the ''card''.
|-
|'''Create Component Card'''|| This command allows to create a new ''card'' that will be linked as component of the one the command was launched from.
|-
|'''Locate Parent Card'''|| If the ''card'' is a child and therefore has a parent ''card'', this command is active and allows to open the parent ''card''.
|-
|'''Chat'''|| It allows to view and use the chatroom dedicated to the ''card''. For more information on chat tool, read [[Chat|Chat]]).
|-
|'''Move to Lane'''|| This moves the selected ''cards'' (one or more) to another ''lane'' in the same ''board''.
|-
|'''Move to Board'''|| This moves the selected ''cards'' (one or more) to another ''board'' and ''lane''.
|-
|'''Archive'''|| This moves the selected ''cards'' (one or more) in the archive repository from which they can be later restored.
|-
|'''Remove'''|| This removes (deletes) the selected ''cards'' (one or more). Removed ''cards'' cannot be restored.
|-
|'''Block''' / '''Unblock'''|| It allows to warn about the corresponding status for the ''card''. The blocked status is shown with a visual sign on the ''card'' in the ''board''. To set the ''card'' blocked and later unblocked, the system prompts to enter a text that should contain the explanation of the action. This text is displayed on the ''board'' when passing with the mouse on the blocked sign.
|-
|'''Mark as Read''' || This allows to mark as unread and therefore switch off the unread visual sign on the ''card''.
|-
|'''Mark as Unread'''|| This allows to mark as read and therefore force to switch on the unread visual sign on the ''card''.
|-
|'''Notify'''|| This command allows to subscribe for notifications for the ''card''. Accordingly, email notifications are sent to the subscribers when changes occur to the ''card''. For more information on notifications, read [[Notifications]].
|-
|'''Stop Notifications'''|| This command stops the subscription for notifications for the selected ''cards'' (one or more). For more information on notifications, read [[Notifications]].
|-
|}

== Cards visual signs ==
Visual signs are placed in ''boards'' on the ''cards'' to immediately visualize key information. The management of these signs (icons and position) is mostly automatic. However, it is possible to sort the preferred order of the sign categories in the ''board'' (see [[Boards#Boards Settings|Boards settings management]]).

Available signs are the following:

{| class="wikitable"
! Sign !! Behaviour
|-
|Assigned resources|| Shows the resources assigned to the ''card'' (initials). By passing with the mouse on the sign, the full name of the resource is displayed. By pressing on the sign, the form to manage resource assignment is opened (according to user privileges).
|-
|Blocked status|| This sign shows if the ''card'' is logically 'blocked'. By passing the mouse on it, the reason for the blocking status is reported (if a comment was entered at blocking time). Clicking on the sign opens the unblock form (according to user privileges).
|-
|''Card'' hierarchy|| Actually, there are two slightly different signs, one shown for the parent "cards" (''cards'' having component ''cards'') and one for the child ''cards'' (''cards'' being component of other ''cards''). By passing with the mouse over the sign of a child ''card'' the name of the parent ''card'' is highlighted. By pressing the sign on parent or child ''card'' the system highlights the related cards by greying all the others in the ''board''.
|-
|Defective ''card''|| This sign shows if a ''card'' has a defect (the Defective field of the ''card'' set). By clicking on the sign the ''Statistics'' form of the ''card'' is opened according to user privileges.
|-
|Due date or planned finish date|| The signs warns if Due Date and/or Planned Start date and or Planned Finish date are set for the ''card''. By passing with the mouse over the sign, the dates set are shown, without opening the ''card''.
|-
|Progress report|| This sign is shown only for parent ''cards'' with components. By clicking on it, the progress report for the ''card'' is opened (see see [[Reporting#Progress View|Progress View report]]).
|-
|Presence of attachments|| This signs shows if one or more assignments are attached for the ''card''. By passing over the sign with the mouse, the number of assignments is shown. By clicking, the download of files is started if the attachment is one only. Otherwise the attachment management form of the ''card'' is opened, according to user privileges.
|-
|Presence of hyperlinks|| This signs shows if an hyperlink is present for the ''card'' (field External Link).
|-
|Subscription for notifications to the ''card''|| This sign shows if notifications are activated for the ''card''. By clicking on the sign, notifications are switched off. Read [[Notifications#Notifications for card changes|Notifications for card changes]] for more information.
|-
|''Card Unread''|| This sign shows if a ''card'' is new or updated by another user.
|-
|}

Cards

2022-10-19T10:25:29Z

Fbertuletti: /* Cards details and settings */

__TOC__
== Introduction to cards ==
''Cards'' are the core element of . They represent what you want to manage and this may be activities, issues, changes, practically anything.

To edit or change ''cards'', you need to have the requested privilege. See [[Boards#Boards members and privileges|Boards privileges]] for more information on privileges management.

Below is a short video tutorial to learn basic operations with ''cards''.

{{#ev:vimeo|
https://vimeo.com/330317625|800|center|Video tutorial on basic ''cards'' management.}}

== Cards management ==

=== Create cards ===
To add a ''card'', just press the '''+''' icon or use the ''lane'' context menu ('''...''') in the ''lane'' where you want create the ''card''.

Remember that the ''card'' is not created until it is saved.

=== Move cards ===
Moving ''card'' can be done visually by clicking and dragging a ''card''. Release mouse button in the position where you want to place the ''card''. The target location shall be in the same ''board''.

Alternatively, ''cards'' can be moved with the ''card'' context menu. To activate the menu, click the left mouse button when your mouse cursor is on the ''card''. '''''Move to Lane''''' and '''''Move to Board''''' menu items allow to move the card to a target destination. This works on multiple ''cards'' too.

When using the move menu commands, ''cards'' are placed left top in the target ''lane''.

=== Delete cards ===
''Cards'' can be removed or archived. Removing deletes definitively the ''cards'' without any possibility to restore them. Archiving moves ''cards'' in a repository from where they can be later restored.

Deleting can be simply done by selecting one or more ''cards'' and pressing the Del key. Alternatively, ''cards'' can be deleted with the ''card'' context menu. To activate the menu, click the left mouse button when your mouse cursor is on the ''card'', then choose '''''Remove'''''. This works on multiple ''cards'' too.

Archiving is performed with the ''card'' context menu. To activate the menu, click the left mouse button when your mouse cursor is on the ''card'', then choose '''''Archive'''''. This works on multiple ''cards'' too.

=== Select multiple cards ===
To select more ''cards'', click on the ''cards'' you want to select while holding down the Ctrl key or select a continuous range of ''cards'' holding down the Shift key while clicking on the first and the last of the range.

Selecting multiple ''cards'' works only for those placed in the same ''lane''.

== Cards details and settings ==
Remember that the ''card'' is not created until it is saved. Additionally, the changes done are lost if the card is not saved.

The ''card'' contains several fields that can be edited, organized in different forms: ''General'', ''Appearance'', ''Assignment'', ''Attachments'', ''History'', ''Statistics'', ''Component Cards'', ''Estimation'', ''Planning Pocker'', ''Successors/Predecessors'' and ''Chat''.

The following table, explains the available settings for ''General''.

{| class="wikitable"
! Setting !! Use
|-
|Title|| This allows to set the title of the ''card'', appearing visually in the ''card''.
|-
|Description|| This field contains the detailed description of the ''card''.
|-n
|Priority|| This allows to define the priority of the ''card''. Priority levels and labels can be customized. See [[Settings]] for more details.
|-
|Assigned Resources|| This field is read only and shows the resources (among ''board'' members) to whom the ''card'' is assigned. Resources are assigned in the ''Assignment'' form.
|-
|Due Date|| This field is composed of two parts. In the first a date can fit, while in the second a time. These define the due date and time for the completion of the ''card''. A visual sign is displayed on the ''card'' in the ''board'' to show a due date assignment.
|-
|Planned Start|| This field is composed of two parts. In the first a date can fit, while in the second a time. These define the date and time by which the ''card'' is planned to start.
|-
|Planned Finish|| This field is composed of two parts. In the first a date can fit, while in the second a time. These define the date and time by which the ''card'' is planned to finish. A visual sign is displayed on the ''card'' in the ''board'' to show a planned finish assignment.
|-
|External Link|| This field is composed of two parts. The first one, starting with "http://", allows to insert an hyperlink to an external document or site. The second, starting with "Text", allow to enter a text to provide details about the link.
|-
|Lane|| This is a read only field, displaying the name of the ''lane'' where the ''card'' is positioned.
|-
|}

The following table, explains the available settings for ''Appearance''.

{| class="wikitable"
! Setting !! Use
|-
|Color|| It enables to modify the background colour of the ''card''. Note that this setting overwrite the background colour deriving from the Priority settings.
|-
|}

The following table, explains the available settings for ''Assignment''.

{| class="wikitable"
! Settings !! Use
|-
|Resources|| This setting allows to assign resources to a ''card'' (e.g. to ask them to perform the task). All the resources invited to the ''board'' are listed in the Unassigned column unless already assigned. Move resources to the Assigned column to assign them to the ''card''. A notification is sent to the resource when assigned (see [[Notifications]]) and a visual sign is added to the ''card'' to show the assignment.
|-
|}

''Attachments'' form allows to add file attachments to the ''card''. To add an attachment, use either one of the following methods:
* drag & drop files in the upper dotted area of the form;
* use '''Select files...''' command to select the files with the OS file explorer.
After the files are placed, they are not attached yet. To achieve this result, use the '''Upload & Save''' command. The loading process status is shown in the ''File'' area of the form. The presence of attachments in a ''card'' is shown with a visual sign on it in the ''board''.

''History'' form reports the tracking of all the changes performed on the ''card''. Author, date and time and message (explaining the change) are displayed in the form. Changes of board, lane position and to fields are logged.

''Statistics'' form includes fields that are used in reporting.

{| class="wikitable"
! Settings !! Use
|-
|Commitment Point|| This stores the date and time when the ''card'' was committed to be worked.
|-
|Work in Progress|| This stores the date and time when the ''card'' start to be worked.
|-
|Delivery Point|| This stores the date and time when the work for the ''card'' was completed.
|-
|Working Time %|| This field contains the percentage of the time the card was worked while it remained in working status. This is a corrective factor.
|-
|Defective|| This field is used to categorize the ''card'' as a defect.
|-
|}

These information are read-only unless the user has board layout privilege, see [[Boards#Boards members and privileges|Boards privileges]] for more information on privileges management. To save changes, use the '''Save''' command.

''Component Cards'' form allows to define ''cards'' related to the one edited that can act as a higher level grouping ''card''. The functionality allows to add existing ('''+''' icon) or create new ''cards''. The related ''cards'' are independent from the one edited and can be edited, moved and managed independently. However, the relationship is highlighted in two ways:
* a grouping ''card'' has a different shape showing multiple overlaid cards;
* a ''card'' part of another, has an icon showing the relationship on it.

''Estimation'' form includes fields that are used for information or in reporting.

{| class="wikitable"
! Settings !! Use
|-
|Story Points|| This allow to assign a complexity rating for the card among one of the values listed. Possible values are set in ''board'' settings. It will be soon possible to define the estimation value collaboratively using ''planning poker'' feature soon (to be released yet).
|-
|Forecast Effort (hrs)|| This field allows to enter the estimated number of hours needed to complete the task. The effort is not split per assigned resource but total.
|-
|Actual Effort (hrs)|| This field allows to enter the actual number of hours used to complete the task. The effort is not split per assigned resource but total.
|-
|}

''Planning Poker'' form allows to set the ''story point'' estimations in a collaborative way, using the approach known as "planning poker". Participants to a "planning poker session" can be all those invited to the ''board'' with the needed privileges (see [[Boards#Boards members and privileges|Boards privileges]] for more information on privileges management).

Users with 'Edit Poker' privilege have the following commands to manage a "planning poker" session.

[[File:Planning-poker-start.jpg|centre|thumb|800x800px|Planning poker session.]]

{| class="wikitable"
! Settings !! Use
|-
|'''Start New Session'''|| This starts a "planning poker" session. When started, user can select the time available to vote (in seconds).
|-
|'''Stop Voting'''|| This stops the "planning poker" session before the time set as available.
|-
|'''Cancel Session'''|| This cancel a "planning poker" session. All votes are lost.
|-
|}

After a "planning poker" is ended (either because the voting time is elapsed, or because the session is stopped or because all participant voted) the system calculates shows the average vote based on those submitted. The session coordinator (the one who started the session) can now set the estimation by using the '''Apply Session''' command.

[[File:Planning-poker-end.jpg|centre|thumb|400x400px|Planning poker results.]]

This opens a new box where the suggested estimation can be edited and a comment added (see figure below). By pressing the '''Apply''' command, the estimation is finally set in the Story Point value of the 'card'.

''Chat'' form enables to chat about the card. Only members of the ''board'' with collaboration privilege can view the form and chat. See [[Boards#Boards members and privileges|Boards privileges]] for more information on privileges management and [[Chat]] for more information on chat tool.

== Cards commands ==
The availability of the commands described below depends on the privileges of the user. Only members with edit content privilege have access to those commands that allow to change the ''card''.

Commands available from the ''General'' form of the ''card''.

{| class="wikitable"
! Settings !! Use
|-
|'''Block''' / '''Unblock'''|| It allows to warn about the corresponding status for the ''card''. The blocked status is shown with a visual sign on the ''card'' in the ''board''. To set the ''card'' blocked and later unblocked, the system prompts to enter a text that should contain the explanation of the action. This text is displayed on the ''board'' when passing with the mouse on the blocked sign.
|-
|'''Copy Card'''|| This command copies a ''card'' in memory. The copied ''card'' can be pasted in a ''lane'' by using the ''lane'' context menu (see [[Lanes#Lane commands|Lane commands]]).
|-
|'''Copy Card Link'''|| This command copies a hyperlink to the ''card''. The hyperlink can be pasted as text in mails, chats or any other object and allows to open EasyBoards® specifically focusing on the ''card''.
|-
|'''Notify'''|| This command allows to subscribe for notifications for the ''card''. Accordingly, email notifications are sent to the subscribers when changes occur to the ''card''. For more information on notifications, read [[Notifications]].
|-
|'''Save'''|| It allows to save the ''card'' content.
|-
|'''Save & Exit'''|| It allows to save the ''card'' content and exit returning to the ''board''.
|-
|'''Close'''|| This command closes the ''card'' without saving changes.
|-
|}

Other ''cards'' commands are available from the context menu activated from the ''board'', clicking the right mouse button when pointing the ''card''.

{| class="wikitable"
! Settings !! Use
|-
|'''Open'''|| It simply opens the ''card''. The same occurs by double clicking with the left mouse button on the ''card'' from the ''board''.
|-
|'''Copy'''|| This command copies a ''card'' in memory. The copied ''card'' can be pasted in a ''lane'' by using the ''lane'' context menu (see [[Lanes#Lane commands|Lane commands]]).
|-
|'''Copy Card Link'''|| This command copies a hyperlink to the ''card''. The hyperlink can be pasted as text in mails, chats or any other object and allows to open EasyBoards® specifically focusing on the ''card''.
|-
|'''Edit'''|| It opens the ''card'' for editing. The same occurs by double clicking with the left mouse button on the ''card'' from the ''board''..
|-
|'''Priority'''|| This allows to set Priority for the selected ''cards'' (one or more).
|-
|'''Appearance'''|| This command allows to set the background colour for the selected ''cards'' (one or more).
|-
|'''Assign'''|| This command allows to assign resources (''board'' members) to the selected ''cards'' (one or more).
|-
|'''Attachments'''|| This opens the ''card'' focused on the ''Attachments'' form where the user can add and remove file attachments for the ''card''.
|-
|'''Create Component Card'''|| This command allows to create a new ''card'' that will be linked as component of the one the command was launched from.
|-
|'''Locate Parent Card'''|| If the ''card'' is a child and therefore has a parent ''card'', this command is active and allows to open the parent ''card''.
|-
|'''Chat'''|| It allows to view and use the chatroom dedicated to the ''card''. For more information on chat tool, read [[Chat|Chat]]).
|-
|'''Move to Lane'''|| This moves the selected ''cards'' (one or more) to another ''lane'' in the same ''board''.
|-
|'''Move to Board'''|| This moves the selected ''cards'' (one or more) to another ''board'' and ''lane''.
|-
|'''Archive'''|| This moves the selected ''cards'' (one or more) in the archive repository from which they can be later restored.
|-
|'''Remove'''|| This removes (deletes) the selected ''cards'' (one or more). Removed ''cards'' cannot be restored.
|-
|'''Block''' / '''Unblock'''|| It allows to warn about the corresponding status for the ''card''. The blocked status is shown with a visual sign on the ''card'' in the ''board''. To set the ''card'' blocked and later unblocked, the system prompts to enter a text that should contain the explanation of the action. This text is displayed on the ''board'' when passing with the mouse on the blocked sign.
|-
|'''Mark as Read''' || This allows to mark as unread and therefore switch off the unread visual sign on the ''card''.
|-
|'''Mark as Unread'''|| This allows to mark as read and therefore force to switch on the unread visual sign on the ''card''.
|-
|'''Notify'''|| This command allows to subscribe for notifications for the ''card''. Accordingly, email notifications are sent to the subscribers when changes occur to the ''card''. For more information on notifications, read [[Notifications]].
|-
|'''Stop Notifications'''|| This command stops the subscription for notifications for the selected ''cards'' (one or more). For more information on notifications, read [[Notifications]].
|-
|}

== Cards visual signs ==
Visual signs are placed in ''boards'' on the ''cards'' to immediately visualize key information. The management of these signs (icons and position) is mostly automatic. However, it is possible to sort the preferred order of the sign categories in the ''board'' (see [[Boards#Boards Settings|Boards settings management]]).

Available signs are the following:

{| class="wikitable"
! Sign !! Behaviour
|-
|Assigned resources|| Shows the resources assigned to the ''card'' (initials). By passing with the mouse on the sign, the full name of the resource is displayed. By pressing on the sign, the form to manage resource assignment is opened (according to user privileges).
|-
|Blocked status|| This sign shows if the ''card'' is logically 'blocked'. By passing the mouse on it, the reason for the blocking status is reported (if a comment was entered at blocking time). Clicking on the sign opens the unblock form (according to user privileges).
|-
|''Card'' hierarchy|| Actually, there are two slightly different signs, one shown for the parent "cards" (''cards'' having component ''cards'') and one for the child ''cards'' (''cards'' being component of other ''cards''). By passing with the mouse over the sign of a child ''card'' the name of the parent ''card'' is highlighted. By pressing the sign on parent or child ''card'' the system highlights the related cards by greying all the others in the ''board''.
|-
|Defective ''card''|| This sign shows if a ''card'' has a defect (the Defective field of the ''card'' set). By clicking on the sign the ''Statistics'' form of the ''card'' is opened according to user privileges.
|-
|Due date or planned finish date|| The signs warns if Due Date and/or Planned Start date and or Planned Finish date are set for the ''card''. By passing with the mouse over the sign, the dates set are shown, without opening the ''card''.
|-
|Progress report|| This sign is shown only for parent ''cards'' with components. By clicking on it, the progress report for the ''card'' is opened (see see [[Reporting#Progress View|Progress View report]]).
|-
|Presence of attachments|| This signs shows if one or more assignments are attached for the ''card''. By passing over the sign with the mouse, the number of assignments is shown. By clicking, the download of files is started if the attachment is one only. Otherwise the attachment management form of the ''card'' is opened, according to user privileges.
|-
|Presence of hyperlinks|| This signs shows if an hyperlink is present for the ''card'' (field External Link).
|-
|Subscription for notifications to the ''card''|| This sign shows if notifications are activated for the ''card''. By clicking on the sign, notifications are switched off. Read [[Notifications#Notifications for card changes|Notifications for card changes]] for more information.
|-
|''Card Unread''|| This sign shows if a ''card'' is new or updated by another user.
|-
|}

Cards

2022-10-19T10:20:40Z

Fbertuletti: /* Cards details and settings */

__TOC__
== Introduction to cards ==
''Cards'' are the core element of . They represent what you want to manage and this may be activities, issues, changes, practically anything.

To edit or change ''cards'', you need to have the requested privilege. See [[Boards#Boards members and privileges|Boards privileges]] for more information on privileges management.

Below is a short video tutorial to learn basic operations with ''cards''.

{{#ev:vimeo|
https://vimeo.com/330317625|800|center|Video tutorial on basic ''cards'' management.}}

== Cards management ==

=== Create cards ===
To add a ''card'', just press the '''+''' icon or use the ''lane'' context menu ('''...''') in the ''lane'' where you want create the ''card''.

Remember that the ''card'' is not created until it is saved.

=== Move cards ===
Moving ''card'' can be done visually by clicking and dragging a ''card''. Release mouse button in the position where you want to place the ''card''. The target location shall be in the same ''board''.

Alternatively, ''cards'' can be moved with the ''card'' context menu. To activate the menu, click the left mouse button when your mouse cursor is on the ''card''. '''''Move to Lane''''' and '''''Move to Board''''' menu items allow to move the card to a target destination. This works on multiple ''cards'' too.

When using the move menu commands, ''cards'' are placed left top in the target ''lane''.

=== Delete cards ===
''Cards'' can be removed or archived. Removing deletes definitively the ''cards'' without any possibility to restore them. Archiving moves ''cards'' in a repository from where they can be later restored.

Deleting can be simply done by selecting one or more ''cards'' and pressing the Del key. Alternatively, ''cards'' can be deleted with the ''card'' context menu. To activate the menu, click the left mouse button when your mouse cursor is on the ''card'', then choose '''''Remove'''''. This works on multiple ''cards'' too.

Archiving is performed with the ''card'' context menu. To activate the menu, click the left mouse button when your mouse cursor is on the ''card'', then choose '''''Archive'''''. This works on multiple ''cards'' too.

=== Select multiple cards ===
To select more ''cards'', click on the ''cards'' you want to select while holding down the Ctrl key or select a continuous range of ''cards'' holding down the Shift key while clicking on the first and the last of the range.

Selecting multiple ''cards'' works only for those placed in the same ''lane''.

== Cards details and settings ==
Remember that the ''card'' is not created until it is saved. Additionally, the changes done are lost if the card is not saved.

The ''card'' contains several fields that can be edited, organized in different forms: ''General'', ''Appearance'', ''Assignment'', ''Attachments'', ''History'', ''Statistics'', ''Component Cards'' and ''Chat''.

The following table, explains the available settings for ''General''.

{| class="wikitable"
! Setting !! Use
|-
|Title|| This allows to set the title of the ''card'', appearing visually in the ''card''.
|-
|Description|| This field contains the detailed description of the ''card''.
|-n
|Priority|| This allows to define the priority of the ''card''. Priority levels and labels can be customized. See [[Settings]] for more details.
|-
|Assigned Resources|| This field is read only and shows the resources (among ''board'' members) to whom the ''card'' is assigned. Resources are assigned in the ''Assignment'' form.
|-
|Due Date|| This field is composed of two parts. In the first a date can fit, while in the second a time. These define the due date and time for the completion of the ''card''. A visual sign is displayed on the ''card'' in the ''board'' to show a due date assignment.
|-
|Planned Start|| This field is composed of two parts. In the first a date can fit, while in the second a time. These define the date and time by which the ''card'' is planned to start.
|-
|Planned Finish|| This field is composed of two parts. In the first a date can fit, while in the second a time. These define the date and time by which the ''card'' is planned to finish. A visual sign is displayed on the ''card'' in the ''board'' to show a planned finish assignment.
|-
|External Link|| This field is composed of two parts. The first one, starting with "http://", allows to insert an hyperlink to an external document or site. The second, starting with "Text", allow to enter a text to provide details about the link.
|-
|Lane|| This is a read only field, displaying the name of the ''lane'' where the ''card'' is positioned.
|-
|}

The following table, explains the available settings for ''Appearance''.

{| class="wikitable"
! Setting !! Use
|-
|Color|| It enables to modify the background colour of the ''card''. Note that this setting overwrite the background colour deriving from the Priority settings.
|-
|}

The following table, explains the available settings for ''Assignment''.

{| class="wikitable"
! Settings !! Use
|-
|Resources|| This setting allows to assign resources to a ''card'' (e.g. to ask them to perform the task). All the resources invited to the ''board'' are listed in the Unassigned column unless already assigned. Move resources to the Assigned column to assign them to the ''card''. A notification is sent to the resource when assigned (see [[Notifications]]) and a visual sign is added to the ''card'' to show the assignment.
|-
|}

''Attachments'' form allows to add file attachments to the ''card''. To add an attachment, use either one of the following methods:
* drag & drop files in the upper dotted area of the form;
* use '''Select files...''' command to select the files with the OS file explorer.
After the files are placed, they are not attached yet. To achieve this result, use the '''Upload & Save''' command. The loading process status is shown in the ''File'' area of the form. The presence of attachments in a ''card'' is shown with a visual sign on it in the ''board''.

''History'' form reports the tracking of all the changes performed on the ''card''. Author, date and time and message (explaining the change) are displayed in the form. Changes of board, lane position and to fields are logged.

''Statistics'' form includes fields that are used in reporting.

{| class="wikitable"
! Settings !! Use
|-
|Commitment Point|| This stores the date and time when the ''card'' was committed to be worked.
|-
|Work in Progress|| This stores the date and time when the ''card'' start to be worked.
|-
|Delivery Point|| This stores the date and time when the work for the ''card'' was completed.
|-
|Working Time %|| This field contains the percentage of the time the card was worked while it remained in working status. This is a corrective factor.
|-
|Defective|| This field is used to categorize the ''card'' as a defect.
|-
|}

These information are read-only unless the user has board layout privilege, see [[Boards#Boards members and privileges|Boards privileges]] for more information on privileges management. To save changes, use the '''Save''' command.

''Component Cards'' form allows to define ''cards'' related to the one edited that can act as a higher level grouping ''card''. The functionality allows to add existing ('''+''' icon) or create new ''cards''. The related ''cards'' are independent from the one edited and can be edited, moved and managed independently. However, the relationship is highlighted in two ways:
* a grouping ''card'' has a different shape showing multiple overlaid cards;
* a ''card'' part of another, has an icon showing the relationship on it.

''Estimation'' form includes fields that are used for information or in reporting.

{| class="wikitable"
! Settings !! Use
|-
|Story Points|| This allow to assign a complexity rating for the card among one of the values listed. Possible values are set in ''board'' settings. It will be soon possible to define the estimation value collaboratively using ''planning poker'' feature soon (to be released yet).
|-
|Forecast Effort (hrs)|| This field allows to enter the estimated number of hours needed to complete the task. The effort is not split per assigned resource but total.
|-
|Actual Effort (hrs)|| This field allows to enter the actual number of hours used to complete the task. The effort is not split per assigned resource but total.
|-
|}

''Planning Poker'' form allows to set the ''story point'' estimations in a collaborative way, using the approach known as "planning poker". Participants to a "planning poker session" can be all those invited to the ''board'' with the needed privileges (see [[Boards#Boards members and privileges|Boards privileges]] for more information on privileges management).

Users with 'Edit Poker' privilege have the following commands to manage a "planning poker" session.

[[File:Planning-poker-start.jpg|centre|thumb|800x800px|Planning poker session.]]

{| class="wikitable"
! Settings !! Use
|-
|'''Start New Session'''|| This starts a "planning poker" session. When started, user can select the time available to vote (in seconds).
|-
|'''Stop Voting'''|| This stops the "planning poker" session before the time set as available.
|-
|'''Cancel Session'''|| This cancel a "planning poker" session. All votes are lost.
|-
|}

After a "planning poker" is ended (either because the voting time is elapsed, or because the session is stopped or because all participant voted) the system calculates shows the average vote based on those submitted. The session coordinator (the one who started the session) can now set the estimation by using the '''Apply Session''' command.

[[File:Planning-poker-end.jpg|centre|thumb|400x400px|Planning poker results.]]

This opens a new box where the suggested estimation can be edited and a comment added (see figure below). By pressing the '''Apply''' command, the estimation is finally set in the Story Point value of the 'card'.

''Chat'' form enables to chat about the card. Only members of the ''board'' with collaboration privilege can view the form and chat. See [[Boards#Boards members and privileges|Boards privileges]] for more information on privileges management and [[Chat]] for more information on chat tool.

== Cards commands ==
The availability of the commands described below depends on the privileges of the user. Only members with edit content privilege have access to those commands that allow to change the ''card''.

Commands available from the ''General'' form of the ''card''.

{| class="wikitable"
! Settings !! Use
|-
|'''Block''' / '''Unblock'''|| It allows to warn about the corresponding status for the ''card''. The blocked status is shown with a visual sign on the ''card'' in the ''board''. To set the ''card'' blocked and later unblocked, the system prompts to enter a text that should contain the explanation of the action. This text is displayed on the ''board'' when passing with the mouse on the blocked sign.
|-
|'''Copy Card'''|| This command copies a ''card'' in memory. The copied ''card'' can be pasted in a ''lane'' by using the ''lane'' context menu (see [[Lanes#Lane commands|Lane commands]]).
|-
|'''Copy Card Link'''|| This command copies a hyperlink to the ''card''. The hyperlink can be pasted as text in mails, chats or any other object and allows to open EasyBoards® specifically focusing on the ''card''.
|-
|'''Notify'''|| This command allows to subscribe for notifications for the ''card''. Accordingly, email notifications are sent to the subscribers when changes occur to the ''card''. For more information on notifications, read [[Notifications]].
|-
|'''Save'''|| It allows to save the ''card'' content.
|-
|'''Save & Exit'''|| It allows to save the ''card'' content and exit returning to the ''board''.
|-
|'''Close'''|| This command closes the ''card'' without saving changes.
|-
|}

Other ''cards'' commands are available from the context menu activated from the ''board'', clicking the right mouse button when pointing the ''card''.

{| class="wikitable"
! Settings !! Use
|-
|'''Open'''|| It simply opens the ''card''. The same occurs by double clicking with the left mouse button on the ''card'' from the ''board''.
|-
|'''Copy'''|| This command copies a ''card'' in memory. The copied ''card'' can be pasted in a ''lane'' by using the ''lane'' context menu (see [[Lanes#Lane commands|Lane commands]]).
|-
|'''Copy Card Link'''|| This command copies a hyperlink to the ''card''. The hyperlink can be pasted as text in mails, chats or any other object and allows to open EasyBoards® specifically focusing on the ''card''.
|-
|'''Edit'''|| It opens the ''card'' for editing. The same occurs by double clicking with the left mouse button on the ''card'' from the ''board''..
|-
|'''Priority'''|| This allows to set Priority for the selected ''cards'' (one or more).
|-
|'''Appearance'''|| This command allows to set the background colour for the selected ''cards'' (one or more).
|-
|'''Assign'''|| This command allows to assign resources (''board'' members) to the selected ''cards'' (one or more).
|-
|'''Attachments'''|| This opens the ''card'' focused on the ''Attachments'' form where the user can add and remove file attachments for the ''card''.
|-
|'''Create Component Card'''|| This command allows to create a new ''card'' that will be linked as component of the one the command was launched from.
|-
|'''Locate Parent Card'''|| If the ''card'' is a child and therefore has a parent ''card'', this command is active and allows to open the parent ''card''.
|-
|'''Chat'''|| It allows to view and use the chatroom dedicated to the ''card''. For more information on chat tool, read [[Chat|Chat]]).
|-
|'''Move to Lane'''|| This moves the selected ''cards'' (one or more) to another ''lane'' in the same ''board''.
|-
|'''Move to Board'''|| This moves the selected ''cards'' (one or more) to another ''board'' and ''lane''.
|-
|'''Archive'''|| This moves the selected ''cards'' (one or more) in the archive repository from which they can be later restored.
|-
|'''Remove'''|| This removes (deletes) the selected ''cards'' (one or more). Removed ''cards'' cannot be restored.
|-
|'''Block''' / '''Unblock'''|| It allows to warn about the corresponding status for the ''card''. The blocked status is shown with a visual sign on the ''card'' in the ''board''. To set the ''card'' blocked and later unblocked, the system prompts to enter a text that should contain the explanation of the action. This text is displayed on the ''board'' when passing with the mouse on the blocked sign.
|-
|'''Mark as Read''' || This allows to mark as unread and therefore switch off the unread visual sign on the ''card''.
|-
|'''Mark as Unread'''|| This allows to mark as read and therefore force to switch on the unread visual sign on the ''card''.
|-
|'''Notify'''|| This command allows to subscribe for notifications for the ''card''. Accordingly, email notifications are sent to the subscribers when changes occur to the ''card''. For more information on notifications, read [[Notifications]].
|-
|'''Stop Notifications'''|| This command stops the subscription for notifications for the selected ''cards'' (one or more). For more information on notifications, read [[Notifications]].
|-
|}

== Cards visual signs ==
Visual signs are placed in ''boards'' on the ''cards'' to immediately visualize key information. The management of these signs (icons and position) is mostly automatic. However, it is possible to sort the preferred order of the sign categories in the ''board'' (see [[Boards#Boards Settings|Boards settings management]]).

Available signs are the following:

{| class="wikitable"
! Sign !! Behaviour
|-
|Assigned resources|| Shows the resources assigned to the ''card'' (initials). By passing with the mouse on the sign, the full name of the resource is displayed. By pressing on the sign, the form to manage resource assignment is opened (according to user privileges).
|-
|Blocked status|| This sign shows if the ''card'' is logically 'blocked'. By passing the mouse on it, the reason for the blocking status is reported (if a comment was entered at blocking time). Clicking on the sign opens the unblock form (according to user privileges).
|-
|''Card'' hierarchy|| Actually, there are two slightly different signs, one shown for the parent "cards" (''cards'' having component ''cards'') and one for the child ''cards'' (''cards'' being component of other ''cards''). By passing with the mouse over the sign of a child ''card'' the name of the parent ''card'' is highlighted. By pressing the sign on parent or child ''card'' the system highlights the related cards by greying all the others in the ''board''.
|-
|Defective ''card''|| This sign shows if a ''card'' has a defect (the Defective field of the ''card'' set). By clicking on the sign the ''Statistics'' form of the ''card'' is opened according to user privileges.
|-
|Due date or planned finish date|| The signs warns if Due Date and/or Planned Start date and or Planned Finish date are set for the ''card''. By passing with the mouse over the sign, the dates set are shown, without opening the ''card''.
|-
|Progress report|| This sign is shown only for parent ''cards'' with components. By clicking on it, the progress report for the ''card'' is opened (see see [[Reporting#Progress View|Progress View report]]).
|-
|Presence of attachments|| This signs shows if one or more assignments are attached for the ''card''. By passing over the sign with the mouse, the number of assignments is shown. By clicking, the download of files is started if the attachment is one only. Otherwise the attachment management form of the ''card'' is opened, according to user privileges.
|-
|Presence of hyperlinks|| This signs shows if an hyperlink is present for the ''card'' (field External Link).
|-
|Subscription for notifications to the ''card''|| This sign shows if notifications are activated for the ''card''. By clicking on the sign, notifications are switched off. Read [[Notifications#Notifications for card changes|Notifications for card changes]] for more information.
|-
|''Card Unread''|| This sign shows if a ''card'' is new or updated by another user.
|-
|}

Cards

2022-10-19T10:19:08Z

Fbertuletti: /* Introduction to cards */

__TOC__
== Introduction to cards ==
''Cards'' are the core element of . They represent what you want to manage and this may be activities, issues, changes, practically anything.

To edit or change ''cards'', you need to have the requested privilege. See [[Boards#Boards members and privileges|Boards privileges]] for more information on privileges management.

Below is a short video tutorial to learn basic operations with ''cards''.

{{#ev:vimeo|
https://vimeo.com/330317625|800|center|Video tutorial on basic ''cards'' management.}}

== Cards management ==

=== Create cards ===
To add a ''card'', just press the '''+''' icon or use the ''lane'' context menu ('''...''') in the ''lane'' where you want create the ''card''.

Remember that the ''card'' is not created until it is saved.

=== Move cards ===
Moving ''card'' can be done visually by clicking and dragging a ''card''. Release mouse button in the position where you want to place the ''card''. The target location shall be in the same ''board''.

Alternatively, ''cards'' can be moved with the ''card'' context menu. To activate the menu, click the left mouse button when your mouse cursor is on the ''card''. '''''Move to Lane''''' and '''''Move to Board''''' menu items allow to move the card to a target destination. This works on multiple ''cards'' too.

When using the move menu commands, ''cards'' are placed left top in the target ''lane''.

=== Delete cards ===
''Cards'' can be removed or archived. Removing deletes definitively the ''cards'' without any possibility to restore them. Archiving moves ''cards'' in a repository from where they can be later restored.

Deleting can be simply done by selecting one or more ''cards'' and pressing the Del key. Alternatively, ''cards'' can be deleted with the ''card'' context menu. To activate the menu, click the left mouse button when your mouse cursor is on the ''card'', then choose '''''Remove'''''. This works on multiple ''cards'' too.

Archiving is performed with the ''card'' context menu. To activate the menu, click the left mouse button when your mouse cursor is on the ''card'', then choose '''''Archive'''''. This works on multiple ''cards'' too.

=== Select multiple cards ===
To select more ''cards'', click on the ''cards'' you want to select while holding down the Ctrl key or select a continuous range of ''cards'' holding down the Shift key while clicking on the first and the last of the range.

Selecting multiple ''cards'' works only for those placed in the same ''lane''.

== Cards details and settings ==
Remember that the ''card'' is not created until it is saved. Additionally, the changes done are lost if the card is not saved.

The ''card'' contains several fields that can be edited, organized in different forms: ''General'', ''Appearance'', ''Assignment'', ''Attachments'', ''History'', ''Statistics'' and ''Chat''.

The following table, explains the available settings for ''General''.

{| class="wikitable"
! Setting !! Use
|-
|Title|| This allows to set the title of the ''card'', appearing visually in the ''card''.
|-
|Description|| This field contains the detailed description of the ''card''.
|-n
|Priority|| This allows to define the priority of the ''card''. Priority levels and labels can be customized. See [[Settings]] for more details.
|-
|Assigned Resources|| This field is read only and shows the resources (among ''board'' members) to whom the ''card'' is assigned. Resources are assigned in the ''Assignment'' form.
|-
|Due Date|| This field is composed of two parts. In the first a date can fit, while in the second a time. These define the due date and time for the completion of the ''card''. A visual sign is displayed on the ''card'' in the ''board'' to show a due date assignment.
|-
|Planned Start|| This field is composed of two parts. In the first a date can fit, while in the second a time. These define the date and time by which the ''card'' is planned to start.
|-
|Planned Finish|| This field is composed of two parts. In the first a date can fit, while in the second a time. These define the date and time by which the ''card'' is planned to finish. A visual sign is displayed on the ''card'' in the ''board'' to show a planned finish assignment.
|-
|External Link|| This field is composed of two parts. The first one, starting with "http://", allows to insert an hyperlink to an external document or site. The second, starting with "Text", allow to enter a text to provide details about the link.
|-
|Lane|| This is a read only field, displaying the name of the ''lane'' where the ''card'' is positioned.
|-
|}

The following table, explains the available settings for ''Appearance''.

{| class="wikitable"
! Setting !! Use
|-
|Color|| It enables to modify the background colour of the ''card''. Note that this setting overwrite the background colour deriving from the Priority settings.
|-
|}

The following table, explains the available settings for ''Assignment''.

{| class="wikitable"
! Settings !! Use
|-
|Resources|| This setting allows to assign resources to a ''card'' (e.g. to ask them to perform the task). All the resources invited to the ''board'' are listed in the Unassigned column unless already assigned. Move resources to the Assigned column to assign them to the ''card''. A notification is sent to the resource when assigned (see [[Notifications]]) and a visual sign is added to the ''card'' to show the assignment.
|-
|}

''Attachments'' form allows to add file attachments to the ''card''. To add an attachment, use either one of the following methods:
* drag & drop files in the upper dotted area of the form;
* use '''Select files...''' command to select the files with the OS file explorer.
After the files are placed, they are not attached yet. To achieve this result, use the '''Upload & Save''' command. The loading process status is shown in the ''File'' area of the form. The presence of attachments in a ''card'' is shown with a visual sign on it in the ''board''.

''History'' form reports the tracking of all the changes performed on the ''card''. Author, date and time and message (explaining the change) are displayed in the form. Changes of board, lane position and to fields are logged.

''Statistics'' form includes fields that are used in reporting.

{| class="wikitable"
! Settings !! Use
|-
|Commitment Point|| This stores the date and time when the ''card'' was committed to be worked.
|-
|Work in Progress|| This stores the date and time when the ''card'' start to be worked.
|-
|Delivery Point|| This stores the date and time when the work for the ''card'' was completed.
|-
|Working Time %|| This field contains the percentage of the time the card was worked while it remained in working status. This is a corrective factor.
|-
|Defective|| This field is used to categorize the ''card'' as a defect.
|-
|}

These information are read-only unless the user has board layout privilege, see [[Boards#Boards members and privileges|Boards privileges]] for more information on privileges management. To save changes, use the '''Save''' command.

''Component Cards'' form allows to define ''cards'' related to the one edited that can act as a higher level grouping ''card''. The functionality allows to add existing ('''+''' icon) or create new ''cards''. The related ''cards'' are independent from the one edited and can be edited, moved and managed independently. However, the relationship is highlighted in two ways:
* a grouping ''card'' has a different shape showing multiple overlaid cards;
* a ''card'' part of another, has an icon showing the relationship on it.

''Estimation'' form includes fields that are used for information or in reporting.

{| class="wikitable"
! Settings !! Use
|-
|Story Points|| This allow to assign a complexity rating for the card among one of the values listed. Possible values are set in ''board'' settings. It will be soon possible to define the estimation value collaboratively using ''planning poker'' feature soon (to be released yet).
|-
|Forecast Effort (hrs)|| This field allows to enter the estimated number of hours needed to complete the task. The effort is not split per assigned resource but total.
|-
|Actual Effort (hrs)|| This field allows to enter the actual number of hours used to complete the task. The effort is not split per assigned resource but total.
|-
|}

''Planning Poker'' form allows to set the ''story point'' estimations in a collaborative way, using the approach known as "planning poker". Participants to a "planning poker session" can be all those invited to the ''board'' with the needed privileges (see [[Boards#Boards members and privileges|Boards privileges]] for more information on privileges management).

Users with 'Edit Poker' privilege have the following commands to manage a "planning poker" session.

[[File:Planning-poker-start.jpg|centre|thumb|800x800px|Planning poker session.]]

{| class="wikitable"
! Settings !! Use
|-
|'''Start New Session'''|| This starts a "planning poker" session. When started, user can select the time available to vote (in seconds).
|-
|'''Stop Voting'''|| This stops the "planning poker" session before the time set as available.
|-
|'''Cancel Session'''|| This cancel a "planning poker" session. All votes are lost.
|-
|}

After a "planning poker" is ended (either because the voting time is elapsed, or because the session is stopped or because all participant voted) the system calculates shows the average vote based on those submitted. The session coordinator (the one who started the session) can now set the estimation by using the '''Apply Session''' command.

[[File:Planning-poker-end.jpg|centre|thumb|400x400px|Planning poker results.]]

This opens a new box where the suggested estimation can be edited and a comment added (see figure below). By pressing the '''Apply''' command, the estimation is finally set in the Story Point value of the 'card'.

''Chat'' form enables to chat about the card. Only members of the ''board'' with collaboration privilege can view the form and chat. See [[Boards#Boards members and privileges|Boards privileges]] for more information on privileges management and [[Chat]] for more information on chat tool.

== Cards commands ==
The availability of the commands described below depends on the privileges of the user. Only members with edit content privilege have access to those commands that allow to change the ''card''.

Commands available from the ''General'' form of the ''card''.

{| class="wikitable"
! Settings !! Use
|-
|'''Block''' / '''Unblock'''|| It allows to warn about the corresponding status for the ''card''. The blocked status is shown with a visual sign on the ''card'' in the ''board''. To set the ''card'' blocked and later unblocked, the system prompts to enter a text that should contain the explanation of the action. This text is displayed on the ''board'' when passing with the mouse on the blocked sign.
|-
|'''Copy Card'''|| This command copies a ''card'' in memory. The copied ''card'' can be pasted in a ''lane'' by using the ''lane'' context menu (see [[Lanes#Lane commands|Lane commands]]).
|-
|'''Copy Card Link'''|| This command copies a hyperlink to the ''card''. The hyperlink can be pasted as text in mails, chats or any other object and allows to open EasyBoards® specifically focusing on the ''card''.
|-
|'''Notify'''|| This command allows to subscribe for notifications for the ''card''. Accordingly, email notifications are sent to the subscribers when changes occur to the ''card''. For more information on notifications, read [[Notifications]].
|-
|'''Save'''|| It allows to save the ''card'' content.
|-
|'''Save & Exit'''|| It allows to save the ''card'' content and exit returning to the ''board''.
|-
|'''Close'''|| This command closes the ''card'' without saving changes.
|-
|}

Other ''cards'' commands are available from the context menu activated from the ''board'', clicking the right mouse button when pointing the ''card''.

{| class="wikitable"
! Settings !! Use
|-
|'''Open'''|| It simply opens the ''card''. The same occurs by double clicking with the left mouse button on the ''card'' from the ''board''.
|-
|'''Copy'''|| This command copies a ''card'' in memory. The copied ''card'' can be pasted in a ''lane'' by using the ''lane'' context menu (see [[Lanes#Lane commands|Lane commands]]).
|-
|'''Copy Card Link'''|| This command copies a hyperlink to the ''card''. The hyperlink can be pasted as text in mails, chats or any other object and allows to open EasyBoards® specifically focusing on the ''card''.
|-
|'''Edit'''|| It opens the ''card'' for editing. The same occurs by double clicking with the left mouse button on the ''card'' from the ''board''..
|-
|'''Priority'''|| This allows to set Priority for the selected ''cards'' (one or more).
|-
|'''Appearance'''|| This command allows to set the background colour for the selected ''cards'' (one or more).
|-
|'''Assign'''|| This command allows to assign resources (''board'' members) to the selected ''cards'' (one or more).
|-
|'''Attachments'''|| This opens the ''card'' focused on the ''Attachments'' form where the user can add and remove file attachments for the ''card''.
|-
|'''Create Component Card'''|| This command allows to create a new ''card'' that will be linked as component of the one the command was launched from.
|-
|'''Locate Parent Card'''|| If the ''card'' is a child and therefore has a parent ''card'', this command is active and allows to open the parent ''card''.
|-
|'''Chat'''|| It allows to view and use the chatroom dedicated to the ''card''. For more information on chat tool, read [[Chat|Chat]]).
|-
|'''Move to Lane'''|| This moves the selected ''cards'' (one or more) to another ''lane'' in the same ''board''.
|-
|'''Move to Board'''|| This moves the selected ''cards'' (one or more) to another ''board'' and ''lane''.
|-
|'''Archive'''|| This moves the selected ''cards'' (one or more) in the archive repository from which they can be later restored.
|-
|'''Remove'''|| This removes (deletes) the selected ''cards'' (one or more). Removed ''cards'' cannot be restored.
|-
|'''Block''' / '''Unblock'''|| It allows to warn about the corresponding status for the ''card''. The blocked status is shown with a visual sign on the ''card'' in the ''board''. To set the ''card'' blocked and later unblocked, the system prompts to enter a text that should contain the explanation of the action. This text is displayed on the ''board'' when passing with the mouse on the blocked sign.
|-
|'''Mark as Read''' || This allows to mark as unread and therefore switch off the unread visual sign on the ''card''.
|-
|'''Mark as Unread'''|| This allows to mark as read and therefore force to switch on the unread visual sign on the ''card''.
|-
|'''Notify'''|| This command allows to subscribe for notifications for the ''card''. Accordingly, email notifications are sent to the subscribers when changes occur to the ''card''. For more information on notifications, read [[Notifications]].
|-
|'''Stop Notifications'''|| This command stops the subscription for notifications for the selected ''cards'' (one or more). For more information on notifications, read [[Notifications]].
|-
|}

== Cards visual signs ==
Visual signs are placed in ''boards'' on the ''cards'' to immediately visualize key information. The management of these signs (icons and position) is mostly automatic. However, it is possible to sort the preferred order of the sign categories in the ''board'' (see [[Boards#Boards Settings|Boards settings management]]).

Available signs are the following:

{| class="wikitable"
! Sign !! Behaviour
|-
|Assigned resources|| Shows the resources assigned to the ''card'' (initials). By passing with the mouse on the sign, the full name of the resource is displayed. By pressing on the sign, the form to manage resource assignment is opened (according to user privileges).
|-
|Blocked status|| This sign shows if the ''card'' is logically 'blocked'. By passing the mouse on it, the reason for the blocking status is reported (if a comment was entered at blocking time). Clicking on the sign opens the unblock form (according to user privileges).
|-
|''Card'' hierarchy|| Actually, there are two slightly different signs, one shown for the parent "cards" (''cards'' having component ''cards'') and one for the child ''cards'' (''cards'' being component of other ''cards''). By passing with the mouse over the sign of a child ''card'' the name of the parent ''card'' is highlighted. By pressing the sign on parent or child ''card'' the system highlights the related cards by greying all the others in the ''board''.
|-
|Defective ''card''|| This sign shows if a ''card'' has a defect (the Defective field of the ''card'' set). By clicking on the sign the ''Statistics'' form of the ''card'' is opened according to user privileges.
|-
|Due date or planned finish date|| The signs warns if Due Date and/or Planned Start date and or Planned Finish date are set for the ''card''. By passing with the mouse over the sign, the dates set are shown, without opening the ''card''.
|-
|Progress report|| This sign is shown only for parent ''cards'' with components. By clicking on it, the progress report for the ''card'' is opened (see see [[Reporting#Progress View|Progress View report]]).
|-
|Presence of attachments|| This signs shows if one or more assignments are attached for the ''card''. By passing over the sign with the mouse, the number of assignments is shown. By clicking, the download of files is started if the attachment is one only. Otherwise the attachment management form of the ''card'' is opened, according to user privileges.
|-
|Presence of hyperlinks|| This signs shows if an hyperlink is present for the ''card'' (field External Link).
|-
|Subscription for notifications to the ''card''|| This sign shows if notifications are activated for the ''card''. By clicking on the sign, notifications are switched off. Read [[Notifications#Notifications for card changes|Notifications for card changes]] for more information.
|-
|''Card Unread''|| This sign shows if a ''card'' is new or updated by another user.
|-
|}

Cards

2022-10-19T10:18:29Z

Fbertuletti: /* Introduction to cards */

__TOC__
== Introduction to cards ==
''Cards'' are the core element of . They represent what you want to manage and this may be activities, issues, changes, practically anything.

To edit or change ''cards'', you need to have the requested privilege. See [[Boards#Boards members and privileges|Boards privileges]] for more information on privileges management.

Below is a short video tutorial to learn basic operations with ''cards''.

{{#ev:vimeo|
https://vimeo.com/25043269|800|center|Video tutorial on basic ''cards'' management.}

== Cards management ==

=== Create cards ===
To add a ''card'', just press the '''+''' icon or use the ''lane'' context menu ('''...''') in the ''lane'' where you want create the ''card''.

Remember that the ''card'' is not created until it is saved.

=== Move cards ===
Moving ''card'' can be done visually by clicking and dragging a ''card''. Release mouse button in the position where you want to place the ''card''. The target location shall be in the same ''board''.

Alternatively, ''cards'' can be moved with the ''card'' context menu. To activate the menu, click the left mouse button when your mouse cursor is on the ''card''. '''''Move to Lane''''' and '''''Move to Board''''' menu items allow to move the card to a target destination. This works on multiple ''cards'' too.

When using the move menu commands, ''cards'' are placed left top in the target ''lane''.

=== Delete cards ===
''Cards'' can be removed or archived. Removing deletes definitively the ''cards'' without any possibility to restore them. Archiving moves ''cards'' in a repository from where they can be later restored.

Deleting can be simply done by selecting one or more ''cards'' and pressing the Del key. Alternatively, ''cards'' can be deleted with the ''card'' context menu. To activate the menu, click the left mouse button when your mouse cursor is on the ''card'', then choose '''''Remove'''''. This works on multiple ''cards'' too.

Archiving is performed with the ''card'' context menu. To activate the menu, click the left mouse button when your mouse cursor is on the ''card'', then choose '''''Archive'''''. This works on multiple ''cards'' too.

=== Select multiple cards ===
To select more ''cards'', click on the ''cards'' you want to select while holding down the Ctrl key or select a continuous range of ''cards'' holding down the Shift key while clicking on the first and the last of the range.

Selecting multiple ''cards'' works only for those placed in the same ''lane''.

== Cards details and settings ==
Remember that the ''card'' is not created until it is saved. Additionally, the changes done are lost if the card is not saved.

The ''card'' contains several fields that can be edited, organized in different forms: ''General'', ''Appearance'', ''Assignment'', ''Attachments'', ''History'', ''Statistics'' and ''Chat''.

The following table, explains the available settings for ''General''.

{| class="wikitable"
! Setting !! Use
|-
|Title|| This allows to set the title of the ''card'', appearing visually in the ''card''.
|-
|Description|| This field contains the detailed description of the ''card''.
|-n
|Priority|| This allows to define the priority of the ''card''. Priority levels and labels can be customized. See [[Settings]] for more details.
|-
|Assigned Resources|| This field is read only and shows the resources (among ''board'' members) to whom the ''card'' is assigned. Resources are assigned in the ''Assignment'' form.
|-
|Due Date|| This field is composed of two parts. In the first a date can fit, while in the second a time. These define the due date and time for the completion of the ''card''. A visual sign is displayed on the ''card'' in the ''board'' to show a due date assignment.
|-
|Planned Start|| This field is composed of two parts. In the first a date can fit, while in the second a time. These define the date and time by which the ''card'' is planned to start.
|-
|Planned Finish|| This field is composed of two parts. In the first a date can fit, while in the second a time. These define the date and time by which the ''card'' is planned to finish. A visual sign is displayed on the ''card'' in the ''board'' to show a planned finish assignment.
|-
|External Link|| This field is composed of two parts. The first one, starting with "http://", allows to insert an hyperlink to an external document or site. The second, starting with "Text", allow to enter a text to provide details about the link.
|-
|Lane|| This is a read only field, displaying the name of the ''lane'' where the ''card'' is positioned.
|-
|}

The following table, explains the available settings for ''Appearance''.

{| class="wikitable"
! Setting !! Use
|-
|Color|| It enables to modify the background colour of the ''card''. Note that this setting overwrite the background colour deriving from the Priority settings.
|-
|}

The following table, explains the available settings for ''Assignment''.

{| class="wikitable"
! Settings !! Use
|-
|Resources|| This setting allows to assign resources to a ''card'' (e.g. to ask them to perform the task). All the resources invited to the ''board'' are listed in the Unassigned column unless already assigned. Move resources to the Assigned column to assign them to the ''card''. A notification is sent to the resource when assigned (see [[Notifications]]) and a visual sign is added to the ''card'' to show the assignment.
|-
|}

''Attachments'' form allows to add file attachments to the ''card''. To add an attachment, use either one of the following methods:
* drag & drop files in the upper dotted area of the form;
* use '''Select files...''' command to select the files with the OS file explorer.
After the files are placed, they are not attached yet. To achieve this result, use the '''Upload & Save''' command. The loading process status is shown in the ''File'' area of the form. The presence of attachments in a ''card'' is shown with a visual sign on it in the ''board''.

''History'' form reports the tracking of all the changes performed on the ''card''. Author, date and time and message (explaining the change) are displayed in the form. Changes of board, lane position and to fields are logged.

''Statistics'' form includes fields that are used in reporting.

{| class="wikitable"
! Settings !! Use
|-
|Commitment Point|| This stores the date and time when the ''card'' was committed to be worked.
|-
|Work in Progress|| This stores the date and time when the ''card'' start to be worked.
|-
|Delivery Point|| This stores the date and time when the work for the ''card'' was completed.
|-
|Working Time %|| This field contains the percentage of the time the card was worked while it remained in working status. This is a corrective factor.
|-
|Defective|| This field is used to categorize the ''card'' as a defect.
|-
|}

These information are read-only unless the user has board layout privilege, see [[Boards#Boards members and privileges|Boards privileges]] for more information on privileges management. To save changes, use the '''Save''' command.

''Component Cards'' form allows to define ''cards'' related to the one edited that can act as a higher level grouping ''card''. The functionality allows to add existing ('''+''' icon) or create new ''cards''. The related ''cards'' are independent from the one edited and can be edited, moved and managed independently. However, the relationship is highlighted in two ways:
* a grouping ''card'' has a different shape showing multiple overlaid cards;
* a ''card'' part of another, has an icon showing the relationship on it.

''Estimation'' form includes fields that are used for information or in reporting.

{| class="wikitable"
! Settings !! Use
|-
|Story Points|| This allow to assign a complexity rating for the card among one of the values listed. Possible values are set in ''board'' settings. It will be soon possible to define the estimation value collaboratively using ''planning poker'' feature soon (to be released yet).
|-
|Forecast Effort (hrs)|| This field allows to enter the estimated number of hours needed to complete the task. The effort is not split per assigned resource but total.
|-
|Actual Effort (hrs)|| This field allows to enter the actual number of hours used to complete the task. The effort is not split per assigned resource but total.
|-
|}

''Planning Poker'' form allows to set the ''story point'' estimations in a collaborative way, using the approach known as "planning poker". Participants to a "planning poker session" can be all those invited to the ''board'' with the needed privileges (see [[Boards#Boards members and privileges|Boards privileges]] for more information on privileges management).

Users with 'Edit Poker' privilege have the following commands to manage a "planning poker" session.

[[File:Planning-poker-start.jpg|centre|thumb|800x800px|Planning poker session.]]

{| class="wikitable"
! Settings !! Use
|-
|'''Start New Session'''|| This starts a "planning poker" session. When started, user can select the time available to vote (in seconds).
|-
|'''Stop Voting'''|| This stops the "planning poker" session before the time set as available.
|-
|'''Cancel Session'''|| This cancel a "planning poker" session. All votes are lost.
|-
|}

After a "planning poker" is ended (either because the voting time is elapsed, or because the session is stopped or because all participant voted) the system calculates shows the average vote based on those submitted. The session coordinator (the one who started the session) can now set the estimation by using the '''Apply Session''' command.

[[File:Planning-poker-end.jpg|centre|thumb|400x400px|Planning poker results.]]

This opens a new box where the suggested estimation can be edited and a comment added (see figure below). By pressing the '''Apply''' command, the estimation is finally set in the Story Point value of the 'card'.

''Chat'' form enables to chat about the card. Only members of the ''board'' with collaboration privilege can view the form and chat. See [[Boards#Boards members and privileges|Boards privileges]] for more information on privileges management and [[Chat]] for more information on chat tool.

== Cards commands ==
The availability of the commands described below depends on the privileges of the user. Only members with edit content privilege have access to those commands that allow to change the ''card''.

Commands available from the ''General'' form of the ''card''.

{| class="wikitable"
! Settings !! Use
|-
|'''Block''' / '''Unblock'''|| It allows to warn about the corresponding status for the ''card''. The blocked status is shown with a visual sign on the ''card'' in the ''board''. To set the ''card'' blocked and later unblocked, the system prompts to enter a text that should contain the explanation of the action. This text is displayed on the ''board'' when passing with the mouse on the blocked sign.
|-
|'''Copy Card'''|| This command copies a ''card'' in memory. The copied ''card'' can be pasted in a ''lane'' by using the ''lane'' context menu (see [[Lanes#Lane commands|Lane commands]]).
|-
|'''Copy Card Link'''|| This command copies a hyperlink to the ''card''. The hyperlink can be pasted as text in mails, chats or any other object and allows to open EasyBoards® specifically focusing on the ''card''.
|-
|'''Notify'''|| This command allows to subscribe for notifications for the ''card''. Accordingly, email notifications are sent to the subscribers when changes occur to the ''card''. For more information on notifications, read [[Notifications]].
|-
|'''Save'''|| It allows to save the ''card'' content.
|-
|'''Save & Exit'''|| It allows to save the ''card'' content and exit returning to the ''board''.
|-
|'''Close'''|| This command closes the ''card'' without saving changes.
|-
|}

Other ''cards'' commands are available from the context menu activated from the ''board'', clicking the right mouse button when pointing the ''card''.

{| class="wikitable"
! Settings !! Use
|-
|'''Open'''|| It simply opens the ''card''. The same occurs by double clicking with the left mouse button on the ''card'' from the ''board''.
|-
|'''Copy'''|| This command copies a ''card'' in memory. The copied ''card'' can be pasted in a ''lane'' by using the ''lane'' context menu (see [[Lanes#Lane commands|Lane commands]]).
|-
|'''Copy Card Link'''|| This command copies a hyperlink to the ''card''. The hyperlink can be pasted as text in mails, chats or any other object and allows to open EasyBoards® specifically focusing on the ''card''.
|-
|'''Edit'''|| It opens the ''card'' for editing. The same occurs by double clicking with the left mouse button on the ''card'' from the ''board''..
|-
|'''Priority'''|| This allows to set Priority for the selected ''cards'' (one or more).
|-
|'''Appearance'''|| This command allows to set the background colour for the selected ''cards'' (one or more).
|-
|'''Assign'''|| This command allows to assign resources (''board'' members) to the selected ''cards'' (one or more).
|-
|'''Attachments'''|| This opens the ''card'' focused on the ''Attachments'' form where the user can add and remove file attachments for the ''card''.
|-
|'''Create Component Card'''|| This command allows to create a new ''card'' that will be linked as component of the one the command was launched from.
|-
|'''Locate Parent Card'''|| If the ''card'' is a child and therefore has a parent ''card'', this command is active and allows to open the parent ''card''.
|-
|'''Chat'''|| It allows to view and use the chatroom dedicated to the ''card''. For more information on chat tool, read [[Chat|Chat]]).
|-
|'''Move to Lane'''|| This moves the selected ''cards'' (one or more) to another ''lane'' in the same ''board''.
|-
|'''Move to Board'''|| This moves the selected ''cards'' (one or more) to another ''board'' and ''lane''.
|-
|'''Archive'''|| This moves the selected ''cards'' (one or more) in the archive repository from which they can be later restored.
|-
|'''Remove'''|| This removes (deletes) the selected ''cards'' (one or more). Removed ''cards'' cannot be restored.
|-
|'''Block''' / '''Unblock'''|| It allows to warn about the corresponding status for the ''card''. The blocked status is shown with a visual sign on the ''card'' in the ''board''. To set the ''card'' blocked and later unblocked, the system prompts to enter a text that should contain the explanation of the action. This text is displayed on the ''board'' when passing with the mouse on the blocked sign.
|-
|'''Mark as Read''' || This allows to mark as unread and therefore switch off the unread visual sign on the ''card''.
|-
|'''Mark as Unread'''|| This allows to mark as read and therefore force to switch on the unread visual sign on the ''card''.
|-
|'''Notify'''|| This command allows to subscribe for notifications for the ''card''. Accordingly, email notifications are sent to the subscribers when changes occur to the ''card''. For more information on notifications, read [[Notifications]].
|-
|'''Stop Notifications'''|| This command stops the subscription for notifications for the selected ''cards'' (one or more). For more information on notifications, read [[Notifications]].
|-
|}

== Cards visual signs ==
Visual signs are placed in ''boards'' on the ''cards'' to immediately visualize key information. The management of these signs (icons and position) is mostly automatic. However, it is possible to sort the preferred order of the sign categories in the ''board'' (see [[Boards#Boards Settings|Boards settings management]]).

Available signs are the following:

{| class="wikitable"
! Sign !! Behaviour
|-
|Assigned resources|| Shows the resources assigned to the ''card'' (initials). By passing with the mouse on the sign, the full name of the resource is displayed. By pressing on the sign, the form to manage resource assignment is opened (according to user privileges).
|-
|Blocked status|| This sign shows if the ''card'' is logically 'blocked'. By passing the mouse on it, the reason for the blocking status is reported (if a comment was entered at blocking time). Clicking on the sign opens the unblock form (according to user privileges).
|-
|''Card'' hierarchy|| Actually, there are two slightly different signs, one shown for the parent "cards" (''cards'' having component ''cards'') and one for the child ''cards'' (''cards'' being component of other ''cards''). By passing with the mouse over the sign of a child ''card'' the name of the parent ''card'' is highlighted. By pressing the sign on parent or child ''card'' the system highlights the related cards by greying all the others in the ''board''.
|-
|Defective ''card''|| This sign shows if a ''card'' has a defect (the Defective field of the ''card'' set). By clicking on the sign the ''Statistics'' form of the ''card'' is opened according to user privileges.
|-
|Due date or planned finish date|| The signs warns if Due Date and/or Planned Start date and or Planned Finish date are set for the ''card''. By passing with the mouse over the sign, the dates set are shown, without opening the ''card''.
|-
|Progress report|| This sign is shown only for parent ''cards'' with components. By clicking on it, the progress report for the ''card'' is opened (see see [[Reporting#Progress View|Progress View report]]).
|-
|Presence of attachments|| This signs shows if one or more assignments are attached for the ''card''. By passing over the sign with the mouse, the number of assignments is shown. By clicking, the download of files is started if the attachment is one only. Otherwise the attachment management form of the ''card'' is opened, according to user privileges.
|-
|Presence of hyperlinks|| This signs shows if an hyperlink is present for the ''card'' (field External Link).
|-
|Subscription for notifications to the ''card''|| This sign shows if notifications are activated for the ''card''. By clicking on the sign, notifications are switched off. Read [[Notifications#Notifications for card changes|Notifications for card changes]] for more information.
|-
|''Card Unread''|| This sign shows if a ''card'' is new or updated by another user.
|-
|}

Cards

2022-10-19T10:18:03Z

Fbertuletti: /* Introduction to cards */

__TOC__
== Introduction to cards ==
''Cards'' are the core element of . They represent what you want to manage and this may be activities, issues, changes, practically anything.

To edit or change ''cards'', you need to have the requested privilege. See [[Boards#Boards members and privileges|Boards privileges]] for more information on privileges management.

Below is a short video tutorial to learn basic operations with ''cards''.

{{#ev:vimeo|
https://vimeo.com/user25043269|800|center|Video tutorial on basic ''cards'' management.}

== Cards management ==

=== Create cards ===
To add a ''card'', just press the '''+''' icon or use the ''lane'' context menu ('''...''') in the ''lane'' where you want create the ''card''.

Remember that the ''card'' is not created until it is saved.

=== Move cards ===
Moving ''card'' can be done visually by clicking and dragging a ''card''. Release mouse button in the position where you want to place the ''card''. The target location shall be in the same ''board''.

Alternatively, ''cards'' can be moved with the ''card'' context menu. To activate the menu, click the left mouse button when your mouse cursor is on the ''card''. '''''Move to Lane''''' and '''''Move to Board''''' menu items allow to move the card to a target destination. This works on multiple ''cards'' too.

When using the move menu commands, ''cards'' are placed left top in the target ''lane''.

=== Delete cards ===
''Cards'' can be removed or archived. Removing deletes definitively the ''cards'' without any possibility to restore them. Archiving moves ''cards'' in a repository from where they can be later restored.

Deleting can be simply done by selecting one or more ''cards'' and pressing the Del key. Alternatively, ''cards'' can be deleted with the ''card'' context menu. To activate the menu, click the left mouse button when your mouse cursor is on the ''card'', then choose '''''Remove'''''. This works on multiple ''cards'' too.

Archiving is performed with the ''card'' context menu. To activate the menu, click the left mouse button when your mouse cursor is on the ''card'', then choose '''''Archive'''''. This works on multiple ''cards'' too.

=== Select multiple cards ===
To select more ''cards'', click on the ''cards'' you want to select while holding down the Ctrl key or select a continuous range of ''cards'' holding down the Shift key while clicking on the first and the last of the range.

Selecting multiple ''cards'' works only for those placed in the same ''lane''.

== Cards details and settings ==
Remember that the ''card'' is not created until it is saved. Additionally, the changes done are lost if the card is not saved.

The ''card'' contains several fields that can be edited, organized in different forms: ''General'', ''Appearance'', ''Assignment'', ''Attachments'', ''History'', ''Statistics'' and ''Chat''.

The following table, explains the available settings for ''General''.

{| class="wikitable"
! Setting !! Use
|-
|Title|| This allows to set the title of the ''card'', appearing visually in the ''card''.
|-
|Description|| This field contains the detailed description of the ''card''.
|-n
|Priority|| This allows to define the priority of the ''card''. Priority levels and labels can be customized. See [[Settings]] for more details.
|-
|Assigned Resources|| This field is read only and shows the resources (among ''board'' members) to whom the ''card'' is assigned. Resources are assigned in the ''Assignment'' form.
|-
|Due Date|| This field is composed of two parts. In the first a date can fit, while in the second a time. These define the due date and time for the completion of the ''card''. A visual sign is displayed on the ''card'' in the ''board'' to show a due date assignment.
|-
|Planned Start|| This field is composed of two parts. In the first a date can fit, while in the second a time. These define the date and time by which the ''card'' is planned to start.
|-
|Planned Finish|| This field is composed of two parts. In the first a date can fit, while in the second a time. These define the date and time by which the ''card'' is planned to finish. A visual sign is displayed on the ''card'' in the ''board'' to show a planned finish assignment.
|-
|External Link|| This field is composed of two parts. The first one, starting with "http://", allows to insert an hyperlink to an external document or site. The second, starting with "Text", allow to enter a text to provide details about the link.
|-
|Lane|| This is a read only field, displaying the name of the ''lane'' where the ''card'' is positioned.
|-
|}

The following table, explains the available settings for ''Appearance''.

{| class="wikitable"
! Setting !! Use
|-
|Color|| It enables to modify the background colour of the ''card''. Note that this setting overwrite the background colour deriving from the Priority settings.
|-
|}

The following table, explains the available settings for ''Assignment''.

{| class="wikitable"
! Settings !! Use
|-
|Resources|| This setting allows to assign resources to a ''card'' (e.g. to ask them to perform the task). All the resources invited to the ''board'' are listed in the Unassigned column unless already assigned. Move resources to the Assigned column to assign them to the ''card''. A notification is sent to the resource when assigned (see [[Notifications]]) and a visual sign is added to the ''card'' to show the assignment.
|-
|}

''Attachments'' form allows to add file attachments to the ''card''. To add an attachment, use either one of the following methods:
* drag & drop files in the upper dotted area of the form;
* use '''Select files...''' command to select the files with the OS file explorer.
After the files are placed, they are not attached yet. To achieve this result, use the '''Upload & Save''' command. The loading process status is shown in the ''File'' area of the form. The presence of attachments in a ''card'' is shown with a visual sign on it in the ''board''.

''History'' form reports the tracking of all the changes performed on the ''card''. Author, date and time and message (explaining the change) are displayed in the form. Changes of board, lane position and to fields are logged.

''Statistics'' form includes fields that are used in reporting.

{| class="wikitable"
! Settings !! Use
|-
|Commitment Point|| This stores the date and time when the ''card'' was committed to be worked.
|-
|Work in Progress|| This stores the date and time when the ''card'' start to be worked.
|-
|Delivery Point|| This stores the date and time when the work for the ''card'' was completed.
|-
|Working Time %|| This field contains the percentage of the time the card was worked while it remained in working status. This is a corrective factor.
|-
|Defective|| This field is used to categorize the ''card'' as a defect.
|-
|}

These information are read-only unless the user has board layout privilege, see [[Boards#Boards members and privileges|Boards privileges]] for more information on privileges management. To save changes, use the '''Save''' command.

''Component Cards'' form allows to define ''cards'' related to the one edited that can act as a higher level grouping ''card''. The functionality allows to add existing ('''+''' icon) or create new ''cards''. The related ''cards'' are independent from the one edited and can be edited, moved and managed independently. However, the relationship is highlighted in two ways:
* a grouping ''card'' has a different shape showing multiple overlaid cards;
* a ''card'' part of another, has an icon showing the relationship on it.

''Estimation'' form includes fields that are used for information or in reporting.

{| class="wikitable"
! Settings !! Use
|-
|Story Points|| This allow to assign a complexity rating for the card among one of the values listed. Possible values are set in ''board'' settings. It will be soon possible to define the estimation value collaboratively using ''planning poker'' feature soon (to be released yet).
|-
|Forecast Effort (hrs)|| This field allows to enter the estimated number of hours needed to complete the task. The effort is not split per assigned resource but total.
|-
|Actual Effort (hrs)|| This field allows to enter the actual number of hours used to complete the task. The effort is not split per assigned resource but total.
|-
|}

''Planning Poker'' form allows to set the ''story point'' estimations in a collaborative way, using the approach known as "planning poker". Participants to a "planning poker session" can be all those invited to the ''board'' with the needed privileges (see [[Boards#Boards members and privileges|Boards privileges]] for more information on privileges management).

Users with 'Edit Poker' privilege have the following commands to manage a "planning poker" session.

[[File:Planning-poker-start.jpg|centre|thumb|800x800px|Planning poker session.]]

{| class="wikitable"
! Settings !! Use
|-
|'''Start New Session'''|| This starts a "planning poker" session. When started, user can select the time available to vote (in seconds).
|-
|'''Stop Voting'''|| This stops the "planning poker" session before the time set as available.
|-
|'''Cancel Session'''|| This cancel a "planning poker" session. All votes are lost.
|-
|}

After a "planning poker" is ended (either because the voting time is elapsed, or because the session is stopped or because all participant voted) the system calculates shows the average vote based on those submitted. The session coordinator (the one who started the session) can now set the estimation by using the '''Apply Session''' command.

[[File:Planning-poker-end.jpg|centre|thumb|400x400px|Planning poker results.]]

This opens a new box where the suggested estimation can be edited and a comment added (see figure below). By pressing the '''Apply''' command, the estimation is finally set in the Story Point value of the 'card'.

''Chat'' form enables to chat about the card. Only members of the ''board'' with collaboration privilege can view the form and chat. See [[Boards#Boards members and privileges|Boards privileges]] for more information on privileges management and [[Chat]] for more information on chat tool.

== Cards commands ==
The availability of the commands described below depends on the privileges of the user. Only members with edit content privilege have access to those commands that allow to change the ''card''.

Commands available from the ''General'' form of the ''card''.

{| class="wikitable"
! Settings !! Use
|-
|'''Block''' / '''Unblock'''|| It allows to warn about the corresponding status for the ''card''. The blocked status is shown with a visual sign on the ''card'' in the ''board''. To set the ''card'' blocked and later unblocked, the system prompts to enter a text that should contain the explanation of the action. This text is displayed on the ''board'' when passing with the mouse on the blocked sign.
|-
|'''Copy Card'''|| This command copies a ''card'' in memory. The copied ''card'' can be pasted in a ''lane'' by using the ''lane'' context menu (see [[Lanes#Lane commands|Lane commands]]).
|-
|'''Copy Card Link'''|| This command copies a hyperlink to the ''card''. The hyperlink can be pasted as text in mails, chats or any other object and allows to open EasyBoards® specifically focusing on the ''card''.
|-
|'''Notify'''|| This command allows to subscribe for notifications for the ''card''. Accordingly, email notifications are sent to the subscribers when changes occur to the ''card''. For more information on notifications, read [[Notifications]].
|-
|'''Save'''|| It allows to save the ''card'' content.
|-
|'''Save & Exit'''|| It allows to save the ''card'' content and exit returning to the ''board''.
|-
|'''Close'''|| This command closes the ''card'' without saving changes.
|-
|}

Other ''cards'' commands are available from the context menu activated from the ''board'', clicking the right mouse button when pointing the ''card''.

{| class="wikitable"
! Settings !! Use
|-
|'''Open'''|| It simply opens the ''card''. The same occurs by double clicking with the left mouse button on the ''card'' from the ''board''.
|-
|'''Copy'''|| This command copies a ''card'' in memory. The copied ''card'' can be pasted in a ''lane'' by using the ''lane'' context menu (see [[Lanes#Lane commands|Lane commands]]).
|-
|'''Copy Card Link'''|| This command copies a hyperlink to the ''card''. The hyperlink can be pasted as text in mails, chats or any other object and allows to open EasyBoards® specifically focusing on the ''card''.
|-
|'''Edit'''|| It opens the ''card'' for editing. The same occurs by double clicking with the left mouse button on the ''card'' from the ''board''..
|-
|'''Priority'''|| This allows to set Priority for the selected ''cards'' (one or more).
|-
|'''Appearance'''|| This command allows to set the background colour for the selected ''cards'' (one or more).
|-
|'''Assign'''|| This command allows to assign resources (''board'' members) to the selected ''cards'' (one or more).
|-
|'''Attachments'''|| This opens the ''card'' focused on the ''Attachments'' form where the user can add and remove file attachments for the ''card''.
|-
|'''Create Component Card'''|| This command allows to create a new ''card'' that will be linked as component of the one the command was launched from.
|-
|'''Locate Parent Card'''|| If the ''card'' is a child and therefore has a parent ''card'', this command is active and allows to open the parent ''card''.
|-
|'''Chat'''|| It allows to view and use the chatroom dedicated to the ''card''. For more information on chat tool, read [[Chat|Chat]]).
|-
|'''Move to Lane'''|| This moves the selected ''cards'' (one or more) to another ''lane'' in the same ''board''.
|-
|'''Move to Board'''|| This moves the selected ''cards'' (one or more) to another ''board'' and ''lane''.
|-
|'''Archive'''|| This moves the selected ''cards'' (one or more) in the archive repository from which they can be later restored.
|-
|'''Remove'''|| This removes (deletes) the selected ''cards'' (one or more). Removed ''cards'' cannot be restored.
|-
|'''Block''' / '''Unblock'''|| It allows to warn about the corresponding status for the ''card''. The blocked status is shown with a visual sign on the ''card'' in the ''board''. To set the ''card'' blocked and later unblocked, the system prompts to enter a text that should contain the explanation of the action. This text is displayed on the ''board'' when passing with the mouse on the blocked sign.
|-
|'''Mark as Read''' || This allows to mark as unread and therefore switch off the unread visual sign on the ''card''.
|-
|'''Mark as Unread'''|| This allows to mark as read and therefore force to switch on the unread visual sign on the ''card''.
|-
|'''Notify'''|| This command allows to subscribe for notifications for the ''card''. Accordingly, email notifications are sent to the subscribers when changes occur to the ''card''. For more information on notifications, read [[Notifications]].
|-
|'''Stop Notifications'''|| This command stops the subscription for notifications for the selected ''cards'' (one or more). For more information on notifications, read [[Notifications]].
|-
|}

== Cards visual signs ==
Visual signs are placed in ''boards'' on the ''cards'' to immediately visualize key information. The management of these signs (icons and position) is mostly automatic. However, it is possible to sort the preferred order of the sign categories in the ''board'' (see [[Boards#Boards Settings|Boards settings management]]).

Available signs are the following:

{| class="wikitable"
! Sign !! Behaviour
|-
|Assigned resources|| Shows the resources assigned to the ''card'' (initials). By passing with the mouse on the sign, the full name of the resource is displayed. By pressing on the sign, the form to manage resource assignment is opened (according to user privileges).
|-
|Blocked status|| This sign shows if the ''card'' is logically 'blocked'. By passing the mouse on it, the reason for the blocking status is reported (if a comment was entered at blocking time). Clicking on the sign opens the unblock form (according to user privileges).
|-
|''Card'' hierarchy|| Actually, there are two slightly different signs, one shown for the parent "cards" (''cards'' having component ''cards'') and one for the child ''cards'' (''cards'' being component of other ''cards''). By passing with the mouse over the sign of a child ''card'' the name of the parent ''card'' is highlighted. By pressing the sign on parent or child ''card'' the system highlights the related cards by greying all the others in the ''board''.
|-
|Defective ''card''|| This sign shows if a ''card'' has a defect (the Defective field of the ''card'' set). By clicking on the sign the ''Statistics'' form of the ''card'' is opened according to user privileges.
|-
|Due date or planned finish date|| The signs warns if Due Date and/or Planned Start date and or Planned Finish date are set for the ''card''. By passing with the mouse over the sign, the dates set are shown, without opening the ''card''.
|-
|Progress report|| This sign is shown only for parent ''cards'' with components. By clicking on it, the progress report for the ''card'' is opened (see see [[Reporting#Progress View|Progress View report]]).
|-
|Presence of attachments|| This signs shows if one or more assignments are attached for the ''card''. By passing over the sign with the mouse, the number of assignments is shown. By clicking, the download of files is started if the attachment is one only. Otherwise the attachment management form of the ''card'' is opened, according to user privileges.
|-
|Presence of hyperlinks|| This signs shows if an hyperlink is present for the ''card'' (field External Link).
|-
|Subscription for notifications to the ''card''|| This sign shows if notifications are activated for the ''card''. By clicking on the sign, notifications are switched off. Read [[Notifications#Notifications for card changes|Notifications for card changes]] for more information.
|-
|''Card Unread''|| This sign shows if a ''card'' is new or updated by another user.
|-
|}

Lanes

2022-10-19T09:59:28Z

Fbertuletti: /* Lane commands */

__TOC__
== Introduction to Lanes ==
''Lanes'' are ''board'' areas containing ''cards'' or other ''lanes''. They allow to organize the layout of the ''board'' and provide the best configuration for the target activity or process to support. For example, they typically represent the process steps.

Read the [[Boards]] page to learn how to create and change the layout of ''lanes''. In this page, you will learn how to mange specific settings and use commands on ''lanes''.

== Lane settings ==
To access ''lane'' settings double click with the left mouse button the ''lane'' header (where the name of the ''label'' is printed) or use the ''lane'' context menu (click on '''''...''''') and choose '''''Options'''''.

Remember that you need to have the ''board'' edit layout privilege to access ''lane'' settings, see [[Boards#Boards members and privileges|Boards privileges]].

Options are organized in different forms: ''General'', ''Appearance'', ''Flow'', ''Policies'', ''Estimation'' and ''Chat''.

The following table, explains the available settings for ''General''.

{| class="wikitable"
! Setting !! Use
|-
|Description|| This is the name of the ''lane'' appearing on its header.
|-
|Type|| This setting can be defined only at ''lane'' creation time. Afterwards it is read only. It defines the type of ''lane'' (''composite lane'' or ''card lane'') and therefore its behaviour. For more information on ''lane'' types, see [[Boards#Types of lanes|Types of lanes]].
|-
|Layout|| This setting can be defined only at ''lane'' creation time. It defines the type of ''lane''. In "Horizontal" lanes, sub-lanes are added horizontally, in "Vertical" vertically. It is available only for ''composite lanes''.
|-
|Minimum Width (cards#)|| This setting defines the minimum width of the ''lane'' in number of ''cards'' that can fit horizontally. The actual size is automatically set to optimize layout but this minimum values is always respected. This setting can be changed any time and it is available only for ''card lanes''.
|-
|Minimum Height (cards#)||This setting defines the minimum height of the ''lane'' in number of ''cards'' that can fit vertically. The actual size is automatically set to optimize layout but this minimum values is always respected. This setting can be changed any time and it is available only for ''card lanes''.
|-
|}

The following table, explains the available settings for ''Appearance''.

{| class="wikitable"
! Setting !! Use
|-
|Color|| This defines the background colour of the header of the ''lane''.
|-
|Text Color|| This defined the colour of the text for the title of the ''lane''.
|-
|}

The following table, explains the available settings for ''Flow''. These settings are available only for ''lanes'' of type ''card lane''.

{| class="wikitable"
! Setting !! Use
|-
|Cards Limit|| This limits the Work in Progress (number of ''cards'') in a ''lane'' to the maximum set.
|-
|Cards Limit Per Board Member|| This applies the Cards Limit setting per each ''board'' member (and not for all).
|-
|Allow only if Story Points Set|| If set, this setting allows to place in the ''lane'' only those ''cards'' with ''Story Point'' set (estimated) .
|-
|Allow only if Forecast Effort Set|| If set, this setting allows to place in the ''lane'' only those ''cards'' with ''Forecast Effort'' set (estimated) .
|-
|Allow only if Actual Effort Set|| If set, this setting allows to place in the ''lane'' only those ''cards'' with ''Actual Effort'' set.
|-
|Allow only if Assigned|| If set, this setting allows to place in the ''lane'' only those ''cards'' with an ''Assignee'' set.
|-
|Backlog|| If set, the ''lane'' will be considered a Backlog ''lane'' for the ''board''. Accordingly, all the ''cards'' that are placed in the ''lane'' will be considered backlog and any information about the Commitment Point, Delivery Point and/or Work In Progress for the card will be reset.
|-
|Commitment Point|| If set, the ''lane'' will be considered a commitment point for the ''board''. Accordingly, the commitment point will be set for all the ''cards'' that are placed in the ''lane''. See [[Reporting]] to better understand the use of commitment point.
|-
|Work in Progress|| If set, the ''lane'' will be considered a Work in Progress ''lane'' for the ''board''. Accordingly, all the ''cards'' that are placed in the ''lane'' will be considered Work in Progress. See [[Reporting]] to better understand the use of Work in Progress.
|-
|Delivery Point|| If set, the ''lane'' will be considered a delivery point for the ''board''. Accordingly, the delivery point will be set for all the ''cards'' that are placed in the ''lane''. See [[Reporting]] to better understand the use of delivery point.
|-
|}

''Policies'' allows to enter a text that may be used to explain the meaning of the lane (e.g. what's going on for ''cards'' in it) and/or requisites that ''cards'' shall satisfy to be placed in it. They make clear the "rules of the game". The presence of a ''lane policy'' is highlighted with an information (i) icon on the ''lane'' header. By passing with the mouse on it, the policy content is shown.

The following table, explains the available settings for ''Estimation'' form that is available only for ''composite lanes''.

{| class="wikitable"
! Setting !! Use
|-
|Work Start Date|| This is the start date and time the activities included in the ''lane'' (or sub lanes if not more specifically defined for them) are expected to start from. This information is used in some reports (see [[Reporting|Reporting]]) and can be overwritten by the settings provided in ''lanes''.
|-
|Work End Date|| This is the end date and time the activities included in the ''lane'' (or sub lanes if not more specifically defined for them) are expected to end. This information is used in some reports (see [[Reporting|Reporting]]) and can be overwritten by the settings provided in ''lanes''.
|-
|}

The ''Chat'' form allows to view and use the chatroom dedicated to the ''lane''. For more information on chat tool, read [[Chat]].

To update settings press '''Save&Exit''' command. To discard, '''Close'''.

== Lane commands ==
Several commands are available for the ''lanes''. To access ''lane'' commands use the ''lane'' context menu (click with the mouse on '''''...''''') and choose the requested command. Somme commands are available either as icons in the ''lane'' header. This behaviour is variable and automatic to optimize the ''lane'' header look&feel, depending on the environment (mobile, desktop) and size of the window where Easyboards® is running.

The following table, explains the available settings for ''General''.

{| class="wikitable"
! Command !! Use !! Available in
|-
|Create Card|| This allows to create a new ''card'' in the ''lane''. The new ''card'' will be positioned top left. Alternatively it is possible to use the '''Create Card''' icon with the same result. || ''Card lane''
|-
|Duplicate|| This duplicates the ''lane'' and all its sub-lanes (''cards'' excluded). The menu item has sub-items to define where to position the duplicated ''lane'' (e.g. '''''As First Lane'''''). || ''Composite lane'' and ''Card lane''
|-
|Paste Card|| This command allows to paste in the ''lane'' a previously copied ''card''. || ''Card lane''
|-
|Settings|| This menu item allows to define ''lane'' settings. See [[Lanes#Lanes settings|Lanes settings]] for details on settings. || ''Composite lane'' and ''Card lane''
|-
|Archive|| This command allows to archive the ''lane'' and its content (''sub-lanes'' and ''cards''). The archived contents are removed from the ''board'' and moved to the repository (from where they can be restored). || ''Composite lane'' and ''Card lane''
|-
|Remove|| This command removes (deletes) the ''lane'' and all its content (''sub-lanes'' and ''cards''). The removed ''lane'' and content is lost and cannot be restored. || ''Composite lane'' and ''Card lane''
|-
|Show Cards Estimation|| This enables viewing complexity estimations for cards as icons on them.
|-
|Cards List|| This command allows to see all the cards has been created and their position in terms of lane, sublane
|-
|Chat|| It allows to view and use the chatroom dedicated to the ''lane''. For more information on chat tool, read [[Chat]].
|-
|Refresh|| This command forces the refresh (update) of the ''lane'' and all its contents, should someone else had updated it. The refresh of all the ''board'' is performed automatically according to the time interval set in Rate (sec): || ''Composite lane'' and ''Card lane''
|-
|Reports|| This command allows to launch reports for the ''lane''. Currently the Effort Estimation report is available and it can be activated with the ''lane'' icon Effort Estimation Report. For more information about this report and its use, read [[Reporting]]. When launched from here, the scope of the report will be the content of the ''lane'' (and sub-lanes if applicable).
|-
|Collapse|| It allows to collapse the ''lane'' and all its content to save space in the ''board''. The collapsed ''lane'' is shrunk but still visible. || ''Composite lane'' and ''Card lane''.
|-
|Expand|| This command allow to restore the original size of a shrunk ''lane'' and all its content. || ''Composite lane'' and ''Card lane''.
|-
|Hide|| This command allows to hide a ''lane'' and all its content. The hidden ''lane'' becomes no longer visible. || ''Composite lane'' and ''Card lane''.
|-
|Visibility|| It allows to make newly visible the hidden ''lanes''. || ''Composite lane''.
|-
|Collapse All|| It collapses all the sub-lane of the ''lane''. || ''Composite lane''.
|-
|Expand All|| It restore the original size of all the collapsed sub-lanes of the ''lane''. || ''Composite lane'' and ''Card lane''.
|-
|}

Lanes

2022-10-19T09:57:28Z

Fbertuletti: /* Lane commands */

__TOC__
== Introduction to Lanes ==
''Lanes'' are ''board'' areas containing ''cards'' or other ''lanes''. They allow to organize the layout of the ''board'' and provide the best configuration for the target activity or process to support. For example, they typically represent the process steps.

Read the [[Boards]] page to learn how to create and change the layout of ''lanes''. In this page, you will learn how to mange specific settings and use commands on ''lanes''.

== Lane settings ==
To access ''lane'' settings double click with the left mouse button the ''lane'' header (where the name of the ''label'' is printed) or use the ''lane'' context menu (click on '''''...''''') and choose '''''Options'''''.

Remember that you need to have the ''board'' edit layout privilege to access ''lane'' settings, see [[Boards#Boards members and privileges|Boards privileges]].

Options are organized in different forms: ''General'', ''Appearance'', ''Flow'', ''Policies'', ''Estimation'' and ''Chat''.

The following table, explains the available settings for ''General''.

{| class="wikitable"
! Setting !! Use
|-
|Description|| This is the name of the ''lane'' appearing on its header.
|-
|Type|| This setting can be defined only at ''lane'' creation time. Afterwards it is read only. It defines the type of ''lane'' (''composite lane'' or ''card lane'') and therefore its behaviour. For more information on ''lane'' types, see [[Boards#Types of lanes|Types of lanes]].
|-
|Layout|| This setting can be defined only at ''lane'' creation time. It defines the type of ''lane''. In "Horizontal" lanes, sub-lanes are added horizontally, in "Vertical" vertically. It is available only for ''composite lanes''.
|-
|Minimum Width (cards#)|| This setting defines the minimum width of the ''lane'' in number of ''cards'' that can fit horizontally. The actual size is automatically set to optimize layout but this minimum values is always respected. This setting can be changed any time and it is available only for ''card lanes''.
|-
|Minimum Height (cards#)||This setting defines the minimum height of the ''lane'' in number of ''cards'' that can fit vertically. The actual size is automatically set to optimize layout but this minimum values is always respected. This setting can be changed any time and it is available only for ''card lanes''.
|-
|}

The following table, explains the available settings for ''Appearance''.

{| class="wikitable"
! Setting !! Use
|-
|Color|| This defines the background colour of the header of the ''lane''.
|-
|Text Color|| This defined the colour of the text for the title of the ''lane''.
|-
|}

The following table, explains the available settings for ''Flow''. These settings are available only for ''lanes'' of type ''card lane''.

{| class="wikitable"
! Setting !! Use
|-
|Cards Limit|| This limits the Work in Progress (number of ''cards'') in a ''lane'' to the maximum set.
|-
|Cards Limit Per Board Member|| This applies the Cards Limit setting per each ''board'' member (and not for all).
|-
|Allow only if Story Points Set|| If set, this setting allows to place in the ''lane'' only those ''cards'' with ''Story Point'' set (estimated) .
|-
|Allow only if Forecast Effort Set|| If set, this setting allows to place in the ''lane'' only those ''cards'' with ''Forecast Effort'' set (estimated) .
|-
|Allow only if Actual Effort Set|| If set, this setting allows to place in the ''lane'' only those ''cards'' with ''Actual Effort'' set.
|-
|Allow only if Assigned|| If set, this setting allows to place in the ''lane'' only those ''cards'' with an ''Assignee'' set.
|-
|Backlog|| If set, the ''lane'' will be considered a Backlog ''lane'' for the ''board''. Accordingly, all the ''cards'' that are placed in the ''lane'' will be considered backlog and any information about the Commitment Point, Delivery Point and/or Work In Progress for the card will be reset.
|-
|Commitment Point|| If set, the ''lane'' will be considered a commitment point for the ''board''. Accordingly, the commitment point will be set for all the ''cards'' that are placed in the ''lane''. See [[Reporting]] to better understand the use of commitment point.
|-
|Work in Progress|| If set, the ''lane'' will be considered a Work in Progress ''lane'' for the ''board''. Accordingly, all the ''cards'' that are placed in the ''lane'' will be considered Work in Progress. See [[Reporting]] to better understand the use of Work in Progress.
|-
|Delivery Point|| If set, the ''lane'' will be considered a delivery point for the ''board''. Accordingly, the delivery point will be set for all the ''cards'' that are placed in the ''lane''. See [[Reporting]] to better understand the use of delivery point.
|-
|}

''Policies'' allows to enter a text that may be used to explain the meaning of the lane (e.g. what's going on for ''cards'' in it) and/or requisites that ''cards'' shall satisfy to be placed in it. They make clear the "rules of the game". The presence of a ''lane policy'' is highlighted with an information (i) icon on the ''lane'' header. By passing with the mouse on it, the policy content is shown.

The following table, explains the available settings for ''Estimation'' form that is available only for ''composite lanes''.

{| class="wikitable"
! Setting !! Use
|-
|Work Start Date|| This is the start date and time the activities included in the ''lane'' (or sub lanes if not more specifically defined for them) are expected to start from. This information is used in some reports (see [[Reporting|Reporting]]) and can be overwritten by the settings provided in ''lanes''.
|-
|Work End Date|| This is the end date and time the activities included in the ''lane'' (or sub lanes if not more specifically defined for them) are expected to end. This information is used in some reports (see [[Reporting|Reporting]]) and can be overwritten by the settings provided in ''lanes''.
|-
|}

The ''Chat'' form allows to view and use the chatroom dedicated to the ''lane''. For more information on chat tool, read [[Chat]].

To update settings press '''Save&Exit''' command. To discard, '''Close'''.

== Lane commands ==
Several commands are available for the ''lanes''. To access ''lane'' commands use the ''lane'' context menu (click with the mouse on '''''...''''') and choose the requested command. Somme commands are available either as icons in the ''lane'' header. This behaviour is variable and automatic to optimize the ''lane'' header look&feel, depending on the environment (mobile, desktop) and size of the window where Easyboards® is running.

The following table, explains the available settings for ''General''.

{| class="wikitable"
! Command !! Use !! Available in
|-
|Create Card|| This allows to create a new ''card'' in the ''lane''. The new ''card'' will be positioned top left. Alternatively it is possible to use the '''Create Card''' icon with the same result. || ''Card lane''
|-
|Duplicate|| This duplicates the ''lane'' and all its sub-lanes (''cards'' excluded). The menu item has sub-items to define where to position the duplicated ''lane'' (e.g. '''''As First Lane'''''). || ''Composite lane'' and ''Card lane''
|-
|Paste Card|| This command allows to paste in the ''lane'' a previously copied ''card''. || ''Card lane''
|-
|Settings|| This menu item allows to define ''lane'' settings. See [[Lanes#Lanes settings|Lanes settings]] for details on settings. || ''Composite lane'' and ''Card lane''
|-
|Archive|| This command allows to archive the ''lane'' and its content (''sub-lanes'' and ''cards''). The archived contents are removed from the ''board'' and moved to the repository (from where they can be restored). || ''Composite lane'' and ''Card lane''
|-
|Remove|| This command removes (deletes) the ''lane'' and all its content (''sub-lanes'' and ''cards''). The removed ''lane'' and content is lost and cannot be restored. || ''Composite lane'' and ''Card lane''
|-
|Refresh|| This command forces the refresh (update) of the ''lane'' and all its contents, should someone else had updated it. The refresh of all the ''board'' is performed automatically according to the time interval set in Rate (sec): || ''Composite lane'' and ''Card lane''
|-
|Show Cards Estimation|| This enables viewing complexity estimations for cards as icons on them.
|-
|Cards List|| This command allows to see all the cards has been created and their position in terms of lane, sublane
|-
|Reports|| This command allows to launch reports for the ''lane''. Currently the Effort Estimation report is available and it can be activated with the ''lane'' icon Effort Estimation Report. For more information about this report and its use, read [[Reporting]]. When launched from here, the scope of the report will be the content of the ''lane'' (and sub-lanes if applicable).
|-
|Chat|| It allows to view and use the chatroom dedicated to the ''lane''. For more information on chat tool, read [[Chat]].
|-
|Collapse|| It allows to collapse the ''lane'' and all its content to save space in the ''board''. The collapsed ''lane'' is shrunk but still visible. || ''Composite lane'' and ''Card lane''.
|-
|Expand|| This command allow to restore the original size of a shrunk ''lane'' and all its content. || ''Composite lane'' and ''Card lane''.
|-
|Hide|| This command allows to hide a ''lane'' and all its content. The hidden ''lane'' becomes no longer visible. || ''Composite lane'' and ''Card lane''.
|-
|Visibility|| It allows to make newly visible the hidden ''lanes''. || ''Composite lane''.
|-
|Collapse All|| It collapses all the sub-lane of the ''lane''. || ''Composite lane''.
|-
|Expand All|| It restore the original size of all the collapsed sub-lanes of the ''lane''. || ''Composite lane'' and ''Card lane''.
|-
|}

Lanes

2022-10-19T09:54:56Z

Fbertuletti: /* Lane commands */

__TOC__
== Introduction to Lanes ==
''Lanes'' are ''board'' areas containing ''cards'' or other ''lanes''. They allow to organize the layout of the ''board'' and provide the best configuration for the target activity or process to support. For example, they typically represent the process steps.

Read the [[Boards]] page to learn how to create and change the layout of ''lanes''. In this page, you will learn how to mange specific settings and use commands on ''lanes''.

== Lane settings ==
To access ''lane'' settings double click with the left mouse button the ''lane'' header (where the name of the ''label'' is printed) or use the ''lane'' context menu (click on '''''...''''') and choose '''''Options'''''.

Remember that you need to have the ''board'' edit layout privilege to access ''lane'' settings, see [[Boards#Boards members and privileges|Boards privileges]].

Options are organized in different forms: ''General'', ''Appearance'', ''Flow'', ''Policies'', ''Estimation'' and ''Chat''.

The following table, explains the available settings for ''General''.

{| class="wikitable"
! Setting !! Use
|-
|Description|| This is the name of the ''lane'' appearing on its header.
|-
|Type|| This setting can be defined only at ''lane'' creation time. Afterwards it is read only. It defines the type of ''lane'' (''composite lane'' or ''card lane'') and therefore its behaviour. For more information on ''lane'' types, see [[Boards#Types of lanes|Types of lanes]].
|-
|Layout|| This setting can be defined only at ''lane'' creation time. It defines the type of ''lane''. In "Horizontal" lanes, sub-lanes are added horizontally, in "Vertical" vertically. It is available only for ''composite lanes''.
|-
|Minimum Width (cards#)|| This setting defines the minimum width of the ''lane'' in number of ''cards'' that can fit horizontally. The actual size is automatically set to optimize layout but this minimum values is always respected. This setting can be changed any time and it is available only for ''card lanes''.
|-
|Minimum Height (cards#)||This setting defines the minimum height of the ''lane'' in number of ''cards'' that can fit vertically. The actual size is automatically set to optimize layout but this minimum values is always respected. This setting can be changed any time and it is available only for ''card lanes''.
|-
|}

The following table, explains the available settings for ''Appearance''.

{| class="wikitable"
! Setting !! Use
|-
|Color|| This defines the background colour of the header of the ''lane''.
|-
|Text Color|| This defined the colour of the text for the title of the ''lane''.
|-
|}

The following table, explains the available settings for ''Flow''. These settings are available only for ''lanes'' of type ''card lane''.

{| class="wikitable"
! Setting !! Use
|-
|Cards Limit|| This limits the Work in Progress (number of ''cards'') in a ''lane'' to the maximum set.
|-
|Cards Limit Per Board Member|| This applies the Cards Limit setting per each ''board'' member (and not for all).
|-
|Allow only if Story Points Set|| If set, this setting allows to place in the ''lane'' only those ''cards'' with ''Story Point'' set (estimated) .
|-
|Allow only if Forecast Effort Set|| If set, this setting allows to place in the ''lane'' only those ''cards'' with ''Forecast Effort'' set (estimated) .
|-
|Allow only if Actual Effort Set|| If set, this setting allows to place in the ''lane'' only those ''cards'' with ''Actual Effort'' set.
|-
|Allow only if Assigned|| If set, this setting allows to place in the ''lane'' only those ''cards'' with an ''Assignee'' set.
|-
|Backlog|| If set, the ''lane'' will be considered a Backlog ''lane'' for the ''board''. Accordingly, all the ''cards'' that are placed in the ''lane'' will be considered backlog and any information about the Commitment Point, Delivery Point and/or Work In Progress for the card will be reset.
|-
|Commitment Point|| If set, the ''lane'' will be considered a commitment point for the ''board''. Accordingly, the commitment point will be set for all the ''cards'' that are placed in the ''lane''. See [[Reporting]] to better understand the use of commitment point.
|-
|Work in Progress|| If set, the ''lane'' will be considered a Work in Progress ''lane'' for the ''board''. Accordingly, all the ''cards'' that are placed in the ''lane'' will be considered Work in Progress. See [[Reporting]] to better understand the use of Work in Progress.
|-
|Delivery Point|| If set, the ''lane'' will be considered a delivery point for the ''board''. Accordingly, the delivery point will be set for all the ''cards'' that are placed in the ''lane''. See [[Reporting]] to better understand the use of delivery point.
|-
|}

''Policies'' allows to enter a text that may be used to explain the meaning of the lane (e.g. what's going on for ''cards'' in it) and/or requisites that ''cards'' shall satisfy to be placed in it. They make clear the "rules of the game". The presence of a ''lane policy'' is highlighted with an information (i) icon on the ''lane'' header. By passing with the mouse on it, the policy content is shown.

The following table, explains the available settings for ''Estimation'' form that is available only for ''composite lanes''.

{| class="wikitable"
! Setting !! Use
|-
|Work Start Date|| This is the start date and time the activities included in the ''lane'' (or sub lanes if not more specifically defined for them) are expected to start from. This information is used in some reports (see [[Reporting|Reporting]]) and can be overwritten by the settings provided in ''lanes''.
|-
|Work End Date|| This is the end date and time the activities included in the ''lane'' (or sub lanes if not more specifically defined for them) are expected to end. This information is used in some reports (see [[Reporting|Reporting]]) and can be overwritten by the settings provided in ''lanes''.
|-
|}

The ''Chat'' form allows to view and use the chatroom dedicated to the ''lane''. For more information on chat tool, read [[Chat]].

To update settings press '''Save&Exit''' command. To discard, '''Close'''.

== Lane commands ==
Several commands are available for the ''lanes''. To access ''lane'' commands use the ''lane'' context menu (click with the mouse on '''''...''''') and choose the requested command. Somme commands are available either as icons in the ''lane'' header. This behaviour is variable and automatic to optimize the ''lane'' header look&feel, depending on the environment (mobile, desktop) and size of the window where Easyboards® is running.

The following table, explains the available settings for ''General''.

{| class="wikitable"
! Command !! Use !! Available in
|-
|Create Card|| This allows to create a new ''card'' in the ''lane''. The new ''card'' will be positioned top left. Alternatively it is possible to use the '''Create Card''' icon with the same result. || ''Card lane''
|-
|Duplicate|| This duplicates the ''lane'' and all its sub-lanes (''cards'' excluded). The menu item has sub-items to define where to position the duplicated ''lane'' (e.g. '''''As First Lane'''''). || ''Composite lane'' and ''Card lane''
|-
|Paste Card|| This command allows to paste in the ''lane'' a previously copied ''card''. || ''Card lane''
|-
|Settings|| This menu item allows to define ''lane'' settings. See [[Lanes#Lanes settings|Lanes settings]] for details on settings. || ''Composite lane'' and ''Card lane''
|-
|Archive|| This command allows to archive the ''lane'' and its content (''sub-lanes'' and ''cards''). The archived contents are removed from the ''board'' and moved to the repository (from where they can be restored). || ''Composite lane'' and ''Card lane''
|-
|Remove|| This command removes (deletes) the ''lane'' and all its content (''sub-lanes'' and ''cards''). The removed ''lane'' and content is lost and cannot be restored. || ''Composite lane'' and ''Card lane''
|-
|Refresh|| This command forces the refresh (update) of the ''lane'' and all its contents, should someone else had updated it. The refresh of all the ''board'' is performed automatically according to the time interval set in Rate (sec): || ''Composite lane'' and ''Card lane''
|-
|Show Cards Estimation|| This enables viewing complexity estimations for cards as icons on them.
|-
|Reports|| This command allows to launch reports for the ''lane''. Currently the Effort Estimation report is available and it can be activated with the ''lane'' icon Effort Estimation Report. For more information about this report and its use, read [[Reporting]]. When launched from here, the scope of the report will be the content of the ''lane'' (and sub-lanes if applicable).
|-
|Chat|| It allows to view and use the chatroom dedicated to the ''lane''. For more information on chat tool, read [[Chat]].
|-
|Collapse|| It allows to collapse the ''lane'' and all its content to save space in the ''board''. The collapsed ''lane'' is shrunk but still visible. || ''Composite lane'' and ''Card lane''.
|-
|Expand|| This command allow to restore the original size of a shrunk ''lane'' and all its content. || ''Composite lane'' and ''Card lane''.
|-
|Hide|| This command allows to hide a ''lane'' and all its content. The hidden ''lane'' becomes no longer visible. || ''Composite lane'' and ''Card lane''.
|-
|Visibility|| It allows to make newly visible the hidden ''lanes''. || ''Composite lane''.
|-
|Collapse All|| It collapses all the sub-lane of the ''lane''. || ''Composite lane''.
|-
|Expand All|| It restore the original size of all the collapsed sub-lanes of the ''lane''. || ''Composite lane'' and ''Card lane''.
|-
|}

Lanes

2022-10-19T09:37:22Z

Fbertuletti: /* Lane settings */

__TOC__
== Introduction to Lanes ==
''Lanes'' are ''board'' areas containing ''cards'' or other ''lanes''. They allow to organize the layout of the ''board'' and provide the best configuration for the target activity or process to support. For example, they typically represent the process steps.

Read the [[Boards]] page to learn how to create and change the layout of ''lanes''. In this page, you will learn how to mange specific settings and use commands on ''lanes''.

== Lane settings ==
To access ''lane'' settings double click with the left mouse button the ''lane'' header (where the name of the ''label'' is printed) or use the ''lane'' context menu (click on '''''...''''') and choose '''''Options'''''.

Remember that you need to have the ''board'' edit layout privilege to access ''lane'' settings, see [[Boards#Boards members and privileges|Boards privileges]].

Options are organized in different forms: ''General'', ''Appearance'', ''Flow'', ''Policies'', ''Estimation'' and ''Chat''.

The following table, explains the available settings for ''General''.

{| class="wikitable"
! Setting !! Use
|-
|Description|| This is the name of the ''lane'' appearing on its header.
|-
|Type|| This setting can be defined only at ''lane'' creation time. Afterwards it is read only. It defines the type of ''lane'' (''composite lane'' or ''card lane'') and therefore its behaviour. For more information on ''lane'' types, see [[Boards#Types of lanes|Types of lanes]].
|-
|Layout|| This setting can be defined only at ''lane'' creation time. It defines the type of ''lane''. In "Horizontal" lanes, sub-lanes are added horizontally, in "Vertical" vertically. It is available only for ''composite lanes''.
|-
|Minimum Width (cards#)|| This setting defines the minimum width of the ''lane'' in number of ''cards'' that can fit horizontally. The actual size is automatically set to optimize layout but this minimum values is always respected. This setting can be changed any time and it is available only for ''card lanes''.
|-
|Minimum Height (cards#)||This setting defines the minimum height of the ''lane'' in number of ''cards'' that can fit vertically. The actual size is automatically set to optimize layout but this minimum values is always respected. This setting can be changed any time and it is available only for ''card lanes''.
|-
|}

The following table, explains the available settings for ''Appearance''.

{| class="wikitable"
! Setting !! Use
|-
|Color|| This defines the background colour of the header of the ''lane''.
|-
|Text Color|| This defined the colour of the text for the title of the ''lane''.
|-
|}

The following table, explains the available settings for ''Flow''. These settings are available only for ''lanes'' of type ''card lane''.

{| class="wikitable"
! Setting !! Use
|-
|Cards Limit|| This limits the Work in Progress (number of ''cards'') in a ''lane'' to the maximum set.
|-
|Cards Limit Per Board Member|| This applies the Cards Limit setting per each ''board'' member (and not for all).
|-
|Allow only if Story Points Set|| If set, this setting allows to place in the ''lane'' only those ''cards'' with ''Story Point'' set (estimated) .
|-
|Allow only if Forecast Effort Set|| If set, this setting allows to place in the ''lane'' only those ''cards'' with ''Forecast Effort'' set (estimated) .
|-
|Allow only if Actual Effort Set|| If set, this setting allows to place in the ''lane'' only those ''cards'' with ''Actual Effort'' set.
|-
|Allow only if Assigned|| If set, this setting allows to place in the ''lane'' only those ''cards'' with an ''Assignee'' set.
|-
|Backlog|| If set, the ''lane'' will be considered a Backlog ''lane'' for the ''board''. Accordingly, all the ''cards'' that are placed in the ''lane'' will be considered backlog and any information about the Commitment Point, Delivery Point and/or Work In Progress for the card will be reset.
|-
|Commitment Point|| If set, the ''lane'' will be considered a commitment point for the ''board''. Accordingly, the commitment point will be set for all the ''cards'' that are placed in the ''lane''. See [[Reporting]] to better understand the use of commitment point.
|-
|Work in Progress|| If set, the ''lane'' will be considered a Work in Progress ''lane'' for the ''board''. Accordingly, all the ''cards'' that are placed in the ''lane'' will be considered Work in Progress. See [[Reporting]] to better understand the use of Work in Progress.
|-
|Delivery Point|| If set, the ''lane'' will be considered a delivery point for the ''board''. Accordingly, the delivery point will be set for all the ''cards'' that are placed in the ''lane''. See [[Reporting]] to better understand the use of delivery point.
|-
|}

''Policies'' allows to enter a text that may be used to explain the meaning of the lane (e.g. what's going on for ''cards'' in it) and/or requisites that ''cards'' shall satisfy to be placed in it. They make clear the "rules of the game". The presence of a ''lane policy'' is highlighted with an information (i) icon on the ''lane'' header. By passing with the mouse on it, the policy content is shown.

The following table, explains the available settings for ''Estimation'' form that is available only for ''composite lanes''.

{| class="wikitable"
! Setting !! Use
|-
|Work Start Date|| This is the start date and time the activities included in the ''lane'' (or sub lanes if not more specifically defined for them) are expected to start from. This information is used in some reports (see [[Reporting|Reporting]]) and can be overwritten by the settings provided in ''lanes''.
|-
|Work End Date|| This is the end date and time the activities included in the ''lane'' (or sub lanes if not more specifically defined for them) are expected to end. This information is used in some reports (see [[Reporting|Reporting]]) and can be overwritten by the settings provided in ''lanes''.
|-
|}

The ''Chat'' form allows to view and use the chatroom dedicated to the ''lane''. For more information on chat tool, read [[Chat]].

To update settings press '''Save&Exit''' command. To discard, '''Close'''.

== Lane commands ==
Several commands are available for the ''lanes''. To access ''lane'' commands use the ''lane'' context menu (click with the mouse on '''''...''''') and choose the requested command. Somme commands are available either as icons in the ''lane'' header. This behaviour is variable and automatic to optimize the ''lane'' header look&feel, depending on the environment (mobile, desktop) and size of the window where Easyboards® is running.

The following table, explains the available settings for ''General''.

{| class="wikitable"
! Command !! Use !! Available in
|-
|Create Card|| This allows to create a new ''card'' in the ''lane''. The new ''card'' will be positioned top left. Alternatively it is possible to use the '''Create Card''' icon with the same result. || ''Card lane''
|-
|Duplicate|| This duplicates the ''lane'' and all its sub-lanes (''cards'' excluded). The menu item has sub-items to define where to position the duplicated ''lane'' (e.g. '''''As First Lane'''''). || ''Composite lane'' and ''Card lane''
|-
|Paste Card|| This command allows to paste in the ''lane'' a previously copied ''card''. || ''Card lane''
|-
|Options|| This menu item allows to define ''lane'' settings. See [[Lanes#Lanes settings|Lanes settings]] for details on settings. || ''Composite lane'' and ''Card lane''
|-
|Archive|| This command allows to archive the ''lane'' and its content (''sub-lanes'' and ''cards''). The archived contents are removed from the ''board'' and moved to the repository (from where they can be restored). || ''Composite lane'' and ''Card lane''
|-
|Remove|| This command removes (deletes) the ''lane'' and all its content (''sub-lanes'' and ''cards''). The removed ''lane'' and content is lost and cannot be restored. || ''Composite lane'' and ''Card lane''
|-
|Refresh|| This command forces the refresh (update) of the ''lane'' and all its contents, should someone else had updated it. The refresh of all the ''board'' is performed automatically according to the time interval set in Rate (sec): || ''Composite lane'' and ''Card lane''
|-
|Show Cards Estimation|| This enables viewing complexity estimations for cards as icons on them.
|-
|Reports|| This command allows to launch reports for the ''lane''. Currently the Effort Estimation report is available and it can be activated with the ''lane'' icon Effort Estimation Report. For more information about this report and its use, read [[Reporting]]. When launched from here, the scope of the report will be the content of the ''lane'' (and sub-lanes if applicable).
|-
|Chat|| It allows to view and use the chatroom dedicated to the ''lane''. For more information on chat tool, read [[Chat]].
|-
|Collapse|| It allows to collapse the ''lane'' and all its content to save space in the ''board''. The collapsed ''lane'' is shrunk but still visible. || ''Composite lane'' and ''Card lane''.
|-
|Expand|| This command allow to restore the original size of a shrunk ''lane'' and all its content. || ''Composite lane'' and ''Card lane''.
|-
|Hide|| This command allows to hide a ''lane'' and all its content. The hidden ''lane'' becomes no longer visible. || ''Composite lane'' and ''Card lane''.
|-
|Visibility|| It allows to make newly visible the hidden ''lanes''. || ''Composite lane''.
|-
|Collapse All|| It collapses all the sub-lane of the ''lane''. || ''Composite lane''.
|-
|Expand All|| It restore the original size of all the collapsed sub-lanes of the ''lane''. || ''Composite lane'' and ''Card lane''.
|-
|}

Lanes

2022-10-19T09:32:19Z

Fbertuletti: /* Lane settings */

__TOC__
== Introduction to Lanes ==
''Lanes'' are ''board'' areas containing ''cards'' or other ''lanes''. They allow to organize the layout of the ''board'' and provide the best configuration for the target activity or process to support. For example, they typically represent the process steps.

Read the [[Boards]] page to learn how to create and change the layout of ''lanes''. In this page, you will learn how to mange specific settings and use commands on ''lanes''.

== Lane settings ==
To access ''lane'' settings double click with the left mouse button the ''lane'' header (where the name of the ''label'' is printed) or use the ''lane'' context menu (click on '''''...''''') and choose '''''Options'''''.

Remember that you need to have the ''board'' edit layout privilege to access ''lane'' settings, see [[Boards#Boards members and privileges|Boards privileges]].

Options are organized in different forms: ''General'', ''Appearance'', ''Flow'', ''Policies'', ''Estimation'' and ''Chat''.

The following table, explains the available settings for ''General''.

{| class="wikitable"
! Setting !! Use
|-
|Description|| This is the name of the ''lane'' appearing on its header.
|-
|Type|| This setting can be defined only at ''lane'' creation time. Afterwards it is read only. It defines the type of ''lane'' (''composite lane'' or ''card lane'') and therefore its behaviour. For more information on ''lane'' types, see [[Boards#Types of lanes|Types of lanes]].
|-
|Layout|| This setting can be defined only at ''lane'' creation time. It defines the type of ''lane''. In "Horizontal" lanes, sub-lanes are added horizontally, in "Vertical" vertically. It is available only for ''composite lanes''.
|-
|Minimum Width (cards#)|| This setting defines the minimum width of the ''lane'' in number of ''cards'' that can fit horizontally. The actual size is automatically set to optimize layout but this minimum values is always respected. This setting can be changed any time and it is available only for ''card lanes''.
|-
|Minimum Height (cards#)||This setting defines the minimum height of the ''lane'' in number of ''cards'' that can fit vertically. The actual size is automatically set to optimize layout but this minimum values is always respected. This setting can be changed any time and it is available only for ''card lanes''.
|-
|}

The following table, explains the available settings for ''Appearance''.

{| class="wikitable"
! Setting !! Use
|-
|Color|| This defines the background colour of the header of the ''lane''.
|-
|Text Color|| This defined the colour of the text for the title of the ''lane''.
|-
|}

The following table, explains the available settings for ''Flow''. These settings are available only for ''lanes'' of type ''card lane''.

{| class="wikitable"
! Setting !! Use
|-
|Cards Limit|| This limits the Work in Progress (number of ''cards'') in a ''lane'' to the maximum set.
|-
|Cards Limit Per Board Member|| This applies the Cards Limit setting per each ''board'' member (and not for all).
|-
|Allow only if Estimated|| If set, this setting allows to place in the ''lane'' only those ''cards'' with ''Story Point'' set (estimated) .
|-
|Backlog|| If set, the ''lane'' will be considered a Backlog ''lane'' for the ''board''. Accordingly, all the ''cards'' that are placed in the ''lane'' will be considered backlog and any information about the Commitment Point, Delivery Point and/or Work In Progress for the card will be reset.
|-
|Commitment Point|| If set, the ''lane'' will be considered a commitment point for the ''board''. Accordingly, the commitment point will be set for all the ''cards'' that are placed in the ''lane''. See [[Reporting]] to better understand the use of commitment point.
|-
|Work in Progress|| If set, the ''lane'' will be considered a Work in Progress ''lane'' for the ''board''. Accordingly, all the ''cards'' that are placed in the ''lane'' will be considered Work in Progress. See [[Reporting]] to better understand the use of Work in Progress.
|-
|Delivery Point|| If set, the ''lane'' will be considered a delivery point for the ''board''. Accordingly, the delivery point will be set for all the ''cards'' that are placed in the ''lane''. See [[Reporting]] to better understand the use of delivery point.
|-
|}

''Policies'' allows to enter a text that may be used to explain the meaning of the lane (e.g. what's going on for ''cards'' in it) and/or requisites that ''cards'' shall satisfy to be placed in it. They make clear the "rules of the game". The presence of a ''lane policy'' is highlighted with an information (i) icon on the ''lane'' header. By passing with the mouse on it, the policy content is shown.

The following table, explains the available settings for ''Estimation'' form that is available only for ''composite lanes''.

{| class="wikitable"
! Setting !! Use
|-
|Work Start Date|| This is the start date and time the activities included in the ''lane'' (or sub lanes if not more specifically defined for them) are expected to start from. This information is used in some reports (see [[Reporting|Reporting]]) and can be overwritten by the settings provided in ''lanes''.
|-
|Work End Date|| This is the end date and time the activities included in the ''lane'' (or sub lanes if not more specifically defined for them) are expected to end. This information is used in some reports (see [[Reporting|Reporting]]) and can be overwritten by the settings provided in ''lanes''.
|-
|}

The ''Chat'' form allows to view and use the chatroom dedicated to the ''lane''. For more information on chat tool, read [[Chat]].

To update settings press '''Save&Exit''' command. To discard, '''Close'''.

== Lane commands ==
Several commands are available for the ''lanes''. To access ''lane'' commands use the ''lane'' context menu (click with the mouse on '''''...''''') and choose the requested command. Somme commands are available either as icons in the ''lane'' header. This behaviour is variable and automatic to optimize the ''lane'' header look&feel, depending on the environment (mobile, desktop) and size of the window where Easyboards® is running.

The following table, explains the available settings for ''General''.

{| class="wikitable"
! Command !! Use !! Available in
|-
|Create Card|| This allows to create a new ''card'' in the ''lane''. The new ''card'' will be positioned top left. Alternatively it is possible to use the '''Create Card''' icon with the same result. || ''Card lane''
|-
|Duplicate|| This duplicates the ''lane'' and all its sub-lanes (''cards'' excluded). The menu item has sub-items to define where to position the duplicated ''lane'' (e.g. '''''As First Lane'''''). || ''Composite lane'' and ''Card lane''
|-
|Paste Card|| This command allows to paste in the ''lane'' a previously copied ''card''. || ''Card lane''
|-
|Options|| This menu item allows to define ''lane'' settings. See [[Lanes#Lanes settings|Lanes settings]] for details on settings. || ''Composite lane'' and ''Card lane''
|-
|Archive|| This command allows to archive the ''lane'' and its content (''sub-lanes'' and ''cards''). The archived contents are removed from the ''board'' and moved to the repository (from where they can be restored). || ''Composite lane'' and ''Card lane''
|-
|Remove|| This command removes (deletes) the ''lane'' and all its content (''sub-lanes'' and ''cards''). The removed ''lane'' and content is lost and cannot be restored. || ''Composite lane'' and ''Card lane''
|-
|Refresh|| This command forces the refresh (update) of the ''lane'' and all its contents, should someone else had updated it. The refresh of all the ''board'' is performed automatically according to the time interval set in Rate (sec): || ''Composite lane'' and ''Card lane''
|-
|Show Cards Estimation|| This enables viewing complexity estimations for cards as icons on them.
|-
|Reports|| This command allows to launch reports for the ''lane''. Currently the Effort Estimation report is available and it can be activated with the ''lane'' icon Effort Estimation Report. For more information about this report and its use, read [[Reporting]]. When launched from here, the scope of the report will be the content of the ''lane'' (and sub-lanes if applicable).
|-
|Chat|| It allows to view and use the chatroom dedicated to the ''lane''. For more information on chat tool, read [[Chat]].
|-
|Collapse|| It allows to collapse the ''lane'' and all its content to save space in the ''board''. The collapsed ''lane'' is shrunk but still visible. || ''Composite lane'' and ''Card lane''.
|-
|Expand|| This command allow to restore the original size of a shrunk ''lane'' and all its content. || ''Composite lane'' and ''Card lane''.
|-
|Hide|| This command allows to hide a ''lane'' and all its content. The hidden ''lane'' becomes no longer visible. || ''Composite lane'' and ''Card lane''.
|-
|Visibility|| It allows to make newly visible the hidden ''lanes''. || ''Composite lane''.
|-
|Collapse All|| It collapses all the sub-lane of the ''lane''. || ''Composite lane''.
|-
|Expand All|| It restore the original size of all the collapsed sub-lanes of the ''lane''. || ''Composite lane'' and ''Card lane''.
|-
|}

Lanes

2022-10-19T09:31:28Z

Fbertuletti: /* Lane settings */

__TOC__
== Introduction to Lanes ==
''Lanes'' are ''board'' areas containing ''cards'' or other ''lanes''. They allow to organize the layout of the ''board'' and provide the best configuration for the target activity or process to support. For example, they typically represent the process steps.

Read the [[Boards]] page to learn how to create and change the layout of ''lanes''. In this page, you will learn how to mange specific settings and use commands on ''lanes''.

== Lane settings ==
To access ''lane'' settings double click with the left mouse button the ''lane'' header (where the name of the ''label'' is printed) or use the ''lane'' context menu (click on '''''...''''') and choose '''''Options'''''.

Remember that you need to have the ''board'' edit layout privilege to access ''lane'' settings, see [[Boards#Boards members and privileges|Boards privileges]].

Options are organized in different forms: ''General'', ''Appearance'', ''Policies'', ''Estimation'' and ''Chat''.

The following table, explains the available settings for ''General''.

{| class="wikitable"
! Setting !! Use
|-
|Description|| This is the name of the ''lane'' appearing on its header.
|-
|Type|| This setting can be defined only at ''lane'' creation time. Afterwards it is read only. It defines the type of ''lane'' (''composite lane'' or ''card lane'') and therefore its behaviour. For more information on ''lane'' types, see [[Boards#Types of lanes|Types of lanes]].
|-
|Layout|| This setting can be defined only at ''lane'' creation time. It defines the type of ''lane''. In "Horizontal" lanes, sub-lanes are added horizontally, in "Vertical" vertically. It is available only for ''composite lanes''.
|-
|Minimum Width (cards#)|| This setting defines the minimum width of the ''lane'' in number of ''cards'' that can fit horizontally. The actual size is automatically set to optimize layout but this minimum values is always respected. This setting can be changed any time and it is available only for ''card lanes''.
|-
|Minimum Height (cards#)||This setting defines the minimum height of the ''lane'' in number of ''cards'' that can fit vertically. The actual size is automatically set to optimize layout but this minimum values is always respected. This setting can be changed any time and it is available only for ''card lanes''.
|-
|}

The following table, explains the available settings for ''Appearance''.

{| class="wikitable"
! Setting !! Use
|-
|Color|| This defines the background colour of the header of the ''lane''.
|-
|Text Color|| This defined the colour of the text for the title of the ''lane''.
|-
|}

The following table, explains the available settings for ''Flow''. These settings are available only for ''lanes'' of type ''card lane''.

{| class="wikitable"
! Setting !! Use
|-
|Cards Limit|| This limits the Work in Progress (number of ''cards'') in a ''lane'' to the maximum set.
|-
|Cards Limit Per Board Member|| This applies the Cards Limit setting per each ''board'' member (and not for all).
|-
|Allow only if Estimated|| If set, this setting allows to place in the ''lane'' only those ''cards'' with ''Story Point'' set (estimated) .
|-
|Backlog|| If set, the ''lane'' will be considered a Backlog ''lane'' for the ''board''. Accordingly, all the ''cards'' that are placed in the ''lane'' will be considered backlog and any information about the Commitment Point, Delivery Point and/or Work In Progress for the card will be reset.
|-
|Commitment Point|| If set, the ''lane'' will be considered a commitment point for the ''board''. Accordingly, the commitment point will be set for all the ''cards'' that are placed in the ''lane''. See [[Reporting]] to better understand the use of commitment point.
|-
|Work in Progress|| If set, the ''lane'' will be considered a Work in Progress ''lane'' for the ''board''. Accordingly, all the ''cards'' that are placed in the ''lane'' will be considered Work in Progress. See [[Reporting]] to better understand the use of Work in Progress.
|-
|Delivery Point|| If set, the ''lane'' will be considered a delivery point for the ''board''. Accordingly, the delivery point will be set for all the ''cards'' that are placed in the ''lane''. See [[Reporting]] to better understand the use of delivery point.
|-
|}

''Policies'' allows to enter a text that may be used to explain the meaning of the lane (e.g. what's going on for ''cards'' in it) and/or requisites that ''cards'' shall satisfy to be placed in it. They make clear the "rules of the game". The presence of a ''lane policy'' is highlighted with an information (i) icon on the ''lane'' header. By passing with the mouse on it, the policy content is shown.

The following table, explains the available settings for ''Estimation'' form that is available only for ''composite lanes''.

{| class="wikitable"
! Setting !! Use
|-
|Work Start Date|| This is the start date and time the activities included in the ''lane'' (or sub lanes if not more specifically defined for them) are expected to start from. This information is used in some reports (see [[Reporting|Reporting]]) and can be overwritten by the settings provided in ''lanes''.
|-
|Work End Date|| This is the end date and time the activities included in the ''lane'' (or sub lanes if not more specifically defined for them) are expected to end. This information is used in some reports (see [[Reporting|Reporting]]) and can be overwritten by the settings provided in ''lanes''.
|-
|}

The ''Chat'' form allows to view and use the chatroom dedicated to the ''lane''. For more information on chat tool, read [[Chat]].

To update settings press '''Save&Exit''' command. To discard, '''Close'''.

== Lane commands ==
Several commands are available for the ''lanes''. To access ''lane'' commands use the ''lane'' context menu (click with the mouse on '''''...''''') and choose the requested command. Somme commands are available either as icons in the ''lane'' header. This behaviour is variable and automatic to optimize the ''lane'' header look&feel, depending on the environment (mobile, desktop) and size of the window where Easyboards® is running.

The following table, explains the available settings for ''General''.

{| class="wikitable"
! Command !! Use !! Available in
|-
|Create Card|| This allows to create a new ''card'' in the ''lane''. The new ''card'' will be positioned top left. Alternatively it is possible to use the '''Create Card''' icon with the same result. || ''Card lane''
|-
|Duplicate|| This duplicates the ''lane'' and all its sub-lanes (''cards'' excluded). The menu item has sub-items to define where to position the duplicated ''lane'' (e.g. '''''As First Lane'''''). || ''Composite lane'' and ''Card lane''
|-
|Paste Card|| This command allows to paste in the ''lane'' a previously copied ''card''. || ''Card lane''
|-
|Options|| This menu item allows to define ''lane'' settings. See [[Lanes#Lanes settings|Lanes settings]] for details on settings. || ''Composite lane'' and ''Card lane''
|-
|Archive|| This command allows to archive the ''lane'' and its content (''sub-lanes'' and ''cards''). The archived contents are removed from the ''board'' and moved to the repository (from where they can be restored). || ''Composite lane'' and ''Card lane''
|-
|Remove|| This command removes (deletes) the ''lane'' and all its content (''sub-lanes'' and ''cards''). The removed ''lane'' and content is lost and cannot be restored. || ''Composite lane'' and ''Card lane''
|-
|Refresh|| This command forces the refresh (update) of the ''lane'' and all its contents, should someone else had updated it. The refresh of all the ''board'' is performed automatically according to the time interval set in Rate (sec): || ''Composite lane'' and ''Card lane''
|-
|Show Cards Estimation|| This enables viewing complexity estimations for cards as icons on them.
|-
|Reports|| This command allows to launch reports for the ''lane''. Currently the Effort Estimation report is available and it can be activated with the ''lane'' icon Effort Estimation Report. For more information about this report and its use, read [[Reporting]]. When launched from here, the scope of the report will be the content of the ''lane'' (and sub-lanes if applicable).
|-
|Chat|| It allows to view and use the chatroom dedicated to the ''lane''. For more information on chat tool, read [[Chat]].
|-
|Collapse|| It allows to collapse the ''lane'' and all its content to save space in the ''board''. The collapsed ''lane'' is shrunk but still visible. || ''Composite lane'' and ''Card lane''.
|-
|Expand|| This command allow to restore the original size of a shrunk ''lane'' and all its content. || ''Composite lane'' and ''Card lane''.
|-
|Hide|| This command allows to hide a ''lane'' and all its content. The hidden ''lane'' becomes no longer visible. || ''Composite lane'' and ''Card lane''.
|-
|Visibility|| It allows to make newly visible the hidden ''lanes''. || ''Composite lane''.
|-
|Collapse All|| It collapses all the sub-lane of the ''lane''. || ''Composite lane''.
|-
|Expand All|| It restore the original size of all the collapsed sub-lanes of the ''lane''. || ''Composite lane'' and ''Card lane''.
|-
|}

Boards

2022-10-19T09:07:09Z

Fbertuletti: /* Manage privileges for members */

== Introduction to Boards ==
''Boards'' are the key element managed in EasyBoards®. They can be used to manage activities and tasks.

== Board creation ==
In this guide, you will learn how to create ''boards''.

''Boards'' can be created from ''templates'' or they can be created empty.
To create a ''board'' you may use the + button in the ''boards window'' or access to the list of the "boards" (use menu '''''Boards / Boards''''') and use the + button.

Watch this short video tutorial to learn how to create a ''board'' from a ''template''.

{{#ev:vimeo|
https://vimeo.com/317260653|800|center|Video tutorial on using ''boards''.}}

Remember that to be able to create ''boards'', users shall have the board creation privilege (see see [[Users & Groups]] for more details).

== Boards layout management ==
Managing the layout of ''Boards'' very easy. In the following tutorial, you will learn how to create an empty ''board'' and how to manage its layout (adding lanes, moving lanes, removing lanes).

{{#ev:vimeo|
https://vimeo.com/330820751|800|center|Video tutorial on using ''boards''.}}

=== Types of lanes ===

Remember that ''lanes'' are of two types: ''composite lanes'' and ''card lanes''. ''Composite lanes'' are ''lanes'' containing other ''lanes''. ''Card lanes'' are ''lanes'' containing ''cards''. ''Lanes'' can belong to one type only.

''Composite lanes'' can have two layouts: ''Horizontal'' or ''Vertical''. In ''Horizontal'' layout, created sub-lanes are placed one after the other horizontally (last created lane is placed as last on the right). In ''Vertical'' layout, created sub-lanes are placed one after the other vertically (last created lane is placed as last below the others).

It is possible to distinguish visually the two types of lanes because they have inverted background and text header colours.

=== Summary of the commands to manage the layout of ''lanes'' in a ''board'' ===
{| class="wikitable"
! Command !! Use
|-
|Create a new ''lane'' in the ''board'' not contained in other ''lanes''|| This command is in the ''board'' toolbar and allows to add a lane to the ''board''. Use this command to create a new ''lane'' in the ''board''. The ''lane'' is placed as the last in the ''board'' vertically.
|-
|Create a new ''lane'' in a ''composite lane''|| This can be done by using the context menu of a ''lane''. Recall the menu (use the three dots in the ''lane'' header, ...) and recall Create Lane menu item.
|-
|Change the position of a ''lane''|| This can be done by dragging and dropping the ''lane'' to be moved. Click on the ''lane'' (where the name of the ''lane'' is printed) header to start the process and move the it while keeping the left mouse button clicked. Drag the ''lane'' on the target ''lane'' to replace. The system will show with a green sign when the position is acceptable. Just release the mouse button to place the ''lane'' in the target position.
|-
|Remove a ''lane''|| This can be done by using the context menu of a ''lane''. Recall the menu (use the three dots in the ''lane'' header, '''...''') and recall '''Remove''' menu item.
|-
|Rename a ''lane''|| This can be done by opening ''lane'' settings. Recall them by double clicking with the left mouse button the header of the ''lane'' (where the name of the ''lane'' is printed). Edit the Description field with the target name and press '''Save & Exit'''.
|-
|}

For more information on lanes management, read [[Lanes]].

== Boards settings ==
It is possible to access ''boards'' settings from the boards toolbar, by clicking the Options icon.

The following table, explains the available options ''General'' form. Remember that to access settings you need to have sufficient privileges.

{| class="wikitable"
! Option !! Use
|-
|Name|| This is the name of the ''board'' and can be changed.
|-
|Status|| This is the status of the ''board'' and can be "Active" or "Inactive". "Inactive" ''boards'' can be edited having the privileges but cannot be viewed and used by ''boards'' members.
|-
|Category|| Defined by the application's Manager are used to categorize the Boards (eg. "Marketing","Training").
|-
|Auto Assign Cards|| If set, the system will automatically assign the creator as assignee of the ''card'' at creation time.
|-
|Rate (sec)|| The rate, in seconds, used by the application to check for incoming updates or send them (in other words to synch with the backbone server).
|-
|}

The following table, explains the available settings for ''Estimation'' form.

{| class="wikitable"
! Setting !! Use
|-
|Story Point Scale|| Here you can define the scale to be used to assign 'story points' to cards. Story points are used by agile teams to assign a complexity value to work. A fibonacci sequence can be used as the one pre-set. Just enter the values you want to use seprated by ','. You can use '.' for decimal values, for example '0.5'.
|-
|Show in Board|| This comprehends a group of three settings to visualize ''Story Points'', ''Forecast Effort'' and ''Actual Effort'' as icons on the card. Visualization will be triggered by '''Show Actuals/Estimations''' command on ''board'' toolbar. What shown will depend on the previous settings and ''Cards Sign Order' settings (see below).
|-
|Work Start Date|| This is the start date and time the activities included in the ''board'' are expected to start from. This information is used in some reports (see [[Reporting|Reporting]]) and can be overwritten by the settings provided in ''lanes''.
|-
|Work End Date|| This is the end date and time the activities included in the ''board'' are expected to end. This information is used in some reports (see [[Reporting|Reporting]]) and can be overwritten by the settings provided in ''lanes''.
|-
|}

''Cards Sign Order'' form shows the order of signs when appearing graphically on the ''cards''. The order of priority set is the one appearing in the list, from higher (up) to lower (bottom). it is possible to drag and drop the items to change the desired order.

To update settings press '''Update''' command. To discard, '''Cancel'''. The '''Reset''' command set back the default values.

== Boards commands ==
Several commands are available for a ''board''. They can be launched using the '''board''' toolbar clicking on the icons displayed in it.

The following table, explains the available commands. Remember that to use some of them you need to have sufficient privileges.

{| class="wikitable"
! Command !! Use
|-
|'''Back to List'''|| This command enable to leave the ''board'' and return to the EasyBoards® home page.
|-
|'''Create Lane'''|| This allows to add a ''lane'' in the ''board''. More information in [[Boards#Boards layout management|Boards layout management]].
|-
|'''Settings'''|| This enables the management of settings for the ''board''. More information available in [[Boards#Boards settings|Boards settings]].
|-
|'''Members'''|| This command allows to invite members to the board and to set privileges for them. More information available in [[Boards#Members and privileges|Boards members and privileges]].
|-
|'''Archive'''|| ''Lanes'' and ''cards'' in a ''board'' can be removed (lost forever) or archived (removed from the ''board'' and stored in a repository from which they can still be restored later). This command allows to archive the whole ''board'' content.
|-
|'''Repository'''|| This command allows to access the repository where archived ''lanes'' and ''cards'' can be search and, if needed restored to the original ''board''. In the repository elements, ''cards'' or ''lanes'', can be searched, selected and restored.
|-
|'''Cards List'''|| This command allows to see all the cards has been created and their position in terms of lane, sublane
|-
|'''Set Lead time Targets'''|| This command allows to set specific targets for the Lead Time report. In particular, the target target processing time of ''cards'' for each priority type of them. For more information about the available reports and their use, read [[Reporting]]
|-
|'''Collapse All'''|| This command collapses all the ''lanes'' in the ''board''.
|-
|'''Expand All'''|| This command expands all the ''lanes'' in the ''board''..
|-
|'''Effort Estimation Report'''|| This command allows to understand the relative weight of activities in the ''board'' and launch the homonymous report. For more information about this report and its use, read [[Reporting]]. When launched from here, the scope of the report will be the whole ''board'' content (''lanes'' and ''cards'').
|-
|'''Visibility'''|| This commands allows to hide/show the top ''lanes'' of the ''board'' (and their sub-lanes). Specific ''lanes'' can be selected.
|-
|'''Filter'''|| It allows to filter the ''cards'' in the ''board''. Use Filter Term to set the search words, '''Highlight''' to highlight the matching ''cards'' but show all the others too, '''Show Only''' to show only the matching ''cards'', '''Off''' to disable filter mode.
|-
|'''Search'''|| It activates the search functionality that allows to find ''cards'' matching given words. The functionality lists the matching ''cards'' and allows either to open them or to locate them on the ''board''/''lane'' where they are positioned.
|-
|'''Show/Hide Cards Estimations'''|| This command allows to show or hide a sign on ''cards'' reporting the Story Points, if set for the ''card''.
|-
|'''Show/Hide Cards Identifiers'''|| This command allows to show or hide a sign on ''cards'' reporting the identifier number of the ''card''.
|-
|'''Follow/Unfollow Cards Changes'''|| This command allows to follow or unfollow the following main changes for all the ''cards'' of the ''board'': creation of new ''card'', archiving of a ''card'', restore of a ''card'' from archive. These changes are notified to the other participants of the ''board'' (read [[Notifications]]).
|-
|'''Chats'''|| The chat icon allows to open the chat console where it is possible to manage all the chats at the same time. For more information about the use of chats, read [[Chat]].
|-
|'''Progress View'''|| This command allows to show the overall progress of activities in the ''board''. For more information about this report, read [[Reporting]].
|-
|'''Reports'''|| This allows to open the reports page from which it is possible to launch the reports for the ''board'' activities. For more information about the available reports and their use, read [[Reporting]].
|-
|'''Show Cards Estimations'''|| This enables viewing complexity estimation for ''cards'' as icons on them.
|-
|'''Reset'''|| This clears all the contents (''lanes'' and ''cards'') of a ''board''. Note that the content is not archived and cannot be restored after being removed. Use this functionality with care.
|-
|'''Send'''|| Synchronization with backend is done automatically to retrieve and send updates to content according to the time interval set in Rate (sec):. This command forces sending data before the next refresh interval.
|-
|'''Receive'''|| Synchronization with backend is done automatically to retrieve and send updates to content according to the time interval set in Rate (sec):. This command forces retrieving data before the next refresh interval.
|-
|}

== Boards members and privileges ==
It is possible to invite users to a ''board'' and to set privileges to access functionalities for them. This can be done by using the '''Member''' ''board'' toolbar command (see also [[Boards#Boards commands|Boards commands]]).

Remember that you need to have the requested "Invite Members" privilege to invite, remove or set privileges for ''board'' members.

=== Invite new members ===
Only active users of the application can be invited (see [[Users & Groups]]).

To invite users, click '''Members''' in the ''board'' toolbar and then '''Invite''' in the opened window. Move required users or groups from the left Uninvited column to the right Invited one and press '''Apply'''.

=== Remove invited members ===
To remove member, click '''Members''' in the ''board'' toolbar and then '''Invite''' in the opened window. Move users or groups to be removed from the right the right Invited column to the left Uninvited one and press '''Apply'''.

=== Manage privileges for members ===
To manage privileges for board invited members first click '''Members''' in the ''board'' toolbar. Then decide if you want to edit single member privileges or those for group of users. You can switch from one mode to the other by clicking '''Resources''' or '''Groups''' in the opened window. For the visualized members or groups, just set the privileges as required. Note: privileges are immediately activated and you don't need to perform other actions.

The following table reports a description of the available privileges.

{| class="wikitable"
! Privilege !! Rights
|-
|View|| This is the minimum privilege. It allows to access the ''board'' and to view all its content (read all).
|-
|Edit Content|| This allows to create and edit ''cards'' in the ''board''. If set, it implies the "View" privilege too.
|-
|Edit Layout|| This privilege allows to edit the settings and the layout of a ''board'' (its ''lanes'').
|-
|Invite Members|| This privilege enables to invite, remove and set privileges for the members of a ''board''.
|-
|Collaborate|| This privilege enables to use the collaboration features of EasyBoards®. In particular the chat (see [[Chat]]).
|-
|Reporting|| This privilege enables to use the reporting features of EasyBoards®. In particular the chat (see [[Reporting]]).
|-
|Edit Estimation|| This privilege enables editing ''Estimation'' data for a ''card''.
|-
|Edit Poker|| This privilege enables starting a "planning poker" session.
|-
|Vote Poker|| This privilege enables to vote during a "planning poker" session.
|-
|View Poker|| This privilege enables to assist and visualize a "planning poker" session.
|-
|}

Typical configuration privileges for a user are:

*"View" + "Collaborate". The user can view all the contents of the ''board'' and collaborate on items.
*"Edit Content" + "Collaborate". The user can create and edit ''cards'' and collaborate on items.

== Boards templates ==
''Board templates'' are models of ''boards'' containing a structure of ''lanes''. ''Templates'' can be used to quickly instantiate new ''boards'' without the need of configuring them and thus, saving time. They allow allow to standardize the approach to deal with the same activities among different teams.

=== Creating a board template ===
Use the '''''Board''''' and then '''''Board Template''''' home page menu item to access to ''board templates'' management screen. Use the '''+''' icon to add a new ''template''. You will need to enter Name, mandatory, Description of the ''board template'' and then click on '''Create''' to create and enter it.

Defining the layout of the ''board template'' is done in the same way described for actual ''boards''. See [[Boards#Boards layout management|Boards layout management]] for more details.

You can also manage board template settings defining the template Status.

=== Using a board template ===
When creating a new ''board'', you have the option of to enable Use Template and then to chose from the Template field the one to be used to create the new ''board''. Only templates with Status "Active" are listed.

The ''board'' will be created with the ''lane'' layout defined in the ''board template''.

=== Removing a board template ===
Use the '''''Board''''' and then '''''Board Template''''' home page menu item to access to ''board templates'' management screen. Select the ''templates'' you want to remove by ticking the squared selector on the left of each ''template'' row. Finally press the '''X''' ('''Remove Template(s)''') icon. The selected ''templates'' will be deleted:
* nothing will happen to ''boards'' already created using the deleted ''templates'';
* the deleted templates can't be restored.

Boards

2022-10-19T08:51:58Z

Fbertuletti: /* Boards commands */

== Introduction to Boards ==
''Boards'' are the key element managed in EasyBoards®. They can be used to manage activities and tasks.

== Board creation ==
In this guide, you will learn how to create ''boards''.

''Boards'' can be created from ''templates'' or they can be created empty.
To create a ''board'' you may use the + button in the ''boards window'' or access to the list of the "boards" (use menu '''''Boards / Boards''''') and use the + button.

Watch this short video tutorial to learn how to create a ''board'' from a ''template''.

{{#ev:vimeo|
https://vimeo.com/317260653|800|center|Video tutorial on using ''boards''.}}

Remember that to be able to create ''boards'', users shall have the board creation privilege (see see [[Users & Groups]] for more details).

== Boards layout management ==
Managing the layout of ''Boards'' very easy. In the following tutorial, you will learn how to create an empty ''board'' and how to manage its layout (adding lanes, moving lanes, removing lanes).

{{#ev:vimeo|
https://vimeo.com/330820751|800|center|Video tutorial on using ''boards''.}}

=== Types of lanes ===

Remember that ''lanes'' are of two types: ''composite lanes'' and ''card lanes''. ''Composite lanes'' are ''lanes'' containing other ''lanes''. ''Card lanes'' are ''lanes'' containing ''cards''. ''Lanes'' can belong to one type only.

''Composite lanes'' can have two layouts: ''Horizontal'' or ''Vertical''. In ''Horizontal'' layout, created sub-lanes are placed one after the other horizontally (last created lane is placed as last on the right). In ''Vertical'' layout, created sub-lanes are placed one after the other vertically (last created lane is placed as last below the others).

It is possible to distinguish visually the two types of lanes because they have inverted background and text header colours.

=== Summary of the commands to manage the layout of ''lanes'' in a ''board'' ===
{| class="wikitable"
! Command !! Use
|-
|Create a new ''lane'' in the ''board'' not contained in other ''lanes''|| This command is in the ''board'' toolbar and allows to add a lane to the ''board''. Use this command to create a new ''lane'' in the ''board''. The ''lane'' is placed as the last in the ''board'' vertically.
|-
|Create a new ''lane'' in a ''composite lane''|| This can be done by using the context menu of a ''lane''. Recall the menu (use the three dots in the ''lane'' header, ...) and recall Create Lane menu item.
|-
|Change the position of a ''lane''|| This can be done by dragging and dropping the ''lane'' to be moved. Click on the ''lane'' (where the name of the ''lane'' is printed) header to start the process and move the it while keeping the left mouse button clicked. Drag the ''lane'' on the target ''lane'' to replace. The system will show with a green sign when the position is acceptable. Just release the mouse button to place the ''lane'' in the target position.
|-
|Remove a ''lane''|| This can be done by using the context menu of a ''lane''. Recall the menu (use the three dots in the ''lane'' header, '''...''') and recall '''Remove''' menu item.
|-
|Rename a ''lane''|| This can be done by opening ''lane'' settings. Recall them by double clicking with the left mouse button the header of the ''lane'' (where the name of the ''lane'' is printed). Edit the Description field with the target name and press '''Save & Exit'''.
|-
|}

For more information on lanes management, read [[Lanes]].

== Boards settings ==
It is possible to access ''boards'' settings from the boards toolbar, by clicking the Options icon.

The following table, explains the available options ''General'' form. Remember that to access settings you need to have sufficient privileges.

{| class="wikitable"
! Option !! Use
|-
|Name|| This is the name of the ''board'' and can be changed.
|-
|Status|| This is the status of the ''board'' and can be "Active" or "Inactive". "Inactive" ''boards'' can be edited having the privileges but cannot be viewed and used by ''boards'' members.
|-
|Category|| Defined by the application's Manager are used to categorize the Boards (eg. "Marketing","Training").
|-
|Auto Assign Cards|| If set, the system will automatically assign the creator as assignee of the ''card'' at creation time.
|-
|Rate (sec)|| The rate, in seconds, used by the application to check for incoming updates or send them (in other words to synch with the backbone server).
|-
|}

The following table, explains the available settings for ''Estimation'' form.

{| class="wikitable"
! Setting !! Use
|-
|Story Point Scale|| Here you can define the scale to be used to assign 'story points' to cards. Story points are used by agile teams to assign a complexity value to work. A fibonacci sequence can be used as the one pre-set. Just enter the values you want to use seprated by ','. You can use '.' for decimal values, for example '0.5'.
|-
|Show in Board|| This comprehends a group of three settings to visualize ''Story Points'', ''Forecast Effort'' and ''Actual Effort'' as icons on the card. Visualization will be triggered by '''Show Actuals/Estimations''' command on ''board'' toolbar. What shown will depend on the previous settings and ''Cards Sign Order' settings (see below).
|-
|Work Start Date|| This is the start date and time the activities included in the ''board'' are expected to start from. This information is used in some reports (see [[Reporting|Reporting]]) and can be overwritten by the settings provided in ''lanes''.
|-
|Work End Date|| This is the end date and time the activities included in the ''board'' are expected to end. This information is used in some reports (see [[Reporting|Reporting]]) and can be overwritten by the settings provided in ''lanes''.
|-
|}

''Cards Sign Order'' form shows the order of signs when appearing graphically on the ''cards''. The order of priority set is the one appearing in the list, from higher (up) to lower (bottom). it is possible to drag and drop the items to change the desired order.

To update settings press '''Update''' command. To discard, '''Cancel'''. The '''Reset''' command set back the default values.

== Boards commands ==
Several commands are available for a ''board''. They can be launched using the '''board''' toolbar clicking on the icons displayed in it.

The following table, explains the available commands. Remember that to use some of them you need to have sufficient privileges.

{| class="wikitable"
! Command !! Use
|-
|'''Back to List'''|| This command enable to leave the ''board'' and return to the EasyBoards® home page.
|-
|'''Create Lane'''|| This allows to add a ''lane'' in the ''board''. More information in [[Boards#Boards layout management|Boards layout management]].
|-
|'''Settings'''|| This enables the management of settings for the ''board''. More information available in [[Boards#Boards settings|Boards settings]].
|-
|'''Members'''|| This command allows to invite members to the board and to set privileges for them. More information available in [[Boards#Members and privileges|Boards members and privileges]].
|-
|'''Archive'''|| ''Lanes'' and ''cards'' in a ''board'' can be removed (lost forever) or archived (removed from the ''board'' and stored in a repository from which they can still be restored later). This command allows to archive the whole ''board'' content.
|-
|'''Repository'''|| This command allows to access the repository where archived ''lanes'' and ''cards'' can be search and, if needed restored to the original ''board''. In the repository elements, ''cards'' or ''lanes'', can be searched, selected and restored.
|-
|'''Cards List'''|| This command allows to see all the cards has been created and their position in terms of lane, sublane
|-
|'''Set Lead time Targets'''|| This command allows to set specific targets for the Lead Time report. In particular, the target target processing time of ''cards'' for each priority type of them. For more information about the available reports and their use, read [[Reporting]]
|-
|'''Collapse All'''|| This command collapses all the ''lanes'' in the ''board''.
|-
|'''Expand All'''|| This command expands all the ''lanes'' in the ''board''..
|-
|'''Effort Estimation Report'''|| This command allows to understand the relative weight of activities in the ''board'' and launch the homonymous report. For more information about this report and its use, read [[Reporting]]. When launched from here, the scope of the report will be the whole ''board'' content (''lanes'' and ''cards'').
|-
|'''Visibility'''|| This commands allows to hide/show the top ''lanes'' of the ''board'' (and their sub-lanes). Specific ''lanes'' can be selected.
|-
|'''Filter'''|| It allows to filter the ''cards'' in the ''board''. Use Filter Term to set the search words, '''Highlight''' to highlight the matching ''cards'' but show all the others too, '''Show Only''' to show only the matching ''cards'', '''Off''' to disable filter mode.
|-
|'''Search'''|| It activates the search functionality that allows to find ''cards'' matching given words. The functionality lists the matching ''cards'' and allows either to open them or to locate them on the ''board''/''lane'' where they are positioned.
|-
|'''Show/Hide Cards Estimations'''|| This command allows to show or hide a sign on ''cards'' reporting the Story Points, if set for the ''card''.
|-
|'''Show/Hide Cards Identifiers'''|| This command allows to show or hide a sign on ''cards'' reporting the identifier number of the ''card''.
|-
|'''Follow/Unfollow Cards Changes'''|| This command allows to follow or unfollow the following main changes for all the ''cards'' of the ''board'': creation of new ''card'', archiving of a ''card'', restore of a ''card'' from archive. These changes are notified to the other participants of the ''board'' (read [[Notifications]]).
|-
|'''Chats'''|| The chat icon allows to open the chat console where it is possible to manage all the chats at the same time. For more information about the use of chats, read [[Chat]].
|-
|'''Progress View'''|| This command allows to show the overall progress of activities in the ''board''. For more information about this report, read [[Reporting]].
|-
|'''Reports'''|| This allows to open the reports page from which it is possible to launch the reports for the ''board'' activities. For more information about the available reports and their use, read [[Reporting]].
|-
|'''Show Cards Estimations'''|| This enables viewing complexity estimation for ''cards'' as icons on them.
|-
|'''Reset'''|| This clears all the contents (''lanes'' and ''cards'') of a ''board''. Note that the content is not archived and cannot be restored after being removed. Use this functionality with care.
|-
|'''Send'''|| Synchronization with backend is done automatically to retrieve and send updates to content according to the time interval set in Rate (sec):. This command forces sending data before the next refresh interval.
|-
|'''Receive'''|| Synchronization with backend is done automatically to retrieve and send updates to content according to the time interval set in Rate (sec):. This command forces retrieving data before the next refresh interval.
|-
|}

== Boards members and privileges ==
It is possible to invite users to a ''board'' and to set privileges to access functionalities for them. This can be done by using the '''Member''' ''board'' toolbar command (see also [[Boards#Boards commands|Boards commands]]).

Remember that you need to have the requested "Invite Members" privilege to invite, remove or set privileges for ''board'' members.

=== Invite new members ===
Only active users of the application can be invited (see [[Users & Groups]]).

To invite users, click '''Members''' in the ''board'' toolbar and then '''Invite''' in the opened window. Move required users or groups from the left Uninvited column to the right Invited one and press '''Apply'''.

=== Remove invited members ===
To remove member, click '''Members''' in the ''board'' toolbar and then '''Invite''' in the opened window. Move users or groups to be removed from the right the right Invited column to the left Uninvited one and press '''Apply'''.

=== Manage privileges for members ===
To manage privileges for board invited members first click '''Members''' in the ''board'' toolbar. Then decide if you want to edit single member privileges or those for group of users. You can switch from one mode to the other by clicking '''Resources''' or '''Groups''' in the opened window. For the visualized members or groups, just set the privileges as required. Note: privileges are immediately activated and you don't need to perform other actions.

The following table reports a description of the available privileges.

{| class="wikitable"
! Privilege !! Rights
|-
|View|| This is the minimum privilege. It allows to access the ''board'' and to view all its content (read all).
|-
|Edit Content|| This allows to create and edit ''cards'' in the ''board''. If set, it implies the "View" privilege too.
|-
|Edit Layout|| This privilege allows to edit the settings and the layout of a ''board'' (its ''lanes'').
|-
|Invite Members|| This privilege enables to invite, remove and set privileges for the members of a ''board''.
|-
|Collaborate|| This privilege enables to use the collaboration features of EasyBoards®. In particular the chat (see [[Chat]]).
|-
|Edit Estimation|| This privilege enables editing ''Estimation'' data for a ''card''.
|-
|Edit Poker|| This privilege enables starting a "planning poker" session.
|-
|Vote Poker|| This privilege enables to vote during a "planning poker" session.
|-
|View Poker|| This privilege enables to assist and visualize a "planning poker" session.
|-
|}

Typical configuration privileges for a user are:

*"View" + "Collaborate". The user can view all the contents of the ''board'' and collaborate on items.
*"Edit Content" + "Collaborate". The user can create and edit ''cards'' and collaborate on items.

== Boards templates ==
''Board templates'' are models of ''boards'' containing a structure of ''lanes''. ''Templates'' can be used to quickly instantiate new ''boards'' without the need of configuring them and thus, saving time. They allow allow to standardize the approach to deal with the same activities among different teams.

=== Creating a board template ===
Use the '''''Board''''' and then '''''Board Template''''' home page menu item to access to ''board templates'' management screen. Use the '''+''' icon to add a new ''template''. You will need to enter Name, mandatory, Description of the ''board template'' and then click on '''Create''' to create and enter it.

Defining the layout of the ''board template'' is done in the same way described for actual ''boards''. See [[Boards#Boards layout management|Boards layout management]] for more details.

You can also manage board template settings defining the template Status.

=== Using a board template ===
When creating a new ''board'', you have the option of to enable Use Template and then to chose from the Template field the one to be used to create the new ''board''. Only templates with Status "Active" are listed.

The ''board'' will be created with the ''lane'' layout defined in the ''board template''.

=== Removing a board template ===
Use the '''''Board''''' and then '''''Board Template''''' home page menu item to access to ''board templates'' management screen. Select the ''templates'' you want to remove by ticking the squared selector on the left of each ''template'' row. Finally press the '''X''' ('''Remove Template(s)''') icon. The selected ''templates'' will be deleted:
* nothing will happen to ''boards'' already created using the deleted ''templates'';
* the deleted templates can't be restored.

Boards

2022-10-19T08:49:12Z

Fbertuletti: /* Boards commands */

== Introduction to Boards ==
''Boards'' are the key element managed in EasyBoards®. They can be used to manage activities and tasks.

== Board creation ==
In this guide, you will learn how to create ''boards''.

''Boards'' can be created from ''templates'' or they can be created empty.
To create a ''board'' you may use the + button in the ''boards window'' or access to the list of the "boards" (use menu '''''Boards / Boards''''') and use the + button.

Watch this short video tutorial to learn how to create a ''board'' from a ''template''.

{{#ev:vimeo|
https://vimeo.com/317260653|800|center|Video tutorial on using ''boards''.}}

Remember that to be able to create ''boards'', users shall have the board creation privilege (see see [[Users & Groups]] for more details).

== Boards layout management ==
Managing the layout of ''Boards'' very easy. In the following tutorial, you will learn how to create an empty ''board'' and how to manage its layout (adding lanes, moving lanes, removing lanes).

{{#ev:vimeo|
https://vimeo.com/330820751|800|center|Video tutorial on using ''boards''.}}

=== Types of lanes ===

Remember that ''lanes'' are of two types: ''composite lanes'' and ''card lanes''. ''Composite lanes'' are ''lanes'' containing other ''lanes''. ''Card lanes'' are ''lanes'' containing ''cards''. ''Lanes'' can belong to one type only.

''Composite lanes'' can have two layouts: ''Horizontal'' or ''Vertical''. In ''Horizontal'' layout, created sub-lanes are placed one after the other horizontally (last created lane is placed as last on the right). In ''Vertical'' layout, created sub-lanes are placed one after the other vertically (last created lane is placed as last below the others).

It is possible to distinguish visually the two types of lanes because they have inverted background and text header colours.

=== Summary of the commands to manage the layout of ''lanes'' in a ''board'' ===
{| class="wikitable"
! Command !! Use
|-
|Create a new ''lane'' in the ''board'' not contained in other ''lanes''|| This command is in the ''board'' toolbar and allows to add a lane to the ''board''. Use this command to create a new ''lane'' in the ''board''. The ''lane'' is placed as the last in the ''board'' vertically.
|-
|Create a new ''lane'' in a ''composite lane''|| This can be done by using the context menu of a ''lane''. Recall the menu (use the three dots in the ''lane'' header, ...) and recall Create Lane menu item.
|-
|Change the position of a ''lane''|| This can be done by dragging and dropping the ''lane'' to be moved. Click on the ''lane'' (where the name of the ''lane'' is printed) header to start the process and move the it while keeping the left mouse button clicked. Drag the ''lane'' on the target ''lane'' to replace. The system will show with a green sign when the position is acceptable. Just release the mouse button to place the ''lane'' in the target position.
|-
|Remove a ''lane''|| This can be done by using the context menu of a ''lane''. Recall the menu (use the three dots in the ''lane'' header, '''...''') and recall '''Remove''' menu item.
|-
|Rename a ''lane''|| This can be done by opening ''lane'' settings. Recall them by double clicking with the left mouse button the header of the ''lane'' (where the name of the ''lane'' is printed). Edit the Description field with the target name and press '''Save & Exit'''.
|-
|}

For more information on lanes management, read [[Lanes]].

== Boards settings ==
It is possible to access ''boards'' settings from the boards toolbar, by clicking the Options icon.

The following table, explains the available options ''General'' form. Remember that to access settings you need to have sufficient privileges.

{| class="wikitable"
! Option !! Use
|-
|Name|| This is the name of the ''board'' and can be changed.
|-
|Status|| This is the status of the ''board'' and can be "Active" or "Inactive". "Inactive" ''boards'' can be edited having the privileges but cannot be viewed and used by ''boards'' members.
|-
|Category|| Defined by the application's Manager are used to categorize the Boards (eg. "Marketing","Training").
|-
|Auto Assign Cards|| If set, the system will automatically assign the creator as assignee of the ''card'' at creation time.
|-
|Rate (sec)|| The rate, in seconds, used by the application to check for incoming updates or send them (in other words to synch with the backbone server).
|-
|}

The following table, explains the available settings for ''Estimation'' form.

{| class="wikitable"
! Setting !! Use
|-
|Story Point Scale|| Here you can define the scale to be used to assign 'story points' to cards. Story points are used by agile teams to assign a complexity value to work. A fibonacci sequence can be used as the one pre-set. Just enter the values you want to use seprated by ','. You can use '.' for decimal values, for example '0.5'.
|-
|Show in Board|| This comprehends a group of three settings to visualize ''Story Points'', ''Forecast Effort'' and ''Actual Effort'' as icons on the card. Visualization will be triggered by '''Show Actuals/Estimations''' command on ''board'' toolbar. What shown will depend on the previous settings and ''Cards Sign Order' settings (see below).
|-
|Work Start Date|| This is the start date and time the activities included in the ''board'' are expected to start from. This information is used in some reports (see [[Reporting|Reporting]]) and can be overwritten by the settings provided in ''lanes''.
|-
|Work End Date|| This is the end date and time the activities included in the ''board'' are expected to end. This information is used in some reports (see [[Reporting|Reporting]]) and can be overwritten by the settings provided in ''lanes''.
|-
|}

''Cards Sign Order'' form shows the order of signs when appearing graphically on the ''cards''. The order of priority set is the one appearing in the list, from higher (up) to lower (bottom). it is possible to drag and drop the items to change the desired order.

To update settings press '''Update''' command. To discard, '''Cancel'''. The '''Reset''' command set back the default values.

== Boards commands ==
Several commands are available for a ''board''. They can be launched using the '''board''' toolbar clicking on the icons displayed in it.

The following table, explains the available commands. Remember that to use some of them you need to have sufficient privileges.

{| class="wikitable"
! Command !! Use
|-
|'''Back to List'''|| This command enable to leave the ''board'' and return to the EasyBoards® home page.
|-
|'''Create Lane'''|| This allows to add a ''lane'' in the ''board''. More information in [[Boards#Boards layout management|Boards layout management]].
|-
|'''Settings'''|| This enables the management of settings for the ''board''. More information available in [[Boards#Boards settings|Boards settings]].
|-
|'''Members'''|| This command allows to invite members to the board and to set privileges for them. More information available in [[Boards#Members and privileges|Boards members and privileges]].
|-
|'''Archive'''|| ''Lanes'' and ''cards'' in a ''board'' can be removed (lost forever) or archived (removed from the ''board'' and stored in a repository from which they can still be restored later). This command allows to archive the whole ''board'' content.
|-
|'''Repository'''|| This command allows to access the repository where archived ''lanes'' and ''cards'' can be search and, if needed restored to the original ''board''. In the repository elements, ''cards'' or ''lanes'', can be searched, selected and restored.
|-
|'''Cards List'''|| This command allows to see all the cards has been created and their position in terms of lane, sublane
|-
|'''Set Lead time Targets'''|| This command allows to set specific targets for the Lead Time report. In particular, the target target processing time of ''cards'' for each priority type of them. For more information about the available reports and their use, read [[Reporting]]
|-
|'''Collapse All'''|| This command collapses all the ''lanes'' in the ''board''.
|-
|'''Expand All'''|| This command expands all the ''lanes'' in the ''board''..
|-
|'''Effort Estimation Report'''|| This command allows to understand the relative weight of activities in the ''board'' and launch the homonymous report. For more information about this report and its use, read [[Reporting]]. When launched from here, the scope of the report will be the whole ''board'' content (''lanes'' and ''cards'').
|-
|'''Visibility'''|| This commands allows to hide/show the top ''lanes'' of the ''board'' (and their sub-lanes). Specific ''lanes'' can be selected.
|-
|'''Filter'''|| It allows to filter the ''cards'' in the ''board''. Use Filter Term to set the search words, '''Highlight''' to highlight the matching ''cards'' but show all the others too, '''Show Only''' to show only the matching ''cards'', '''Off''' to disable filter mode.
|-
|'''Search'''|| It activates the search functionality that allows to find ''cards'' matching given words. The functionality lists the matching ''cards'' and allows either to open them or to locate them on the ''board''/''lane'' where they are positioned.
|-
|'''Show/Hide Cards Estimations'''|| This command allows to show or hide a sign on ''cards'' reporting the Story Points, if set for the ''card''.
|-
|'''Show/Hide Cards Identifiers'''|| This command allows to show or hide a sign on ''cards'' reporting the identifier number of the ''card''.
|-
|'''Follow/Unfollow Cards Changes'''|| This command allows to follow or unfollow the following main changes for all the ''cards'' of the ''board'': creation of new ''card'', archiving of a ''card'', restore of a ''card'' from archive. These changes are notified to the other participants of the ''board'' (read [[Notifications]]).
|-
|'''Chats'''|| The chat icon allows to open the chat console where it is possible to manage all the chats at the same time. For more information about the use of chats, read [[Chat]].
|-
|'''Progress View'''|| This command allows to show the overall progress of activities in the ''board''. For more information about this report, read [[Reporting]].
|-
|'''Reports'''|| This allows to open the reports page from which it is possible to launch the reports for the ''board'' activities. For more information about the available reports and their use, read [[Reporting]].
|-
|'''Reset'''|| This clears all the contents (''lanes'' and ''cards'') of a ''board''. Note that the content is not archived and cannot be restored after being removed. Use this functionality with care.
|-
|'''Show Cards Estimations'''|| This enables viewing complexity estimation for ''cards'' as icons on them.
|-
|'''Send'''|| Synchronization with backend is done automatically to retrieve and send updates to content according to the time interval set in Rate (sec):. This command forces sending data before the next refresh interval.
|-
|'''Receive'''|| Synchronization with backend is done automatically to retrieve and send updates to content according to the time interval set in Rate (sec):. This command forces retrieving data before the next refresh interval.
|-
|}

== Boards members and privileges ==
It is possible to invite users to a ''board'' and to set privileges to access functionalities for them. This can be done by using the '''Member''' ''board'' toolbar command (see also [[Boards#Boards commands|Boards commands]]).

Remember that you need to have the requested "Invite Members" privilege to invite, remove or set privileges for ''board'' members.

=== Invite new members ===
Only active users of the application can be invited (see [[Users & Groups]]).

To invite users, click '''Members''' in the ''board'' toolbar and then '''Invite''' in the opened window. Move required users or groups from the left Uninvited column to the right Invited one and press '''Apply'''.

=== Remove invited members ===
To remove member, click '''Members''' in the ''board'' toolbar and then '''Invite''' in the opened window. Move users or groups to be removed from the right the right Invited column to the left Uninvited one and press '''Apply'''.

=== Manage privileges for members ===
To manage privileges for board invited members first click '''Members''' in the ''board'' toolbar. Then decide if you want to edit single member privileges or those for group of users. You can switch from one mode to the other by clicking '''Resources''' or '''Groups''' in the opened window. For the visualized members or groups, just set the privileges as required. Note: privileges are immediately activated and you don't need to perform other actions.

The following table reports a description of the available privileges.

{| class="wikitable"
! Privilege !! Rights
|-
|View|| This is the minimum privilege. It allows to access the ''board'' and to view all its content (read all).
|-
|Edit Content|| This allows to create and edit ''cards'' in the ''board''. If set, it implies the "View" privilege too.
|-
|Edit Layout|| This privilege allows to edit the settings and the layout of a ''board'' (its ''lanes'').
|-
|Invite Members|| This privilege enables to invite, remove and set privileges for the members of a ''board''.
|-
|Collaborate|| This privilege enables to use the collaboration features of EasyBoards®. In particular the chat (see [[Chat]]).
|-
|Edit Estimation|| This privilege enables editing ''Estimation'' data for a ''card''.
|-
|Edit Poker|| This privilege enables starting a "planning poker" session.
|-
|Vote Poker|| This privilege enables to vote during a "planning poker" session.
|-
|View Poker|| This privilege enables to assist and visualize a "planning poker" session.
|-
|}

Typical configuration privileges for a user are:

*"View" + "Collaborate". The user can view all the contents of the ''board'' and collaborate on items.
*"Edit Content" + "Collaborate". The user can create and edit ''cards'' and collaborate on items.

== Boards templates ==
''Board templates'' are models of ''boards'' containing a structure of ''lanes''. ''Templates'' can be used to quickly instantiate new ''boards'' without the need of configuring them and thus, saving time. They allow allow to standardize the approach to deal with the same activities among different teams.

=== Creating a board template ===
Use the '''''Board''''' and then '''''Board Template''''' home page menu item to access to ''board templates'' management screen. Use the '''+''' icon to add a new ''template''. You will need to enter Name, mandatory, Description of the ''board template'' and then click on '''Create''' to create and enter it.

Defining the layout of the ''board template'' is done in the same way described for actual ''boards''. See [[Boards#Boards layout management|Boards layout management]] for more details.

You can also manage board template settings defining the template Status.

=== Using a board template ===
When creating a new ''board'', you have the option of to enable Use Template and then to chose from the Template field the one to be used to create the new ''board''. Only templates with Status "Active" are listed.

The ''board'' will be created with the ''lane'' layout defined in the ''board template''.

=== Removing a board template ===
Use the '''''Board''''' and then '''''Board Template''''' home page menu item to access to ''board templates'' management screen. Select the ''templates'' you want to remove by ticking the squared selector on the left of each ''template'' row. Finally press the '''X''' ('''Remove Template(s)''') icon. The selected ''templates'' will be deleted:
* nothing will happen to ''boards'' already created using the deleted ''templates'';
* the deleted templates can't be restored.

Boards

2022-10-19T08:48:13Z

Fbertuletti: /* Boards commands */

== Introduction to Boards ==
''Boards'' are the key element managed in EasyBoards®. They can be used to manage activities and tasks.

== Board creation ==
In this guide, you will learn how to create ''boards''.

''Boards'' can be created from ''templates'' or they can be created empty.
To create a ''board'' you may use the + button in the ''boards window'' or access to the list of the "boards" (use menu '''''Boards / Boards''''') and use the + button.

Watch this short video tutorial to learn how to create a ''board'' from a ''template''.

{{#ev:vimeo|
https://vimeo.com/317260653|800|center|Video tutorial on using ''boards''.}}

Remember that to be able to create ''boards'', users shall have the board creation privilege (see see [[Users & Groups]] for more details).

== Boards layout management ==
Managing the layout of ''Boards'' very easy. In the following tutorial, you will learn how to create an empty ''board'' and how to manage its layout (adding lanes, moving lanes, removing lanes).

{{#ev:vimeo|
https://vimeo.com/330820751|800|center|Video tutorial on using ''boards''.}}

=== Types of lanes ===

Remember that ''lanes'' are of two types: ''composite lanes'' and ''card lanes''. ''Composite lanes'' are ''lanes'' containing other ''lanes''. ''Card lanes'' are ''lanes'' containing ''cards''. ''Lanes'' can belong to one type only.

''Composite lanes'' can have two layouts: ''Horizontal'' or ''Vertical''. In ''Horizontal'' layout, created sub-lanes are placed one after the other horizontally (last created lane is placed as last on the right). In ''Vertical'' layout, created sub-lanes are placed one after the other vertically (last created lane is placed as last below the others).

It is possible to distinguish visually the two types of lanes because they have inverted background and text header colours.

=== Summary of the commands to manage the layout of ''lanes'' in a ''board'' ===
{| class="wikitable"
! Command !! Use
|-
|Create a new ''lane'' in the ''board'' not contained in other ''lanes''|| This command is in the ''board'' toolbar and allows to add a lane to the ''board''. Use this command to create a new ''lane'' in the ''board''. The ''lane'' is placed as the last in the ''board'' vertically.
|-
|Create a new ''lane'' in a ''composite lane''|| This can be done by using the context menu of a ''lane''. Recall the menu (use the three dots in the ''lane'' header, ...) and recall Create Lane menu item.
|-
|Change the position of a ''lane''|| This can be done by dragging and dropping the ''lane'' to be moved. Click on the ''lane'' (where the name of the ''lane'' is printed) header to start the process and move the it while keeping the left mouse button clicked. Drag the ''lane'' on the target ''lane'' to replace. The system will show with a green sign when the position is acceptable. Just release the mouse button to place the ''lane'' in the target position.
|-
|Remove a ''lane''|| This can be done by using the context menu of a ''lane''. Recall the menu (use the three dots in the ''lane'' header, '''...''') and recall '''Remove''' menu item.
|-
|Rename a ''lane''|| This can be done by opening ''lane'' settings. Recall them by double clicking with the left mouse button the header of the ''lane'' (where the name of the ''lane'' is printed). Edit the Description field with the target name and press '''Save & Exit'''.
|-
|}

For more information on lanes management, read [[Lanes]].

== Boards settings ==
It is possible to access ''boards'' settings from the boards toolbar, by clicking the Options icon.

The following table, explains the available options ''General'' form. Remember that to access settings you need to have sufficient privileges.

{| class="wikitable"
! Option !! Use
|-
|Name|| This is the name of the ''board'' and can be changed.
|-
|Status|| This is the status of the ''board'' and can be "Active" or "Inactive". "Inactive" ''boards'' can be edited having the privileges but cannot be viewed and used by ''boards'' members.
|-
|Category|| Defined by the application's Manager are used to categorize the Boards (eg. "Marketing","Training").
|-
|Auto Assign Cards|| If set, the system will automatically assign the creator as assignee of the ''card'' at creation time.
|-
|Rate (sec)|| The rate, in seconds, used by the application to check for incoming updates or send them (in other words to synch with the backbone server).
|-
|}

The following table, explains the available settings for ''Estimation'' form.

{| class="wikitable"
! Setting !! Use
|-
|Story Point Scale|| Here you can define the scale to be used to assign 'story points' to cards. Story points are used by agile teams to assign a complexity value to work. A fibonacci sequence can be used as the one pre-set. Just enter the values you want to use seprated by ','. You can use '.' for decimal values, for example '0.5'.
|-
|Show in Board|| This comprehends a group of three settings to visualize ''Story Points'', ''Forecast Effort'' and ''Actual Effort'' as icons on the card. Visualization will be triggered by '''Show Actuals/Estimations''' command on ''board'' toolbar. What shown will depend on the previous settings and ''Cards Sign Order' settings (see below).
|-
|Work Start Date|| This is the start date and time the activities included in the ''board'' are expected to start from. This information is used in some reports (see [[Reporting|Reporting]]) and can be overwritten by the settings provided in ''lanes''.
|-
|Work End Date|| This is the end date and time the activities included in the ''board'' are expected to end. This information is used in some reports (see [[Reporting|Reporting]]) and can be overwritten by the settings provided in ''lanes''.
|-
|}

''Cards Sign Order'' form shows the order of signs when appearing graphically on the ''cards''. The order of priority set is the one appearing in the list, from higher (up) to lower (bottom). it is possible to drag and drop the items to change the desired order.

To update settings press '''Update''' command. To discard, '''Cancel'''. The '''Reset''' command set back the default values.

== Boards commands ==
Several commands are available for a ''board''. They can be launched using the '''board''' toolbar clicking on the icons displayed in it.

The following table, explains the available commands. Remember that to use some of them you need to have sufficient privileges.

{| class="wikitable"
! Command !! Use
|-
|'''Back to List'''|| This command enable to leave the ''board'' and return to the EasyBoards® home page.
|-
|'''Create Lane'''|| This allows to add a ''lane'' in the ''board''. More information in [[Boards#Boards layout management|Boards layout management]].
|-
|'''Settings'''|| This enables the management of settings for the ''board''. More information available in [[Boards#Boards settings|Boards settings]].
|-
|'''Members'''|| This command allows to invite members to the board and to set privileges for them. More information available in [[Boards#Members and privileges|Boards members and privileges]].
|-
|'''Archive'''|| ''Lanes'' and ''cards'' in a ''board'' can be removed (lost forever) or archived (removed from the ''board'' and stored in a repository from which they can still be restored later). This command allows to archive the whole ''board'' content.
|-
|'''Repository'''|| This command allows to access the repository where archived ''lanes'' and ''cards'' can be search and, if needed restored to the original ''board''. In the repository elements, ''cards'' or ''lanes'', can be searched, selected and restored.
|-
|'''Cards List'''|| This command allows to see all the cards has been created and their position in terms of lane, sublane
|-
|'''Set Lead time Targets'''|| This command allows to set specific targets for the Lead Time report. In particular, the target target processing time of ''cards'' for each priority type of them. For more information about the available reports and their use, read [[Reporting]]
|-
|'''Collapse All'''|| This command collapses all the ''lanes'' in the ''board''.
|-
|'''Expand All'''|| This command expands all the ''lanes'' in the ''board''..
|-
|'''Effort Estimation Report'''|| This command allows to understand the relative weight of activities in the ''board'' and launch the homonymous report. For more information about this report and its use, read [[Reporting]]. When launched from here, the scope of the report will be the whole ''board'' content (''lanes'' and ''cards'').
|-
|'''Visibility'''|| This commands allows to hide/show the top ''lanes'' of the ''board'' (and their sub-lanes). Specific ''lanes'' can be selected.
|-
|'''Filter'''|| It allows to filter the ''cards'' in the ''board''. Use Filter Term to set the search words, '''Highlight''' to highlight the matching ''cards'' but show all the others too, '''Show Only''' to show only the matching ''cards'', '''Off''' to disable filter mode.
|-
|'''Search'''|| It activates the search functionality that allows to find ''cards'' matching given words. The functionality lists the matching ''cards'' and allows either to open them or to locate them on the ''board''/''lane'' where they are positioned.
|-
|'''Show/Hide Cards Estimations'''|| This command allows to show or hide a sign on ''cards'' reporting the Story Points, if set for the ''card''.
|-
|'''Show/Hide Cards Identifiers'''|| This command allows to show or hide a sign on ''cards'' reporting the identifier number of the ''card''.
|-
|'''Follow/Unfollow Cards Changes'''|| This command allows to follow or unfollow the following main changes for all the ''cards'' of the ''board'': creation of new ''card'', archiving of a ''card'', restore of a ''card'' from archive. These changes are notified to the other participants of the ''board'' (read [[Notifications]]).
|-
|'''Chats'''|| The chat icon allows to open the chat console where it is possible to manage all the chats at the same time. For more information about the use of chats, read [[Chat]].
|-
|'''Reports'''|| This allows to open the reports page from which it is possible to launch the reports for the ''board'' activities. For more information about the available reports and their use, read [[Reporting]].
|-
|'''Progress View'''|| This command allows to show the overall progress of activities in the ''board''. For more information about this report, read [[Reporting]].
|-
|'''Reset'''|| This clears all the contents (''lanes'' and ''cards'') of a ''board''. Note that the content is not archived and cannot be restored after being removed. Use this functionality with care.
|-
|'''Send'''|| Synchronization with backend is done automatically to retrieve and send updates to content according to the time interval set in Rate (sec):. This command forces sending data before the next refresh interval.
|-
|'''Show Cards Estimations'''|| This enables viewing complexity estimation for ''cards'' as icons on them.
|-
|'''Receive'''|| Synchronization with backend is done automatically to retrieve and send updates to content according to the time interval set in Rate (sec):. This command forces retrieving data before the next refresh interval.
|-
|}

== Boards members and privileges ==
It is possible to invite users to a ''board'' and to set privileges to access functionalities for them. This can be done by using the '''Member''' ''board'' toolbar command (see also [[Boards#Boards commands|Boards commands]]).

Remember that you need to have the requested "Invite Members" privilege to invite, remove or set privileges for ''board'' members.

=== Invite new members ===
Only active users of the application can be invited (see [[Users & Groups]]).

To invite users, click '''Members''' in the ''board'' toolbar and then '''Invite''' in the opened window. Move required users or groups from the left Uninvited column to the right Invited one and press '''Apply'''.

=== Remove invited members ===
To remove member, click '''Members''' in the ''board'' toolbar and then '''Invite''' in the opened window. Move users or groups to be removed from the right the right Invited column to the left Uninvited one and press '''Apply'''.

=== Manage privileges for members ===
To manage privileges for board invited members first click '''Members''' in the ''board'' toolbar. Then decide if you want to edit single member privileges or those for group of users. You can switch from one mode to the other by clicking '''Resources''' or '''Groups''' in the opened window. For the visualized members or groups, just set the privileges as required. Note: privileges are immediately activated and you don't need to perform other actions.

The following table reports a description of the available privileges.

{| class="wikitable"
! Privilege !! Rights
|-
|View|| This is the minimum privilege. It allows to access the ''board'' and to view all its content (read all).
|-
|Edit Content|| This allows to create and edit ''cards'' in the ''board''. If set, it implies the "View" privilege too.
|-
|Edit Layout|| This privilege allows to edit the settings and the layout of a ''board'' (its ''lanes'').
|-
|Invite Members|| This privilege enables to invite, remove and set privileges for the members of a ''board''.
|-
|Collaborate|| This privilege enables to use the collaboration features of EasyBoards®. In particular the chat (see [[Chat]]).
|-
|Edit Estimation|| This privilege enables editing ''Estimation'' data for a ''card''.
|-
|Edit Poker|| This privilege enables starting a "planning poker" session.
|-
|Vote Poker|| This privilege enables to vote during a "planning poker" session.
|-
|View Poker|| This privilege enables to assist and visualize a "planning poker" session.
|-
|}

Typical configuration privileges for a user are:

*"View" + "Collaborate". The user can view all the contents of the ''board'' and collaborate on items.
*"Edit Content" + "Collaborate". The user can create and edit ''cards'' and collaborate on items.

== Boards templates ==
''Board templates'' are models of ''boards'' containing a structure of ''lanes''. ''Templates'' can be used to quickly instantiate new ''boards'' without the need of configuring them and thus, saving time. They allow allow to standardize the approach to deal with the same activities among different teams.

=== Creating a board template ===
Use the '''''Board''''' and then '''''Board Template''''' home page menu item to access to ''board templates'' management screen. Use the '''+''' icon to add a new ''template''. You will need to enter Name, mandatory, Description of the ''board template'' and then click on '''Create''' to create and enter it.

Defining the layout of the ''board template'' is done in the same way described for actual ''boards''. See [[Boards#Boards layout management|Boards layout management]] for more details.

You can also manage board template settings defining the template Status.

=== Using a board template ===
When creating a new ''board'', you have the option of to enable Use Template and then to chose from the Template field the one to be used to create the new ''board''. Only templates with Status "Active" are listed.

The ''board'' will be created with the ''lane'' layout defined in the ''board template''.

=== Removing a board template ===
Use the '''''Board''''' and then '''''Board Template''''' home page menu item to access to ''board templates'' management screen. Select the ''templates'' you want to remove by ticking the squared selector on the left of each ''template'' row. Finally press the '''X''' ('''Remove Template(s)''') icon. The selected ''templates'' will be deleted:
* nothing will happen to ''boards'' already created using the deleted ''templates'';
* the deleted templates can't be restored.

Boards

2022-10-19T08:47:23Z

Fbertuletti: /* Boards commands */

== Introduction to Boards ==
''Boards'' are the key element managed in EasyBoards®. They can be used to manage activities and tasks.

== Board creation ==
In this guide, you will learn how to create ''boards''.

''Boards'' can be created from ''templates'' or they can be created empty.
To create a ''board'' you may use the + button in the ''boards window'' or access to the list of the "boards" (use menu '''''Boards / Boards''''') and use the + button.

Watch this short video tutorial to learn how to create a ''board'' from a ''template''.

{{#ev:vimeo|
https://vimeo.com/317260653|800|center|Video tutorial on using ''boards''.}}

Remember that to be able to create ''boards'', users shall have the board creation privilege (see see [[Users & Groups]] for more details).

== Boards layout management ==
Managing the layout of ''Boards'' very easy. In the following tutorial, you will learn how to create an empty ''board'' and how to manage its layout (adding lanes, moving lanes, removing lanes).

{{#ev:vimeo|
https://vimeo.com/330820751|800|center|Video tutorial on using ''boards''.}}

=== Types of lanes ===

Remember that ''lanes'' are of two types: ''composite lanes'' and ''card lanes''. ''Composite lanes'' are ''lanes'' containing other ''lanes''. ''Card lanes'' are ''lanes'' containing ''cards''. ''Lanes'' can belong to one type only.

''Composite lanes'' can have two layouts: ''Horizontal'' or ''Vertical''. In ''Horizontal'' layout, created sub-lanes are placed one after the other horizontally (last created lane is placed as last on the right). In ''Vertical'' layout, created sub-lanes are placed one after the other vertically (last created lane is placed as last below the others).

It is possible to distinguish visually the two types of lanes because they have inverted background and text header colours.

=== Summary of the commands to manage the layout of ''lanes'' in a ''board'' ===
{| class="wikitable"
! Command !! Use
|-
|Create a new ''lane'' in the ''board'' not contained in other ''lanes''|| This command is in the ''board'' toolbar and allows to add a lane to the ''board''. Use this command to create a new ''lane'' in the ''board''. The ''lane'' is placed as the last in the ''board'' vertically.
|-
|Create a new ''lane'' in a ''composite lane''|| This can be done by using the context menu of a ''lane''. Recall the menu (use the three dots in the ''lane'' header, ...) and recall Create Lane menu item.
|-
|Change the position of a ''lane''|| This can be done by dragging and dropping the ''lane'' to be moved. Click on the ''lane'' (where the name of the ''lane'' is printed) header to start the process and move the it while keeping the left mouse button clicked. Drag the ''lane'' on the target ''lane'' to replace. The system will show with a green sign when the position is acceptable. Just release the mouse button to place the ''lane'' in the target position.
|-
|Remove a ''lane''|| This can be done by using the context menu of a ''lane''. Recall the menu (use the three dots in the ''lane'' header, '''...''') and recall '''Remove''' menu item.
|-
|Rename a ''lane''|| This can be done by opening ''lane'' settings. Recall them by double clicking with the left mouse button the header of the ''lane'' (where the name of the ''lane'' is printed). Edit the Description field with the target name and press '''Save & Exit'''.
|-
|}

For more information on lanes management, read [[Lanes]].

== Boards settings ==
It is possible to access ''boards'' settings from the boards toolbar, by clicking the Options icon.

The following table, explains the available options ''General'' form. Remember that to access settings you need to have sufficient privileges.

{| class="wikitable"
! Option !! Use
|-
|Name|| This is the name of the ''board'' and can be changed.
|-
|Status|| This is the status of the ''board'' and can be "Active" or "Inactive". "Inactive" ''boards'' can be edited having the privileges but cannot be viewed and used by ''boards'' members.
|-
|Category|| Defined by the application's Manager are used to categorize the Boards (eg. "Marketing","Training").
|-
|Auto Assign Cards|| If set, the system will automatically assign the creator as assignee of the ''card'' at creation time.
|-
|Rate (sec)|| The rate, in seconds, used by the application to check for incoming updates or send them (in other words to synch with the backbone server).
|-
|}

The following table, explains the available settings for ''Estimation'' form.

{| class="wikitable"
! Setting !! Use
|-
|Story Point Scale|| Here you can define the scale to be used to assign 'story points' to cards. Story points are used by agile teams to assign a complexity value to work. A fibonacci sequence can be used as the one pre-set. Just enter the values you want to use seprated by ','. You can use '.' for decimal values, for example '0.5'.
|-
|Show in Board|| This comprehends a group of three settings to visualize ''Story Points'', ''Forecast Effort'' and ''Actual Effort'' as icons on the card. Visualization will be triggered by '''Show Actuals/Estimations''' command on ''board'' toolbar. What shown will depend on the previous settings and ''Cards Sign Order' settings (see below).
|-
|Work Start Date|| This is the start date and time the activities included in the ''board'' are expected to start from. This information is used in some reports (see [[Reporting|Reporting]]) and can be overwritten by the settings provided in ''lanes''.
|-
|Work End Date|| This is the end date and time the activities included in the ''board'' are expected to end. This information is used in some reports (see [[Reporting|Reporting]]) and can be overwritten by the settings provided in ''lanes''.
|-
|}

''Cards Sign Order'' form shows the order of signs when appearing graphically on the ''cards''. The order of priority set is the one appearing in the list, from higher (up) to lower (bottom). it is possible to drag and drop the items to change the desired order.

To update settings press '''Update''' command. To discard, '''Cancel'''. The '''Reset''' command set back the default values.

== Boards commands ==
Several commands are available for a ''board''. They can be launched using the '''board''' toolbar clicking on the icons displayed in it.

The following table, explains the available commands. Remember that to use some of them you need to have sufficient privileges.

{| class="wikitable"
! Command !! Use
|-
|'''Back to List'''|| This command enable to leave the ''board'' and return to the EasyBoards® home page.
|-
|'''Create Lane'''|| This allows to add a ''lane'' in the ''board''. More information in [[Boards#Boards layout management|Boards layout management]].
|-
|'''Settings'''|| This enables the management of settings for the ''board''. More information available in [[Boards#Boards settings|Boards settings]].
|-
|'''Members'''|| This command allows to invite members to the board and to set privileges for them. More information available in [[Boards#Members and privileges|Boards members and privileges]].
|-
|'''Archive'''|| ''Lanes'' and ''cards'' in a ''board'' can be removed (lost forever) or archived (removed from the ''board'' and stored in a repository from which they can still be restored later). This command allows to archive the whole ''board'' content.
|-
|'''Repository'''|| This command allows to access the repository where archived ''lanes'' and ''cards'' can be search and, if needed restored to the original ''board''. In the repository elements, ''cards'' or ''lanes'', can be searched, selected and restored.
|-
|'''Cards List'''|| This command allows to see all the cards has been created and their position in terms of lane, sublane
|-
|'''Set Lead time Targets'''|| This command allows to set specific targets for the Lead Time report. In particular, the target target processing time of ''cards'' for each priority type of them. For more information about the available reports and their use, read [[Reporting]]
|-
|'''Collapse All'''|| This command collapses all the ''lanes'' in the ''board''.
|-
|'''Expand All'''|| This command expands all the ''lanes'' in the ''board''..
|-
|'''Effort Estimation Report'''|| This command allows to understand the relative weight of activities in the ''board'' and launch the homonymous report. For more information about this report and its use, read [[Reporting]]. When launched from here, the scope of the report will be the whole ''board'' content (''lanes'' and ''cards'').
|-
|'''Visibility'''|| This commands allows to hide/show the top ''lanes'' of the ''board'' (and their sub-lanes). Specific ''lanes'' can be selected.
|-
|'''Filter'''|| It allows to filter the ''cards'' in the ''board''. Use Filter Term to set the search words, '''Highlight''' to highlight the matching ''cards'' but show all the others too, '''Show Only''' to show only the matching ''cards'', '''Off''' to disable filter mode.
|-
|'''Search'''|| It activates the search functionality that allows to find ''cards'' matching given words. The functionality lists the matching ''cards'' and allows either to open them or to locate them on the ''board''/''lane'' where they are positioned.
|-
|'''Show/Hide Cards Estimations'''|| This command allows to show or hide a sign on ''cards'' reporting the Story Points, if set for the ''card''.
|-
|'''Show/Hide Cards Identifiers'''|| This command allows to show or hide a sign on ''cards'' reporting the identifier number of the ''card''.
|-
|'''Follow/Unfollow Cards Changes'''|| This command allows to follow or unfollow the following main changes for all the ''cards'' of the ''board'': creation of new ''card'', archiving of a ''card'', restore of a ''card'' from archive. These changes are notified to the other participants of the ''board'' (read [[Notifications]]).
|-
|'''Chats'''|| The chat icon allows to open the chat console where it is possible to manage all the chats at the same time. For more information about the use of chats, read [[Chat]].
|-
|'''Reports'''|| This allows to open the reports page from which it is possible to launch the reports for the ''board'' activities. For more information about the available reports and their use, read [[Reporting]].
'''Progress View'''|| This command allows to show the overall progress of activities in the ''board''. For more information about this report, read [[Reporting]].
|-
|'''Reset'''|| This clears all the contents (''lanes'' and ''cards'') of a ''board''. Note that the content is not archived and cannot be restored after being removed. Use this functionality with care.
|-
|'''Send'''|| Synchronization with backend is done automatically to retrieve and send updates to content according to the time interval set in Rate (sec):. This command forces sending data before the next refresh interval.
|-
|'''Show Cards Estimations'''|| This enables viewing complexity estimation for ''cards'' as icons on them.
|-
|'''Receive'''|| Synchronization with backend is done automatically to retrieve and send updates to content according to the time interval set in Rate (sec):. This command forces retrieving data before the next refresh interval.
|-
|}

== Boards members and privileges ==
It is possible to invite users to a ''board'' and to set privileges to access functionalities for them. This can be done by using the '''Member''' ''board'' toolbar command (see also [[Boards#Boards commands|Boards commands]]).

Remember that you need to have the requested "Invite Members" privilege to invite, remove or set privileges for ''board'' members.

=== Invite new members ===
Only active users of the application can be invited (see [[Users & Groups]]).

To invite users, click '''Members''' in the ''board'' toolbar and then '''Invite''' in the opened window. Move required users or groups from the left Uninvited column to the right Invited one and press '''Apply'''.

=== Remove invited members ===
To remove member, click '''Members''' in the ''board'' toolbar and then '''Invite''' in the opened window. Move users or groups to be removed from the right the right Invited column to the left Uninvited one and press '''Apply'''.

=== Manage privileges for members ===
To manage privileges for board invited members first click '''Members''' in the ''board'' toolbar. Then decide if you want to edit single member privileges or those for group of users. You can switch from one mode to the other by clicking '''Resources''' or '''Groups''' in the opened window. For the visualized members or groups, just set the privileges as required. Note: privileges are immediately activated and you don't need to perform other actions.

The following table reports a description of the available privileges.

{| class="wikitable"
! Privilege !! Rights
|-
|View|| This is the minimum privilege. It allows to access the ''board'' and to view all its content (read all).
|-
|Edit Content|| This allows to create and edit ''cards'' in the ''board''. If set, it implies the "View" privilege too.
|-
|Edit Layout|| This privilege allows to edit the settings and the layout of a ''board'' (its ''lanes'').
|-
|Invite Members|| This privilege enables to invite, remove and set privileges for the members of a ''board''.
|-
|Collaborate|| This privilege enables to use the collaboration features of EasyBoards®. In particular the chat (see [[Chat]]).
|-
|Edit Estimation|| This privilege enables editing ''Estimation'' data for a ''card''.
|-
|Edit Poker|| This privilege enables starting a "planning poker" session.
|-
|Vote Poker|| This privilege enables to vote during a "planning poker" session.
|-
|View Poker|| This privilege enables to assist and visualize a "planning poker" session.
|-
|}

Typical configuration privileges for a user are:

*"View" + "Collaborate". The user can view all the contents of the ''board'' and collaborate on items.
*"Edit Content" + "Collaborate". The user can create and edit ''cards'' and collaborate on items.

== Boards templates ==
''Board templates'' are models of ''boards'' containing a structure of ''lanes''. ''Templates'' can be used to quickly instantiate new ''boards'' without the need of configuring them and thus, saving time. They allow allow to standardize the approach to deal with the same activities among different teams.

=== Creating a board template ===
Use the '''''Board''''' and then '''''Board Template''''' home page menu item to access to ''board templates'' management screen. Use the '''+''' icon to add a new ''template''. You will need to enter Name, mandatory, Description of the ''board template'' and then click on '''Create''' to create and enter it.

Defining the layout of the ''board template'' is done in the same way described for actual ''boards''. See [[Boards#Boards layout management|Boards layout management]] for more details.

You can also manage board template settings defining the template Status.

=== Using a board template ===
When creating a new ''board'', you have the option of to enable Use Template and then to chose from the Template field the one to be used to create the new ''board''. Only templates with Status "Active" are listed.

The ''board'' will be created with the ''lane'' layout defined in the ''board template''.

=== Removing a board template ===
Use the '''''Board''''' and then '''''Board Template''''' home page menu item to access to ''board templates'' management screen. Select the ''templates'' you want to remove by ticking the squared selector on the left of each ''template'' row. Finally press the '''X''' ('''Remove Template(s)''') icon. The selected ''templates'' will be deleted:
* nothing will happen to ''boards'' already created using the deleted ''templates'';
* the deleted templates can't be restored.

Boards

2022-10-19T08:43:03Z

Fbertuletti: /* Boards commands */

== Introduction to Boards ==
''Boards'' are the key element managed in EasyBoards®. They can be used to manage activities and tasks.

== Board creation ==
In this guide, you will learn how to create ''boards''.

''Boards'' can be created from ''templates'' or they can be created empty.
To create a ''board'' you may use the + button in the ''boards window'' or access to the list of the "boards" (use menu '''''Boards / Boards''''') and use the + button.

Watch this short video tutorial to learn how to create a ''board'' from a ''template''.

{{#ev:vimeo|
https://vimeo.com/317260653|800|center|Video tutorial on using ''boards''.}}

Remember that to be able to create ''boards'', users shall have the board creation privilege (see see [[Users & Groups]] for more details).

== Boards layout management ==
Managing the layout of ''Boards'' very easy. In the following tutorial, you will learn how to create an empty ''board'' and how to manage its layout (adding lanes, moving lanes, removing lanes).

{{#ev:vimeo|
https://vimeo.com/330820751|800|center|Video tutorial on using ''boards''.}}

=== Types of lanes ===

Remember that ''lanes'' are of two types: ''composite lanes'' and ''card lanes''. ''Composite lanes'' are ''lanes'' containing other ''lanes''. ''Card lanes'' are ''lanes'' containing ''cards''. ''Lanes'' can belong to one type only.

''Composite lanes'' can have two layouts: ''Horizontal'' or ''Vertical''. In ''Horizontal'' layout, created sub-lanes are placed one after the other horizontally (last created lane is placed as last on the right). In ''Vertical'' layout, created sub-lanes are placed one after the other vertically (last created lane is placed as last below the others).

It is possible to distinguish visually the two types of lanes because they have inverted background and text header colours.

=== Summary of the commands to manage the layout of ''lanes'' in a ''board'' ===
{| class="wikitable"
! Command !! Use
|-
|Create a new ''lane'' in the ''board'' not contained in other ''lanes''|| This command is in the ''board'' toolbar and allows to add a lane to the ''board''. Use this command to create a new ''lane'' in the ''board''. The ''lane'' is placed as the last in the ''board'' vertically.
|-
|Create a new ''lane'' in a ''composite lane''|| This can be done by using the context menu of a ''lane''. Recall the menu (use the three dots in the ''lane'' header, ...) and recall Create Lane menu item.
|-
|Change the position of a ''lane''|| This can be done by dragging and dropping the ''lane'' to be moved. Click on the ''lane'' (where the name of the ''lane'' is printed) header to start the process and move the it while keeping the left mouse button clicked. Drag the ''lane'' on the target ''lane'' to replace. The system will show with a green sign when the position is acceptable. Just release the mouse button to place the ''lane'' in the target position.
|-
|Remove a ''lane''|| This can be done by using the context menu of a ''lane''. Recall the menu (use the three dots in the ''lane'' header, '''...''') and recall '''Remove''' menu item.
|-
|Rename a ''lane''|| This can be done by opening ''lane'' settings. Recall them by double clicking with the left mouse button the header of the ''lane'' (where the name of the ''lane'' is printed). Edit the Description field with the target name and press '''Save & Exit'''.
|-
|}

For more information on lanes management, read [[Lanes]].

== Boards settings ==
It is possible to access ''boards'' settings from the boards toolbar, by clicking the Options icon.

The following table, explains the available options ''General'' form. Remember that to access settings you need to have sufficient privileges.

{| class="wikitable"
! Option !! Use
|-
|Name|| This is the name of the ''board'' and can be changed.
|-
|Status|| This is the status of the ''board'' and can be "Active" or "Inactive". "Inactive" ''boards'' can be edited having the privileges but cannot be viewed and used by ''boards'' members.
|-
|Category|| Defined by the application's Manager are used to categorize the Boards (eg. "Marketing","Training").
|-
|Auto Assign Cards|| If set, the system will automatically assign the creator as assignee of the ''card'' at creation time.
|-
|Rate (sec)|| The rate, in seconds, used by the application to check for incoming updates or send them (in other words to synch with the backbone server).
|-
|}

The following table, explains the available settings for ''Estimation'' form.

{| class="wikitable"
! Setting !! Use
|-
|Story Point Scale|| Here you can define the scale to be used to assign 'story points' to cards. Story points are used by agile teams to assign a complexity value to work. A fibonacci sequence can be used as the one pre-set. Just enter the values you want to use seprated by ','. You can use '.' for decimal values, for example '0.5'.
|-
|Show in Board|| This comprehends a group of three settings to visualize ''Story Points'', ''Forecast Effort'' and ''Actual Effort'' as icons on the card. Visualization will be triggered by '''Show Actuals/Estimations''' command on ''board'' toolbar. What shown will depend on the previous settings and ''Cards Sign Order' settings (see below).
|-
|Work Start Date|| This is the start date and time the activities included in the ''board'' are expected to start from. This information is used in some reports (see [[Reporting|Reporting]]) and can be overwritten by the settings provided in ''lanes''.
|-
|Work End Date|| This is the end date and time the activities included in the ''board'' are expected to end. This information is used in some reports (see [[Reporting|Reporting]]) and can be overwritten by the settings provided in ''lanes''.
|-
|}

''Cards Sign Order'' form shows the order of signs when appearing graphically on the ''cards''. The order of priority set is the one appearing in the list, from higher (up) to lower (bottom). it is possible to drag and drop the items to change the desired order.

To update settings press '''Update''' command. To discard, '''Cancel'''. The '''Reset''' command set back the default values.

== Boards commands ==
Several commands are available for a ''board''. They can be launched using the '''board''' toolbar clicking on the icons displayed in it.

The following table, explains the available commands. Remember that to use some of them you need to have sufficient privileges.

{| class="wikitable"
! Command !! Use
|-
|'''Back to List'''|| This command enable to leave the ''board'' and return to the EasyBoards® home page.
|-
|'''Create Lane'''|| This allows to add a ''lane'' in the ''board''. More information in [[Boards#Boards layout management|Boards layout management]].
|-
|'''Settings'''|| This enables the management of settings for the ''board''. More information available in [[Boards#Boards settings|Boards settings]].
|-
|'''Members'''|| This command allows to invite members to the board and to set privileges for them. More information available in [[Boards#Members and privileges|Boards members and privileges]].
|-
|'''Archive'''|| ''Lanes'' and ''cards'' in a ''board'' can be removed (lost forever) or archived (removed from the ''board'' and stored in a repository from which they can still be restored later). This command allows to archive the whole ''board'' content.
|-
|'''Repository'''|| This command allows to access the repository where archived ''lanes'' and ''cards'' can be search and, if needed restored to the original ''board''. In the repository elements, ''cards'' or ''lanes'', can be searched, selected and restored.
|-
|'''Cards List'''|| This command allows to see all the cards has been created and their position in terms of lane, sublane
|-
|'''Set Lead time Targets'''|| This command allows to set specific targets for the Lead Time report. In particular, the target target processing time of ''cards'' for each priority type of them. For more information about the available reports and their use, read [[Reporting]]
|-
|'''Collapse All'''|| This command collapses all the ''lanes'' in the ''board''.
|-
|'''Expand All'''|| This command expands all the ''lanes'' in the ''board''..
|-
|'''Effort Estimation Report'''|| This command allows to understand the relative weight of activities in the ''board'' and launch the homonymous report. For more information about this report and its use, read [[Reporting]]. When launched from here, the scope of the report will be the whole ''board'' content (''lanes'' and ''cards'').
|-
|'''Visibility'''|| This commands allows to hide/show the top ''lanes'' of the ''board'' (and their sub-lanes). Specific ''lanes'' can be selected.
|-
|'''Filter'''|| It allows to filter the ''cards'' in the ''board''. Use Filter Term to set the search words, '''Highlight''' to highlight the matching ''cards'' but show all the others too, '''Show Only''' to show only the matching ''cards'', '''Off''' to disable filter mode.
|-
|'''Search'''|| It activates the search functionality that allows to find ''cards'' matching given words. The functionality lists the matching ''cards'' and allows either to open them or to locate them on the ''board''/''lane'' where they are positioned.
|-
|'''Reports'''|| This allows to open the reports page from which it is possible to launch the reports for the ''board'' activities. For more information about the available reports and their use, read [[Reporting]].
|-
|'''Progress View'''|| This command allows to show the overall progress of activities in the ''board''. For more information about this report, read [[Reporting]].
|-
|'''Show/Hide Cards Estimations'''|| This command allows to show or hide a sign on ''cards'' reporting the Story Points, if set for the ''card''.
|-
|'''Show/Hide Cards Identifiers'''|| This command allows to show or hide a sign on ''cards'' reporting the identifier number of the ''card''.
|-
|'''Follow/Unfollow Cards Changes'''|| This command allows to follow or unfollow the following main changes for all the ''cards'' of the ''board'': creation of new ''card'', archiving of a ''card'', restore of a ''card'' from archive. These changes are notified to the other participants of the ''board'' (read [[Notifications]]).
|-
|'''Reset'''|| This clears all the contents (''lanes'' and ''cards'') of a ''board''. Note that the content is not archived and cannot be restored after being removed. Use this functionality with care.
|-
|'''Chats'''|| The chat icon allows to open the chat console where it is possible to manage all the chats at the same time. For more information about the use of chats, read [[Chat]].
|-
|'''Send'''|| Synchronization with backend is done automatically to retrieve and send updates to content according to the time interval set in Rate (sec):. This command forces sending data before the next refresh interval.
|-
|'''Show Cards Estimations'''|| This enables viewing complexity estimation for ''cards'' as icons on them.
|-
|'''Receive'''|| Synchronization with backend is done automatically to retrieve and send updates to content according to the time interval set in Rate (sec):. This command forces retrieving data before the next refresh interval.
|-
|}

== Boards members and privileges ==
It is possible to invite users to a ''board'' and to set privileges to access functionalities for them. This can be done by using the '''Member''' ''board'' toolbar command (see also [[Boards#Boards commands|Boards commands]]).

Remember that you need to have the requested "Invite Members" privilege to invite, remove or set privileges for ''board'' members.

=== Invite new members ===
Only active users of the application can be invited (see [[Users & Groups]]).

To invite users, click '''Members''' in the ''board'' toolbar and then '''Invite''' in the opened window. Move required users or groups from the left Uninvited column to the right Invited one and press '''Apply'''.

=== Remove invited members ===
To remove member, click '''Members''' in the ''board'' toolbar and then '''Invite''' in the opened window. Move users or groups to be removed from the right the right Invited column to the left Uninvited one and press '''Apply'''.

=== Manage privileges for members ===
To manage privileges for board invited members first click '''Members''' in the ''board'' toolbar. Then decide if you want to edit single member privileges or those for group of users. You can switch from one mode to the other by clicking '''Resources''' or '''Groups''' in the opened window. For the visualized members or groups, just set the privileges as required. Note: privileges are immediately activated and you don't need to perform other actions.

The following table reports a description of the available privileges.

{| class="wikitable"
! Privilege !! Rights
|-
|View|| This is the minimum privilege. It allows to access the ''board'' and to view all its content (read all).
|-
|Edit Content|| This allows to create and edit ''cards'' in the ''board''. If set, it implies the "View" privilege too.
|-
|Edit Layout|| This privilege allows to edit the settings and the layout of a ''board'' (its ''lanes'').
|-
|Invite Members|| This privilege enables to invite, remove and set privileges for the members of a ''board''.
|-
|Collaborate|| This privilege enables to use the collaboration features of EasyBoards®. In particular the chat (see [[Chat]]).
|-
|Edit Estimation|| This privilege enables editing ''Estimation'' data for a ''card''.
|-
|Edit Poker|| This privilege enables starting a "planning poker" session.
|-
|Vote Poker|| This privilege enables to vote during a "planning poker" session.
|-
|View Poker|| This privilege enables to assist and visualize a "planning poker" session.
|-
|}

Typical configuration privileges for a user are:

*"View" + "Collaborate". The user can view all the contents of the ''board'' and collaborate on items.
*"Edit Content" + "Collaborate". The user can create and edit ''cards'' and collaborate on items.

== Boards templates ==
''Board templates'' are models of ''boards'' containing a structure of ''lanes''. ''Templates'' can be used to quickly instantiate new ''boards'' without the need of configuring them and thus, saving time. They allow allow to standardize the approach to deal with the same activities among different teams.

=== Creating a board template ===
Use the '''''Board''''' and then '''''Board Template''''' home page menu item to access to ''board templates'' management screen. Use the '''+''' icon to add a new ''template''. You will need to enter Name, mandatory, Description of the ''board template'' and then click on '''Create''' to create and enter it.

Defining the layout of the ''board template'' is done in the same way described for actual ''boards''. See [[Boards#Boards layout management|Boards layout management]] for more details.

You can also manage board template settings defining the template Status.

=== Using a board template ===
When creating a new ''board'', you have the option of to enable Use Template and then to chose from the Template field the one to be used to create the new ''board''. Only templates with Status "Active" are listed.

The ''board'' will be created with the ''lane'' layout defined in the ''board template''.

=== Removing a board template ===
Use the '''''Board''''' and then '''''Board Template''''' home page menu item to access to ''board templates'' management screen. Select the ''templates'' you want to remove by ticking the squared selector on the left of each ''template'' row. Finally press the '''X''' ('''Remove Template(s)''') icon. The selected ''templates'' will be deleted:
* nothing will happen to ''boards'' already created using the deleted ''templates'';
* the deleted templates can't be restored.

Boards

2022-10-19T08:41:06Z

Fbertuletti: /* Boards commands */

== Introduction to Boards ==
''Boards'' are the key element managed in EasyBoards®. They can be used to manage activities and tasks.

== Board creation ==
In this guide, you will learn how to create ''boards''.

''Boards'' can be created from ''templates'' or they can be created empty.
To create a ''board'' you may use the + button in the ''boards window'' or access to the list of the "boards" (use menu '''''Boards / Boards''''') and use the + button.

Watch this short video tutorial to learn how to create a ''board'' from a ''template''.

{{#ev:vimeo|
https://vimeo.com/317260653|800|center|Video tutorial on using ''boards''.}}

Remember that to be able to create ''boards'', users shall have the board creation privilege (see see [[Users & Groups]] for more details).

== Boards layout management ==
Managing the layout of ''Boards'' very easy. In the following tutorial, you will learn how to create an empty ''board'' and how to manage its layout (adding lanes, moving lanes, removing lanes).

{{#ev:vimeo|
https://vimeo.com/330820751|800|center|Video tutorial on using ''boards''.}}

=== Types of lanes ===

Remember that ''lanes'' are of two types: ''composite lanes'' and ''card lanes''. ''Composite lanes'' are ''lanes'' containing other ''lanes''. ''Card lanes'' are ''lanes'' containing ''cards''. ''Lanes'' can belong to one type only.

''Composite lanes'' can have two layouts: ''Horizontal'' or ''Vertical''. In ''Horizontal'' layout, created sub-lanes are placed one after the other horizontally (last created lane is placed as last on the right). In ''Vertical'' layout, created sub-lanes are placed one after the other vertically (last created lane is placed as last below the others).

It is possible to distinguish visually the two types of lanes because they have inverted background and text header colours.

=== Summary of the commands to manage the layout of ''lanes'' in a ''board'' ===
{| class="wikitable"
! Command !! Use
|-
|Create a new ''lane'' in the ''board'' not contained in other ''lanes''|| This command is in the ''board'' toolbar and allows to add a lane to the ''board''. Use this command to create a new ''lane'' in the ''board''. The ''lane'' is placed as the last in the ''board'' vertically.
|-
|Create a new ''lane'' in a ''composite lane''|| This can be done by using the context menu of a ''lane''. Recall the menu (use the three dots in the ''lane'' header, ...) and recall Create Lane menu item.
|-
|Change the position of a ''lane''|| This can be done by dragging and dropping the ''lane'' to be moved. Click on the ''lane'' (where the name of the ''lane'' is printed) header to start the process and move the it while keeping the left mouse button clicked. Drag the ''lane'' on the target ''lane'' to replace. The system will show with a green sign when the position is acceptable. Just release the mouse button to place the ''lane'' in the target position.
|-
|Remove a ''lane''|| This can be done by using the context menu of a ''lane''. Recall the menu (use the three dots in the ''lane'' header, '''...''') and recall '''Remove''' menu item.
|-
|Rename a ''lane''|| This can be done by opening ''lane'' settings. Recall them by double clicking with the left mouse button the header of the ''lane'' (where the name of the ''lane'' is printed). Edit the Description field with the target name and press '''Save & Exit'''.
|-
|}

For more information on lanes management, read [[Lanes]].

== Boards settings ==
It is possible to access ''boards'' settings from the boards toolbar, by clicking the Options icon.

The following table, explains the available options ''General'' form. Remember that to access settings you need to have sufficient privileges.

{| class="wikitable"
! Option !! Use
|-
|Name|| This is the name of the ''board'' and can be changed.
|-
|Status|| This is the status of the ''board'' and can be "Active" or "Inactive". "Inactive" ''boards'' can be edited having the privileges but cannot be viewed and used by ''boards'' members.
|-
|Category|| Defined by the application's Manager are used to categorize the Boards (eg. "Marketing","Training").
|-
|Auto Assign Cards|| If set, the system will automatically assign the creator as assignee of the ''card'' at creation time.
|-
|Rate (sec)|| The rate, in seconds, used by the application to check for incoming updates or send them (in other words to synch with the backbone server).
|-
|}

The following table, explains the available settings for ''Estimation'' form.

{| class="wikitable"
! Setting !! Use
|-
|Story Point Scale|| Here you can define the scale to be used to assign 'story points' to cards. Story points are used by agile teams to assign a complexity value to work. A fibonacci sequence can be used as the one pre-set. Just enter the values you want to use seprated by ','. You can use '.' for decimal values, for example '0.5'.
|-
|Show in Board|| This comprehends a group of three settings to visualize ''Story Points'', ''Forecast Effort'' and ''Actual Effort'' as icons on the card. Visualization will be triggered by '''Show Actuals/Estimations''' command on ''board'' toolbar. What shown will depend on the previous settings and ''Cards Sign Order' settings (see below).
|-
|Work Start Date|| This is the start date and time the activities included in the ''board'' are expected to start from. This information is used in some reports (see [[Reporting|Reporting]]) and can be overwritten by the settings provided in ''lanes''.
|-
|Work End Date|| This is the end date and time the activities included in the ''board'' are expected to end. This information is used in some reports (see [[Reporting|Reporting]]) and can be overwritten by the settings provided in ''lanes''.
|-
|}

''Cards Sign Order'' form shows the order of signs when appearing graphically on the ''cards''. The order of priority set is the one appearing in the list, from higher (up) to lower (bottom). it is possible to drag and drop the items to change the desired order.

To update settings press '''Update''' command. To discard, '''Cancel'''. The '''Reset''' command set back the default values.

== Boards commands ==
Several commands are available for a ''board''. They can be launched using the '''board''' toolbar clicking on the icons displayed in it.

The following table, explains the available commands. Remember that to use some of them you need to have sufficient privileges.

{| class="wikitable"
! Command !! Use
|-
|'''Back to List'''|| This command enable to leave the ''board'' and return to the EasyBoards® home page.
|-
|'''Create Lane'''|| This allows to add a ''lane'' in the ''board''. More information in [[Boards#Boards layout management|Boards layout management]].
|-
|'''Settings'''|| This enables the management of settings for the ''board''. More information available in [[Boards#Boards settings|Boards settings]].
|-
|'''Members'''|| This command allows to invite members to the board and to set privileges for them. More information available in [[Boards#Members and privileges|Boards members and privileges]].
|-
|'''Archive'''|| ''Lanes'' and ''cards'' in a ''board'' can be removed (lost forever) or archived (removed from the ''board'' and stored in a repository from which they can still be restored later). This command allows to archive the whole ''board'' content.
|-
|'''Repository'''|| This command allows to access the repository where archived ''lanes'' and ''cards'' can be search and, if needed restored to the original ''board''. In the repository elements, ''cards'' or ''lanes'', can be searched, selected and restored.
|-
|'''Cards List'''|| This command allows to see all the cards has been created and their position in terms of lane, sublane
|-
|'''Set Lead time Targets'''|| This command allows to set specific targets for the Lead Time report. In particular, the target target processing time of ''cards'' for each priority type of them. For more information about the available reports and their use, read [[Reporting]]
|-
|'''Collapse All'''|| This command collapses all the ''lanes'' in the ''board''.
|-
|'''Expand All'''|| This command expands all the ''lanes'' in the ''board''..
|-
|'''Effort Estimation Report'''|| This command allows to launch the homonymous report. For more information about this report and its use, read [[Reporting]]. When launched from here, the scope of the report will be the whole ''board'' content (''lanes'' and ''cards'').
|-
|'''Visibility'''|| This commands allows to hide/show the top ''lanes'' of the ''board'' (and their sub-lanes). Specific ''lanes'' can be selected.
|-
|'''Filter'''|| It allows to filter the ''cards'' in the ''board''. Use Filter Term to set the search words, '''Highlight''' to highlight the matching ''cards'' but show all the others too, '''Show Only''' to show only the matching ''cards'', '''Off''' to disable filter mode.
|-
|'''Search'''|| It activates the search functionality that allows to find ''cards'' matching given words. The functionality lists the matching ''cards'' and allows either to open them or to locate them on the ''board''/''lane'' where they are positioned.
|-
|'''Reports'''|| This allows to open the reports page from which it is possible to launch the reports for the ''board'' activities. For more information about the available reports and their use, read [[Reporting]].
|-
|'''Progress View'''|| This command allows to show the overall progress of activities in the ''board''. For more information about this report, read [[Reporting]].
|-
|'''Effort Estimation Report'''|| This command allows to understand the relative weight of activities in the ''board''. For more information about this report, read [[Reporting]].
|-
|'''Show/Hide Cards Estimations'''|| This command allows to show or hide a sign on ''cards'' reporting the Story Points, if set for the ''card''.
|-
|'''Show/Hide Cards Identifiers'''|| This command allows to show or hide a sign on ''cards'' reporting the identifier number of the ''card''.
|-
|'''Follow/Unfollow Cards Changes'''|| This command allows to follow or unfollow the following main changes for all the ''cards'' of the ''board'': creation of new ''card'', archiving of a ''card'', restore of a ''card'' from archive. These changes are notified to the other participants of the ''board'' (read [[Notifications]]).
|-
|'''Reset'''|| This clears all the contents (''lanes'' and ''cards'') of a ''board''. Note that the content is not archived and cannot be restored after being removed. Use this functionality with care.
|-
|'''Chats'''|| The chat icon allows to open the chat console where it is possible to manage all the chats at the same time. For more information about the use of chats, read [[Chat]].
|-
|'''Send'''|| Synchronization with backend is done automatically to retrieve and send updates to content according to the time interval set in Rate (sec):. This command forces sending data before the next refresh interval.
|-
|'''Show Cards Estimations'''|| This enables viewing complexity estimation for ''cards'' as icons on them.
|-
|'''Receive'''|| Synchronization with backend is done automatically to retrieve and send updates to content according to the time interval set in Rate (sec):. This command forces retrieving data before the next refresh interval.
|-
|}

== Boards members and privileges ==
It is possible to invite users to a ''board'' and to set privileges to access functionalities for them. This can be done by using the '''Member''' ''board'' toolbar command (see also [[Boards#Boards commands|Boards commands]]).

Remember that you need to have the requested "Invite Members" privilege to invite, remove or set privileges for ''board'' members.

=== Invite new members ===
Only active users of the application can be invited (see [[Users & Groups]]).

To invite users, click '''Members''' in the ''board'' toolbar and then '''Invite''' in the opened window. Move required users or groups from the left Uninvited column to the right Invited one and press '''Apply'''.

=== Remove invited members ===
To remove member, click '''Members''' in the ''board'' toolbar and then '''Invite''' in the opened window. Move users or groups to be removed from the right the right Invited column to the left Uninvited one and press '''Apply'''.

=== Manage privileges for members ===
To manage privileges for board invited members first click '''Members''' in the ''board'' toolbar. Then decide if you want to edit single member privileges or those for group of users. You can switch from one mode to the other by clicking '''Resources''' or '''Groups''' in the opened window. For the visualized members or groups, just set the privileges as required. Note: privileges are immediately activated and you don't need to perform other actions.

The following table reports a description of the available privileges.

{| class="wikitable"
! Privilege !! Rights
|-
|View|| This is the minimum privilege. It allows to access the ''board'' and to view all its content (read all).
|-
|Edit Content|| This allows to create and edit ''cards'' in the ''board''. If set, it implies the "View" privilege too.
|-
|Edit Layout|| This privilege allows to edit the settings and the layout of a ''board'' (its ''lanes'').
|-
|Invite Members|| This privilege enables to invite, remove and set privileges for the members of a ''board''.
|-
|Collaborate|| This privilege enables to use the collaboration features of EasyBoards®. In particular the chat (see [[Chat]]).
|-
|Edit Estimation|| This privilege enables editing ''Estimation'' data for a ''card''.
|-
|Edit Poker|| This privilege enables starting a "planning poker" session.
|-
|Vote Poker|| This privilege enables to vote during a "planning poker" session.
|-
|View Poker|| This privilege enables to assist and visualize a "planning poker" session.
|-
|}

Typical configuration privileges for a user are:

*"View" + "Collaborate". The user can view all the contents of the ''board'' and collaborate on items.
*"Edit Content" + "Collaborate". The user can create and edit ''cards'' and collaborate on items.

== Boards templates ==
''Board templates'' are models of ''boards'' containing a structure of ''lanes''. ''Templates'' can be used to quickly instantiate new ''boards'' without the need of configuring them and thus, saving time. They allow allow to standardize the approach to deal with the same activities among different teams.

=== Creating a board template ===
Use the '''''Board''''' and then '''''Board Template''''' home page menu item to access to ''board templates'' management screen. Use the '''+''' icon to add a new ''template''. You will need to enter Name, mandatory, Description of the ''board template'' and then click on '''Create''' to create and enter it.

Defining the layout of the ''board template'' is done in the same way described for actual ''boards''. See [[Boards#Boards layout management|Boards layout management]] for more details.

You can also manage board template settings defining the template Status.

=== Using a board template ===
When creating a new ''board'', you have the option of to enable Use Template and then to chose from the Template field the one to be used to create the new ''board''. Only templates with Status "Active" are listed.

The ''board'' will be created with the ''lane'' layout defined in the ''board template''.

=== Removing a board template ===
Use the '''''Board''''' and then '''''Board Template''''' home page menu item to access to ''board templates'' management screen. Select the ''templates'' you want to remove by ticking the squared selector on the left of each ''template'' row. Finally press the '''X''' ('''Remove Template(s)''') icon. The selected ''templates'' will be deleted:
* nothing will happen to ''boards'' already created using the deleted ''templates'';
* the deleted templates can't be restored.

Boards

2022-10-19T08:40:33Z

Fbertuletti: /* Boards commands */

== Introduction to Boards ==
''Boards'' are the key element managed in EasyBoards®. They can be used to manage activities and tasks.

== Board creation ==
In this guide, you will learn how to create ''boards''.

''Boards'' can be created from ''templates'' or they can be created empty.
To create a ''board'' you may use the + button in the ''boards window'' or access to the list of the "boards" (use menu '''''Boards / Boards''''') and use the + button.

Watch this short video tutorial to learn how to create a ''board'' from a ''template''.

{{#ev:vimeo|
https://vimeo.com/317260653|800|center|Video tutorial on using ''boards''.}}

Remember that to be able to create ''boards'', users shall have the board creation privilege (see see [[Users & Groups]] for more details).

== Boards layout management ==
Managing the layout of ''Boards'' very easy. In the following tutorial, you will learn how to create an empty ''board'' and how to manage its layout (adding lanes, moving lanes, removing lanes).

{{#ev:vimeo|
https://vimeo.com/330820751|800|center|Video tutorial on using ''boards''.}}

=== Types of lanes ===

Remember that ''lanes'' are of two types: ''composite lanes'' and ''card lanes''. ''Composite lanes'' are ''lanes'' containing other ''lanes''. ''Card lanes'' are ''lanes'' containing ''cards''. ''Lanes'' can belong to one type only.

''Composite lanes'' can have two layouts: ''Horizontal'' or ''Vertical''. In ''Horizontal'' layout, created sub-lanes are placed one after the other horizontally (last created lane is placed as last on the right). In ''Vertical'' layout, created sub-lanes are placed one after the other vertically (last created lane is placed as last below the others).

It is possible to distinguish visually the two types of lanes because they have inverted background and text header colours.

=== Summary of the commands to manage the layout of ''lanes'' in a ''board'' ===
{| class="wikitable"
! Command !! Use
|-
|Create a new ''lane'' in the ''board'' not contained in other ''lanes''|| This command is in the ''board'' toolbar and allows to add a lane to the ''board''. Use this command to create a new ''lane'' in the ''board''. The ''lane'' is placed as the last in the ''board'' vertically.
|-
|Create a new ''lane'' in a ''composite lane''|| This can be done by using the context menu of a ''lane''. Recall the menu (use the three dots in the ''lane'' header, ...) and recall Create Lane menu item.
|-
|Change the position of a ''lane''|| This can be done by dragging and dropping the ''lane'' to be moved. Click on the ''lane'' (where the name of the ''lane'' is printed) header to start the process and move the it while keeping the left mouse button clicked. Drag the ''lane'' on the target ''lane'' to replace. The system will show with a green sign when the position is acceptable. Just release the mouse button to place the ''lane'' in the target position.
|-
|Remove a ''lane''|| This can be done by using the context menu of a ''lane''. Recall the menu (use the three dots in the ''lane'' header, '''...''') and recall '''Remove''' menu item.
|-
|Rename a ''lane''|| This can be done by opening ''lane'' settings. Recall them by double clicking with the left mouse button the header of the ''lane'' (where the name of the ''lane'' is printed). Edit the Description field with the target name and press '''Save & Exit'''.
|-
|}

For more information on lanes management, read [[Lanes]].

== Boards settings ==
It is possible to access ''boards'' settings from the boards toolbar, by clicking the Options icon.

The following table, explains the available options ''General'' form. Remember that to access settings you need to have sufficient privileges.

{| class="wikitable"
! Option !! Use
|-
|Name|| This is the name of the ''board'' and can be changed.
|-
|Status|| This is the status of the ''board'' and can be "Active" or "Inactive". "Inactive" ''boards'' can be edited having the privileges but cannot be viewed and used by ''boards'' members.
|-
|Category|| Defined by the application's Manager are used to categorize the Boards (eg. "Marketing","Training").
|-
|Auto Assign Cards|| If set, the system will automatically assign the creator as assignee of the ''card'' at creation time.
|-
|Rate (sec)|| The rate, in seconds, used by the application to check for incoming updates or send them (in other words to synch with the backbone server).
|-
|}

The following table, explains the available settings for ''Estimation'' form.

{| class="wikitable"
! Setting !! Use
|-
|Story Point Scale|| Here you can define the scale to be used to assign 'story points' to cards. Story points are used by agile teams to assign a complexity value to work. A fibonacci sequence can be used as the one pre-set. Just enter the values you want to use seprated by ','. You can use '.' for decimal values, for example '0.5'.
|-
|Show in Board|| This comprehends a group of three settings to visualize ''Story Points'', ''Forecast Effort'' and ''Actual Effort'' as icons on the card. Visualization will be triggered by '''Show Actuals/Estimations''' command on ''board'' toolbar. What shown will depend on the previous settings and ''Cards Sign Order' settings (see below).
|-
|Work Start Date|| This is the start date and time the activities included in the ''board'' are expected to start from. This information is used in some reports (see [[Reporting|Reporting]]) and can be overwritten by the settings provided in ''lanes''.
|-
|Work End Date|| This is the end date and time the activities included in the ''board'' are expected to end. This information is used in some reports (see [[Reporting|Reporting]]) and can be overwritten by the settings provided in ''lanes''.
|-
|}

''Cards Sign Order'' form shows the order of signs when appearing graphically on the ''cards''. The order of priority set is the one appearing in the list, from higher (up) to lower (bottom). it is possible to drag and drop the items to change the desired order.

To update settings press '''Update''' command. To discard, '''Cancel'''. The '''Reset''' command set back the default values.

== Boards commands ==
Several commands are available for a ''board''. They can be launched using the '''board''' toolbar clicking on the icons displayed in it.

The following table, explains the available commands. Remember that to use some of them you need to have sufficient privileges.

{| class="wikitable"
! Command !! Use
|-
|'''Back to List'''|| This command enable to leave the ''board'' and return to the EasyBoards® home page.
|-
|'''Create Lane'''|| This allows to add a ''lane'' in the ''board''. More information in [[Boards#Boards layout management|Boards layout management]].
|-
|'''Settings'''|| This enables the management of settings for the ''board''. More information available in [[Boards#Boards settings|Boards settings]].
|-
|'''Members'''|| This command allows to invite members to the board and to set privileges for them. More information available in [[Boards#Members and privileges|Boards members and privileges]].
|-
|'''Archive'''|| ''Lanes'' and ''cards'' in a ''board'' can be removed (lost forever) or archived (removed from the ''board'' and stored in a repository from which they can still be restored later). This command allows to archive the whole ''board'' content.
|-
|'''Repository'''|| This command allows to access the repository where archived ''lanes'' and ''cards'' can be search and, if needed restored to the original ''board''. In the repository elements, ''cards'' or ''lanes'', can be searched, selected and restored.
|-
|'''Cards List'''|| This command allows to see all the cards has been created and their position in terms of lane, sublane
|-
|'''Set Lead time Targets'''|| This command allows to set specific targets for the Lead Time report. In particular, the target target processing time of ''cards'' for each priority type of them. For more information about the available reports and their use, read [[Reporting]]
|-
|'''Collapse All'''|| This command collapses all the ''lanes'' in the ''board''.
|-
|'''Expand All'''|| This command expands all the ''lanes'' in the ''board''..
|-
|'''Effort Estimation Report'''|| This command allows to launch the homonymous report. For more information about this report and its use, read [[Reporting]]. When launched from here, the scope of the report will be the whole ''board'' content (''lanes'' and ''cards'').
|-
|'''Visibility'''|| This commands allows to hide/show the top ''lanes'' of the ''board'' (and their sub-lanes). Specific ''lanes'' can be selected.
|-
|'''Filter'''|| It allows to filter the ''cards'' in the ''board''. Use Filter Term to set the search words, '''Highlight''' to highlight the matching ''cards'' but show all the others too, '''Show Only''' to show only the matching ''cards'', '''Off''' to disable filter mode.
|-
|'''Search'''|| It activates the search functionality that allows to find ''cards'' matching given words. The functionality lists the matching ''cards'' and allows either to open them or to locate them on the ''board''/''lane'' where they are positioned.
|-
|'''Reports'''|| This allows to open the reports page from which it is possible to launch the reports for the ''board'' activities. For more information about the available reports and their use, read [[Reporting]].
|-
|'''Progress View'''|| This command allows to show the overall progress of activities in the ''board''. For more information about this report, read [[Reporting]].
|-
|'''Reports'''|| This command launches a dialogue window that allows to select and launch reports for all the ''board''. For more information on available reports, read [[Reporting]].
|-
|'''Effort Estimation Report'''|| This command allows to understand the relative weight of activities in the ''board''. For more information about this report, read [[Reporting]].
|-
|'''Show/Hide Cards Estimations'''|| This command allows to show or hide a sign on ''cards'' reporting the Story Points, if set for the ''card''.
|-
|'''Show/Hide Cards Identifiers'''|| This command allows to show or hide a sign on ''cards'' reporting the identifier number of the ''card''.
|-
|'''Follow/Unfollow Cards Changes'''|| This command allows to follow or unfollow the following main changes for all the ''cards'' of the ''board'': creation of new ''card'', archiving of a ''card'', restore of a ''card'' from archive. These changes are notified to the other participants of the ''board'' (read [[Notifications]]).
|-
|'''Reset'''|| This clears all the contents (''lanes'' and ''cards'') of a ''board''. Note that the content is not archived and cannot be restored after being removed. Use this functionality with care.
|-
|'''Chats'''|| The chat icon allows to open the chat console where it is possible to manage all the chats at the same time. For more information about the use of chats, read [[Chat]].
|-
|'''Send'''|| Synchronization with backend is done automatically to retrieve and send updates to content according to the time interval set in Rate (sec):. This command forces sending data before the next refresh interval.
|-
|'''Show Cards Estimations'''|| This enables viewing complexity estimation for ''cards'' as icons on them.
|-
|'''Receive'''|| Synchronization with backend is done automatically to retrieve and send updates to content according to the time interval set in Rate (sec):. This command forces retrieving data before the next refresh interval.
|-
|}

== Boards members and privileges ==
It is possible to invite users to a ''board'' and to set privileges to access functionalities for them. This can be done by using the '''Member''' ''board'' toolbar command (see also [[Boards#Boards commands|Boards commands]]).

Remember that you need to have the requested "Invite Members" privilege to invite, remove or set privileges for ''board'' members.

=== Invite new members ===
Only active users of the application can be invited (see [[Users & Groups]]).

To invite users, click '''Members''' in the ''board'' toolbar and then '''Invite''' in the opened window. Move required users or groups from the left Uninvited column to the right Invited one and press '''Apply'''.

=== Remove invited members ===
To remove member, click '''Members''' in the ''board'' toolbar and then '''Invite''' in the opened window. Move users or groups to be removed from the right the right Invited column to the left Uninvited one and press '''Apply'''.

=== Manage privileges for members ===
To manage privileges for board invited members first click '''Members''' in the ''board'' toolbar. Then decide if you want to edit single member privileges or those for group of users. You can switch from one mode to the other by clicking '''Resources''' or '''Groups''' in the opened window. For the visualized members or groups, just set the privileges as required. Note: privileges are immediately activated and you don't need to perform other actions.

The following table reports a description of the available privileges.

{| class="wikitable"
! Privilege !! Rights
|-
|View|| This is the minimum privilege. It allows to access the ''board'' and to view all its content (read all).
|-
|Edit Content|| This allows to create and edit ''cards'' in the ''board''. If set, it implies the "View" privilege too.
|-
|Edit Layout|| This privilege allows to edit the settings and the layout of a ''board'' (its ''lanes'').
|-
|Invite Members|| This privilege enables to invite, remove and set privileges for the members of a ''board''.
|-
|Collaborate|| This privilege enables to use the collaboration features of EasyBoards®. In particular the chat (see [[Chat]]).
|-
|Edit Estimation|| This privilege enables editing ''Estimation'' data for a ''card''.
|-
|Edit Poker|| This privilege enables starting a "planning poker" session.
|-
|Vote Poker|| This privilege enables to vote during a "planning poker" session.
|-
|View Poker|| This privilege enables to assist and visualize a "planning poker" session.
|-
|}

Typical configuration privileges for a user are:

*"View" + "Collaborate". The user can view all the contents of the ''board'' and collaborate on items.
*"Edit Content" + "Collaborate". The user can create and edit ''cards'' and collaborate on items.

== Boards templates ==
''Board templates'' are models of ''boards'' containing a structure of ''lanes''. ''Templates'' can be used to quickly instantiate new ''boards'' without the need of configuring them and thus, saving time. They allow allow to standardize the approach to deal with the same activities among different teams.

=== Creating a board template ===
Use the '''''Board''''' and then '''''Board Template''''' home page menu item to access to ''board templates'' management screen. Use the '''+''' icon to add a new ''template''. You will need to enter Name, mandatory, Description of the ''board template'' and then click on '''Create''' to create and enter it.

Defining the layout of the ''board template'' is done in the same way described for actual ''boards''. See [[Boards#Boards layout management|Boards layout management]] for more details.

You can also manage board template settings defining the template Status.

=== Using a board template ===
When creating a new ''board'', you have the option of to enable Use Template and then to chose from the Template field the one to be used to create the new ''board''. Only templates with Status "Active" are listed.

The ''board'' will be created with the ''lane'' layout defined in the ''board template''.

=== Removing a board template ===
Use the '''''Board''''' and then '''''Board Template''''' home page menu item to access to ''board templates'' management screen. Select the ''templates'' you want to remove by ticking the squared selector on the left of each ''template'' row. Finally press the '''X''' ('''Remove Template(s)''') icon. The selected ''templates'' will be deleted:
* nothing will happen to ''boards'' already created using the deleted ''templates'';
* the deleted templates can't be restored.

Boards

2022-10-19T08:27:10Z

Fbertuletti: /* Boards commands */

== Introduction to Boards ==
''Boards'' are the key element managed in EasyBoards®. They can be used to manage activities and tasks.

== Board creation ==
In this guide, you will learn how to create ''boards''.

''Boards'' can be created from ''templates'' or they can be created empty.
To create a ''board'' you may use the + button in the ''boards window'' or access to the list of the "boards" (use menu '''''Boards / Boards''''') and use the + button.

Watch this short video tutorial to learn how to create a ''board'' from a ''template''.

{{#ev:vimeo|
https://vimeo.com/317260653|800|center|Video tutorial on using ''boards''.}}

Remember that to be able to create ''boards'', users shall have the board creation privilege (see see [[Users & Groups]] for more details).

== Boards layout management ==
Managing the layout of ''Boards'' very easy. In the following tutorial, you will learn how to create an empty ''board'' and how to manage its layout (adding lanes, moving lanes, removing lanes).

{{#ev:vimeo|
https://vimeo.com/330820751|800|center|Video tutorial on using ''boards''.}}

=== Types of lanes ===

Remember that ''lanes'' are of two types: ''composite lanes'' and ''card lanes''. ''Composite lanes'' are ''lanes'' containing other ''lanes''. ''Card lanes'' are ''lanes'' containing ''cards''. ''Lanes'' can belong to one type only.

''Composite lanes'' can have two layouts: ''Horizontal'' or ''Vertical''. In ''Horizontal'' layout, created sub-lanes are placed one after the other horizontally (last created lane is placed as last on the right). In ''Vertical'' layout, created sub-lanes are placed one after the other vertically (last created lane is placed as last below the others).

It is possible to distinguish visually the two types of lanes because they have inverted background and text header colours.

=== Summary of the commands to manage the layout of ''lanes'' in a ''board'' ===
{| class="wikitable"
! Command !! Use
|-
|Create a new ''lane'' in the ''board'' not contained in other ''lanes''|| This command is in the ''board'' toolbar and allows to add a lane to the ''board''. Use this command to create a new ''lane'' in the ''board''. The ''lane'' is placed as the last in the ''board'' vertically.
|-
|Create a new ''lane'' in a ''composite lane''|| This can be done by using the context menu of a ''lane''. Recall the menu (use the three dots in the ''lane'' header, ...) and recall Create Lane menu item.
|-
|Change the position of a ''lane''|| This can be done by dragging and dropping the ''lane'' to be moved. Click on the ''lane'' (where the name of the ''lane'' is printed) header to start the process and move the it while keeping the left mouse button clicked. Drag the ''lane'' on the target ''lane'' to replace. The system will show with a green sign when the position is acceptable. Just release the mouse button to place the ''lane'' in the target position.
|-
|Remove a ''lane''|| This can be done by using the context menu of a ''lane''. Recall the menu (use the three dots in the ''lane'' header, '''...''') and recall '''Remove''' menu item.
|-
|Rename a ''lane''|| This can be done by opening ''lane'' settings. Recall them by double clicking with the left mouse button the header of the ''lane'' (where the name of the ''lane'' is printed). Edit the Description field with the target name and press '''Save & Exit'''.
|-
|}

For more information on lanes management, read [[Lanes]].

== Boards settings ==
It is possible to access ''boards'' settings from the boards toolbar, by clicking the Options icon.

The following table, explains the available options ''General'' form. Remember that to access settings you need to have sufficient privileges.

{| class="wikitable"
! Option !! Use
|-
|Name|| This is the name of the ''board'' and can be changed.
|-
|Status|| This is the status of the ''board'' and can be "Active" or "Inactive". "Inactive" ''boards'' can be edited having the privileges but cannot be viewed and used by ''boards'' members.
|-
|Category|| Defined by the application's Manager are used to categorize the Boards (eg. "Marketing","Training").
|-
|Auto Assign Cards|| If set, the system will automatically assign the creator as assignee of the ''card'' at creation time.
|-
|Rate (sec)|| The rate, in seconds, used by the application to check for incoming updates or send them (in other words to synch with the backbone server).
|-
|}

The following table, explains the available settings for ''Estimation'' form.

{| class="wikitable"
! Setting !! Use
|-
|Story Point Scale|| Here you can define the scale to be used to assign 'story points' to cards. Story points are used by agile teams to assign a complexity value to work. A fibonacci sequence can be used as the one pre-set. Just enter the values you want to use seprated by ','. You can use '.' for decimal values, for example '0.5'.
|-
|Show in Board|| This comprehends a group of three settings to visualize ''Story Points'', ''Forecast Effort'' and ''Actual Effort'' as icons on the card. Visualization will be triggered by '''Show Actuals/Estimations''' command on ''board'' toolbar. What shown will depend on the previous settings and ''Cards Sign Order' settings (see below).
|-
|Work Start Date|| This is the start date and time the activities included in the ''board'' are expected to start from. This information is used in some reports (see [[Reporting|Reporting]]) and can be overwritten by the settings provided in ''lanes''.
|-
|Work End Date|| This is the end date and time the activities included in the ''board'' are expected to end. This information is used in some reports (see [[Reporting|Reporting]]) and can be overwritten by the settings provided in ''lanes''.
|-
|}

''Cards Sign Order'' form shows the order of signs when appearing graphically on the ''cards''. The order of priority set is the one appearing in the list, from higher (up) to lower (bottom). it is possible to drag and drop the items to change the desired order.

To update settings press '''Update''' command. To discard, '''Cancel'''. The '''Reset''' command set back the default values.

== Boards commands ==
Several commands are available for a ''board''. They can be launched using the '''board''' toolbar clicking on the icons displayed in it.

The following table, explains the available commands. Remember that to use some of them you need to have sufficient privileges.

{| class="wikitable"
! Command !! Use
|-
|'''Back to List'''|| This command enable to leave the ''board'' and return to the EasyBoards® home page.
|-
|'''Create Lane'''|| This allows to add a ''lane'' in the ''board''. More information in [[Boards#Boards layout management|Boards layout management]].
|-
|'''Settings'''|| This enables the management of settings for the ''board''. More information available in [[Boards#Boards settings|Boards settings]].
|-
|'''Members'''|| This command allows to invite members to the board and to set privileges for them. More information available in [[Boards#Members and privileges|Boards members and privileges]].
|-
|'''Archive'''|| ''Lanes'' and ''cards'' in a ''board'' can be removed (lost forever) or archived (removed from the ''board'' and stored in a repository from which they can still be restored later). This command allows to archive the whole ''board'' content.
|-
|'''Repository'''|| This command allows to access the repository where archived ''lanes'' and ''cards'' can be search and, if needed restored to the original ''board''. In the repository elements, ''cards'' or ''lanes'', can be searched, selected and restored.
|-
|'''Cards List'''|| This command allows to see all the cards has been created and their position in terms of lane, sublane
|-
|'''Set Lead time Targets'''|| This command allows to sets for each ''Card priority'' (see [[Settings|Settings]]) the target lead time
|-
|'''Collapse All'''|| This command collapses all the ''lanes'' in the ''board''.
|-
|'''Expand All'''|| This command expands all the ''lanes'' in the ''board''..
|-
|'''Effort Estimation Report'''|| This command allows to launch the homonymous report. For more information about this report and its use, read [[Reporting]]. When launched from here, the scope of the report will be the whole ''board'' content (''lanes'' and ''cards'').
|-
|'''Visibility'''|| This commands allows to hide/show the top ''lanes'' of the ''board'' (and their sub-lanes). Specific ''lanes'' can be selected.
|-
|'''Filter'''|| It allows to filter the ''cards'' in the ''board''. Use Filter Term to set the search words, '''Highlight''' to highlight the matching ''cards'' but show all the others too, '''Show Only''' to show only the matching ''cards'', '''Off''' to disable filter mode.
|-
|'''Search'''|| It activates the search functionality that allows to find ''cards'' matching given words. The functionality lists the matching ''cards'' and allows either to open them or to locate them on the ''board''/''lane'' where they are positioned.
|-
|'''Reports'''|| This allows to open the reports page from which it is possible to launch the reports for the ''board'' activities. For more information about the available reports and their use, read [[Reporting]].
|-
|'''Targets'''|| This command allows to set specific targets for the Lead Time report. In particular, the target target processing time of ''cards'' for each priority type of them. For more information about the available reports and their use, read [[Reporting]].
|-
|'''Progress View'''|| This command allows to show the overall progress of activities in the ''board''. For more information about this report, read [[Reporting]].
|-
|'''Reports'''|| This command launches a dialogue window that allows to select and launch reports for all the ''board''. For more information on available reports, read [[Reporting]].
|-
|'''Effort Estimation Report'''|| This command allows to understand the relative weight of activities in the ''board''. For more information about this report, read [[Reporting]].
|-
|'''Show/Hide Cards Estimations'''|| This command allows to show or hide a sign on ''cards'' reporting the Story Points, if set for the ''card''.
|-
|'''Show/Hide Cards Identifiers'''|| This command allows to show or hide a sign on ''cards'' reporting the identifier number of the ''card''.
|-
|'''Follow/Unfollow Cards Changes'''|| This command allows to follow or unfollow the following main changes for all the ''cards'' of the ''board'': creation of new ''card'', archiving of a ''card'', restore of a ''card'' from archive. These changes are notified to the other participants of the ''board'' (read [[Notifications]]).
|-
|'''Reset'''|| This clears all the contents (''lanes'' and ''cards'') of a ''board''. Note that the content is not archived and cannot be restored after being removed. Use this functionality with care.
|-
|'''Chats'''|| The chat icon allows to open the chat console where it is possible to manage all the chats at the same time. For more information about the use of chats, read [[Chat]].
|-
|'''Send'''|| Synchronization with backend is done automatically to retrieve and send updates to content according to the time interval set in Rate (sec):. This command forces sending data before the next refresh interval.
|-
|'''Show Cards Estimations'''|| This enables viewing complexity estimation for ''cards'' as icons on them.
|-
|'''Receive'''|| Synchronization with backend is done automatically to retrieve and send updates to content according to the time interval set in Rate (sec):. This command forces retrieving data before the next refresh interval.
|-
|}

== Boards members and privileges ==
It is possible to invite users to a ''board'' and to set privileges to access functionalities for them. This can be done by using the '''Member''' ''board'' toolbar command (see also [[Boards#Boards commands|Boards commands]]).

Remember that you need to have the requested "Invite Members" privilege to invite, remove or set privileges for ''board'' members.

=== Invite new members ===
Only active users of the application can be invited (see [[Users & Groups]]).

To invite users, click '''Members''' in the ''board'' toolbar and then '''Invite''' in the opened window. Move required users or groups from the left Uninvited column to the right Invited one and press '''Apply'''.

=== Remove invited members ===
To remove member, click '''Members''' in the ''board'' toolbar and then '''Invite''' in the opened window. Move users or groups to be removed from the right the right Invited column to the left Uninvited one and press '''Apply'''.

=== Manage privileges for members ===
To manage privileges for board invited members first click '''Members''' in the ''board'' toolbar. Then decide if you want to edit single member privileges or those for group of users. You can switch from one mode to the other by clicking '''Resources''' or '''Groups''' in the opened window. For the visualized members or groups, just set the privileges as required. Note: privileges are immediately activated and you don't need to perform other actions.

The following table reports a description of the available privileges.

{| class="wikitable"
! Privilege !! Rights
|-
|View|| This is the minimum privilege. It allows to access the ''board'' and to view all its content (read all).
|-
|Edit Content|| This allows to create and edit ''cards'' in the ''board''. If set, it implies the "View" privilege too.
|-
|Edit Layout|| This privilege allows to edit the settings and the layout of a ''board'' (its ''lanes'').
|-
|Invite Members|| This privilege enables to invite, remove and set privileges for the members of a ''board''.
|-
|Collaborate|| This privilege enables to use the collaboration features of EasyBoards®. In particular the chat (see [[Chat]]).
|-
|Edit Estimation|| This privilege enables editing ''Estimation'' data for a ''card''.
|-
|Edit Poker|| This privilege enables starting a "planning poker" session.
|-
|Vote Poker|| This privilege enables to vote during a "planning poker" session.
|-
|View Poker|| This privilege enables to assist and visualize a "planning poker" session.
|-
|}

Typical configuration privileges for a user are:

*"View" + "Collaborate". The user can view all the contents of the ''board'' and collaborate on items.
*"Edit Content" + "Collaborate". The user can create and edit ''cards'' and collaborate on items.

== Boards templates ==
''Board templates'' are models of ''boards'' containing a structure of ''lanes''. ''Templates'' can be used to quickly instantiate new ''boards'' without the need of configuring them and thus, saving time. They allow allow to standardize the approach to deal with the same activities among different teams.

=== Creating a board template ===
Use the '''''Board''''' and then '''''Board Template''''' home page menu item to access to ''board templates'' management screen. Use the '''+''' icon to add a new ''template''. You will need to enter Name, mandatory, Description of the ''board template'' and then click on '''Create''' to create and enter it.

Defining the layout of the ''board template'' is done in the same way described for actual ''boards''. See [[Boards#Boards layout management|Boards layout management]] for more details.

You can also manage board template settings defining the template Status.

=== Using a board template ===
When creating a new ''board'', you have the option of to enable Use Template and then to chose from the Template field the one to be used to create the new ''board''. Only templates with Status "Active" are listed.

The ''board'' will be created with the ''lane'' layout defined in the ''board template''.

=== Removing a board template ===
Use the '''''Board''''' and then '''''Board Template''''' home page menu item to access to ''board templates'' management screen. Select the ''templates'' you want to remove by ticking the squared selector on the left of each ''template'' row. Finally press the '''X''' ('''Remove Template(s)''') icon. The selected ''templates'' will be deleted:
* nothing will happen to ''boards'' already created using the deleted ''templates'';
* the deleted templates can't be restored.

Boards

2022-10-19T08:26:09Z

Fbertuletti: /* Boards commands */

== Introduction to Boards ==
''Boards'' are the key element managed in EasyBoards®. They can be used to manage activities and tasks.

== Board creation ==
In this guide, you will learn how to create ''boards''.

''Boards'' can be created from ''templates'' or they can be created empty.
To create a ''board'' you may use the + button in the ''boards window'' or access to the list of the "boards" (use menu '''''Boards / Boards''''') and use the + button.

Watch this short video tutorial to learn how to create a ''board'' from a ''template''.

{{#ev:vimeo|
https://vimeo.com/317260653|800|center|Video tutorial on using ''boards''.}}

Remember that to be able to create ''boards'', users shall have the board creation privilege (see see [[Users & Groups]] for more details).

== Boards layout management ==
Managing the layout of ''Boards'' very easy. In the following tutorial, you will learn how to create an empty ''board'' and how to manage its layout (adding lanes, moving lanes, removing lanes).

{{#ev:vimeo|
https://vimeo.com/330820751|800|center|Video tutorial on using ''boards''.}}

=== Types of lanes ===

Remember that ''lanes'' are of two types: ''composite lanes'' and ''card lanes''. ''Composite lanes'' are ''lanes'' containing other ''lanes''. ''Card lanes'' are ''lanes'' containing ''cards''. ''Lanes'' can belong to one type only.

''Composite lanes'' can have two layouts: ''Horizontal'' or ''Vertical''. In ''Horizontal'' layout, created sub-lanes are placed one after the other horizontally (last created lane is placed as last on the right). In ''Vertical'' layout, created sub-lanes are placed one after the other vertically (last created lane is placed as last below the others).

It is possible to distinguish visually the two types of lanes because they have inverted background and text header colours.

=== Summary of the commands to manage the layout of ''lanes'' in a ''board'' ===
{| class="wikitable"
! Command !! Use
|-
|Create a new ''lane'' in the ''board'' not contained in other ''lanes''|| This command is in the ''board'' toolbar and allows to add a lane to the ''board''. Use this command to create a new ''lane'' in the ''board''. The ''lane'' is placed as the last in the ''board'' vertically.
|-
|Create a new ''lane'' in a ''composite lane''|| This can be done by using the context menu of a ''lane''. Recall the menu (use the three dots in the ''lane'' header, ...) and recall Create Lane menu item.
|-
|Change the position of a ''lane''|| This can be done by dragging and dropping the ''lane'' to be moved. Click on the ''lane'' (where the name of the ''lane'' is printed) header to start the process and move the it while keeping the left mouse button clicked. Drag the ''lane'' on the target ''lane'' to replace. The system will show with a green sign when the position is acceptable. Just release the mouse button to place the ''lane'' in the target position.
|-
|Remove a ''lane''|| This can be done by using the context menu of a ''lane''. Recall the menu (use the three dots in the ''lane'' header, '''...''') and recall '''Remove''' menu item.
|-
|Rename a ''lane''|| This can be done by opening ''lane'' settings. Recall them by double clicking with the left mouse button the header of the ''lane'' (where the name of the ''lane'' is printed). Edit the Description field with the target name and press '''Save & Exit'''.
|-
|}

For more information on lanes management, read [[Lanes]].

== Boards settings ==
It is possible to access ''boards'' settings from the boards toolbar, by clicking the Options icon.

The following table, explains the available options ''General'' form. Remember that to access settings you need to have sufficient privileges.

{| class="wikitable"
! Option !! Use
|-
|Name|| This is the name of the ''board'' and can be changed.
|-
|Status|| This is the status of the ''board'' and can be "Active" or "Inactive". "Inactive" ''boards'' can be edited having the privileges but cannot be viewed and used by ''boards'' members.
|-
|Category|| Defined by the application's Manager are used to categorize the Boards (eg. "Marketing","Training").
|-
|Auto Assign Cards|| If set, the system will automatically assign the creator as assignee of the ''card'' at creation time.
|-
|Rate (sec)|| The rate, in seconds, used by the application to check for incoming updates or send them (in other words to synch with the backbone server).
|-
|}

The following table, explains the available settings for ''Estimation'' form.

{| class="wikitable"
! Setting !! Use
|-
|Story Point Scale|| Here you can define the scale to be used to assign 'story points' to cards. Story points are used by agile teams to assign a complexity value to work. A fibonacci sequence can be used as the one pre-set. Just enter the values you want to use seprated by ','. You can use '.' for decimal values, for example '0.5'.
|-
|Show in Board|| This comprehends a group of three settings to visualize ''Story Points'', ''Forecast Effort'' and ''Actual Effort'' as icons on the card. Visualization will be triggered by '''Show Actuals/Estimations''' command on ''board'' toolbar. What shown will depend on the previous settings and ''Cards Sign Order' settings (see below).
|-
|Work Start Date|| This is the start date and time the activities included in the ''board'' are expected to start from. This information is used in some reports (see [[Reporting|Reporting]]) and can be overwritten by the settings provided in ''lanes''.
|-
|Work End Date|| This is the end date and time the activities included in the ''board'' are expected to end. This information is used in some reports (see [[Reporting|Reporting]]) and can be overwritten by the settings provided in ''lanes''.
|-
|}

''Cards Sign Order'' form shows the order of signs when appearing graphically on the ''cards''. The order of priority set is the one appearing in the list, from higher (up) to lower (bottom). it is possible to drag and drop the items to change the desired order.

To update settings press '''Update''' command. To discard, '''Cancel'''. The '''Reset''' command set back the default values.

== Boards commands ==
Several commands are available for a ''board''. They can be launched using the '''board''' toolbar clicking on the icons displayed in it.

The following table, explains the available commands. Remember that to use some of them you need to have sufficient privileges.

{| class="wikitable"
! Command !! Use
|-
|'''Back to List'''|| This command enable to leave the ''board'' and return to the EasyBoards® home page.
|-
|'''Create Lane'''|| This allows to add a ''lane'' in the ''board''. More information in [[Boards#Boards layout management|Boards layout management]].
|-
|'''Settings'''|| This enables the management of settings for the ''board''. More information available in [[Boards#Boards settings|Boards settings]].
|-
|'''Members'''|| This command allows to invite members to the board and to set privileges for them. More information available in [[Boards#Members and privileges|Boards members and privileges]].
|-
|'''Archive'''|| This command allows to Archive the lanes contained in the Board.
|-
|'''Repository'''|| This command allows to see / select the ''Archived'' element and ''Restore'' or "Delete" them.
|-
|'''Cards List'''|| This command allows to see all the cards has been created and their position in terms of lane, sublane
|-
|'''Set Lead time Targets'''|| This command allows to sets for each ''Card priority'' (see [[Settings|Settings]]) the target lead time
|-
|'''Collapse All'''|| This command collapses all the ''lanes'' in the ''board''.
|-
|'''Expand All'''|| This command expands all the ''lanes'' in the ''board''..
|-
|'''Effort Estimation Report'''|| This command allows to launch the homonymous report. For more information about this report and its use, read [[Reporting]]. When launched from here, the scope of the report will be the whole ''board'' content (''lanes'' and ''cards'').
|-
|'''Visibility'''|| This commands allows to hide/show the top ''lanes'' of the ''board'' (and their sub-lanes). Specific ''lanes'' can be selected.
|-
|'''Filter'''|| It allows to filter the ''cards'' in the ''board''. Use Filter Term to set the search words, '''Highlight''' to highlight the matching ''cards'' but show all the others too, '''Show Only''' to show only the matching ''cards'', '''Off''' to disable filter mode.
|-
|'''Search'''|| It activates the search functionality that allows to find ''cards'' matching given words. The functionality lists the matching ''cards'' and allows either to open them or to locate them on the ''board''/''lane'' where they are positioned.
|-
|'''Archive'''|| ''Lanes'' and ''cards'' in a ''board'' can be removed (lost forever) or archived (removed from the ''board'' and stored in a repository from which they can still be restored later). This command allows to archive the whole ''board'' content.
|-
|'''Repository'''|| This command allows to access the repository where archived ''lanes'' and ''cards'' can be search and, if needed restored to the original ''board''. In the repository elements, ''cards'' or ''lanes'', can be searched, selected and restored.
|-
|'''Reports'''|| This allows to open the reports page from which it is possible to launch the reports for the ''board'' activities. For more information about the available reports and their use, read [[Reporting]].
|-
|'''Targets'''|| This command allows to set specific targets for the Lead Time report. In particular, the target target processing time of ''cards'' for each priority type of them. For more information about the available reports and their use, read [[Reporting]].
|-
|'''Progress View'''|| This command allows to show the overall progress of activities in the ''board''. For more information about this report, read [[Reporting]].
|-
|'''Reports'''|| This command launches a dialogue window that allows to select and launch reports for all the ''board''. For more information on available reports, read [[Reporting]].
|-
|'''Effort Estimation Report'''|| This command allows to understand the relative weight of activities in the ''board''. For more information about this report, read [[Reporting]].
|-
|'''Show/Hide Cards Estimations'''|| This command allows to show or hide a sign on ''cards'' reporting the Story Points, if set for the ''card''.
|-
|'''Show/Hide Cards Identifiers'''|| This command allows to show or hide a sign on ''cards'' reporting the identifier number of the ''card''.
|-
|'''Follow/Unfollow Cards Changes'''|| This command allows to follow or unfollow the following main changes for all the ''cards'' of the ''board'': creation of new ''card'', archiving of a ''card'', restore of a ''card'' from archive. These changes are notified to the other participants of the ''board'' (read [[Notifications]]).
|-
|'''Reset'''|| This clears all the contents (''lanes'' and ''cards'') of a ''board''. Note that the content is not archived and cannot be restored after being removed. Use this functionality with care.
|-
|'''Chats'''|| The chat icon allows to open the chat console where it is possible to manage all the chats at the same time. For more information about the use of chats, read [[Chat]].
|-
|'''Send'''|| Synchronization with backend is done automatically to retrieve and send updates to content according to the time interval set in Rate (sec):. This command forces sending data before the next refresh interval.
|-
|'''Show Cards Estimations'''|| This enables viewing complexity estimation for ''cards'' as icons on them.
|-
|'''Receive'''|| Synchronization with backend is done automatically to retrieve and send updates to content according to the time interval set in Rate (sec):. This command forces retrieving data before the next refresh interval.
|-
|}

== Boards members and privileges ==
It is possible to invite users to a ''board'' and to set privileges to access functionalities for them. This can be done by using the '''Member''' ''board'' toolbar command (see also [[Boards#Boards commands|Boards commands]]).

Remember that you need to have the requested "Invite Members" privilege to invite, remove or set privileges for ''board'' members.

=== Invite new members ===
Only active users of the application can be invited (see [[Users & Groups]]).

To invite users, click '''Members''' in the ''board'' toolbar and then '''Invite''' in the opened window. Move required users or groups from the left Uninvited column to the right Invited one and press '''Apply'''.

=== Remove invited members ===
To remove member, click '''Members''' in the ''board'' toolbar and then '''Invite''' in the opened window. Move users or groups to be removed from the right the right Invited column to the left Uninvited one and press '''Apply'''.

=== Manage privileges for members ===
To manage privileges for board invited members first click '''Members''' in the ''board'' toolbar. Then decide if you want to edit single member privileges or those for group of users. You can switch from one mode to the other by clicking '''Resources''' or '''Groups''' in the opened window. For the visualized members or groups, just set the privileges as required. Note: privileges are immediately activated and you don't need to perform other actions.

The following table reports a description of the available privileges.

{| class="wikitable"
! Privilege !! Rights
|-
|View|| This is the minimum privilege. It allows to access the ''board'' and to view all its content (read all).
|-
|Edit Content|| This allows to create and edit ''cards'' in the ''board''. If set, it implies the "View" privilege too.
|-
|Edit Layout|| This privilege allows to edit the settings and the layout of a ''board'' (its ''lanes'').
|-
|Invite Members|| This privilege enables to invite, remove and set privileges for the members of a ''board''.
|-
|Collaborate|| This privilege enables to use the collaboration features of EasyBoards®. In particular the chat (see [[Chat]]).
|-
|Edit Estimation|| This privilege enables editing ''Estimation'' data for a ''card''.
|-
|Edit Poker|| This privilege enables starting a "planning poker" session.
|-
|Vote Poker|| This privilege enables to vote during a "planning poker" session.
|-
|View Poker|| This privilege enables to assist and visualize a "planning poker" session.
|-
|}

Typical configuration privileges for a user are:

*"View" + "Collaborate". The user can view all the contents of the ''board'' and collaborate on items.
*"Edit Content" + "Collaborate". The user can create and edit ''cards'' and collaborate on items.

== Boards templates ==
''Board templates'' are models of ''boards'' containing a structure of ''lanes''. ''Templates'' can be used to quickly instantiate new ''boards'' without the need of configuring them and thus, saving time. They allow allow to standardize the approach to deal with the same activities among different teams.

=== Creating a board template ===
Use the '''''Board''''' and then '''''Board Template''''' home page menu item to access to ''board templates'' management screen. Use the '''+''' icon to add a new ''template''. You will need to enter Name, mandatory, Description of the ''board template'' and then click on '''Create''' to create and enter it.

Defining the layout of the ''board template'' is done in the same way described for actual ''boards''. See [[Boards#Boards layout management|Boards layout management]] for more details.

You can also manage board template settings defining the template Status.

=== Using a board template ===
When creating a new ''board'', you have the option of to enable Use Template and then to chose from the Template field the one to be used to create the new ''board''. Only templates with Status "Active" are listed.

The ''board'' will be created with the ''lane'' layout defined in the ''board template''.

=== Removing a board template ===
Use the '''''Board''''' and then '''''Board Template''''' home page menu item to access to ''board templates'' management screen. Select the ''templates'' you want to remove by ticking the squared selector on the left of each ''template'' row. Finally press the '''X''' ('''Remove Template(s)''') icon. The selected ''templates'' will be deleted:
* nothing will happen to ''boards'' already created using the deleted ''templates'';
* the deleted templates can't be restored.

Boards

2022-10-19T08:23:57Z

Fbertuletti: /* Boards commands */

== Introduction to Boards ==
''Boards'' are the key element managed in EasyBoards®. They can be used to manage activities and tasks.

== Board creation ==
In this guide, you will learn how to create ''boards''.

''Boards'' can be created from ''templates'' or they can be created empty.
To create a ''board'' you may use the + button in the ''boards window'' or access to the list of the "boards" (use menu '''''Boards / Boards''''') and use the + button.

Watch this short video tutorial to learn how to create a ''board'' from a ''template''.

{{#ev:vimeo|
https://vimeo.com/317260653|800|center|Video tutorial on using ''boards''.}}

Remember that to be able to create ''boards'', users shall have the board creation privilege (see see [[Users & Groups]] for more details).

== Boards layout management ==
Managing the layout of ''Boards'' very easy. In the following tutorial, you will learn how to create an empty ''board'' and how to manage its layout (adding lanes, moving lanes, removing lanes).

{{#ev:vimeo|
https://vimeo.com/330820751|800|center|Video tutorial on using ''boards''.}}

=== Types of lanes ===

Remember that ''lanes'' are of two types: ''composite lanes'' and ''card lanes''. ''Composite lanes'' are ''lanes'' containing other ''lanes''. ''Card lanes'' are ''lanes'' containing ''cards''. ''Lanes'' can belong to one type only.

''Composite lanes'' can have two layouts: ''Horizontal'' or ''Vertical''. In ''Horizontal'' layout, created sub-lanes are placed one after the other horizontally (last created lane is placed as last on the right). In ''Vertical'' layout, created sub-lanes are placed one after the other vertically (last created lane is placed as last below the others).

It is possible to distinguish visually the two types of lanes because they have inverted background and text header colours.

=== Summary of the commands to manage the layout of ''lanes'' in a ''board'' ===
{| class="wikitable"
! Command !! Use
|-
|Create a new ''lane'' in the ''board'' not contained in other ''lanes''|| This command is in the ''board'' toolbar and allows to add a lane to the ''board''. Use this command to create a new ''lane'' in the ''board''. The ''lane'' is placed as the last in the ''board'' vertically.
|-
|Create a new ''lane'' in a ''composite lane''|| This can be done by using the context menu of a ''lane''. Recall the menu (use the three dots in the ''lane'' header, ...) and recall Create Lane menu item.
|-
|Change the position of a ''lane''|| This can be done by dragging and dropping the ''lane'' to be moved. Click on the ''lane'' (where the name of the ''lane'' is printed) header to start the process and move the it while keeping the left mouse button clicked. Drag the ''lane'' on the target ''lane'' to replace. The system will show with a green sign when the position is acceptable. Just release the mouse button to place the ''lane'' in the target position.
|-
|Remove a ''lane''|| This can be done by using the context menu of a ''lane''. Recall the menu (use the three dots in the ''lane'' header, '''...''') and recall '''Remove''' menu item.
|-
|Rename a ''lane''|| This can be done by opening ''lane'' settings. Recall them by double clicking with the left mouse button the header of the ''lane'' (where the name of the ''lane'' is printed). Edit the Description field with the target name and press '''Save & Exit'''.
|-
|}

For more information on lanes management, read [[Lanes]].

== Boards settings ==
It is possible to access ''boards'' settings from the boards toolbar, by clicking the Options icon.

The following table, explains the available options ''General'' form. Remember that to access settings you need to have sufficient privileges.

{| class="wikitable"
! Option !! Use
|-
|Name|| This is the name of the ''board'' and can be changed.
|-
|Status|| This is the status of the ''board'' and can be "Active" or "Inactive". "Inactive" ''boards'' can be edited having the privileges but cannot be viewed and used by ''boards'' members.
|-
|Category|| Defined by the application's Manager are used to categorize the Boards (eg. "Marketing","Training").
|-
|Auto Assign Cards|| If set, the system will automatically assign the creator as assignee of the ''card'' at creation time.
|-
|Rate (sec)|| The rate, in seconds, used by the application to check for incoming updates or send them (in other words to synch with the backbone server).
|-
|}

The following table, explains the available settings for ''Estimation'' form.

{| class="wikitable"
! Setting !! Use
|-
|Story Point Scale|| Here you can define the scale to be used to assign 'story points' to cards. Story points are used by agile teams to assign a complexity value to work. A fibonacci sequence can be used as the one pre-set. Just enter the values you want to use seprated by ','. You can use '.' for decimal values, for example '0.5'.
|-
|Show in Board|| This comprehends a group of three settings to visualize ''Story Points'', ''Forecast Effort'' and ''Actual Effort'' as icons on the card. Visualization will be triggered by '''Show Actuals/Estimations''' command on ''board'' toolbar. What shown will depend on the previous settings and ''Cards Sign Order' settings (see below).
|-
|Work Start Date|| This is the start date and time the activities included in the ''board'' are expected to start from. This information is used in some reports (see [[Reporting|Reporting]]) and can be overwritten by the settings provided in ''lanes''.
|-
|Work End Date|| This is the end date and time the activities included in the ''board'' are expected to end. This information is used in some reports (see [[Reporting|Reporting]]) and can be overwritten by the settings provided in ''lanes''.
|-
|}

''Cards Sign Order'' form shows the order of signs when appearing graphically on the ''cards''. The order of priority set is the one appearing in the list, from higher (up) to lower (bottom). it is possible to drag and drop the items to change the desired order.

To update settings press '''Update''' command. To discard, '''Cancel'''. The '''Reset''' command set back the default values.

== Boards commands ==
Several commands are available for a ''board''. They can be launched using the '''board''' toolbar clicking on the icons displayed in it.

The following table, explains the available commands. Remember that to use some of them you need to have sufficient privileges.

{| class="wikitable"
! Command !! Use
|-
|'''Back to List'''|| This command enable to leave the ''board'' and return to the EasyBoards® home page.
|-
|'''Create Lane'''|| This allows to add a ''lane'' in the ''board''. More information in [[Boards#Boards layout management|Boards layout management]].
|-
|'''Settings'''|| This enables the management of settings for the ''board''. More information available in [[Boards#Boards settings|Boards settings]].
|-
|'''Members'''|| This command allows to invite members to the board and to set privileges for them. More information available in [[Boards#Members and privileges|Boards members and privileges]].
|-
|'''Archive'''|| This command allows to Archive the lanes contained in the Board.
|-
|'''Repository'''|| This command allows to see / select the ''Archived'' element and ''Restore'' or "Delete" them.
|-
|'''Cards List'''|| This command allows to see all the cards has been created and their position in terms of lane, sublane
|-
|'''Set Lead time Targets'''|| This command allows to sets for each ''Card priority'' (see [[Settings|Settings]]) the target lead time
|-
|'''Collapse All'''|| This command collapses all the ''lanes'' in the ''board''.
|-
|'''Effort Estimation Report'''|| This command allows to launch the homonymous report. For more information about this report and its use, read [[Reporting]]. When launched from here, the scope of the report will be the whole ''board'' content (''lanes'' and ''cards'').
|-
|'''Expand All'''|| This command expands all the ''lanes'' in the ''board''..
|-
|'''Visibility'''|| This commands allows to hide/show the top ''lanes'' of the ''board'' (and their sub-lanes). Specific ''lanes'' can be selected.
|-
|'''Filter'''|| It allows to filter the ''cards'' in the ''board''. Use Filter Term to set the search words, '''Highlight''' to highlight the matching ''cards'' but show all the others too, '''Show Only''' to show only the matching ''cards'', '''Off''' to disable filter mode.
|-
|'''Search'''|| It activates the search functionality that allows to find ''cards'' matching given words. The functionality lists the matching ''cards'' and allows either to open them or to locate them on the ''board''/''lane'' where they are positioned.
|-
|'''Archive'''|| ''Lanes'' and ''cards'' in a ''board'' can be removed (lost forever) or archived (removed from the ''board'' and stored in a repository from which they can still be restored later). This command allows to archive the whole ''board'' content.
|-
|'''Repository'''|| This command allows to access the repository where archived ''lanes'' and ''cards'' can be search and, if needed restored to the original ''board''. In the repository elements, ''cards'' or ''lanes'', can be searched, selected and restored.
|-
|'''Reports'''|| This allows to open the reports page from which it is possible to launch the reports for the ''board'' activities. For more information about the available reports and their use, read [[Reporting]].
|-
|'''Targets'''|| This command allows to set specific targets for the Lead Time report. In particular, the target target processing time of ''cards'' for each priority type of them. For more information about the available reports and their use, read [[Reporting]].
|-
|'''Progress View'''|| This command allows to show the overall progress of activities in the ''board''. For more information about this report, read [[Reporting]].
|-
|'''Reports'''|| This command launches a dialogue window that allows to select and launch reports for all the ''board''. For more information on available reports, read [[Reporting]].
|-
|'''Effort Estimation Report'''|| This command allows to understand the relative weight of activities in the ''board''. For more information about this report, read [[Reporting]].
|-
|'''Show/Hide Cards Estimations'''|| This command allows to show or hide a sign on ''cards'' reporting the Story Points, if set for the ''card''.
|-
|'''Show/Hide Cards Identifiers'''|| This command allows to show or hide a sign on ''cards'' reporting the identifier number of the ''card''.
|-
|'''Follow/Unfollow Cards Changes'''|| This command allows to follow or unfollow the following main changes for all the ''cards'' of the ''board'': creation of new ''card'', archiving of a ''card'', restore of a ''card'' from archive. These changes are notified to the other participants of the ''board'' (read [[Notifications]]).
|-
|'''Reset'''|| This clears all the contents (''lanes'' and ''cards'') of a ''board''. Note that the content is not archived and cannot be restored after being removed. Use this functionality with care.
|-
|'''Chats'''|| The chat icon allows to open the chat console where it is possible to manage all the chats at the same time. For more information about the use of chats, read [[Chat]].
|-
|'''Send'''|| Synchronization with backend is done automatically to retrieve and send updates to content according to the time interval set in Rate (sec):. This command forces sending data before the next refresh interval.
|-
|'''Show Cards Estimations'''|| This enables viewing complexity estimation for ''cards'' as icons on them.
|-
|'''Receive'''|| Synchronization with backend is done automatically to retrieve and send updates to content according to the time interval set in Rate (sec):. This command forces retrieving data before the next refresh interval.
|-
|}

== Boards members and privileges ==
It is possible to invite users to a ''board'' and to set privileges to access functionalities for them. This can be done by using the '''Member''' ''board'' toolbar command (see also [[Boards#Boards commands|Boards commands]]).

Remember that you need to have the requested "Invite Members" privilege to invite, remove or set privileges for ''board'' members.

=== Invite new members ===
Only active users of the application can be invited (see [[Users & Groups]]).

To invite users, click '''Members''' in the ''board'' toolbar and then '''Invite''' in the opened window. Move required users or groups from the left Uninvited column to the right Invited one and press '''Apply'''.

=== Remove invited members ===
To remove member, click '''Members''' in the ''board'' toolbar and then '''Invite''' in the opened window. Move users or groups to be removed from the right the right Invited column to the left Uninvited one and press '''Apply'''.

=== Manage privileges for members ===
To manage privileges for board invited members first click '''Members''' in the ''board'' toolbar. Then decide if you want to edit single member privileges or those for group of users. You can switch from one mode to the other by clicking '''Resources''' or '''Groups''' in the opened window. For the visualized members or groups, just set the privileges as required. Note: privileges are immediately activated and you don't need to perform other actions.

The following table reports a description of the available privileges.

{| class="wikitable"
! Privilege !! Rights
|-
|View|| This is the minimum privilege. It allows to access the ''board'' and to view all its content (read all).
|-
|Edit Content|| This allows to create and edit ''cards'' in the ''board''. If set, it implies the "View" privilege too.
|-
|Edit Layout|| This privilege allows to edit the settings and the layout of a ''board'' (its ''lanes'').
|-
|Invite Members|| This privilege enables to invite, remove and set privileges for the members of a ''board''.
|-
|Collaborate|| This privilege enables to use the collaboration features of EasyBoards®. In particular the chat (see [[Chat]]).
|-
|Edit Estimation|| This privilege enables editing ''Estimation'' data for a ''card''.
|-
|Edit Poker|| This privilege enables starting a "planning poker" session.
|-
|Vote Poker|| This privilege enables to vote during a "planning poker" session.
|-
|View Poker|| This privilege enables to assist and visualize a "planning poker" session.
|-
|}

Typical configuration privileges for a user are:

*"View" + "Collaborate". The user can view all the contents of the ''board'' and collaborate on items.
*"Edit Content" + "Collaborate". The user can create and edit ''cards'' and collaborate on items.

== Boards templates ==
''Board templates'' are models of ''boards'' containing a structure of ''lanes''. ''Templates'' can be used to quickly instantiate new ''boards'' without the need of configuring them and thus, saving time. They allow allow to standardize the approach to deal with the same activities among different teams.

=== Creating a board template ===
Use the '''''Board''''' and then '''''Board Template''''' home page menu item to access to ''board templates'' management screen. Use the '''+''' icon to add a new ''template''. You will need to enter Name, mandatory, Description of the ''board template'' and then click on '''Create''' to create and enter it.

Defining the layout of the ''board template'' is done in the same way described for actual ''boards''. See [[Boards#Boards layout management|Boards layout management]] for more details.

You can also manage board template settings defining the template Status.

=== Using a board template ===
When creating a new ''board'', you have the option of to enable Use Template and then to chose from the Template field the one to be used to create the new ''board''. Only templates with Status "Active" are listed.

The ''board'' will be created with the ''lane'' layout defined in the ''board template''.

=== Removing a board template ===
Use the '''''Board''''' and then '''''Board Template''''' home page menu item to access to ''board templates'' management screen. Select the ''templates'' you want to remove by ticking the squared selector on the left of each ''template'' row. Finally press the '''X''' ('''Remove Template(s)''') icon. The selected ''templates'' will be deleted:
* nothing will happen to ''boards'' already created using the deleted ''templates'';
* the deleted templates can't be restored.

Boards

2022-10-19T08:21:14Z

Fbertuletti: /* Boards commands */

== Introduction to Boards ==
''Boards'' are the key element managed in EasyBoards®. They can be used to manage activities and tasks.

== Board creation ==
In this guide, you will learn how to create ''boards''.

''Boards'' can be created from ''templates'' or they can be created empty.
To create a ''board'' you may use the + button in the ''boards window'' or access to the list of the "boards" (use menu '''''Boards / Boards''''') and use the + button.

Watch this short video tutorial to learn how to create a ''board'' from a ''template''.

{{#ev:vimeo|
https://vimeo.com/317260653|800|center|Video tutorial on using ''boards''.}}

Remember that to be able to create ''boards'', users shall have the board creation privilege (see see [[Users & Groups]] for more details).

== Boards layout management ==
Managing the layout of ''Boards'' very easy. In the following tutorial, you will learn how to create an empty ''board'' and how to manage its layout (adding lanes, moving lanes, removing lanes).

{{#ev:vimeo|
https://vimeo.com/330820751|800|center|Video tutorial on using ''boards''.}}

=== Types of lanes ===

Remember that ''lanes'' are of two types: ''composite lanes'' and ''card lanes''. ''Composite lanes'' are ''lanes'' containing other ''lanes''. ''Card lanes'' are ''lanes'' containing ''cards''. ''Lanes'' can belong to one type only.

''Composite lanes'' can have two layouts: ''Horizontal'' or ''Vertical''. In ''Horizontal'' layout, created sub-lanes are placed one after the other horizontally (last created lane is placed as last on the right). In ''Vertical'' layout, created sub-lanes are placed one after the other vertically (last created lane is placed as last below the others).

It is possible to distinguish visually the two types of lanes because they have inverted background and text header colours.

=== Summary of the commands to manage the layout of ''lanes'' in a ''board'' ===
{| class="wikitable"
! Command !! Use
|-
|Create a new ''lane'' in the ''board'' not contained in other ''lanes''|| This command is in the ''board'' toolbar and allows to add a lane to the ''board''. Use this command to create a new ''lane'' in the ''board''. The ''lane'' is placed as the last in the ''board'' vertically.
|-
|Create a new ''lane'' in a ''composite lane''|| This can be done by using the context menu of a ''lane''. Recall the menu (use the three dots in the ''lane'' header, ...) and recall Create Lane menu item.
|-
|Change the position of a ''lane''|| This can be done by dragging and dropping the ''lane'' to be moved. Click on the ''lane'' (where the name of the ''lane'' is printed) header to start the process and move the it while keeping the left mouse button clicked. Drag the ''lane'' on the target ''lane'' to replace. The system will show with a green sign when the position is acceptable. Just release the mouse button to place the ''lane'' in the target position.
|-
|Remove a ''lane''|| This can be done by using the context menu of a ''lane''. Recall the menu (use the three dots in the ''lane'' header, '''...''') and recall '''Remove''' menu item.
|-
|Rename a ''lane''|| This can be done by opening ''lane'' settings. Recall them by double clicking with the left mouse button the header of the ''lane'' (where the name of the ''lane'' is printed). Edit the Description field with the target name and press '''Save & Exit'''.
|-
|}

For more information on lanes management, read [[Lanes]].

== Boards settings ==
It is possible to access ''boards'' settings from the boards toolbar, by clicking the Options icon.

The following table, explains the available options ''General'' form. Remember that to access settings you need to have sufficient privileges.

{| class="wikitable"
! Option !! Use
|-
|Name|| This is the name of the ''board'' and can be changed.
|-
|Status|| This is the status of the ''board'' and can be "Active" or "Inactive". "Inactive" ''boards'' can be edited having the privileges but cannot be viewed and used by ''boards'' members.
|-
|Category|| Defined by the application's Manager are used to categorize the Boards (eg. "Marketing","Training").
|-
|Auto Assign Cards|| If set, the system will automatically assign the creator as assignee of the ''card'' at creation time.
|-
|Rate (sec)|| The rate, in seconds, used by the application to check for incoming updates or send them (in other words to synch with the backbone server).
|-
|}

The following table, explains the available settings for ''Estimation'' form.

{| class="wikitable"
! Setting !! Use
|-
|Story Point Scale|| Here you can define the scale to be used to assign 'story points' to cards. Story points are used by agile teams to assign a complexity value to work. A fibonacci sequence can be used as the one pre-set. Just enter the values you want to use seprated by ','. You can use '.' for decimal values, for example '0.5'.
|-
|Show in Board|| This comprehends a group of three settings to visualize ''Story Points'', ''Forecast Effort'' and ''Actual Effort'' as icons on the card. Visualization will be triggered by '''Show Actuals/Estimations''' command on ''board'' toolbar. What shown will depend on the previous settings and ''Cards Sign Order' settings (see below).
|-
|Work Start Date|| This is the start date and time the activities included in the ''board'' are expected to start from. This information is used in some reports (see [[Reporting|Reporting]]) and can be overwritten by the settings provided in ''lanes''.
|-
|Work End Date|| This is the end date and time the activities included in the ''board'' are expected to end. This information is used in some reports (see [[Reporting|Reporting]]) and can be overwritten by the settings provided in ''lanes''.
|-
|}

''Cards Sign Order'' form shows the order of signs when appearing graphically on the ''cards''. The order of priority set is the one appearing in the list, from higher (up) to lower (bottom). it is possible to drag and drop the items to change the desired order.

To update settings press '''Update''' command. To discard, '''Cancel'''. The '''Reset''' command set back the default values.

== Boards commands ==
Several commands are available for a ''board''. They can be launched using the '''board''' toolbar clicking on the icons displayed in it.

The following table, explains the available commands. Remember that to use some of them you need to have sufficient privileges.

{| class="wikitable"
! Command !! Use
|-
|'''Back to List'''|| This command enable to leave the ''board'' and return to the EasyBoards® home page.
|-
|'''Create Lane'''|| This allows to add a ''lane'' in the ''board''. More information in [[Boards#Boards layout management|Boards layout management]].
|-
|'''Settings'''|| This enables the management of settings for the ''board''. More information available in [[Boards#Boards settings|Boards settings]].
|-
|'''Members'''|| This command allows to invite members to the board and to set privileges for them. More information available in [[Boards#Members and privileges|Boards members and privileges]].
|-
|'''Archive'''|| This command allows to Archive the lanes contained in the Board.
|-
|'''Repository'''|| This command allows to see / select the ''Archived'' element and ''Restore'' or "Delete" them.
|-
|'''Cards List'''|| This command allows to see all the cards has been created and their position in terms of lane, sublane
|-
|'''Set Lead time Targets'''|| This command allows to sets for each card priority the target lead time
|-
|'''Collapse All'''|| This command collapses all the ''lanes'' in the ''board''.
|-
|'''Effort Estimation Report'''|| This command allows to launch the homonymous report. For more information about this report and its use, read [[Reporting]]. When launched from here, the scope of the report will be the whole ''board'' content (''lanes'' and ''cards'').
|-
|'''Expand All'''|| This command expands all the ''lanes'' in the ''board''..
|-
|'''Visibility'''|| This commands allows to hide/show the top ''lanes'' of the ''board'' (and their sub-lanes). Specific ''lanes'' can be selected.
|-
|'''Filter'''|| It allows to filter the ''cards'' in the ''board''. Use Filter Term to set the search words, '''Highlight''' to highlight the matching ''cards'' but show all the others too, '''Show Only''' to show only the matching ''cards'', '''Off''' to disable filter mode.
|-
|'''Search'''|| It activates the search functionality that allows to find ''cards'' matching given words. The functionality lists the matching ''cards'' and allows either to open them or to locate them on the ''board''/''lane'' where they are positioned.
|-
|'''Archive'''|| ''Lanes'' and ''cards'' in a ''board'' can be removed (lost forever) or archived (removed from the ''board'' and stored in a repository from which they can still be restored later). This command allows to archive the whole ''board'' content.
|-
|'''Repository'''|| This command allows to access the repository where archived ''lanes'' and ''cards'' can be search and, if needed restored to the original ''board''. In the repository elements, ''cards'' or ''lanes'', can be searched, selected and restored.
|-
|'''Reports'''|| This allows to open the reports page from which it is possible to launch the reports for the ''board'' activities. For more information about the available reports and their use, read [[Reporting]].
|-
|'''Targets'''|| This command allows to set specific targets for the Lead Time report. In particular, the target target processing time of ''cards'' for each priority type of them. For more information about the available reports and their use, read [[Reporting]].
|-
|'''Progress View'''|| This command allows to show the overall progress of activities in the ''board''. For more information about this report, read [[Reporting]].
|-
|'''Reports'''|| This command launches a dialogue window that allows to select and launch reports for all the ''board''. For more information on available reports, read [[Reporting]].
|-
|'''Effort Estimation Report'''|| This command allows to understand the relative weight of activities in the ''board''. For more information about this report, read [[Reporting]].
|-
|'''Show/Hide Cards Estimations'''|| This command allows to show or hide a sign on ''cards'' reporting the Story Points, if set for the ''card''.
|-
|'''Show/Hide Cards Identifiers'''|| This command allows to show or hide a sign on ''cards'' reporting the identifier number of the ''card''.
|-
|'''Follow/Unfollow Cards Changes'''|| This command allows to follow or unfollow the following main changes for all the ''cards'' of the ''board'': creation of new ''card'', archiving of a ''card'', restore of a ''card'' from archive. These changes are notified to the other participants of the ''board'' (read [[Notifications]]).
|-
|'''Reset'''|| This clears all the contents (''lanes'' and ''cards'') of a ''board''. Note that the content is not archived and cannot be restored after being removed. Use this functionality with care.
|-
|'''Chats'''|| The chat icon allows to open the chat console where it is possible to manage all the chats at the same time. For more information about the use of chats, read [[Chat]].
|-
|'''Send'''|| Synchronization with backend is done automatically to retrieve and send updates to content according to the time interval set in Rate (sec):. This command forces sending data before the next refresh interval.
|-
|'''Show Cards Estimations'''|| This enables viewing complexity estimation for ''cards'' as icons on them.
|-
|'''Receive'''|| Synchronization with backend is done automatically to retrieve and send updates to content according to the time interval set in Rate (sec):. This command forces retrieving data before the next refresh interval.
|-
|}

== Boards members and privileges ==
It is possible to invite users to a ''board'' and to set privileges to access functionalities for them. This can be done by using the '''Member''' ''board'' toolbar command (see also [[Boards#Boards commands|Boards commands]]).

Remember that you need to have the requested "Invite Members" privilege to invite, remove or set privileges for ''board'' members.

=== Invite new members ===
Only active users of the application can be invited (see [[Users & Groups]]).

To invite users, click '''Members''' in the ''board'' toolbar and then '''Invite''' in the opened window. Move required users or groups from the left Uninvited column to the right Invited one and press '''Apply'''.

=== Remove invited members ===
To remove member, click '''Members''' in the ''board'' toolbar and then '''Invite''' in the opened window. Move users or groups to be removed from the right the right Invited column to the left Uninvited one and press '''Apply'''.

=== Manage privileges for members ===
To manage privileges for board invited members first click '''Members''' in the ''board'' toolbar. Then decide if you want to edit single member privileges or those for group of users. You can switch from one mode to the other by clicking '''Resources''' or '''Groups''' in the opened window. For the visualized members or groups, just set the privileges as required. Note: privileges are immediately activated and you don't need to perform other actions.

The following table reports a description of the available privileges.

{| class="wikitable"
! Privilege !! Rights
|-
|View|| This is the minimum privilege. It allows to access the ''board'' and to view all its content (read all).
|-
|Edit Content|| This allows to create and edit ''cards'' in the ''board''. If set, it implies the "View" privilege too.
|-
|Edit Layout|| This privilege allows to edit the settings and the layout of a ''board'' (its ''lanes'').
|-
|Invite Members|| This privilege enables to invite, remove and set privileges for the members of a ''board''.
|-
|Collaborate|| This privilege enables to use the collaboration features of EasyBoards®. In particular the chat (see [[Chat]]).
|-
|Edit Estimation|| This privilege enables editing ''Estimation'' data for a ''card''.
|-
|Edit Poker|| This privilege enables starting a "planning poker" session.
|-
|Vote Poker|| This privilege enables to vote during a "planning poker" session.
|-
|View Poker|| This privilege enables to assist and visualize a "planning poker" session.
|-
|}

Typical configuration privileges for a user are:

*"View" + "Collaborate". The user can view all the contents of the ''board'' and collaborate on items.
*"Edit Content" + "Collaborate". The user can create and edit ''cards'' and collaborate on items.

== Boards templates ==
''Board templates'' are models of ''boards'' containing a structure of ''lanes''. ''Templates'' can be used to quickly instantiate new ''boards'' without the need of configuring them and thus, saving time. They allow allow to standardize the approach to deal with the same activities among different teams.

=== Creating a board template ===
Use the '''''Board''''' and then '''''Board Template''''' home page menu item to access to ''board templates'' management screen. Use the '''+''' icon to add a new ''template''. You will need to enter Name, mandatory, Description of the ''board template'' and then click on '''Create''' to create and enter it.

Defining the layout of the ''board template'' is done in the same way described for actual ''boards''. See [[Boards#Boards layout management|Boards layout management]] for more details.

You can also manage board template settings defining the template Status.

=== Using a board template ===
When creating a new ''board'', you have the option of to enable Use Template and then to chose from the Template field the one to be used to create the new ''board''. Only templates with Status "Active" are listed.

The ''board'' will be created with the ''lane'' layout defined in the ''board template''.

=== Removing a board template ===
Use the '''''Board''''' and then '''''Board Template''''' home page menu item to access to ''board templates'' management screen. Select the ''templates'' you want to remove by ticking the squared selector on the left of each ''template'' row. Finally press the '''X''' ('''Remove Template(s)''') icon. The selected ''templates'' will be deleted:
* nothing will happen to ''boards'' already created using the deleted ''templates'';
* the deleted templates can't be restored.

Boards

2022-10-19T08:18:12Z

Fbertuletti: /* Boards commands */

== Introduction to Boards ==
''Boards'' are the key element managed in EasyBoards®. They can be used to manage activities and tasks.

== Board creation ==
In this guide, you will learn how to create ''boards''.

''Boards'' can be created from ''templates'' or they can be created empty.
To create a ''board'' you may use the + button in the ''boards window'' or access to the list of the "boards" (use menu '''''Boards / Boards''''') and use the + button.

Watch this short video tutorial to learn how to create a ''board'' from a ''template''.

{{#ev:vimeo|
https://vimeo.com/317260653|800|center|Video tutorial on using ''boards''.}}

Remember that to be able to create ''boards'', users shall have the board creation privilege (see see [[Users & Groups]] for more details).

== Boards layout management ==
Managing the layout of ''Boards'' very easy. In the following tutorial, you will learn how to create an empty ''board'' and how to manage its layout (adding lanes, moving lanes, removing lanes).

{{#ev:vimeo|
https://vimeo.com/330820751|800|center|Video tutorial on using ''boards''.}}

=== Types of lanes ===

Remember that ''lanes'' are of two types: ''composite lanes'' and ''card lanes''. ''Composite lanes'' are ''lanes'' containing other ''lanes''. ''Card lanes'' are ''lanes'' containing ''cards''. ''Lanes'' can belong to one type only.

''Composite lanes'' can have two layouts: ''Horizontal'' or ''Vertical''. In ''Horizontal'' layout, created sub-lanes are placed one after the other horizontally (last created lane is placed as last on the right). In ''Vertical'' layout, created sub-lanes are placed one after the other vertically (last created lane is placed as last below the others).

It is possible to distinguish visually the two types of lanes because they have inverted background and text header colours.

=== Summary of the commands to manage the layout of ''lanes'' in a ''board'' ===
{| class="wikitable"
! Command !! Use
|-
|Create a new ''lane'' in the ''board'' not contained in other ''lanes''|| This command is in the ''board'' toolbar and allows to add a lane to the ''board''. Use this command to create a new ''lane'' in the ''board''. The ''lane'' is placed as the last in the ''board'' vertically.
|-
|Create a new ''lane'' in a ''composite lane''|| This can be done by using the context menu of a ''lane''. Recall the menu (use the three dots in the ''lane'' header, ...) and recall Create Lane menu item.
|-
|Change the position of a ''lane''|| This can be done by dragging and dropping the ''lane'' to be moved. Click on the ''lane'' (where the name of the ''lane'' is printed) header to start the process and move the it while keeping the left mouse button clicked. Drag the ''lane'' on the target ''lane'' to replace. The system will show with a green sign when the position is acceptable. Just release the mouse button to place the ''lane'' in the target position.
|-
|Remove a ''lane''|| This can be done by using the context menu of a ''lane''. Recall the menu (use the three dots in the ''lane'' header, '''...''') and recall '''Remove''' menu item.
|-
|Rename a ''lane''|| This can be done by opening ''lane'' settings. Recall them by double clicking with the left mouse button the header of the ''lane'' (where the name of the ''lane'' is printed). Edit the Description field with the target name and press '''Save & Exit'''.
|-
|}

For more information on lanes management, read [[Lanes]].

== Boards settings ==
It is possible to access ''boards'' settings from the boards toolbar, by clicking the Options icon.

The following table, explains the available options ''General'' form. Remember that to access settings you need to have sufficient privileges.

{| class="wikitable"
! Option !! Use
|-
|Name|| This is the name of the ''board'' and can be changed.
|-
|Status|| This is the status of the ''board'' and can be "Active" or "Inactive". "Inactive" ''boards'' can be edited having the privileges but cannot be viewed and used by ''boards'' members.
|-
|Category|| Defined by the application's Manager are used to categorize the Boards (eg. "Marketing","Training").
|-
|Auto Assign Cards|| If set, the system will automatically assign the creator as assignee of the ''card'' at creation time.
|-
|Rate (sec)|| The rate, in seconds, used by the application to check for incoming updates or send them (in other words to synch with the backbone server).
|-
|}

The following table, explains the available settings for ''Estimation'' form.

{| class="wikitable"
! Setting !! Use
|-
|Story Point Scale|| Here you can define the scale to be used to assign 'story points' to cards. Story points are used by agile teams to assign a complexity value to work. A fibonacci sequence can be used as the one pre-set. Just enter the values you want to use seprated by ','. You can use '.' for decimal values, for example '0.5'.
|-
|Show in Board|| This comprehends a group of three settings to visualize ''Story Points'', ''Forecast Effort'' and ''Actual Effort'' as icons on the card. Visualization will be triggered by '''Show Actuals/Estimations''' command on ''board'' toolbar. What shown will depend on the previous settings and ''Cards Sign Order' settings (see below).
|-
|Work Start Date|| This is the start date and time the activities included in the ''board'' are expected to start from. This information is used in some reports (see [[Reporting|Reporting]]) and can be overwritten by the settings provided in ''lanes''.
|-
|Work End Date|| This is the end date and time the activities included in the ''board'' are expected to end. This information is used in some reports (see [[Reporting|Reporting]]) and can be overwritten by the settings provided in ''lanes''.
|-
|}

''Cards Sign Order'' form shows the order of signs when appearing graphically on the ''cards''. The order of priority set is the one appearing in the list, from higher (up) to lower (bottom). it is possible to drag and drop the items to change the desired order.

To update settings press '''Update''' command. To discard, '''Cancel'''. The '''Reset''' command set back the default values.

== Boards commands ==
Several commands are available for a ''board''. They can be launched using the '''board''' toolbar clicking on the icons displayed in it.

The following table, explains the available commands. Remember that to use some of them you need to have sufficient privileges.

{| class="wikitable"
! Command !! Use
|-
|'''Back to List'''|| This command enable to leave the ''board'' and return to the EasyBoards® home page.
|-
|'''Create Lane'''|| This allows to add a ''lane'' in the ''board''. More information in [[Boards#Boards layout management|Boards layout management]].
|-
|'''Settings'''|| This enables the management of settings for the ''board''. More information available in [[Boards#Boards settings|Boards settings]].
|-
|'''Members'''|| This command allows to invite members to the board and to set privileges for them. More information available in [[Boards#Members and privileges|Boards members and privileges]].
|-
|'''Archive'''|| This command allows to Archive the lanes contained in the Board.
|-
|'''Repository'''|| This command allows to see / select the ''Archived'' element and ''Restore'' or "Delete" them.
|-
|'''Cards List'''|| This command allows to see all the cards has been created and their position in terms of lane, sublane
|-
|'''Collapse All'''|| This command collapses all the ''lanes'' in the ''board''.
|-
|'''Effort Estimation Report'''|| This command allows to launch the homonymous report. For more information about this report and its use, read [[Reporting]]. When launched from here, the scope of the report will be the whole ''board'' content (''lanes'' and ''cards'').
|-
|'''Expand All'''|| This command expands all the ''lanes'' in the ''board''..
|-
|'''Visibility'''|| This commands allows to hide/show the top ''lanes'' of the ''board'' (and their sub-lanes). Specific ''lanes'' can be selected.
|-
|'''Filter'''|| It allows to filter the ''cards'' in the ''board''. Use Filter Term to set the search words, '''Highlight''' to highlight the matching ''cards'' but show all the others too, '''Show Only''' to show only the matching ''cards'', '''Off''' to disable filter mode.
|-
|'''Search'''|| It activates the search functionality that allows to find ''cards'' matching given words. The functionality lists the matching ''cards'' and allows either to open them or to locate them on the ''board''/''lane'' where they are positioned.
|-
|'''Archive'''|| ''Lanes'' and ''cards'' in a ''board'' can be removed (lost forever) or archived (removed from the ''board'' and stored in a repository from which they can still be restored later). This command allows to archive the whole ''board'' content.
|-
|'''Repository'''|| This command allows to access the repository where archived ''lanes'' and ''cards'' can be search and, if needed restored to the original ''board''. In the repository elements, ''cards'' or ''lanes'', can be searched, selected and restored.
|-
|'''Reports'''|| This allows to open the reports page from which it is possible to launch the reports for the ''board'' activities. For more information about the available reports and their use, read [[Reporting]].
|-
|'''Targets'''|| This command allows to set specific targets for the Lead Time report. In particular, the target target processing time of ''cards'' for each priority type of them. For more information about the available reports and their use, read [[Reporting]].
|-
|'''Progress View'''|| This command allows to show the overall progress of activities in the ''board''. For more information about this report, read [[Reporting]].
|-
|'''Reports'''|| This command launches a dialogue window that allows to select and launch reports for all the ''board''. For more information on available reports, read [[Reporting]].
|-
|'''Effort Estimation Report'''|| This command allows to understand the relative weight of activities in the ''board''. For more information about this report, read [[Reporting]].
|-
|'''Show/Hide Cards Estimations'''|| This command allows to show or hide a sign on ''cards'' reporting the Story Points, if set for the ''card''.
|-
|'''Show/Hide Cards Identifiers'''|| This command allows to show or hide a sign on ''cards'' reporting the identifier number of the ''card''.
|-
|'''Follow/Unfollow Cards Changes'''|| This command allows to follow or unfollow the following main changes for all the ''cards'' of the ''board'': creation of new ''card'', archiving of a ''card'', restore of a ''card'' from archive. These changes are notified to the other participants of the ''board'' (read [[Notifications]]).
|-
|'''Reset'''|| This clears all the contents (''lanes'' and ''cards'') of a ''board''. Note that the content is not archived and cannot be restored after being removed. Use this functionality with care.
|-
|'''Chats'''|| The chat icon allows to open the chat console where it is possible to manage all the chats at the same time. For more information about the use of chats, read [[Chat]].
|-
|'''Send'''|| Synchronization with backend is done automatically to retrieve and send updates to content according to the time interval set in Rate (sec):. This command forces sending data before the next refresh interval.
|-
|'''Show Cards Estimations'''|| This enables viewing complexity estimation for ''cards'' as icons on them.
|-
|'''Receive'''|| Synchronization with backend is done automatically to retrieve and send updates to content according to the time interval set in Rate (sec):. This command forces retrieving data before the next refresh interval.
|-
|}

== Boards members and privileges ==
It is possible to invite users to a ''board'' and to set privileges to access functionalities for them. This can be done by using the '''Member''' ''board'' toolbar command (see also [[Boards#Boards commands|Boards commands]]).

Remember that you need to have the requested "Invite Members" privilege to invite, remove or set privileges for ''board'' members.

=== Invite new members ===
Only active users of the application can be invited (see [[Users & Groups]]).

To invite users, click '''Members''' in the ''board'' toolbar and then '''Invite''' in the opened window. Move required users or groups from the left Uninvited column to the right Invited one and press '''Apply'''.

=== Remove invited members ===
To remove member, click '''Members''' in the ''board'' toolbar and then '''Invite''' in the opened window. Move users or groups to be removed from the right the right Invited column to the left Uninvited one and press '''Apply'''.

=== Manage privileges for members ===
To manage privileges for board invited members first click '''Members''' in the ''board'' toolbar. Then decide if you want to edit single member privileges or those for group of users. You can switch from one mode to the other by clicking '''Resources''' or '''Groups''' in the opened window. For the visualized members or groups, just set the privileges as required. Note: privileges are immediately activated and you don't need to perform other actions.

The following table reports a description of the available privileges.

{| class="wikitable"
! Privilege !! Rights
|-
|View|| This is the minimum privilege. It allows to access the ''board'' and to view all its content (read all).
|-
|Edit Content|| This allows to create and edit ''cards'' in the ''board''. If set, it implies the "View" privilege too.
|-
|Edit Layout|| This privilege allows to edit the settings and the layout of a ''board'' (its ''lanes'').
|-
|Invite Members|| This privilege enables to invite, remove and set privileges for the members of a ''board''.
|-
|Collaborate|| This privilege enables to use the collaboration features of EasyBoards®. In particular the chat (see [[Chat]]).
|-
|Edit Estimation|| This privilege enables editing ''Estimation'' data for a ''card''.
|-
|Edit Poker|| This privilege enables starting a "planning poker" session.
|-
|Vote Poker|| This privilege enables to vote during a "planning poker" session.
|-
|View Poker|| This privilege enables to assist and visualize a "planning poker" session.
|-
|}

Typical configuration privileges for a user are:

*"View" + "Collaborate". The user can view all the contents of the ''board'' and collaborate on items.
*"Edit Content" + "Collaborate". The user can create and edit ''cards'' and collaborate on items.

== Boards templates ==
''Board templates'' are models of ''boards'' containing a structure of ''lanes''. ''Templates'' can be used to quickly instantiate new ''boards'' without the need of configuring them and thus, saving time. They allow allow to standardize the approach to deal with the same activities among different teams.

=== Creating a board template ===
Use the '''''Board''''' and then '''''Board Template''''' home page menu item to access to ''board templates'' management screen. Use the '''+''' icon to add a new ''template''. You will need to enter Name, mandatory, Description of the ''board template'' and then click on '''Create''' to create and enter it.

Defining the layout of the ''board template'' is done in the same way described for actual ''boards''. See [[Boards#Boards layout management|Boards layout management]] for more details.

You can also manage board template settings defining the template Status.

=== Using a board template ===
When creating a new ''board'', you have the option of to enable Use Template and then to chose from the Template field the one to be used to create the new ''board''. Only templates with Status "Active" are listed.

The ''board'' will be created with the ''lane'' layout defined in the ''board template''.

=== Removing a board template ===
Use the '''''Board''''' and then '''''Board Template''''' home page menu item to access to ''board templates'' management screen. Select the ''templates'' you want to remove by ticking the squared selector on the left of each ''template'' row. Finally press the '''X''' ('''Remove Template(s)''') icon. The selected ''templates'' will be deleted:
* nothing will happen to ''boards'' already created using the deleted ''templates'';
* the deleted templates can't be restored.

Boards

2022-10-19T08:15:40Z

Fbertuletti: /* Boards commands */

== Introduction to Boards ==
''Boards'' are the key element managed in EasyBoards®. They can be used to manage activities and tasks.

== Board creation ==
In this guide, you will learn how to create ''boards''.

''Boards'' can be created from ''templates'' or they can be created empty.
To create a ''board'' you may use the + button in the ''boards window'' or access to the list of the "boards" (use menu '''''Boards / Boards''''') and use the + button.

Watch this short video tutorial to learn how to create a ''board'' from a ''template''.

{{#ev:vimeo|
https://vimeo.com/317260653|800|center|Video tutorial on using ''boards''.}}

Remember that to be able to create ''boards'', users shall have the board creation privilege (see see [[Users & Groups]] for more details).

== Boards layout management ==
Managing the layout of ''Boards'' very easy. In the following tutorial, you will learn how to create an empty ''board'' and how to manage its layout (adding lanes, moving lanes, removing lanes).

{{#ev:vimeo|
https://vimeo.com/330820751|800|center|Video tutorial on using ''boards''.}}

=== Types of lanes ===

Remember that ''lanes'' are of two types: ''composite lanes'' and ''card lanes''. ''Composite lanes'' are ''lanes'' containing other ''lanes''. ''Card lanes'' are ''lanes'' containing ''cards''. ''Lanes'' can belong to one type only.

''Composite lanes'' can have two layouts: ''Horizontal'' or ''Vertical''. In ''Horizontal'' layout, created sub-lanes are placed one after the other horizontally (last created lane is placed as last on the right). In ''Vertical'' layout, created sub-lanes are placed one after the other vertically (last created lane is placed as last below the others).

It is possible to distinguish visually the two types of lanes because they have inverted background and text header colours.

=== Summary of the commands to manage the layout of ''lanes'' in a ''board'' ===
{| class="wikitable"
! Command !! Use
|-
|Create a new ''lane'' in the ''board'' not contained in other ''lanes''|| This command is in the ''board'' toolbar and allows to add a lane to the ''board''. Use this command to create a new ''lane'' in the ''board''. The ''lane'' is placed as the last in the ''board'' vertically.
|-
|Create a new ''lane'' in a ''composite lane''|| This can be done by using the context menu of a ''lane''. Recall the menu (use the three dots in the ''lane'' header, ...) and recall Create Lane menu item.
|-
|Change the position of a ''lane''|| This can be done by dragging and dropping the ''lane'' to be moved. Click on the ''lane'' (where the name of the ''lane'' is printed) header to start the process and move the it while keeping the left mouse button clicked. Drag the ''lane'' on the target ''lane'' to replace. The system will show with a green sign when the position is acceptable. Just release the mouse button to place the ''lane'' in the target position.
|-
|Remove a ''lane''|| This can be done by using the context menu of a ''lane''. Recall the menu (use the three dots in the ''lane'' header, '''...''') and recall '''Remove''' menu item.
|-
|Rename a ''lane''|| This can be done by opening ''lane'' settings. Recall them by double clicking with the left mouse button the header of the ''lane'' (where the name of the ''lane'' is printed). Edit the Description field with the target name and press '''Save & Exit'''.
|-
|}

For more information on lanes management, read [[Lanes]].

== Boards settings ==
It is possible to access ''boards'' settings from the boards toolbar, by clicking the Options icon.

The following table, explains the available options ''General'' form. Remember that to access settings you need to have sufficient privileges.

{| class="wikitable"
! Option !! Use
|-
|Name|| This is the name of the ''board'' and can be changed.
|-
|Status|| This is the status of the ''board'' and can be "Active" or "Inactive". "Inactive" ''boards'' can be edited having the privileges but cannot be viewed and used by ''boards'' members.
|-
|Category|| Defined by the application's Manager are used to categorize the Boards (eg. "Marketing","Training").
|-
|Auto Assign Cards|| If set, the system will automatically assign the creator as assignee of the ''card'' at creation time.
|-
|Rate (sec)|| The rate, in seconds, used by the application to check for incoming updates or send them (in other words to synch with the backbone server).
|-
|}

The following table, explains the available settings for ''Estimation'' form.

{| class="wikitable"
! Setting !! Use
|-
|Story Point Scale|| Here you can define the scale to be used to assign 'story points' to cards. Story points are used by agile teams to assign a complexity value to work. A fibonacci sequence can be used as the one pre-set. Just enter the values you want to use seprated by ','. You can use '.' for decimal values, for example '0.5'.
|-
|Show in Board|| This comprehends a group of three settings to visualize ''Story Points'', ''Forecast Effort'' and ''Actual Effort'' as icons on the card. Visualization will be triggered by '''Show Actuals/Estimations''' command on ''board'' toolbar. What shown will depend on the previous settings and ''Cards Sign Order' settings (see below).
|-
|Work Start Date|| This is the start date and time the activities included in the ''board'' are expected to start from. This information is used in some reports (see [[Reporting|Reporting]]) and can be overwritten by the settings provided in ''lanes''.
|-
|Work End Date|| This is the end date and time the activities included in the ''board'' are expected to end. This information is used in some reports (see [[Reporting|Reporting]]) and can be overwritten by the settings provided in ''lanes''.
|-
|}

''Cards Sign Order'' form shows the order of signs when appearing graphically on the ''cards''. The order of priority set is the one appearing in the list, from higher (up) to lower (bottom). it is possible to drag and drop the items to change the desired order.

To update settings press '''Update''' command. To discard, '''Cancel'''. The '''Reset''' command set back the default values.

== Boards commands ==
Several commands are available for a ''board''. They can be launched using the '''board''' toolbar clicking on the icons displayed in it.

The following table, explains the available commands. Remember that to use some of them you need to have sufficient privileges.

{| class="wikitable"
! Command !! Use
|-
|'''Back to List'''|| This command enable to leave the ''board'' and return to the EasyBoards® home page.
|-
|'''Create Lane'''|| This allows to add a ''lane'' in the ''board''. More information in [[Boards#Boards layout management|Boards layout management]].
|-
|'''Settings'''|| This enables the management of settings for the ''board''. More information available in [[Boards#Boards settings|Boards settings]].
|-
|'''Members'''|| This command allows to invite members to the board and to set privileges for them. More information available in [[Boards#Members and privileges|Boards members and privileges]].
|-
|'''Archive'''|| This command allows to Archive the lanes contained in the Board.
|-
|'''Repository'''|| This command allows to see / select the ''Archived'' element and ''Restore'' or "Delete" them.
|-
|'''Collapse All'''|| This command collapses all the ''lanes'' in the ''board''.
|-
|'''Effort Estimation Report'''|| This command allows to launch the homonymous report. For more information about this report and its use, read [[Reporting]]. When launched from here, the scope of the report will be the whole ''board'' content (''lanes'' and ''cards'').
|-
|'''Expand All'''|| This command expands all the ''lanes'' in the ''board''..
|-
|'''Visibility'''|| This commands allows to hide/show the top ''lanes'' of the ''board'' (and their sub-lanes). Specific ''lanes'' can be selected.
|-
|'''Filter'''|| It allows to filter the ''cards'' in the ''board''. Use Filter Term to set the search words, '''Highlight''' to highlight the matching ''cards'' but show all the others too, '''Show Only''' to show only the matching ''cards'', '''Off''' to disable filter mode.
|-
|'''Search'''|| It activates the search functionality that allows to find ''cards'' matching given words. The functionality lists the matching ''cards'' and allows either to open them or to locate them on the ''board''/''lane'' where they are positioned.
|-
|'''Archive'''|| ''Lanes'' and ''cards'' in a ''board'' can be removed (lost forever) or archived (removed from the ''board'' and stored in a repository from which they can still be restored later). This command allows to archive the whole ''board'' content.
|-
|'''Repository'''|| This command allows to access the repository where archived ''lanes'' and ''cards'' can be search and, if needed restored to the original ''board''. In the repository elements, ''cards'' or ''lanes'', can be searched, selected and restored.
|-
|'''Reports'''|| This allows to open the reports page from which it is possible to launch the reports for the ''board'' activities. For more information about the available reports and their use, read [[Reporting]].
|-
|'''Targets'''|| This command allows to set specific targets for the Lead Time report. In particular, the target target processing time of ''cards'' for each priority type of them. For more information about the available reports and their use, read [[Reporting]].
|-
|'''Progress View'''|| This command allows to show the overall progress of activities in the ''board''. For more information about this report, read [[Reporting]].
|-
|'''Reports'''|| This command launches a dialogue window that allows to select and launch reports for all the ''board''. For more information on available reports, read [[Reporting]].
|-
|'''Effort Estimation Report'''|| This command allows to understand the relative weight of activities in the ''board''. For more information about this report, read [[Reporting]].
|-
|'''Show/Hide Cards Estimations'''|| This command allows to show or hide a sign on ''cards'' reporting the Story Points, if set for the ''card''.
|-
|'''Show/Hide Cards Identifiers'''|| This command allows to show or hide a sign on ''cards'' reporting the identifier number of the ''card''.
|-
|'''Follow/Unfollow Cards Changes'''|| This command allows to follow or unfollow the following main changes for all the ''cards'' of the ''board'': creation of new ''card'', archiving of a ''card'', restore of a ''card'' from archive. These changes are notified to the other participants of the ''board'' (read [[Notifications]]).
|-
|'''Reset'''|| This clears all the contents (''lanes'' and ''cards'') of a ''board''. Note that the content is not archived and cannot be restored after being removed. Use this functionality with care.
|-
|'''Chats'''|| The chat icon allows to open the chat console where it is possible to manage all the chats at the same time. For more information about the use of chats, read [[Chat]].
|-
|'''Send'''|| Synchronization with backend is done automatically to retrieve and send updates to content according to the time interval set in Rate (sec):. This command forces sending data before the next refresh interval.
|-
|'''Show Cards Estimations'''|| This enables viewing complexity estimation for ''cards'' as icons on them.
|-
|'''Receive'''|| Synchronization with backend is done automatically to retrieve and send updates to content according to the time interval set in Rate (sec):. This command forces retrieving data before the next refresh interval.
|-
|}

== Boards members and privileges ==
It is possible to invite users to a ''board'' and to set privileges to access functionalities for them. This can be done by using the '''Member''' ''board'' toolbar command (see also [[Boards#Boards commands|Boards commands]]).

Remember that you need to have the requested "Invite Members" privilege to invite, remove or set privileges for ''board'' members.

=== Invite new members ===
Only active users of the application can be invited (see [[Users & Groups]]).

To invite users, click '''Members''' in the ''board'' toolbar and then '''Invite''' in the opened window. Move required users or groups from the left Uninvited column to the right Invited one and press '''Apply'''.

=== Remove invited members ===
To remove member, click '''Members''' in the ''board'' toolbar and then '''Invite''' in the opened window. Move users or groups to be removed from the right the right Invited column to the left Uninvited one and press '''Apply'''.

=== Manage privileges for members ===
To manage privileges for board invited members first click '''Members''' in the ''board'' toolbar. Then decide if you want to edit single member privileges or those for group of users. You can switch from one mode to the other by clicking '''Resources''' or '''Groups''' in the opened window. For the visualized members or groups, just set the privileges as required. Note: privileges are immediately activated and you don't need to perform other actions.

The following table reports a description of the available privileges.

{| class="wikitable"
! Privilege !! Rights
|-
|View|| This is the minimum privilege. It allows to access the ''board'' and to view all its content (read all).
|-
|Edit Content|| This allows to create and edit ''cards'' in the ''board''. If set, it implies the "View" privilege too.
|-
|Edit Layout|| This privilege allows to edit the settings and the layout of a ''board'' (its ''lanes'').
|-
|Invite Members|| This privilege enables to invite, remove and set privileges for the members of a ''board''.
|-
|Collaborate|| This privilege enables to use the collaboration features of EasyBoards®. In particular the chat (see [[Chat]]).
|-
|Edit Estimation|| This privilege enables editing ''Estimation'' data for a ''card''.
|-
|Edit Poker|| This privilege enables starting a "planning poker" session.
|-
|Vote Poker|| This privilege enables to vote during a "planning poker" session.
|-
|View Poker|| This privilege enables to assist and visualize a "planning poker" session.
|-
|}

Typical configuration privileges for a user are:

*"View" + "Collaborate". The user can view all the contents of the ''board'' and collaborate on items.
*"Edit Content" + "Collaborate". The user can create and edit ''cards'' and collaborate on items.

== Boards templates ==
''Board templates'' are models of ''boards'' containing a structure of ''lanes''. ''Templates'' can be used to quickly instantiate new ''boards'' without the need of configuring them and thus, saving time. They allow allow to standardize the approach to deal with the same activities among different teams.

=== Creating a board template ===
Use the '''''Board''''' and then '''''Board Template''''' home page menu item to access to ''board templates'' management screen. Use the '''+''' icon to add a new ''template''. You will need to enter Name, mandatory, Description of the ''board template'' and then click on '''Create''' to create and enter it.

Defining the layout of the ''board template'' is done in the same way described for actual ''boards''. See [[Boards#Boards layout management|Boards layout management]] for more details.

You can also manage board template settings defining the template Status.

=== Using a board template ===
When creating a new ''board'', you have the option of to enable Use Template and then to chose from the Template field the one to be used to create the new ''board''. Only templates with Status "Active" are listed.

The ''board'' will be created with the ''lane'' layout defined in the ''board template''.

=== Removing a board template ===
Use the '''''Board''''' and then '''''Board Template''''' home page menu item to access to ''board templates'' management screen. Select the ''templates'' you want to remove by ticking the squared selector on the left of each ''template'' row. Finally press the '''X''' ('''Remove Template(s)''') icon. The selected ''templates'' will be deleted:
* nothing will happen to ''boards'' already created using the deleted ''templates'';
* the deleted templates can't be restored.

Boards

2022-10-19T08:15:25Z

Fbertuletti: /* Boards commands */

== Introduction to Boards ==
''Boards'' are the key element managed in EasyBoards®. They can be used to manage activities and tasks.

== Board creation ==
In this guide, you will learn how to create ''boards''.

''Boards'' can be created from ''templates'' or they can be created empty.
To create a ''board'' you may use the + button in the ''boards window'' or access to the list of the "boards" (use menu '''''Boards / Boards''''') and use the + button.

Watch this short video tutorial to learn how to create a ''board'' from a ''template''.

{{#ev:vimeo|
https://vimeo.com/317260653|800|center|Video tutorial on using ''boards''.}}

Remember that to be able to create ''boards'', users shall have the board creation privilege (see see [[Users & Groups]] for more details).

== Boards layout management ==
Managing the layout of ''Boards'' very easy. In the following tutorial, you will learn how to create an empty ''board'' and how to manage its layout (adding lanes, moving lanes, removing lanes).

{{#ev:vimeo|
https://vimeo.com/330820751|800|center|Video tutorial on using ''boards''.}}

=== Types of lanes ===

Remember that ''lanes'' are of two types: ''composite lanes'' and ''card lanes''. ''Composite lanes'' are ''lanes'' containing other ''lanes''. ''Card lanes'' are ''lanes'' containing ''cards''. ''Lanes'' can belong to one type only.

''Composite lanes'' can have two layouts: ''Horizontal'' or ''Vertical''. In ''Horizontal'' layout, created sub-lanes are placed one after the other horizontally (last created lane is placed as last on the right). In ''Vertical'' layout, created sub-lanes are placed one after the other vertically (last created lane is placed as last below the others).

It is possible to distinguish visually the two types of lanes because they have inverted background and text header colours.

=== Summary of the commands to manage the layout of ''lanes'' in a ''board'' ===
{| class="wikitable"
! Command !! Use
|-
|Create a new ''lane'' in the ''board'' not contained in other ''lanes''|| This command is in the ''board'' toolbar and allows to add a lane to the ''board''. Use this command to create a new ''lane'' in the ''board''. The ''lane'' is placed as the last in the ''board'' vertically.
|-
|Create a new ''lane'' in a ''composite lane''|| This can be done by using the context menu of a ''lane''. Recall the menu (use the three dots in the ''lane'' header, ...) and recall Create Lane menu item.
|-
|Change the position of a ''lane''|| This can be done by dragging and dropping the ''lane'' to be moved. Click on the ''lane'' (where the name of the ''lane'' is printed) header to start the process and move the it while keeping the left mouse button clicked. Drag the ''lane'' on the target ''lane'' to replace. The system will show with a green sign when the position is acceptable. Just release the mouse button to place the ''lane'' in the target position.
|-
|Remove a ''lane''|| This can be done by using the context menu of a ''lane''. Recall the menu (use the three dots in the ''lane'' header, '''...''') and recall '''Remove''' menu item.
|-
|Rename a ''lane''|| This can be done by opening ''lane'' settings. Recall them by double clicking with the left mouse button the header of the ''lane'' (where the name of the ''lane'' is printed). Edit the Description field with the target name and press '''Save & Exit'''.
|-
|}

For more information on lanes management, read [[Lanes]].

== Boards settings ==
It is possible to access ''boards'' settings from the boards toolbar, by clicking the Options icon.

The following table, explains the available options ''General'' form. Remember that to access settings you need to have sufficient privileges.

{| class="wikitable"
! Option !! Use
|-
|Name|| This is the name of the ''board'' and can be changed.
|-
|Status|| This is the status of the ''board'' and can be "Active" or "Inactive". "Inactive" ''boards'' can be edited having the privileges but cannot be viewed and used by ''boards'' members.
|-
|Category|| Defined by the application's Manager are used to categorize the Boards (eg. "Marketing","Training").
|-
|Auto Assign Cards|| If set, the system will automatically assign the creator as assignee of the ''card'' at creation time.
|-
|Rate (sec)|| The rate, in seconds, used by the application to check for incoming updates or send them (in other words to synch with the backbone server).
|-
|}

The following table, explains the available settings for ''Estimation'' form.

{| class="wikitable"
! Setting !! Use
|-
|Story Point Scale|| Here you can define the scale to be used to assign 'story points' to cards. Story points are used by agile teams to assign a complexity value to work. A fibonacci sequence can be used as the one pre-set. Just enter the values you want to use seprated by ','. You can use '.' for decimal values, for example '0.5'.
|-
|Show in Board|| This comprehends a group of three settings to visualize ''Story Points'', ''Forecast Effort'' and ''Actual Effort'' as icons on the card. Visualization will be triggered by '''Show Actuals/Estimations''' command on ''board'' toolbar. What shown will depend on the previous settings and ''Cards Sign Order' settings (see below).
|-
|Work Start Date|| This is the start date and time the activities included in the ''board'' are expected to start from. This information is used in some reports (see [[Reporting|Reporting]]) and can be overwritten by the settings provided in ''lanes''.
|-
|Work End Date|| This is the end date and time the activities included in the ''board'' are expected to end. This information is used in some reports (see [[Reporting|Reporting]]) and can be overwritten by the settings provided in ''lanes''.
|-
|}

''Cards Sign Order'' form shows the order of signs when appearing graphically on the ''cards''. The order of priority set is the one appearing in the list, from higher (up) to lower (bottom). it is possible to drag and drop the items to change the desired order.

To update settings press '''Update''' command. To discard, '''Cancel'''. The '''Reset''' command set back the default values.

== Boards commands ==
Several commands are available for a ''board''. They can be launched using the '''board''' toolbar clicking on the icons displayed in it.

The following table, explains the available commands. Remember that to use some of them you need to have sufficient privileges.

{| class="wikitable"
! Command !! Use
|-
|'''Back to List'''|| This command enable to leave the ''board'' and return to the EasyBoards® home page.
|-
|'''Create Lane'''|| This allows to add a ''lane'' in the ''board''. More information in [[Boards#Boards layout management|Boards layout management]].
|-
|'''Settings'''|| This enables the management of settings for the ''board''. More information available in [[Boards#Boards settings|Boards settings]].
|-
|'''Members'''|| This command allows to invite members to the board and to set privileges for them. More information available in [[Boards#Members and privileges|Boards members and privileges]].
|-
|'''Archive'''|| This command allows to Archive the lanes contained in the Board.
|-
|'''Repository'''|| This command allows to see / select the ''Archived'' element and ''Restore'' them.
|-
|'''Collapse All'''|| This command collapses all the ''lanes'' in the ''board''.
|-
|'''Effort Estimation Report'''|| This command allows to launch the homonymous report. For more information about this report and its use, read [[Reporting]]. When launched from here, the scope of the report will be the whole ''board'' content (''lanes'' and ''cards'').
|-
|'''Expand All'''|| This command expands all the ''lanes'' in the ''board''..
|-
|'''Visibility'''|| This commands allows to hide/show the top ''lanes'' of the ''board'' (and their sub-lanes). Specific ''lanes'' can be selected.
|-
|'''Filter'''|| It allows to filter the ''cards'' in the ''board''. Use Filter Term to set the search words, '''Highlight''' to highlight the matching ''cards'' but show all the others too, '''Show Only''' to show only the matching ''cards'', '''Off''' to disable filter mode.
|-
|'''Search'''|| It activates the search functionality that allows to find ''cards'' matching given words. The functionality lists the matching ''cards'' and allows either to open them or to locate them on the ''board''/''lane'' where they are positioned.
|-
|'''Archive'''|| ''Lanes'' and ''cards'' in a ''board'' can be removed (lost forever) or archived (removed from the ''board'' and stored in a repository from which they can still be restored later). This command allows to archive the whole ''board'' content.
|-
|'''Repository'''|| This command allows to access the repository where archived ''lanes'' and ''cards'' can be search and, if needed restored to the original ''board''. In the repository elements, ''cards'' or ''lanes'', can be searched, selected and restored.
|-
|'''Reports'''|| This allows to open the reports page from which it is possible to launch the reports for the ''board'' activities. For more information about the available reports and their use, read [[Reporting]].
|-
|'''Targets'''|| This command allows to set specific targets for the Lead Time report. In particular, the target target processing time of ''cards'' for each priority type of them. For more information about the available reports and their use, read [[Reporting]].
|-
|'''Progress View'''|| This command allows to show the overall progress of activities in the ''board''. For more information about this report, read [[Reporting]].
|-
|'''Reports'''|| This command launches a dialogue window that allows to select and launch reports for all the ''board''. For more information on available reports, read [[Reporting]].
|-
|'''Effort Estimation Report'''|| This command allows to understand the relative weight of activities in the ''board''. For more information about this report, read [[Reporting]].
|-
|'''Show/Hide Cards Estimations'''|| This command allows to show or hide a sign on ''cards'' reporting the Story Points, if set for the ''card''.
|-
|'''Show/Hide Cards Identifiers'''|| This command allows to show or hide a sign on ''cards'' reporting the identifier number of the ''card''.
|-
|'''Follow/Unfollow Cards Changes'''|| This command allows to follow or unfollow the following main changes for all the ''cards'' of the ''board'': creation of new ''card'', archiving of a ''card'', restore of a ''card'' from archive. These changes are notified to the other participants of the ''board'' (read [[Notifications]]).
|-
|'''Reset'''|| This clears all the contents (''lanes'' and ''cards'') of a ''board''. Note that the content is not archived and cannot be restored after being removed. Use this functionality with care.
|-
|'''Chats'''|| The chat icon allows to open the chat console where it is possible to manage all the chats at the same time. For more information about the use of chats, read [[Chat]].
|-
|'''Send'''|| Synchronization with backend is done automatically to retrieve and send updates to content according to the time interval set in Rate (sec):. This command forces sending data before the next refresh interval.
|-
|'''Show Cards Estimations'''|| This enables viewing complexity estimation for ''cards'' as icons on them.
|-
|'''Receive'''|| Synchronization with backend is done automatically to retrieve and send updates to content according to the time interval set in Rate (sec):. This command forces retrieving data before the next refresh interval.
|-
|}

== Boards members and privileges ==
It is possible to invite users to a ''board'' and to set privileges to access functionalities for them. This can be done by using the '''Member''' ''board'' toolbar command (see also [[Boards#Boards commands|Boards commands]]).

Remember that you need to have the requested "Invite Members" privilege to invite, remove or set privileges for ''board'' members.

=== Invite new members ===
Only active users of the application can be invited (see [[Users & Groups]]).

To invite users, click '''Members''' in the ''board'' toolbar and then '''Invite''' in the opened window. Move required users or groups from the left Uninvited column to the right Invited one and press '''Apply'''.

=== Remove invited members ===
To remove member, click '''Members''' in the ''board'' toolbar and then '''Invite''' in the opened window. Move users or groups to be removed from the right the right Invited column to the left Uninvited one and press '''Apply'''.

=== Manage privileges for members ===
To manage privileges for board invited members first click '''Members''' in the ''board'' toolbar. Then decide if you want to edit single member privileges or those for group of users. You can switch from one mode to the other by clicking '''Resources''' or '''Groups''' in the opened window. For the visualized members or groups, just set the privileges as required. Note: privileges are immediately activated and you don't need to perform other actions.

The following table reports a description of the available privileges.

{| class="wikitable"
! Privilege !! Rights
|-
|View|| This is the minimum privilege. It allows to access the ''board'' and to view all its content (read all).
|-
|Edit Content|| This allows to create and edit ''cards'' in the ''board''. If set, it implies the "View" privilege too.
|-
|Edit Layout|| This privilege allows to edit the settings and the layout of a ''board'' (its ''lanes'').
|-
|Invite Members|| This privilege enables to invite, remove and set privileges for the members of a ''board''.
|-
|Collaborate|| This privilege enables to use the collaboration features of EasyBoards®. In particular the chat (see [[Chat]]).
|-
|Edit Estimation|| This privilege enables editing ''Estimation'' data for a ''card''.
|-
|Edit Poker|| This privilege enables starting a "planning poker" session.
|-
|Vote Poker|| This privilege enables to vote during a "planning poker" session.
|-
|View Poker|| This privilege enables to assist and visualize a "planning poker" session.
|-
|}

Typical configuration privileges for a user are:

*"View" + "Collaborate". The user can view all the contents of the ''board'' and collaborate on items.
*"Edit Content" + "Collaborate". The user can create and edit ''cards'' and collaborate on items.

== Boards templates ==
''Board templates'' are models of ''boards'' containing a structure of ''lanes''. ''Templates'' can be used to quickly instantiate new ''boards'' without the need of configuring them and thus, saving time. They allow allow to standardize the approach to deal with the same activities among different teams.

=== Creating a board template ===
Use the '''''Board''''' and then '''''Board Template''''' home page menu item to access to ''board templates'' management screen. Use the '''+''' icon to add a new ''template''. You will need to enter Name, mandatory, Description of the ''board template'' and then click on '''Create''' to create and enter it.

Defining the layout of the ''board template'' is done in the same way described for actual ''boards''. See [[Boards#Boards layout management|Boards layout management]] for more details.

You can also manage board template settings defining the template Status.

=== Using a board template ===
When creating a new ''board'', you have the option of to enable Use Template and then to chose from the Template field the one to be used to create the new ''board''. Only templates with Status "Active" are listed.

The ''board'' will be created with the ''lane'' layout defined in the ''board template''.

=== Removing a board template ===
Use the '''''Board''''' and then '''''Board Template''''' home page menu item to access to ''board templates'' management screen. Select the ''templates'' you want to remove by ticking the squared selector on the left of each ''template'' row. Finally press the '''X''' ('''Remove Template(s)''') icon. The selected ''templates'' will be deleted:
* nothing will happen to ''boards'' already created using the deleted ''templates'';
* the deleted templates can't be restored.

Boards

2022-10-19T08:15:14Z

Fbertuletti: /* Boards commands */

== Introduction to Boards ==
''Boards'' are the key element managed in EasyBoards®. They can be used to manage activities and tasks.

== Board creation ==
In this guide, you will learn how to create ''boards''.

''Boards'' can be created from ''templates'' or they can be created empty.
To create a ''board'' you may use the + button in the ''boards window'' or access to the list of the "boards" (use menu '''''Boards / Boards''''') and use the + button.

Watch this short video tutorial to learn how to create a ''board'' from a ''template''.

{{#ev:vimeo|
https://vimeo.com/317260653|800|center|Video tutorial on using ''boards''.}}

Remember that to be able to create ''boards'', users shall have the board creation privilege (see see [[Users & Groups]] for more details).

== Boards layout management ==
Managing the layout of ''Boards'' very easy. In the following tutorial, you will learn how to create an empty ''board'' and how to manage its layout (adding lanes, moving lanes, removing lanes).

{{#ev:vimeo|
https://vimeo.com/330820751|800|center|Video tutorial on using ''boards''.}}

=== Types of lanes ===

Remember that ''lanes'' are of two types: ''composite lanes'' and ''card lanes''. ''Composite lanes'' are ''lanes'' containing other ''lanes''. ''Card lanes'' are ''lanes'' containing ''cards''. ''Lanes'' can belong to one type only.

''Composite lanes'' can have two layouts: ''Horizontal'' or ''Vertical''. In ''Horizontal'' layout, created sub-lanes are placed one after the other horizontally (last created lane is placed as last on the right). In ''Vertical'' layout, created sub-lanes are placed one after the other vertically (last created lane is placed as last below the others).

It is possible to distinguish visually the two types of lanes because they have inverted background and text header colours.

=== Summary of the commands to manage the layout of ''lanes'' in a ''board'' ===
{| class="wikitable"
! Command !! Use
|-
|Create a new ''lane'' in the ''board'' not contained in other ''lanes''|| This command is in the ''board'' toolbar and allows to add a lane to the ''board''. Use this command to create a new ''lane'' in the ''board''. The ''lane'' is placed as the last in the ''board'' vertically.
|-
|Create a new ''lane'' in a ''composite lane''|| This can be done by using the context menu of a ''lane''. Recall the menu (use the three dots in the ''lane'' header, ...) and recall Create Lane menu item.
|-
|Change the position of a ''lane''|| This can be done by dragging and dropping the ''lane'' to be moved. Click on the ''lane'' (where the name of the ''lane'' is printed) header to start the process and move the it while keeping the left mouse button clicked. Drag the ''lane'' on the target ''lane'' to replace. The system will show with a green sign when the position is acceptable. Just release the mouse button to place the ''lane'' in the target position.
|-
|Remove a ''lane''|| This can be done by using the context menu of a ''lane''. Recall the menu (use the three dots in the ''lane'' header, '''...''') and recall '''Remove''' menu item.
|-
|Rename a ''lane''|| This can be done by opening ''lane'' settings. Recall them by double clicking with the left mouse button the header of the ''lane'' (where the name of the ''lane'' is printed). Edit the Description field with the target name and press '''Save & Exit'''.
|-
|}

For more information on lanes management, read [[Lanes]].

== Boards settings ==
It is possible to access ''boards'' settings from the boards toolbar, by clicking the Options icon.

The following table, explains the available options ''General'' form. Remember that to access settings you need to have sufficient privileges.

{| class="wikitable"
! Option !! Use
|-
|Name|| This is the name of the ''board'' and can be changed.
|-
|Status|| This is the status of the ''board'' and can be "Active" or "Inactive". "Inactive" ''boards'' can be edited having the privileges but cannot be viewed and used by ''boards'' members.
|-
|Category|| Defined by the application's Manager are used to categorize the Boards (eg. "Marketing","Training").
|-
|Auto Assign Cards|| If set, the system will automatically assign the creator as assignee of the ''card'' at creation time.
|-
|Rate (sec)|| The rate, in seconds, used by the application to check for incoming updates or send them (in other words to synch with the backbone server).
|-
|}

The following table, explains the available settings for ''Estimation'' form.

{| class="wikitable"
! Setting !! Use
|-
|Story Point Scale|| Here you can define the scale to be used to assign 'story points' to cards. Story points are used by agile teams to assign a complexity value to work. A fibonacci sequence can be used as the one pre-set. Just enter the values you want to use seprated by ','. You can use '.' for decimal values, for example '0.5'.
|-
|Show in Board|| This comprehends a group of three settings to visualize ''Story Points'', ''Forecast Effort'' and ''Actual Effort'' as icons on the card. Visualization will be triggered by '''Show Actuals/Estimations''' command on ''board'' toolbar. What shown will depend on the previous settings and ''Cards Sign Order' settings (see below).
|-
|Work Start Date|| This is the start date and time the activities included in the ''board'' are expected to start from. This information is used in some reports (see [[Reporting|Reporting]]) and can be overwritten by the settings provided in ''lanes''.
|-
|Work End Date|| This is the end date and time the activities included in the ''board'' are expected to end. This information is used in some reports (see [[Reporting|Reporting]]) and can be overwritten by the settings provided in ''lanes''.
|-
|}

''Cards Sign Order'' form shows the order of signs when appearing graphically on the ''cards''. The order of priority set is the one appearing in the list, from higher (up) to lower (bottom). it is possible to drag and drop the items to change the desired order.

To update settings press '''Update''' command. To discard, '''Cancel'''. The '''Reset''' command set back the default values.

== Boards commands ==
Several commands are available for a ''board''. They can be launched using the '''board''' toolbar clicking on the icons displayed in it.

The following table, explains the available commands. Remember that to use some of them you need to have sufficient privileges.

{| class="wikitable"
! Command !! Use
|-
|'''Back to List'''|| This command enable to leave the ''board'' and return to the EasyBoards® home page.
|-
|'''Create Lane'''|| This allows to add a ''lane'' in the ''board''. More information in [[Boards#Boards layout management|Boards layout management]].
|-
|'''Settings'''|| This enables the management of settings for the ''board''. More information available in [[Boards#Boards settings|Boards settings]].
|-
|'''Members'''|| This command allows to invite members to the board and to set privileges for them. More information available in [[Boards#Members and privileges|Boards members and privileges]].
|-
|'''Archive'''|| This command allows to Archive the lanes contained in the Board.
|-
|'''Repository'''|| This command allows to see / select the ''Archived'' element and ''restore'' them.
|-
|'''Collapse All'''|| This command collapses all the ''lanes'' in the ''board''.
|-
|'''Effort Estimation Report'''|| This command allows to launch the homonymous report. For more information about this report and its use, read [[Reporting]]. When launched from here, the scope of the report will be the whole ''board'' content (''lanes'' and ''cards'').
|-
|'''Expand All'''|| This command expands all the ''lanes'' in the ''board''..
|-
|'''Visibility'''|| This commands allows to hide/show the top ''lanes'' of the ''board'' (and their sub-lanes). Specific ''lanes'' can be selected.
|-
|'''Filter'''|| It allows to filter the ''cards'' in the ''board''. Use Filter Term to set the search words, '''Highlight''' to highlight the matching ''cards'' but show all the others too, '''Show Only''' to show only the matching ''cards'', '''Off''' to disable filter mode.
|-
|'''Search'''|| It activates the search functionality that allows to find ''cards'' matching given words. The functionality lists the matching ''cards'' and allows either to open them or to locate them on the ''board''/''lane'' where they are positioned.
|-
|'''Archive'''|| ''Lanes'' and ''cards'' in a ''board'' can be removed (lost forever) or archived (removed from the ''board'' and stored in a repository from which they can still be restored later). This command allows to archive the whole ''board'' content.
|-
|'''Repository'''|| This command allows to access the repository where archived ''lanes'' and ''cards'' can be search and, if needed restored to the original ''board''. In the repository elements, ''cards'' or ''lanes'', can be searched, selected and restored.
|-
|'''Reports'''|| This allows to open the reports page from which it is possible to launch the reports for the ''board'' activities. For more information about the available reports and their use, read [[Reporting]].
|-
|'''Targets'''|| This command allows to set specific targets for the Lead Time report. In particular, the target target processing time of ''cards'' for each priority type of them. For more information about the available reports and their use, read [[Reporting]].
|-
|'''Progress View'''|| This command allows to show the overall progress of activities in the ''board''. For more information about this report, read [[Reporting]].
|-
|'''Reports'''|| This command launches a dialogue window that allows to select and launch reports for all the ''board''. For more information on available reports, read [[Reporting]].
|-
|'''Effort Estimation Report'''|| This command allows to understand the relative weight of activities in the ''board''. For more information about this report, read [[Reporting]].
|-
|'''Show/Hide Cards Estimations'''|| This command allows to show or hide a sign on ''cards'' reporting the Story Points, if set for the ''card''.
|-
|'''Show/Hide Cards Identifiers'''|| This command allows to show or hide a sign on ''cards'' reporting the identifier number of the ''card''.
|-
|'''Follow/Unfollow Cards Changes'''|| This command allows to follow or unfollow the following main changes for all the ''cards'' of the ''board'': creation of new ''card'', archiving of a ''card'', restore of a ''card'' from archive. These changes are notified to the other participants of the ''board'' (read [[Notifications]]).
|-
|'''Reset'''|| This clears all the contents (''lanes'' and ''cards'') of a ''board''. Note that the content is not archived and cannot be restored after being removed. Use this functionality with care.
|-
|'''Chats'''|| The chat icon allows to open the chat console where it is possible to manage all the chats at the same time. For more information about the use of chats, read [[Chat]].
|-
|'''Send'''|| Synchronization with backend is done automatically to retrieve and send updates to content according to the time interval set in Rate (sec):. This command forces sending data before the next refresh interval.
|-
|'''Show Cards Estimations'''|| This enables viewing complexity estimation for ''cards'' as icons on them.
|-
|'''Receive'''|| Synchronization with backend is done automatically to retrieve and send updates to content according to the time interval set in Rate (sec):. This command forces retrieving data before the next refresh interval.
|-
|}

== Boards members and privileges ==
It is possible to invite users to a ''board'' and to set privileges to access functionalities for them. This can be done by using the '''Member''' ''board'' toolbar command (see also [[Boards#Boards commands|Boards commands]]).

Remember that you need to have the requested "Invite Members" privilege to invite, remove or set privileges for ''board'' members.

=== Invite new members ===
Only active users of the application can be invited (see [[Users & Groups]]).

To invite users, click '''Members''' in the ''board'' toolbar and then '''Invite''' in the opened window. Move required users or groups from the left Uninvited column to the right Invited one and press '''Apply'''.

=== Remove invited members ===
To remove member, click '''Members''' in the ''board'' toolbar and then '''Invite''' in the opened window. Move users or groups to be removed from the right the right Invited column to the left Uninvited one and press '''Apply'''.

=== Manage privileges for members ===
To manage privileges for board invited members first click '''Members''' in the ''board'' toolbar. Then decide if you want to edit single member privileges or those for group of users. You can switch from one mode to the other by clicking '''Resources''' or '''Groups''' in the opened window. For the visualized members or groups, just set the privileges as required. Note: privileges are immediately activated and you don't need to perform other actions.

The following table reports a description of the available privileges.

{| class="wikitable"
! Privilege !! Rights
|-
|View|| This is the minimum privilege. It allows to access the ''board'' and to view all its content (read all).
|-
|Edit Content|| This allows to create and edit ''cards'' in the ''board''. If set, it implies the "View" privilege too.
|-
|Edit Layout|| This privilege allows to edit the settings and the layout of a ''board'' (its ''lanes'').
|-
|Invite Members|| This privilege enables to invite, remove and set privileges for the members of a ''board''.
|-
|Collaborate|| This privilege enables to use the collaboration features of EasyBoards®. In particular the chat (see [[Chat]]).
|-
|Edit Estimation|| This privilege enables editing ''Estimation'' data for a ''card''.
|-
|Edit Poker|| This privilege enables starting a "planning poker" session.
|-
|Vote Poker|| This privilege enables to vote during a "planning poker" session.
|-
|View Poker|| This privilege enables to assist and visualize a "planning poker" session.
|-
|}

Typical configuration privileges for a user are:

*"View" + "Collaborate". The user can view all the contents of the ''board'' and collaborate on items.
*"Edit Content" + "Collaborate". The user can create and edit ''cards'' and collaborate on items.

== Boards templates ==
''Board templates'' are models of ''boards'' containing a structure of ''lanes''. ''Templates'' can be used to quickly instantiate new ''boards'' without the need of configuring them and thus, saving time. They allow allow to standardize the approach to deal with the same activities among different teams.

=== Creating a board template ===
Use the '''''Board''''' and then '''''Board Template''''' home page menu item to access to ''board templates'' management screen. Use the '''+''' icon to add a new ''template''. You will need to enter Name, mandatory, Description of the ''board template'' and then click on '''Create''' to create and enter it.

Defining the layout of the ''board template'' is done in the same way described for actual ''boards''. See [[Boards#Boards layout management|Boards layout management]] for more details.

You can also manage board template settings defining the template Status.

=== Using a board template ===
When creating a new ''board'', you have the option of to enable Use Template and then to chose from the Template field the one to be used to create the new ''board''. Only templates with Status "Active" are listed.

The ''board'' will be created with the ''lane'' layout defined in the ''board template''.

=== Removing a board template ===
Use the '''''Board''''' and then '''''Board Template''''' home page menu item to access to ''board templates'' management screen. Select the ''templates'' you want to remove by ticking the squared selector on the left of each ''template'' row. Finally press the '''X''' ('''Remove Template(s)''') icon. The selected ''templates'' will be deleted:
* nothing will happen to ''boards'' already created using the deleted ''templates'';
* the deleted templates can't be restored.

Boards

2022-10-19T08:03:24Z

Fbertuletti: /* Boards commands */

== Introduction to Boards ==
''Boards'' are the key element managed in EasyBoards®. They can be used to manage activities and tasks.

== Board creation ==
In this guide, you will learn how to create ''boards''.

''Boards'' can be created from ''templates'' or they can be created empty.
To create a ''board'' you may use the + button in the ''boards window'' or access to the list of the "boards" (use menu '''''Boards / Boards''''') and use the + button.

Watch this short video tutorial to learn how to create a ''board'' from a ''template''.

{{#ev:vimeo|
https://vimeo.com/317260653|800|center|Video tutorial on using ''boards''.}}

Remember that to be able to create ''boards'', users shall have the board creation privilege (see see [[Users & Groups]] for more details).

== Boards layout management ==
Managing the layout of ''Boards'' very easy. In the following tutorial, you will learn how to create an empty ''board'' and how to manage its layout (adding lanes, moving lanes, removing lanes).

{{#ev:vimeo|
https://vimeo.com/330820751|800|center|Video tutorial on using ''boards''.}}

=== Types of lanes ===

Remember that ''lanes'' are of two types: ''composite lanes'' and ''card lanes''. ''Composite lanes'' are ''lanes'' containing other ''lanes''. ''Card lanes'' are ''lanes'' containing ''cards''. ''Lanes'' can belong to one type only.

''Composite lanes'' can have two layouts: ''Horizontal'' or ''Vertical''. In ''Horizontal'' layout, created sub-lanes are placed one after the other horizontally (last created lane is placed as last on the right). In ''Vertical'' layout, created sub-lanes are placed one after the other vertically (last created lane is placed as last below the others).

It is possible to distinguish visually the two types of lanes because they have inverted background and text header colours.

=== Summary of the commands to manage the layout of ''lanes'' in a ''board'' ===
{| class="wikitable"
! Command !! Use
|-
|Create a new ''lane'' in the ''board'' not contained in other ''lanes''|| This command is in the ''board'' toolbar and allows to add a lane to the ''board''. Use this command to create a new ''lane'' in the ''board''. The ''lane'' is placed as the last in the ''board'' vertically.
|-
|Create a new ''lane'' in a ''composite lane''|| This can be done by using the context menu of a ''lane''. Recall the menu (use the three dots in the ''lane'' header, ...) and recall Create Lane menu item.
|-
|Change the position of a ''lane''|| This can be done by dragging and dropping the ''lane'' to be moved. Click on the ''lane'' (where the name of the ''lane'' is printed) header to start the process and move the it while keeping the left mouse button clicked. Drag the ''lane'' on the target ''lane'' to replace. The system will show with a green sign when the position is acceptable. Just release the mouse button to place the ''lane'' in the target position.
|-
|Remove a ''lane''|| This can be done by using the context menu of a ''lane''. Recall the menu (use the three dots in the ''lane'' header, '''...''') and recall '''Remove''' menu item.
|-
|Rename a ''lane''|| This can be done by opening ''lane'' settings. Recall them by double clicking with the left mouse button the header of the ''lane'' (where the name of the ''lane'' is printed). Edit the Description field with the target name and press '''Save & Exit'''.
|-
|}

For more information on lanes management, read [[Lanes]].

== Boards settings ==
It is possible to access ''boards'' settings from the boards toolbar, by clicking the Options icon.

The following table, explains the available options ''General'' form. Remember that to access settings you need to have sufficient privileges.

{| class="wikitable"
! Option !! Use
|-
|Name|| This is the name of the ''board'' and can be changed.
|-
|Status|| This is the status of the ''board'' and can be "Active" or "Inactive". "Inactive" ''boards'' can be edited having the privileges but cannot be viewed and used by ''boards'' members.
|-
|Category|| Defined by the application's Manager are used to categorize the Boards (eg. "Marketing","Training").
|-
|Auto Assign Cards|| If set, the system will automatically assign the creator as assignee of the ''card'' at creation time.
|-
|Rate (sec)|| The rate, in seconds, used by the application to check for incoming updates or send them (in other words to synch with the backbone server).
|-
|}

The following table, explains the available settings for ''Estimation'' form.

{| class="wikitable"
! Setting !! Use
|-
|Story Point Scale|| Here you can define the scale to be used to assign 'story points' to cards. Story points are used by agile teams to assign a complexity value to work. A fibonacci sequence can be used as the one pre-set. Just enter the values you want to use seprated by ','. You can use '.' for decimal values, for example '0.5'.
|-
|Show in Board|| This comprehends a group of three settings to visualize ''Story Points'', ''Forecast Effort'' and ''Actual Effort'' as icons on the card. Visualization will be triggered by '''Show Actuals/Estimations''' command on ''board'' toolbar. What shown will depend on the previous settings and ''Cards Sign Order' settings (see below).
|-
|Work Start Date|| This is the start date and time the activities included in the ''board'' are expected to start from. This information is used in some reports (see [[Reporting|Reporting]]) and can be overwritten by the settings provided in ''lanes''.
|-
|Work End Date|| This is the end date and time the activities included in the ''board'' are expected to end. This information is used in some reports (see [[Reporting|Reporting]]) and can be overwritten by the settings provided in ''lanes''.
|-
|}

''Cards Sign Order'' form shows the order of signs when appearing graphically on the ''cards''. The order of priority set is the one appearing in the list, from higher (up) to lower (bottom). it is possible to drag and drop the items to change the desired order.

To update settings press '''Update''' command. To discard, '''Cancel'''. The '''Reset''' command set back the default values.

== Boards commands ==
Several commands are available for a ''board''. They can be launched using the '''board''' toolbar clicking on the icons displayed in it.

The following table, explains the available commands. Remember that to use some of them you need to have sufficient privileges.

{| class="wikitable"
! Command !! Use
|-
|'''Back to List'''|| This command enable to leave the ''board'' and return to the EasyBoards® home page.
|-
|'''Create Lane'''|| This allows to add a ''lane'' in the ''board''. More information in [[Boards#Boards layout management|Boards layout management]].
|-
|'''Settings'''|| This enables the management of settings for the ''board''. More information available in [[Boards#Boards settings|Boards settings]].
|-
|'''Members'''|| This command allows to invite members to the board and to set privileges for them. More information available in [[Boards#Members and privileges|Boards members and privileges]].
|-
|'''Archive'''|| This command allows to Archive the Board.
|-
|'''Repository'''|| This command allows to see / select the Archived Board and ''restore'' them.
|-
|'''Collapse All'''|| This command collapses all the ''lanes'' in the ''board''.
|-
|'''Effort Estimation Report'''|| This command allows to launch the homonymous report. For more information about this report and its use, read [[Reporting]]. When launched from here, the scope of the report will be the whole ''board'' content (''lanes'' and ''cards'').
|-
|'''Expand All'''|| This command expands all the ''lanes'' in the ''board''..
|-
|'''Visibility'''|| This commands allows to hide/show the top ''lanes'' of the ''board'' (and their sub-lanes). Specific ''lanes'' can be selected.
|-
|'''Filter'''|| It allows to filter the ''cards'' in the ''board''. Use Filter Term to set the search words, '''Highlight''' to highlight the matching ''cards'' but show all the others too, '''Show Only''' to show only the matching ''cards'', '''Off''' to disable filter mode.
|-
|'''Search'''|| It activates the search functionality that allows to find ''cards'' matching given words. The functionality lists the matching ''cards'' and allows either to open them or to locate them on the ''board''/''lane'' where they are positioned.
|-
|'''Archive'''|| ''Lanes'' and ''cards'' in a ''board'' can be removed (lost forever) or archived (removed from the ''board'' and stored in a repository from which they can still be restored later). This command allows to archive the whole ''board'' content.
|-
|'''Repository'''|| This command allows to access the repository where archived ''lanes'' and ''cards'' can be search and, if needed restored to the original ''board''. In the repository elements, ''cards'' or ''lanes'', can be searched, selected and restored.
|-
|'''Reports'''|| This allows to open the reports page from which it is possible to launch the reports for the ''board'' activities. For more information about the available reports and their use, read [[Reporting]].
|-
|'''Targets'''|| This command allows to set specific targets for the Lead Time report. In particular, the target target processing time of ''cards'' for each priority type of them. For more information about the available reports and their use, read [[Reporting]].
|-
|'''Progress View'''|| This command allows to show the overall progress of activities in the ''board''. For more information about this report, read [[Reporting]].
|-
|'''Reports'''|| This command launches a dialogue window that allows to select and launch reports for all the ''board''. For more information on available reports, read [[Reporting]].
|-
|'''Effort Estimation Report'''|| This command allows to understand the relative weight of activities in the ''board''. For more information about this report, read [[Reporting]].
|-
|'''Show/Hide Cards Estimations'''|| This command allows to show or hide a sign on ''cards'' reporting the Story Points, if set for the ''card''.
|-
|'''Show/Hide Cards Identifiers'''|| This command allows to show or hide a sign on ''cards'' reporting the identifier number of the ''card''.
|-
|'''Follow/Unfollow Cards Changes'''|| This command allows to follow or unfollow the following main changes for all the ''cards'' of the ''board'': creation of new ''card'', archiving of a ''card'', restore of a ''card'' from archive. These changes are notified to the other participants of the ''board'' (read [[Notifications]]).
|-
|'''Reset'''|| This clears all the contents (''lanes'' and ''cards'') of a ''board''. Note that the content is not archived and cannot be restored after being removed. Use this functionality with care.
|-
|'''Chats'''|| The chat icon allows to open the chat console where it is possible to manage all the chats at the same time. For more information about the use of chats, read [[Chat]].
|-
|'''Send'''|| Synchronization with backend is done automatically to retrieve and send updates to content according to the time interval set in Rate (sec):. This command forces sending data before the next refresh interval.
|-
|'''Show Cards Estimations'''|| This enables viewing complexity estimation for ''cards'' as icons on them.
|-
|'''Receive'''|| Synchronization with backend is done automatically to retrieve and send updates to content according to the time interval set in Rate (sec):. This command forces retrieving data before the next refresh interval.
|-
|}

== Boards members and privileges ==
It is possible to invite users to a ''board'' and to set privileges to access functionalities for them. This can be done by using the '''Member''' ''board'' toolbar command (see also [[Boards#Boards commands|Boards commands]]).

Remember that you need to have the requested "Invite Members" privilege to invite, remove or set privileges for ''board'' members.

=== Invite new members ===
Only active users of the application can be invited (see [[Users & Groups]]).

To invite users, click '''Members''' in the ''board'' toolbar and then '''Invite''' in the opened window. Move required users or groups from the left Uninvited column to the right Invited one and press '''Apply'''.

=== Remove invited members ===
To remove member, click '''Members''' in the ''board'' toolbar and then '''Invite''' in the opened window. Move users or groups to be removed from the right the right Invited column to the left Uninvited one and press '''Apply'''.

=== Manage privileges for members ===
To manage privileges for board invited members first click '''Members''' in the ''board'' toolbar. Then decide if you want to edit single member privileges or those for group of users. You can switch from one mode to the other by clicking '''Resources''' or '''Groups''' in the opened window. For the visualized members or groups, just set the privileges as required. Note: privileges are immediately activated and you don't need to perform other actions.

The following table reports a description of the available privileges.

{| class="wikitable"
! Privilege !! Rights
|-
|View|| This is the minimum privilege. It allows to access the ''board'' and to view all its content (read all).
|-
|Edit Content|| This allows to create and edit ''cards'' in the ''board''. If set, it implies the "View" privilege too.
|-
|Edit Layout|| This privilege allows to edit the settings and the layout of a ''board'' (its ''lanes'').
|-
|Invite Members|| This privilege enables to invite, remove and set privileges for the members of a ''board''.
|-
|Collaborate|| This privilege enables to use the collaboration features of EasyBoards®. In particular the chat (see [[Chat]]).
|-
|Edit Estimation|| This privilege enables editing ''Estimation'' data for a ''card''.
|-
|Edit Poker|| This privilege enables starting a "planning poker" session.
|-
|Vote Poker|| This privilege enables to vote during a "planning poker" session.
|-
|View Poker|| This privilege enables to assist and visualize a "planning poker" session.
|-
|}

Typical configuration privileges for a user are:

*"View" + "Collaborate". The user can view all the contents of the ''board'' and collaborate on items.
*"Edit Content" + "Collaborate". The user can create and edit ''cards'' and collaborate on items.

== Boards templates ==
''Board templates'' are models of ''boards'' containing a structure of ''lanes''. ''Templates'' can be used to quickly instantiate new ''boards'' without the need of configuring them and thus, saving time. They allow allow to standardize the approach to deal with the same activities among different teams.

=== Creating a board template ===
Use the '''''Board''''' and then '''''Board Template''''' home page menu item to access to ''board templates'' management screen. Use the '''+''' icon to add a new ''template''. You will need to enter Name, mandatory, Description of the ''board template'' and then click on '''Create''' to create and enter it.

Defining the layout of the ''board template'' is done in the same way described for actual ''boards''. See [[Boards#Boards layout management|Boards layout management]] for more details.

You can also manage board template settings defining the template Status.

=== Using a board template ===
When creating a new ''board'', you have the option of to enable Use Template and then to chose from the Template field the one to be used to create the new ''board''. Only templates with Status "Active" are listed.

The ''board'' will be created with the ''lane'' layout defined in the ''board template''.

=== Removing a board template ===
Use the '''''Board''''' and then '''''Board Template''''' home page menu item to access to ''board templates'' management screen. Select the ''templates'' you want to remove by ticking the squared selector on the left of each ''template'' row. Finally press the '''X''' ('''Remove Template(s)''') icon. The selected ''templates'' will be deleted:
* nothing will happen to ''boards'' already created using the deleted ''templates'';
* the deleted templates can't be restored.

Boards

2022-10-19T07:59:19Z

Fbertuletti: /* Boards commands */

== Introduction to Boards ==
''Boards'' are the key element managed in EasyBoards®. They can be used to manage activities and tasks.

== Board creation ==
In this guide, you will learn how to create ''boards''.

''Boards'' can be created from ''templates'' or they can be created empty.
To create a ''board'' you may use the + button in the ''boards window'' or access to the list of the "boards" (use menu '''''Boards / Boards''''') and use the + button.

Watch this short video tutorial to learn how to create a ''board'' from a ''template''.

{{#ev:vimeo|
https://vimeo.com/317260653|800|center|Video tutorial on using ''boards''.}}

Remember that to be able to create ''boards'', users shall have the board creation privilege (see see [[Users & Groups]] for more details).

== Boards layout management ==
Managing the layout of ''Boards'' very easy. In the following tutorial, you will learn how to create an empty ''board'' and how to manage its layout (adding lanes, moving lanes, removing lanes).

{{#ev:vimeo|
https://vimeo.com/330820751|800|center|Video tutorial on using ''boards''.}}

=== Types of lanes ===

Remember that ''lanes'' are of two types: ''composite lanes'' and ''card lanes''. ''Composite lanes'' are ''lanes'' containing other ''lanes''. ''Card lanes'' are ''lanes'' containing ''cards''. ''Lanes'' can belong to one type only.

''Composite lanes'' can have two layouts: ''Horizontal'' or ''Vertical''. In ''Horizontal'' layout, created sub-lanes are placed one after the other horizontally (last created lane is placed as last on the right). In ''Vertical'' layout, created sub-lanes are placed one after the other vertically (last created lane is placed as last below the others).

It is possible to distinguish visually the two types of lanes because they have inverted background and text header colours.

=== Summary of the commands to manage the layout of ''lanes'' in a ''board'' ===
{| class="wikitable"
! Command !! Use
|-
|Create a new ''lane'' in the ''board'' not contained in other ''lanes''|| This command is in the ''board'' toolbar and allows to add a lane to the ''board''. Use this command to create a new ''lane'' in the ''board''. The ''lane'' is placed as the last in the ''board'' vertically.
|-
|Create a new ''lane'' in a ''composite lane''|| This can be done by using the context menu of a ''lane''. Recall the menu (use the three dots in the ''lane'' header, ...) and recall Create Lane menu item.
|-
|Change the position of a ''lane''|| This can be done by dragging and dropping the ''lane'' to be moved. Click on the ''lane'' (where the name of the ''lane'' is printed) header to start the process and move the it while keeping the left mouse button clicked. Drag the ''lane'' on the target ''lane'' to replace. The system will show with a green sign when the position is acceptable. Just release the mouse button to place the ''lane'' in the target position.
|-
|Remove a ''lane''|| This can be done by using the context menu of a ''lane''. Recall the menu (use the three dots in the ''lane'' header, '''...''') and recall '''Remove''' menu item.
|-
|Rename a ''lane''|| This can be done by opening ''lane'' settings. Recall them by double clicking with the left mouse button the header of the ''lane'' (where the name of the ''lane'' is printed). Edit the Description field with the target name and press '''Save & Exit'''.
|-
|}

For more information on lanes management, read [[Lanes]].

== Boards settings ==
It is possible to access ''boards'' settings from the boards toolbar, by clicking the Options icon.

The following table, explains the available options ''General'' form. Remember that to access settings you need to have sufficient privileges.

{| class="wikitable"
! Option !! Use
|-
|Name|| This is the name of the ''board'' and can be changed.
|-
|Status|| This is the status of the ''board'' and can be "Active" or "Inactive". "Inactive" ''boards'' can be edited having the privileges but cannot be viewed and used by ''boards'' members.
|-
|Category|| Defined by the application's Manager are used to categorize the Boards (eg. "Marketing","Training").
|-
|Auto Assign Cards|| If set, the system will automatically assign the creator as assignee of the ''card'' at creation time.
|-
|Rate (sec)|| The rate, in seconds, used by the application to check for incoming updates or send them (in other words to synch with the backbone server).
|-
|}

The following table, explains the available settings for ''Estimation'' form.

{| class="wikitable"
! Setting !! Use
|-
|Story Point Scale|| Here you can define the scale to be used to assign 'story points' to cards. Story points are used by agile teams to assign a complexity value to work. A fibonacci sequence can be used as the one pre-set. Just enter the values you want to use seprated by ','. You can use '.' for decimal values, for example '0.5'.
|-
|Show in Board|| This comprehends a group of three settings to visualize ''Story Points'', ''Forecast Effort'' and ''Actual Effort'' as icons on the card. Visualization will be triggered by '''Show Actuals/Estimations''' command on ''board'' toolbar. What shown will depend on the previous settings and ''Cards Sign Order' settings (see below).
|-
|Work Start Date|| This is the start date and time the activities included in the ''board'' are expected to start from. This information is used in some reports (see [[Reporting|Reporting]]) and can be overwritten by the settings provided in ''lanes''.
|-
|Work End Date|| This is the end date and time the activities included in the ''board'' are expected to end. This information is used in some reports (see [[Reporting|Reporting]]) and can be overwritten by the settings provided in ''lanes''.
|-
|}

''Cards Sign Order'' form shows the order of signs when appearing graphically on the ''cards''. The order of priority set is the one appearing in the list, from higher (up) to lower (bottom). it is possible to drag and drop the items to change the desired order.

To update settings press '''Update''' command. To discard, '''Cancel'''. The '''Reset''' command set back the default values.

== Boards commands ==
Several commands are available for a ''board''. They can be launched using the '''board''' toolbar clicking on the icons displayed in it.

The following table, explains the available commands. Remember that to use some of them you need to have sufficient privileges.

{| class="wikitable"
! Command !! Use
|-
|'''Back to List'''|| This command enable to leave the ''board'' and return to the EasyBoards® home page.
|-
|'''Create Lane'''|| This allows to add a ''lane'' in the ''board''. More information in [[Boards#Boards layout management|Boards layout management]].
|-
|'''Settings'''|| This enables the management of settings for the ''board''. More information available in [[Boards#Boards settings|Boards settings]].
|-
|'''Members'''|| This command allows to invite members to the board and to set privileges for them. More information available in [[Boards#Members and privileges|Boards members and privileges]].
|-
|'''Collapse All'''|| This command collapses all the ''lanes'' in the ''board''.
|-
|'''Effort Estimation Report'''|| This command allows to launch the homonymous report. For more information about this report and its use, read [[Reporting]]. When launched from here, the scope of the report will be the whole ''board'' content (''lanes'' and ''cards'').
|-
|'''Expand All'''|| This command expands all the ''lanes'' in the ''board''..
|-
|'''Visibility'''|| This commands allows to hide/show the top ''lanes'' of the ''board'' (and their sub-lanes). Specific ''lanes'' can be selected.
|-
|'''Filter'''|| It allows to filter the ''cards'' in the ''board''. Use Filter Term to set the search words, '''Highlight''' to highlight the matching ''cards'' but show all the others too, '''Show Only''' to show only the matching ''cards'', '''Off''' to disable filter mode.
|-
|'''Search'''|| It activates the search functionality that allows to find ''cards'' matching given words. The functionality lists the matching ''cards'' and allows either to open them or to locate them on the ''board''/''lane'' where they are positioned.
|-
|'''Archive'''|| ''Lanes'' and ''cards'' in a ''board'' can be removed (lost forever) or archived (removed from the ''board'' and stored in a repository from which they can still be restored later). This command allows to archive the whole ''board'' content.
|-
|'''Repository'''|| This command allows to access the repository where archived ''lanes'' and ''cards'' can be search and, if needed restored to the original ''board''. In the repository elements, ''cards'' or ''lanes'', can be searched, selected and restored.
|-
|'''Reports'''|| This allows to open the reports page from which it is possible to launch the reports for the ''board'' activities. For more information about the available reports and their use, read [[Reporting]].
|-
|'''Targets'''|| This command allows to set specific targets for the Lead Time report. In particular, the target target processing time of ''cards'' for each priority type of them. For more information about the available reports and their use, read [[Reporting]].
|-
|'''Progress View'''|| This command allows to show the overall progress of activities in the ''board''. For more information about this report, read [[Reporting]].
|-
|'''Reports'''|| This command launches a dialogue window that allows to select and launch reports for all the ''board''. For more information on available reports, read [[Reporting]].
|-
|'''Effort Estimation Report'''|| This command allows to understand the relative weight of activities in the ''board''. For more information about this report, read [[Reporting]].
|-
|'''Show/Hide Cards Estimations'''|| This command allows to show or hide a sign on ''cards'' reporting the Story Points, if set for the ''card''.
|-
|'''Show/Hide Cards Identifiers'''|| This command allows to show or hide a sign on ''cards'' reporting the identifier number of the ''card''.
|-
|'''Follow/Unfollow Cards Changes'''|| This command allows to follow or unfollow the following main changes for all the ''cards'' of the ''board'': creation of new ''card'', archiving of a ''card'', restore of a ''card'' from archive. These changes are notified to the other participants of the ''board'' (read [[Notifications]]).
|-
|'''Reset'''|| This clears all the contents (''lanes'' and ''cards'') of a ''board''. Note that the content is not archived and cannot be restored after being removed. Use this functionality with care.
|-
|'''Chats'''|| The chat icon allows to open the chat console where it is possible to manage all the chats at the same time. For more information about the use of chats, read [[Chat]].
|-
|'''Send'''|| Synchronization with backend is done automatically to retrieve and send updates to content according to the time interval set in Rate (sec):. This command forces sending data before the next refresh interval.
|-
|'''Show Cards Estimations'''|| This enables viewing complexity estimation for ''cards'' as icons on them.
|-
|'''Receive'''|| Synchronization with backend is done automatically to retrieve and send updates to content according to the time interval set in Rate (sec):. This command forces retrieving data before the next refresh interval.
|-
|}

== Boards members and privileges ==
It is possible to invite users to a ''board'' and to set privileges to access functionalities for them. This can be done by using the '''Member''' ''board'' toolbar command (see also [[Boards#Boards commands|Boards commands]]).

Remember that you need to have the requested "Invite Members" privilege to invite, remove or set privileges for ''board'' members.

=== Invite new members ===
Only active users of the application can be invited (see [[Users & Groups]]).

To invite users, click '''Members''' in the ''board'' toolbar and then '''Invite''' in the opened window. Move required users or groups from the left Uninvited column to the right Invited one and press '''Apply'''.

=== Remove invited members ===
To remove member, click '''Members''' in the ''board'' toolbar and then '''Invite''' in the opened window. Move users or groups to be removed from the right the right Invited column to the left Uninvited one and press '''Apply'''.

=== Manage privileges for members ===
To manage privileges for board invited members first click '''Members''' in the ''board'' toolbar. Then decide if you want to edit single member privileges or those for group of users. You can switch from one mode to the other by clicking '''Resources''' or '''Groups''' in the opened window. For the visualized members or groups, just set the privileges as required. Note: privileges are immediately activated and you don't need to perform other actions.

The following table reports a description of the available privileges.

{| class="wikitable"
! Privilege !! Rights
|-
|View|| This is the minimum privilege. It allows to access the ''board'' and to view all its content (read all).
|-
|Edit Content|| This allows to create and edit ''cards'' in the ''board''. If set, it implies the "View" privilege too.
|-
|Edit Layout|| This privilege allows to edit the settings and the layout of a ''board'' (its ''lanes'').
|-
|Invite Members|| This privilege enables to invite, remove and set privileges for the members of a ''board''.
|-
|Collaborate|| This privilege enables to use the collaboration features of EasyBoards®. In particular the chat (see [[Chat]]).
|-
|Edit Estimation|| This privilege enables editing ''Estimation'' data for a ''card''.
|-
|Edit Poker|| This privilege enables starting a "planning poker" session.
|-
|Vote Poker|| This privilege enables to vote during a "planning poker" session.
|-
|View Poker|| This privilege enables to assist and visualize a "planning poker" session.
|-
|}

Typical configuration privileges for a user are:

*"View" + "Collaborate". The user can view all the contents of the ''board'' and collaborate on items.
*"Edit Content" + "Collaborate". The user can create and edit ''cards'' and collaborate on items.

== Boards templates ==
''Board templates'' are models of ''boards'' containing a structure of ''lanes''. ''Templates'' can be used to quickly instantiate new ''boards'' without the need of configuring them and thus, saving time. They allow allow to standardize the approach to deal with the same activities among different teams.

=== Creating a board template ===
Use the '''''Board''''' and then '''''Board Template''''' home page menu item to access to ''board templates'' management screen. Use the '''+''' icon to add a new ''template''. You will need to enter Name, mandatory, Description of the ''board template'' and then click on '''Create''' to create and enter it.

Defining the layout of the ''board template'' is done in the same way described for actual ''boards''. See [[Boards#Boards layout management|Boards layout management]] for more details.

You can also manage board template settings defining the template Status.

=== Using a board template ===
When creating a new ''board'', you have the option of to enable Use Template and then to chose from the Template field the one to be used to create the new ''board''. Only templates with Status "Active" are listed.

The ''board'' will be created with the ''lane'' layout defined in the ''board template''.

=== Removing a board template ===
Use the '''''Board''''' and then '''''Board Template''''' home page menu item to access to ''board templates'' management screen. Select the ''templates'' you want to remove by ticking the squared selector on the left of each ''template'' row. Finally press the '''X''' ('''Remove Template(s)''') icon. The selected ''templates'' will be deleted:
* nothing will happen to ''boards'' already created using the deleted ''templates'';
* the deleted templates can't be restored.

Boards

2022-10-19T07:32:03Z

Fbertuletti: /* Boards settings */

== Introduction to Boards ==
''Boards'' are the key element managed in EasyBoards®. They can be used to manage activities and tasks.

== Board creation ==
In this guide, you will learn how to create ''boards''.

''Boards'' can be created from ''templates'' or they can be created empty.
To create a ''board'' you may use the + button in the ''boards window'' or access to the list of the "boards" (use menu '''''Boards / Boards''''') and use the + button.

Watch this short video tutorial to learn how to create a ''board'' from a ''template''.

{{#ev:vimeo|
https://vimeo.com/317260653|800|center|Video tutorial on using ''boards''.}}

Remember that to be able to create ''boards'', users shall have the board creation privilege (see see [[Users & Groups]] for more details).

== Boards layout management ==
Managing the layout of ''Boards'' very easy. In the following tutorial, you will learn how to create an empty ''board'' and how to manage its layout (adding lanes, moving lanes, removing lanes).

{{#ev:vimeo|
https://vimeo.com/330820751|800|center|Video tutorial on using ''boards''.}}

=== Types of lanes ===

Remember that ''lanes'' are of two types: ''composite lanes'' and ''card lanes''. ''Composite lanes'' are ''lanes'' containing other ''lanes''. ''Card lanes'' are ''lanes'' containing ''cards''. ''Lanes'' can belong to one type only.

''Composite lanes'' can have two layouts: ''Horizontal'' or ''Vertical''. In ''Horizontal'' layout, created sub-lanes are placed one after the other horizontally (last created lane is placed as last on the right). In ''Vertical'' layout, created sub-lanes are placed one after the other vertically (last created lane is placed as last below the others).

It is possible to distinguish visually the two types of lanes because they have inverted background and text header colours.

=== Summary of the commands to manage the layout of ''lanes'' in a ''board'' ===
{| class="wikitable"
! Command !! Use
|-
|Create a new ''lane'' in the ''board'' not contained in other ''lanes''|| This command is in the ''board'' toolbar and allows to add a lane to the ''board''. Use this command to create a new ''lane'' in the ''board''. The ''lane'' is placed as the last in the ''board'' vertically.
|-
|Create a new ''lane'' in a ''composite lane''|| This can be done by using the context menu of a ''lane''. Recall the menu (use the three dots in the ''lane'' header, ...) and recall Create Lane menu item.
|-
|Change the position of a ''lane''|| This can be done by dragging and dropping the ''lane'' to be moved. Click on the ''lane'' (where the name of the ''lane'' is printed) header to start the process and move the it while keeping the left mouse button clicked. Drag the ''lane'' on the target ''lane'' to replace. The system will show with a green sign when the position is acceptable. Just release the mouse button to place the ''lane'' in the target position.
|-
|Remove a ''lane''|| This can be done by using the context menu of a ''lane''. Recall the menu (use the three dots in the ''lane'' header, '''...''') and recall '''Remove''' menu item.
|-
|Rename a ''lane''|| This can be done by opening ''lane'' settings. Recall them by double clicking with the left mouse button the header of the ''lane'' (where the name of the ''lane'' is printed). Edit the Description field with the target name and press '''Save & Exit'''.
|-
|}

For more information on lanes management, read [[Lanes]].

== Boards settings ==
It is possible to access ''boards'' settings from the boards toolbar, by clicking the Options icon.

The following table, explains the available options ''General'' form. Remember that to access settings you need to have sufficient privileges.

{| class="wikitable"
! Option !! Use
|-
|Name|| This is the name of the ''board'' and can be changed.
|-
|Status|| This is the status of the ''board'' and can be "Active" or "Inactive". "Inactive" ''boards'' can be edited having the privileges but cannot be viewed and used by ''boards'' members.
|-
|Category|| Defined by the application's Manager are used to categorize the Boards (eg. "Marketing","Training").
|-
|Auto Assign Cards|| If set, the system will automatically assign the creator as assignee of the ''card'' at creation time.
|-
|Rate (sec)|| The rate, in seconds, used by the application to check for incoming updates or send them (in other words to synch with the backbone server).
|-
|}

The following table, explains the available settings for ''Estimation'' form.

{| class="wikitable"
! Setting !! Use
|-
|Story Point Scale|| Here you can define the scale to be used to assign 'story points' to cards. Story points are used by agile teams to assign a complexity value to work. A fibonacci sequence can be used as the one pre-set. Just enter the values you want to use seprated by ','. You can use '.' for decimal values, for example '0.5'.
|-
|Show in Board|| This comprehends a group of three settings to visualize ''Story Points'', ''Forecast Effort'' and ''Actual Effort'' as icons on the card. Visualization will be triggered by '''Show Actuals/Estimations''' command on ''board'' toolbar. What shown will depend on the previous settings and ''Cards Sign Order' settings (see below).
|-
|Work Start Date|| This is the start date and time the activities included in the ''board'' are expected to start from. This information is used in some reports (see [[Reporting|Reporting]]) and can be overwritten by the settings provided in ''lanes''.
|-
|Work End Date|| This is the end date and time the activities included in the ''board'' are expected to end. This information is used in some reports (see [[Reporting|Reporting]]) and can be overwritten by the settings provided in ''lanes''.
|-
|}

''Cards Sign Order'' form shows the order of signs when appearing graphically on the ''cards''. The order of priority set is the one appearing in the list, from higher (up) to lower (bottom). it is possible to drag and drop the items to change the desired order.

To update settings press '''Update''' command. To discard, '''Cancel'''. The '''Reset''' command set back the default values.

== Boards commands ==
Several commands are available for a ''board''. They can be launched using the '''board''' toolbar clicking on the icons displayed in it.

The following table, explains the available commands. Remember that to use some of them you need to have sufficient privileges.

{| class="wikitable"
! Command !! Use
|-
|'''Back to List'''|| This command enable to leave the ''board'' and return to the EasyBoards® home page.
|-
|'''Create Lane'''|| This allows to add a ''lane'' in the ''board''. More information in [[Boards#Boards layout management|Boards layout management]].
|-
|'''Options'''|| This enables the management of settings for the ''board''. More information available in [[Boards#Boards settings|Boards settings]].
|-
|'''Members'''|| This command allows to invite members to the board and to set privileges for them. More information available in [[Boards#Members and privileges|Boards members and privileges]].
|-
|'''Collapse All'''|| This command collapses all the ''lanes'' in the ''board''.
|-
|'''Effort Estimation Report'''|| This command allows to launch the homonymous report. For more information about this report and its use, read [[Reporting]]. When launched from here, the scope of the report will be the whole ''board'' content (''lanes'' and ''cards'').
|-
|'''Expand All'''|| This command expands all the ''lanes'' in the ''board''..
|-
|'''Visibility'''|| This commands allows to hide/show the top ''lanes'' of the ''board'' (and their sub-lanes). Specific ''lanes'' can be selected.
|-
|'''Filter'''|| It allows to filter the ''cards'' in the ''board''. Use Filter Term to set the search words, '''Highlight''' to highlight the matching ''cards'' but show all the others too, '''Show Only''' to show only the matching ''cards'', '''Off''' to disable filter mode.
|-
|'''Search'''|| It activates the search functionality that allows to find ''cards'' matching given words. The functionality lists the matching ''cards'' and allows either to open them or to locate them on the ''board''/''lane'' where they are positioned.
|-
|'''Archive'''|| ''Lanes'' and ''cards'' in a ''board'' can be removed (lost forever) or archived (removed from the ''board'' and stored in a repository from which they can still be restored later). This command allows to archive the whole ''board'' content.
|-
|'''Repository'''|| This command allows to access the repository where archived ''lanes'' and ''cards'' can be search and, if needed restored to the original ''board''. In the repository elements, ''cards'' or ''lanes'', can be searched, selected and restored.
|-
|'''Reports'''|| This allows to open the reports page from which it is possible to launch the reports for the ''board'' activities. For more information about the available reports and their use, read [[Reporting]].
|-
|'''Targets'''|| This command allows to set specific targets for the Lead Time report. In particular, the target target processing time of ''cards'' for each priority type of them. For more information about the available reports and their use, read [[Reporting]].
|-
|'''Progress View'''|| This command allows to show the overall progress of activities in the ''board''. For more information about this report, read [[Reporting]].
|-
|'''Reports'''|| This command launches a dialogue window that allows to select and launch reports for all the ''board''. For more information on available reports, read [[Reporting]].
|-
|'''Effort Estimation Report'''|| This command allows to understand the relative weight of activities in the ''board''. For more information about this report, read [[Reporting]].
|-
|'''Show/Hide Cards Estimations'''|| This command allows to show or hide a sign on ''cards'' reporting the Story Points, if set for the ''card''.
|-
|'''Show/Hide Cards Identifiers'''|| This command allows to show or hide a sign on ''cards'' reporting the identifier number of the ''card''.
|-
|'''Follow/Unfollow Cards Changes'''|| This command allows to follow or unfollow the following main changes for all the ''cards'' of the ''board'': creation of new ''card'', archiving of a ''card'', restore of a ''card'' from archive. These changes are notified to the other participants of the ''board'' (read [[Notifications]]).
|-
|'''Reset'''|| This clears all the contents (''lanes'' and ''cards'') of a ''board''. Note that the content is not archived and cannot be restored after being removed. Use this functionality with care.
|-
|'''Chats'''|| The chat icon allows to open the chat console where it is possible to manage all the chats at the same time. For more information about the use of chats, read [[Chat]].
|-
|'''Send'''|| Synchronization with backend is done automatically to retrieve and send updates to content according to the time interval set in Rate (sec):. This command forces sending data before the next refresh interval.
|-
|'''Show Cards Estimations'''|| This enables viewing complexity estimation for ''cards'' as icons on them.
|-
|'''Receive'''|| Synchronization with backend is done automatically to retrieve and send updates to content according to the time interval set in Rate (sec):. This command forces retrieving data before the next refresh interval.
|-
|}

== Boards members and privileges ==
It is possible to invite users to a ''board'' and to set privileges to access functionalities for them. This can be done by using the '''Member''' ''board'' toolbar command (see also [[Boards#Boards commands|Boards commands]]).

Remember that you need to have the requested "Invite Members" privilege to invite, remove or set privileges for ''board'' members.

=== Invite new members ===
Only active users of the application can be invited (see [[Users & Groups]]).

To invite users, click '''Members''' in the ''board'' toolbar and then '''Invite''' in the opened window. Move required users or groups from the left Uninvited column to the right Invited one and press '''Apply'''.

=== Remove invited members ===
To remove member, click '''Members''' in the ''board'' toolbar and then '''Invite''' in the opened window. Move users or groups to be removed from the right the right Invited column to the left Uninvited one and press '''Apply'''.

=== Manage privileges for members ===
To manage privileges for board invited members first click '''Members''' in the ''board'' toolbar. Then decide if you want to edit single member privileges or those for group of users. You can switch from one mode to the other by clicking '''Resources''' or '''Groups''' in the opened window. For the visualized members or groups, just set the privileges as required. Note: privileges are immediately activated and you don't need to perform other actions.

The following table reports a description of the available privileges.

{| class="wikitable"
! Privilege !! Rights
|-
|View|| This is the minimum privilege. It allows to access the ''board'' and to view all its content (read all).
|-
|Edit Content|| This allows to create and edit ''cards'' in the ''board''. If set, it implies the "View" privilege too.
|-
|Edit Layout|| This privilege allows to edit the settings and the layout of a ''board'' (its ''lanes'').
|-
|Invite Members|| This privilege enables to invite, remove and set privileges for the members of a ''board''.
|-
|Collaborate|| This privilege enables to use the collaboration features of EasyBoards®. In particular the chat (see [[Chat]]).
|-
|Edit Estimation|| This privilege enables editing ''Estimation'' data for a ''card''.
|-
|Edit Poker|| This privilege enables starting a "planning poker" session.
|-
|Vote Poker|| This privilege enables to vote during a "planning poker" session.
|-
|View Poker|| This privilege enables to assist and visualize a "planning poker" session.
|-
|}

Typical configuration privileges for a user are:

*"View" + "Collaborate". The user can view all the contents of the ''board'' and collaborate on items.
*"Edit Content" + "Collaborate". The user can create and edit ''cards'' and collaborate on items.

== Boards templates ==
''Board templates'' are models of ''boards'' containing a structure of ''lanes''. ''Templates'' can be used to quickly instantiate new ''boards'' without the need of configuring them and thus, saving time. They allow allow to standardize the approach to deal with the same activities among different teams.

=== Creating a board template ===
Use the '''''Board''''' and then '''''Board Template''''' home page menu item to access to ''board templates'' management screen. Use the '''+''' icon to add a new ''template''. You will need to enter Name, mandatory, Description of the ''board template'' and then click on '''Create''' to create and enter it.

Defining the layout of the ''board template'' is done in the same way described for actual ''boards''. See [[Boards#Boards layout management|Boards layout management]] for more details.

You can also manage board template settings defining the template Status.

=== Using a board template ===
When creating a new ''board'', you have the option of to enable Use Template and then to chose from the Template field the one to be used to create the new ''board''. Only templates with Status "Active" are listed.

The ''board'' will be created with the ''lane'' layout defined in the ''board template''.

=== Removing a board template ===
Use the '''''Board''''' and then '''''Board Template''''' home page menu item to access to ''board templates'' management screen. Select the ''templates'' you want to remove by ticking the squared selector on the left of each ''template'' row. Finally press the '''X''' ('''Remove Template(s)''') icon. The selected ''templates'' will be deleted:
* nothing will happen to ''boards'' already created using the deleted ''templates'';
* the deleted templates can't be restored.

Boards

2022-10-19T07:30:34Z

Fbertuletti: /* Boards settings */

== Introduction to Boards ==
''Boards'' are the key element managed in EasyBoards®. They can be used to manage activities and tasks.

== Board creation ==
In this guide, you will learn how to create ''boards''.

''Boards'' can be created from ''templates'' or they can be created empty.
To create a ''board'' you may use the + button in the ''boards window'' or access to the list of the "boards" (use menu '''''Boards / Boards''''') and use the + button.

Watch this short video tutorial to learn how to create a ''board'' from a ''template''.

{{#ev:vimeo|
https://vimeo.com/317260653|800|center|Video tutorial on using ''boards''.}}

Remember that to be able to create ''boards'', users shall have the board creation privilege (see see [[Users & Groups]] for more details).

== Boards layout management ==
Managing the layout of ''Boards'' very easy. In the following tutorial, you will learn how to create an empty ''board'' and how to manage its layout (adding lanes, moving lanes, removing lanes).

{{#ev:vimeo|
https://vimeo.com/330820751|800|center|Video tutorial on using ''boards''.}}

=== Types of lanes ===

Remember that ''lanes'' are of two types: ''composite lanes'' and ''card lanes''. ''Composite lanes'' are ''lanes'' containing other ''lanes''. ''Card lanes'' are ''lanes'' containing ''cards''. ''Lanes'' can belong to one type only.

''Composite lanes'' can have two layouts: ''Horizontal'' or ''Vertical''. In ''Horizontal'' layout, created sub-lanes are placed one after the other horizontally (last created lane is placed as last on the right). In ''Vertical'' layout, created sub-lanes are placed one after the other vertically (last created lane is placed as last below the others).

It is possible to distinguish visually the two types of lanes because they have inverted background and text header colours.

=== Summary of the commands to manage the layout of ''lanes'' in a ''board'' ===
{| class="wikitable"
! Command !! Use
|-
|Create a new ''lane'' in the ''board'' not contained in other ''lanes''|| This command is in the ''board'' toolbar and allows to add a lane to the ''board''. Use this command to create a new ''lane'' in the ''board''. The ''lane'' is placed as the last in the ''board'' vertically.
|-
|Create a new ''lane'' in a ''composite lane''|| This can be done by using the context menu of a ''lane''. Recall the menu (use the three dots in the ''lane'' header, ...) and recall Create Lane menu item.
|-
|Change the position of a ''lane''|| This can be done by dragging and dropping the ''lane'' to be moved. Click on the ''lane'' (where the name of the ''lane'' is printed) header to start the process and move the it while keeping the left mouse button clicked. Drag the ''lane'' on the target ''lane'' to replace. The system will show with a green sign when the position is acceptable. Just release the mouse button to place the ''lane'' in the target position.
|-
|Remove a ''lane''|| This can be done by using the context menu of a ''lane''. Recall the menu (use the three dots in the ''lane'' header, '''...''') and recall '''Remove''' menu item.
|-
|Rename a ''lane''|| This can be done by opening ''lane'' settings. Recall them by double clicking with the left mouse button the header of the ''lane'' (where the name of the ''lane'' is printed). Edit the Description field with the target name and press '''Save & Exit'''.
|-
|}

For more information on lanes management, read [[Lanes]].

== Boards settings ==
It is possible to access ''boards'' settings from the boards toolbar, by clicking the Options icon.

The following table, explains the available options ''General'' form. Remember that to access settings you need to have sufficient privileges.

{| class="wikitable"
! Option !! Use
|-
|Name|| This is the name of the ''board'' and can be changed.
|-
|Status|| This is the status of the ''board'' and can be "Active" or "Inactive". "Inactive" ''boards'' can be edited having the privileges but cannot be viewed and used by ''boards'' members.
|-
|Category|| Defined by the application's Manager are used to categorize the Boards (eg. "Markerting","Training").
|-
|Auto Assign Cards|| If set, the system will automatically assign the creator as assignee of the ''card'' at creation time.
|-
|Rate (sec)|| The rate, in seconds, used by the application to check for incoming updates or send them (in other words to synch with the backbone server).
|-
|}

The following table, explains the available settings for ''Estimation'' form.

{| class="wikitable"
! Setting !! Use
|-
|Story Point Scale|| Here you can define the scale to be used to assign 'story points' to cards. Story points are used by agile teams to assign a complexity value to work. A fibonacci sequence can be used as the one pre-set. Just enter the values you want to use seprated by ','. You can use '.' for decimal values, for example '0.5'.
|-
|Show in Board|| This comprehends a group of three settings to visualize ''Story Points'', ''Forecast Effort'' and ''Actual Effort'' as icons on the card. Visualization will be triggered by '''Show Actuals/Estimations''' command on ''board'' toolbar. What shown will depend on the previous settings and ''Cards Sign Order' settings (see below).
|-
|Work Start Date|| This is the start date and time the activities included in the ''board'' are expected to start from. This information is used in some reports (see [[Reporting|Reporting]]) and can be overwritten by the settings provided in ''lanes''.
|-
|Work End Date|| This is the end date and time the activities included in the ''board'' are expected to end. This information is used in some reports (see [[Reporting|Reporting]]) and can be overwritten by the settings provided in ''lanes''.
|-
|}

''Cards Sign Order'' form shows the order of signs when appearing graphically on the ''cards''. The order of priority set is the one appearing in the list, from higher (up) to lower (bottom). it is possible to drag and drop the items to change the desired order.

To update settings press '''Update''' command. To discard, '''Cancel'''. The '''Reset''' command set back the default values.

== Boards commands ==
Several commands are available for a ''board''. They can be launched using the '''board''' toolbar clicking on the icons displayed in it.

The following table, explains the available commands. Remember that to use some of them you need to have sufficient privileges.

{| class="wikitable"
! Command !! Use
|-
|'''Back to List'''|| This command enable to leave the ''board'' and return to the EasyBoards® home page.
|-
|'''Create Lane'''|| This allows to add a ''lane'' in the ''board''. More information in [[Boards#Boards layout management|Boards layout management]].
|-
|'''Options'''|| This enables the management of settings for the ''board''. More information available in [[Boards#Boards settings|Boards settings]].
|-
|'''Members'''|| This command allows to invite members to the board and to set privileges for them. More information available in [[Boards#Members and privileges|Boards members and privileges]].
|-
|'''Collapse All'''|| This command collapses all the ''lanes'' in the ''board''.
|-
|'''Effort Estimation Report'''|| This command allows to launch the homonymous report. For more information about this report and its use, read [[Reporting]]. When launched from here, the scope of the report will be the whole ''board'' content (''lanes'' and ''cards'').
|-
|'''Expand All'''|| This command expands all the ''lanes'' in the ''board''..
|-
|'''Visibility'''|| This commands allows to hide/show the top ''lanes'' of the ''board'' (and their sub-lanes). Specific ''lanes'' can be selected.
|-
|'''Filter'''|| It allows to filter the ''cards'' in the ''board''. Use Filter Term to set the search words, '''Highlight''' to highlight the matching ''cards'' but show all the others too, '''Show Only''' to show only the matching ''cards'', '''Off''' to disable filter mode.
|-
|'''Search'''|| It activates the search functionality that allows to find ''cards'' matching given words. The functionality lists the matching ''cards'' and allows either to open them or to locate them on the ''board''/''lane'' where they are positioned.
|-
|'''Archive'''|| ''Lanes'' and ''cards'' in a ''board'' can be removed (lost forever) or archived (removed from the ''board'' and stored in a repository from which they can still be restored later). This command allows to archive the whole ''board'' content.
|-
|'''Repository'''|| This command allows to access the repository where archived ''lanes'' and ''cards'' can be search and, if needed restored to the original ''board''. In the repository elements, ''cards'' or ''lanes'', can be searched, selected and restored.
|-
|'''Reports'''|| This allows to open the reports page from which it is possible to launch the reports for the ''board'' activities. For more information about the available reports and their use, read [[Reporting]].
|-
|'''Targets'''|| This command allows to set specific targets for the Lead Time report. In particular, the target target processing time of ''cards'' for each priority type of them. For more information about the available reports and their use, read [[Reporting]].
|-
|'''Progress View'''|| This command allows to show the overall progress of activities in the ''board''. For more information about this report, read [[Reporting]].
|-
|'''Reports'''|| This command launches a dialogue window that allows to select and launch reports for all the ''board''. For more information on available reports, read [[Reporting]].
|-
|'''Effort Estimation Report'''|| This command allows to understand the relative weight of activities in the ''board''. For more information about this report, read [[Reporting]].
|-
|'''Show/Hide Cards Estimations'''|| This command allows to show or hide a sign on ''cards'' reporting the Story Points, if set for the ''card''.
|-
|'''Show/Hide Cards Identifiers'''|| This command allows to show or hide a sign on ''cards'' reporting the identifier number of the ''card''.
|-
|'''Follow/Unfollow Cards Changes'''|| This command allows to follow or unfollow the following main changes for all the ''cards'' of the ''board'': creation of new ''card'', archiving of a ''card'', restore of a ''card'' from archive. These changes are notified to the other participants of the ''board'' (read [[Notifications]]).
|-
|'''Reset'''|| This clears all the contents (''lanes'' and ''cards'') of a ''board''. Note that the content is not archived and cannot be restored after being removed. Use this functionality with care.
|-
|'''Chats'''|| The chat icon allows to open the chat console where it is possible to manage all the chats at the same time. For more information about the use of chats, read [[Chat]].
|-
|'''Send'''|| Synchronization with backend is done automatically to retrieve and send updates to content according to the time interval set in Rate (sec):. This command forces sending data before the next refresh interval.
|-
|'''Show Cards Estimations'''|| This enables viewing complexity estimation for ''cards'' as icons on them.
|-
|'''Receive'''|| Synchronization with backend is done automatically to retrieve and send updates to content according to the time interval set in Rate (sec):. This command forces retrieving data before the next refresh interval.
|-
|}

== Boards members and privileges ==
It is possible to invite users to a ''board'' and to set privileges to access functionalities for them. This can be done by using the '''Member''' ''board'' toolbar command (see also [[Boards#Boards commands|Boards commands]]).

Remember that you need to have the requested "Invite Members" privilege to invite, remove or set privileges for ''board'' members.

=== Invite new members ===
Only active users of the application can be invited (see [[Users & Groups]]).

To invite users, click '''Members''' in the ''board'' toolbar and then '''Invite''' in the opened window. Move required users or groups from the left Uninvited column to the right Invited one and press '''Apply'''.

=== Remove invited members ===
To remove member, click '''Members''' in the ''board'' toolbar and then '''Invite''' in the opened window. Move users or groups to be removed from the right the right Invited column to the left Uninvited one and press '''Apply'''.

=== Manage privileges for members ===
To manage privileges for board invited members first click '''Members''' in the ''board'' toolbar. Then decide if you want to edit single member privileges or those for group of users. You can switch from one mode to the other by clicking '''Resources''' or '''Groups''' in the opened window. For the visualized members or groups, just set the privileges as required. Note: privileges are immediately activated and you don't need to perform other actions.

The following table reports a description of the available privileges.

{| class="wikitable"
! Privilege !! Rights
|-
|View|| This is the minimum privilege. It allows to access the ''board'' and to view all its content (read all).
|-
|Edit Content|| This allows to create and edit ''cards'' in the ''board''. If set, it implies the "View" privilege too.
|-
|Edit Layout|| This privilege allows to edit the settings and the layout of a ''board'' (its ''lanes'').
|-
|Invite Members|| This privilege enables to invite, remove and set privileges for the members of a ''board''.
|-
|Collaborate|| This privilege enables to use the collaboration features of EasyBoards®. In particular the chat (see [[Chat]]).
|-
|Edit Estimation|| This privilege enables editing ''Estimation'' data for a ''card''.
|-
|Edit Poker|| This privilege enables starting a "planning poker" session.
|-
|Vote Poker|| This privilege enables to vote during a "planning poker" session.
|-
|View Poker|| This privilege enables to assist and visualize a "planning poker" session.
|-
|}

Typical configuration privileges for a user are:

*"View" + "Collaborate". The user can view all the contents of the ''board'' and collaborate on items.
*"Edit Content" + "Collaborate". The user can create and edit ''cards'' and collaborate on items.

== Boards templates ==
''Board templates'' are models of ''boards'' containing a structure of ''lanes''. ''Templates'' can be used to quickly instantiate new ''boards'' without the need of configuring them and thus, saving time. They allow allow to standardize the approach to deal with the same activities among different teams.

=== Creating a board template ===
Use the '''''Board''''' and then '''''Board Template''''' home page menu item to access to ''board templates'' management screen. Use the '''+''' icon to add a new ''template''. You will need to enter Name, mandatory, Description of the ''board template'' and then click on '''Create''' to create and enter it.

Defining the layout of the ''board template'' is done in the same way described for actual ''boards''. See [[Boards#Boards layout management|Boards layout management]] for more details.

You can also manage board template settings defining the template Status.

=== Using a board template ===
When creating a new ''board'', you have the option of to enable Use Template and then to chose from the Template field the one to be used to create the new ''board''. Only templates with Status "Active" are listed.

The ''board'' will be created with the ''lane'' layout defined in the ''board template''.

=== Removing a board template ===
Use the '''''Board''''' and then '''''Board Template''''' home page menu item to access to ''board templates'' management screen. Select the ''templates'' you want to remove by ticking the squared selector on the left of each ''template'' row. Finally press the '''X''' ('''Remove Template(s)''') icon. The selected ''templates'' will be deleted:
* nothing will happen to ''boards'' already created using the deleted ''templates'';
* the deleted templates can't be restored.

Boards

2022-10-19T07:29:32Z

Fbertuletti: /* Boards settings */

== Introduction to Boards ==
''Boards'' are the key element managed in EasyBoards®. They can be used to manage activities and tasks.

== Board creation ==
In this guide, you will learn how to create ''boards''.

''Boards'' can be created from ''templates'' or they can be created empty.
To create a ''board'' you may use the + button in the ''boards window'' or access to the list of the "boards" (use menu '''''Boards / Boards''''') and use the + button.

Watch this short video tutorial to learn how to create a ''board'' from a ''template''.

{{#ev:vimeo|
https://vimeo.com/317260653|800|center|Video tutorial on using ''boards''.}}

Remember that to be able to create ''boards'', users shall have the board creation privilege (see see [[Users & Groups]] for more details).

== Boards layout management ==
Managing the layout of ''Boards'' very easy. In the following tutorial, you will learn how to create an empty ''board'' and how to manage its layout (adding lanes, moving lanes, removing lanes).

{{#ev:vimeo|
https://vimeo.com/330820751|800|center|Video tutorial on using ''boards''.}}

=== Types of lanes ===

Remember that ''lanes'' are of two types: ''composite lanes'' and ''card lanes''. ''Composite lanes'' are ''lanes'' containing other ''lanes''. ''Card lanes'' are ''lanes'' containing ''cards''. ''Lanes'' can belong to one type only.

''Composite lanes'' can have two layouts: ''Horizontal'' or ''Vertical''. In ''Horizontal'' layout, created sub-lanes are placed one after the other horizontally (last created lane is placed as last on the right). In ''Vertical'' layout, created sub-lanes are placed one after the other vertically (last created lane is placed as last below the others).

It is possible to distinguish visually the two types of lanes because they have inverted background and text header colours.

=== Summary of the commands to manage the layout of ''lanes'' in a ''board'' ===
{| class="wikitable"
! Command !! Use
|-
|Create a new ''lane'' in the ''board'' not contained in other ''lanes''|| This command is in the ''board'' toolbar and allows to add a lane to the ''board''. Use this command to create a new ''lane'' in the ''board''. The ''lane'' is placed as the last in the ''board'' vertically.
|-
|Create a new ''lane'' in a ''composite lane''|| This can be done by using the context menu of a ''lane''. Recall the menu (use the three dots in the ''lane'' header, ...) and recall Create Lane menu item.
|-
|Change the position of a ''lane''|| This can be done by dragging and dropping the ''lane'' to be moved. Click on the ''lane'' (where the name of the ''lane'' is printed) header to start the process and move the it while keeping the left mouse button clicked. Drag the ''lane'' on the target ''lane'' to replace. The system will show with a green sign when the position is acceptable. Just release the mouse button to place the ''lane'' in the target position.
|-
|Remove a ''lane''|| This can be done by using the context menu of a ''lane''. Recall the menu (use the three dots in the ''lane'' header, '''...''') and recall '''Remove''' menu item.
|-
|Rename a ''lane''|| This can be done by opening ''lane'' settings. Recall them by double clicking with the left mouse button the header of the ''lane'' (where the name of the ''lane'' is printed). Edit the Description field with the target name and press '''Save & Exit'''.
|-
|}

For more information on lanes management, read [[Lanes]].

== Boards settings ==
It is possible to access ''boards'' settings from the boards toolbar, by clicking the Options icon.

The following table, explains the available options ''General'' form. Remember that to access settings you need to have sufficient privileges.

{| class="wikitable"
! Option !! Use
|-
|Name|| This is the name of the ''board'' and can be changed.
|-
|Status|| This is the status of the ''board'' and can be "Active" or "Inactive". "Inactive" ''boards'' can be edited having the privileges but cannot be viewed and used by ''boards'' members.
|-
|Category|| Defined by the application's Manager are used to cathegorize the Boards (eg. "Markerting","Training").
|-
|Auto Assign Cards|| If set, the system will automatically assign the creator as assignee of the ''card'' at creation time.
|-
|Rate (sec)|| The rate, in seconds, used by the application to check for incoming updates or send them (in other words to synch with the backbone server).
|-
|}

The following table, explains the available settings for ''Estimation'' form.

{| class="wikitable"
! Setting !! Use
|-
|Story Point Scale|| Here you can define the scale to be used to assign 'story points' to cards. Story points are used by agile teams to assign a complexity value to work. A fibonacci sequence can be used as the one pre-set. Just enter the values you want to use seprated by ','. You can use '.' for decimal values, for example '0.5'.
|-
|Show in Board|| This comprehends a group of three settings to visualize ''Story Points'', ''Forecast Effort'' and ''Actual Effort'' as icons on the card. Visualization will be triggered by '''Show Actuals/Estimations''' command on ''board'' toolbar. What shown will depend on the previous settings and ''Cards Sign Order' settings (see below).
|-
|Work Start Date|| This is the start date and time the activities included in the ''board'' are expected to start from. This information is used in some reports (see [[Reporting|Reporting]]) and can be overwritten by the settings provided in ''lanes''.
|-
|Work End Date|| This is the end date and time the activities included in the ''board'' are expected to end. This information is used in some reports (see [[Reporting|Reporting]]) and can be overwritten by the settings provided in ''lanes''.
|-
|}

''Cards Sign Order'' form shows the order of signs when appearing graphically on the ''cards''. The order of priority set is the one appearing in the list, from higher (up) to lower (bottom). it is possible to drag and drop the items to change the desired order.

To update settings press '''Update''' command. To discard, '''Cancel'''. The '''Reset''' command set back the default values.

== Boards commands ==
Several commands are available for a ''board''. They can be launched using the '''board''' toolbar clicking on the icons displayed in it.

The following table, explains the available commands. Remember that to use some of them you need to have sufficient privileges.

{| class="wikitable"
! Command !! Use
|-
|'''Back to List'''|| This command enable to leave the ''board'' and return to the EasyBoards® home page.
|-
|'''Create Lane'''|| This allows to add a ''lane'' in the ''board''. More information in [[Boards#Boards layout management|Boards layout management]].
|-
|'''Options'''|| This enables the management of settings for the ''board''. More information available in [[Boards#Boards settings|Boards settings]].
|-
|'''Members'''|| This command allows to invite members to the board and to set privileges for them. More information available in [[Boards#Members and privileges|Boards members and privileges]].
|-
|'''Collapse All'''|| This command collapses all the ''lanes'' in the ''board''.
|-
|'''Effort Estimation Report'''|| This command allows to launch the homonymous report. For more information about this report and its use, read [[Reporting]]. When launched from here, the scope of the report will be the whole ''board'' content (''lanes'' and ''cards'').
|-
|'''Expand All'''|| This command expands all the ''lanes'' in the ''board''..
|-
|'''Visibility'''|| This commands allows to hide/show the top ''lanes'' of the ''board'' (and their sub-lanes). Specific ''lanes'' can be selected.
|-
|'''Filter'''|| It allows to filter the ''cards'' in the ''board''. Use Filter Term to set the search words, '''Highlight''' to highlight the matching ''cards'' but show all the others too, '''Show Only''' to show only the matching ''cards'', '''Off''' to disable filter mode.
|-
|'''Search'''|| It activates the search functionality that allows to find ''cards'' matching given words. The functionality lists the matching ''cards'' and allows either to open them or to locate them on the ''board''/''lane'' where they are positioned.
|-
|'''Archive'''|| ''Lanes'' and ''cards'' in a ''board'' can be removed (lost forever) or archived (removed from the ''board'' and stored in a repository from which they can still be restored later). This command allows to archive the whole ''board'' content.
|-
|'''Repository'''|| This command allows to access the repository where archived ''lanes'' and ''cards'' can be search and, if needed restored to the original ''board''. In the repository elements, ''cards'' or ''lanes'', can be searched, selected and restored.
|-
|'''Reports'''|| This allows to open the reports page from which it is possible to launch the reports for the ''board'' activities. For more information about the available reports and their use, read [[Reporting]].
|-
|'''Targets'''|| This command allows to set specific targets for the Lead Time report. In particular, the target target processing time of ''cards'' for each priority type of them. For more information about the available reports and their use, read [[Reporting]].
|-
|'''Progress View'''|| This command allows to show the overall progress of activities in the ''board''. For more information about this report, read [[Reporting]].
|-
|'''Reports'''|| This command launches a dialogue window that allows to select and launch reports for all the ''board''. For more information on available reports, read [[Reporting]].
|-
|'''Effort Estimation Report'''|| This command allows to understand the relative weight of activities in the ''board''. For more information about this report, read [[Reporting]].
|-
|'''Show/Hide Cards Estimations'''|| This command allows to show or hide a sign on ''cards'' reporting the Story Points, if set for the ''card''.
|-
|'''Show/Hide Cards Identifiers'''|| This command allows to show or hide a sign on ''cards'' reporting the identifier number of the ''card''.
|-
|'''Follow/Unfollow Cards Changes'''|| This command allows to follow or unfollow the following main changes for all the ''cards'' of the ''board'': creation of new ''card'', archiving of a ''card'', restore of a ''card'' from archive. These changes are notified to the other participants of the ''board'' (read [[Notifications]]).
|-
|'''Reset'''|| This clears all the contents (''lanes'' and ''cards'') of a ''board''. Note that the content is not archived and cannot be restored after being removed. Use this functionality with care.
|-
|'''Chats'''|| The chat icon allows to open the chat console where it is possible to manage all the chats at the same time. For more information about the use of chats, read [[Chat]].
|-
|'''Send'''|| Synchronization with backend is done automatically to retrieve and send updates to content according to the time interval set in Rate (sec):. This command forces sending data before the next refresh interval.
|-
|'''Show Cards Estimations'''|| This enables viewing complexity estimation for ''cards'' as icons on them.
|-
|'''Receive'''|| Synchronization with backend is done automatically to retrieve and send updates to content according to the time interval set in Rate (sec):. This command forces retrieving data before the next refresh interval.
|-
|}

== Boards members and privileges ==
It is possible to invite users to a ''board'' and to set privileges to access functionalities for them. This can be done by using the '''Member''' ''board'' toolbar command (see also [[Boards#Boards commands|Boards commands]]).

Remember that you need to have the requested "Invite Members" privilege to invite, remove or set privileges for ''board'' members.

=== Invite new members ===
Only active users of the application can be invited (see [[Users & Groups]]).

To invite users, click '''Members''' in the ''board'' toolbar and then '''Invite''' in the opened window. Move required users or groups from the left Uninvited column to the right Invited one and press '''Apply'''.

=== Remove invited members ===
To remove member, click '''Members''' in the ''board'' toolbar and then '''Invite''' in the opened window. Move users or groups to be removed from the right the right Invited column to the left Uninvited one and press '''Apply'''.

=== Manage privileges for members ===
To manage privileges for board invited members first click '''Members''' in the ''board'' toolbar. Then decide if you want to edit single member privileges or those for group of users. You can switch from one mode to the other by clicking '''Resources''' or '''Groups''' in the opened window. For the visualized members or groups, just set the privileges as required. Note: privileges are immediately activated and you don't need to perform other actions.

The following table reports a description of the available privileges.

{| class="wikitable"
! Privilege !! Rights
|-
|View|| This is the minimum privilege. It allows to access the ''board'' and to view all its content (read all).
|-
|Edit Content|| This allows to create and edit ''cards'' in the ''board''. If set, it implies the "View" privilege too.
|-
|Edit Layout|| This privilege allows to edit the settings and the layout of a ''board'' (its ''lanes'').
|-
|Invite Members|| This privilege enables to invite, remove and set privileges for the members of a ''board''.
|-
|Collaborate|| This privilege enables to use the collaboration features of EasyBoards®. In particular the chat (see [[Chat]]).
|-
|Edit Estimation|| This privilege enables editing ''Estimation'' data for a ''card''.
|-
|Edit Poker|| This privilege enables starting a "planning poker" session.
|-
|Vote Poker|| This privilege enables to vote during a "planning poker" session.
|-
|View Poker|| This privilege enables to assist and visualize a "planning poker" session.
|-
|}

Typical configuration privileges for a user are:

*"View" + "Collaborate". The user can view all the contents of the ''board'' and collaborate on items.
*"Edit Content" + "Collaborate". The user can create and edit ''cards'' and collaborate on items.

== Boards templates ==
''Board templates'' are models of ''boards'' containing a structure of ''lanes''. ''Templates'' can be used to quickly instantiate new ''boards'' without the need of configuring them and thus, saving time. They allow allow to standardize the approach to deal with the same activities among different teams.

=== Creating a board template ===
Use the '''''Board''''' and then '''''Board Template''''' home page menu item to access to ''board templates'' management screen. Use the '''+''' icon to add a new ''template''. You will need to enter Name, mandatory, Description of the ''board template'' and then click on '''Create''' to create and enter it.

Defining the layout of the ''board template'' is done in the same way described for actual ''boards''. See [[Boards#Boards layout management|Boards layout management]] for more details.

You can also manage board template settings defining the template Status.

=== Using a board template ===
When creating a new ''board'', you have the option of to enable Use Template and then to chose from the Template field the one to be used to create the new ''board''. Only templates with Status "Active" are listed.

The ''board'' will be created with the ''lane'' layout defined in the ''board template''.

=== Removing a board template ===
Use the '''''Board''''' and then '''''Board Template''''' home page menu item to access to ''board templates'' management screen. Select the ''templates'' you want to remove by ticking the squared selector on the left of each ''template'' row. Finally press the '''X''' ('''Remove Template(s)''') icon. The selected ''templates'' will be deleted:
* nothing will happen to ''boards'' already created using the deleted ''templates'';
* the deleted templates can't be restored.

Boards

2022-10-19T07:07:45Z

Fbertuletti: /* Boards settings */

== Introduction to Boards ==
''Boards'' are the key element managed in EasyBoards®. They can be used to manage activities and tasks.

== Board creation ==
In this guide, you will learn how to create ''boards''.

''Boards'' can be created from ''templates'' or they can be created empty.
To create a ''board'' you may use the + button in the ''boards window'' or access to the list of the "boards" (use menu '''''Boards / Boards''''') and use the + button.

Watch this short video tutorial to learn how to create a ''board'' from a ''template''.

{{#ev:vimeo|
https://vimeo.com/317260653|800|center|Video tutorial on using ''boards''.}}

Remember that to be able to create ''boards'', users shall have the board creation privilege (see see [[Users & Groups]] for more details).

== Boards layout management ==
Managing the layout of ''Boards'' very easy. In the following tutorial, you will learn how to create an empty ''board'' and how to manage its layout (adding lanes, moving lanes, removing lanes).

{{#ev:vimeo|
https://vimeo.com/330820751|800|center|Video tutorial on using ''boards''.}}

=== Types of lanes ===

Remember that ''lanes'' are of two types: ''composite lanes'' and ''card lanes''. ''Composite lanes'' are ''lanes'' containing other ''lanes''. ''Card lanes'' are ''lanes'' containing ''cards''. ''Lanes'' can belong to one type only.

''Composite lanes'' can have two layouts: ''Horizontal'' or ''Vertical''. In ''Horizontal'' layout, created sub-lanes are placed one after the other horizontally (last created lane is placed as last on the right). In ''Vertical'' layout, created sub-lanes are placed one after the other vertically (last created lane is placed as last below the others).

It is possible to distinguish visually the two types of lanes because they have inverted background and text header colours.

=== Summary of the commands to manage the layout of ''lanes'' in a ''board'' ===
{| class="wikitable"
! Command !! Use
|-
|Create a new ''lane'' in the ''board'' not contained in other ''lanes''|| This command is in the ''board'' toolbar and allows to add a lane to the ''board''. Use this command to create a new ''lane'' in the ''board''. The ''lane'' is placed as the last in the ''board'' vertically.
|-
|Create a new ''lane'' in a ''composite lane''|| This can be done by using the context menu of a ''lane''. Recall the menu (use the three dots in the ''lane'' header, ...) and recall Create Lane menu item.
|-
|Change the position of a ''lane''|| This can be done by dragging and dropping the ''lane'' to be moved. Click on the ''lane'' (where the name of the ''lane'' is printed) header to start the process and move the it while keeping the left mouse button clicked. Drag the ''lane'' on the target ''lane'' to replace. The system will show with a green sign when the position is acceptable. Just release the mouse button to place the ''lane'' in the target position.
|-
|Remove a ''lane''|| This can be done by using the context menu of a ''lane''. Recall the menu (use the three dots in the ''lane'' header, '''...''') and recall '''Remove''' menu item.
|-
|Rename a ''lane''|| This can be done by opening ''lane'' settings. Recall them by double clicking with the left mouse button the header of the ''lane'' (where the name of the ''lane'' is printed). Edit the Description field with the target name and press '''Save & Exit'''.
|-
|}

For more information on lanes management, read [[Lanes]].

== Boards settings ==
It is possible to access ''boards'' settings from the boards toolbar, by clicking the Options icon.

The following table, explains the available options ''General'' form. Remember that to access settings you need to have sufficient privileges.

{| class="wikitable"
! Option !! Use
|-
|Name|| This is the name of the ''board'' and can be changed.
|-
|Status|| This is the status of the ''board'' and can be "Active" or "Inactive". "Inactive" ''boards'' can be edited having the privileges but cannot be viewed and used by ''boards'' members.
|-
|Category|| TBD.
|-
|Auto Assign Cards|| If set, the system will automatically assign the creator as assignee of the ''card'' at creation time.
|-
|Rate (sec)|| The rate, in seconds, used by the application to check for incoming updates or send them (in other words to synch with the backbone server).
|-
|}

The following table, explains the available settings for ''Estimation'' form.

{| class="wikitable"
! Setting !! Use
|-
|Story Point Scale|| Here you can define the scale to be used to assign 'story points' to cards. Story points are used by agile teams to assign a complexity value to work. A fibonacci sequence can be used as the one pre-set. Just enter the values you want to use seprated by ','. You can use '.' for decimal values, for example '0.5'.
|-
|Show in Board|| This comprehends a group of three settings to visualize ''Story Points'', ''Forecast Effort'' and ''Actual Effort'' as icons on the card. Visualization will be triggered by '''Show Actuals/Estimations''' command on ''board'' toolbar. What shown will depend on the previous settings and ''Cards Sign Order' settings (see below).
|-
|Work Start Date|| This is the start date and time the activities included in the ''board'' are expected to start from. This information is used in some reports (see [[Reporting|Reporting]]) and can be overwritten by the settings provided in ''lanes''.
|-
|Work End Date|| This is the end date and time the activities included in the ''board'' are expected to end. This information is used in some reports (see [[Reporting|Reporting]]) and can be overwritten by the settings provided in ''lanes''.
|-
|}

''Cards Sign Order'' form shows the order of signs when appearing graphically on the ''cards''. The order of priority set is the one appearing in the list, from higher (up) to lower (bottom). it is possible to drag and drop the items to change the desired order.

To update settings press '''Update''' command. To discard, '''Cancel'''. The '''Reset''' command set back the default values.

== Boards commands ==
Several commands are available for a ''board''. They can be launched using the '''board''' toolbar clicking on the icons displayed in it.

The following table, explains the available commands. Remember that to use some of them you need to have sufficient privileges.

{| class="wikitable"
! Command !! Use
|-
|'''Back to List'''|| This command enable to leave the ''board'' and return to the EasyBoards® home page.
|-
|'''Create Lane'''|| This allows to add a ''lane'' in the ''board''. More information in [[Boards#Boards layout management|Boards layout management]].
|-
|'''Options'''|| This enables the management of settings for the ''board''. More information available in [[Boards#Boards settings|Boards settings]].
|-
|'''Members'''|| This command allows to invite members to the board and to set privileges for them. More information available in [[Boards#Members and privileges|Boards members and privileges]].
|-
|'''Collapse All'''|| This command collapses all the ''lanes'' in the ''board''.
|-
|'''Effort Estimation Report'''|| This command allows to launch the homonymous report. For more information about this report and its use, read [[Reporting]]. When launched from here, the scope of the report will be the whole ''board'' content (''lanes'' and ''cards'').
|-
|'''Expand All'''|| This command expands all the ''lanes'' in the ''board''..
|-
|'''Visibility'''|| This commands allows to hide/show the top ''lanes'' of the ''board'' (and their sub-lanes). Specific ''lanes'' can be selected.
|-
|'''Filter'''|| It allows to filter the ''cards'' in the ''board''. Use Filter Term to set the search words, '''Highlight''' to highlight the matching ''cards'' but show all the others too, '''Show Only''' to show only the matching ''cards'', '''Off''' to disable filter mode.
|-
|'''Search'''|| It activates the search functionality that allows to find ''cards'' matching given words. The functionality lists the matching ''cards'' and allows either to open them or to locate them on the ''board''/''lane'' where they are positioned.
|-
|'''Archive'''|| ''Lanes'' and ''cards'' in a ''board'' can be removed (lost forever) or archived (removed from the ''board'' and stored in a repository from which they can still be restored later). This command allows to archive the whole ''board'' content.
|-
|'''Repository'''|| This command allows to access the repository where archived ''lanes'' and ''cards'' can be search and, if needed restored to the original ''board''. In the repository elements, ''cards'' or ''lanes'', can be searched, selected and restored.
|-
|'''Reports'''|| This allows to open the reports page from which it is possible to launch the reports for the ''board'' activities. For more information about the available reports and their use, read [[Reporting]].
|-
|'''Targets'''|| This command allows to set specific targets for the Lead Time report. In particular, the target target processing time of ''cards'' for each priority type of them. For more information about the available reports and their use, read [[Reporting]].
|-
|'''Progress View'''|| This command allows to show the overall progress of activities in the ''board''. For more information about this report, read [[Reporting]].
|-
|'''Reports'''|| This command launches a dialogue window that allows to select and launch reports for all the ''board''. For more information on available reports, read [[Reporting]].
|-
|'''Effort Estimation Report'''|| This command allows to understand the relative weight of activities in the ''board''. For more information about this report, read [[Reporting]].
|-
|'''Show/Hide Cards Estimations'''|| This command allows to show or hide a sign on ''cards'' reporting the Story Points, if set for the ''card''.
|-
|'''Show/Hide Cards Identifiers'''|| This command allows to show or hide a sign on ''cards'' reporting the identifier number of the ''card''.
|-
|'''Follow/Unfollow Cards Changes'''|| This command allows to follow or unfollow the following main changes for all the ''cards'' of the ''board'': creation of new ''card'', archiving of a ''card'', restore of a ''card'' from archive. These changes are notified to the other participants of the ''board'' (read [[Notifications]]).
|-
|'''Reset'''|| This clears all the contents (''lanes'' and ''cards'') of a ''board''. Note that the content is not archived and cannot be restored after being removed. Use this functionality with care.
|-
|'''Chats'''|| The chat icon allows to open the chat console where it is possible to manage all the chats at the same time. For more information about the use of chats, read [[Chat]].
|-
|'''Send'''|| Synchronization with backend is done automatically to retrieve and send updates to content according to the time interval set in Rate (sec):. This command forces sending data before the next refresh interval.
|-
|'''Show Cards Estimations'''|| This enables viewing complexity estimation for ''cards'' as icons on them.
|-
|'''Receive'''|| Synchronization with backend is done automatically to retrieve and send updates to content according to the time interval set in Rate (sec):. This command forces retrieving data before the next refresh interval.
|-
|}

== Boards members and privileges ==
It is possible to invite users to a ''board'' and to set privileges to access functionalities for them. This can be done by using the '''Member''' ''board'' toolbar command (see also [[Boards#Boards commands|Boards commands]]).

Remember that you need to have the requested "Invite Members" privilege to invite, remove or set privileges for ''board'' members.

=== Invite new members ===
Only active users of the application can be invited (see [[Users & Groups]]).

To invite users, click '''Members''' in the ''board'' toolbar and then '''Invite''' in the opened window. Move required users or groups from the left Uninvited column to the right Invited one and press '''Apply'''.

=== Remove invited members ===
To remove member, click '''Members''' in the ''board'' toolbar and then '''Invite''' in the opened window. Move users or groups to be removed from the right the right Invited column to the left Uninvited one and press '''Apply'''.

=== Manage privileges for members ===
To manage privileges for board invited members first click '''Members''' in the ''board'' toolbar. Then decide if you want to edit single member privileges or those for group of users. You can switch from one mode to the other by clicking '''Resources''' or '''Groups''' in the opened window. For the visualized members or groups, just set the privileges as required. Note: privileges are immediately activated and you don't need to perform other actions.

The following table reports a description of the available privileges.

{| class="wikitable"
! Privilege !! Rights
|-
|View|| This is the minimum privilege. It allows to access the ''board'' and to view all its content (read all).
|-
|Edit Content|| This allows to create and edit ''cards'' in the ''board''. If set, it implies the "View" privilege too.
|-
|Edit Layout|| This privilege allows to edit the settings and the layout of a ''board'' (its ''lanes'').
|-
|Invite Members|| This privilege enables to invite, remove and set privileges for the members of a ''board''.
|-
|Collaborate|| This privilege enables to use the collaboration features of EasyBoards®. In particular the chat (see [[Chat]]).
|-
|Edit Estimation|| This privilege enables editing ''Estimation'' data for a ''card''.
|-
|Edit Poker|| This privilege enables starting a "planning poker" session.
|-
|Vote Poker|| This privilege enables to vote during a "planning poker" session.
|-
|View Poker|| This privilege enables to assist and visualize a "planning poker" session.
|-
|}

Typical configuration privileges for a user are:

*"View" + "Collaborate". The user can view all the contents of the ''board'' and collaborate on items.
*"Edit Content" + "Collaborate". The user can create and edit ''cards'' and collaborate on items.

== Boards templates ==
''Board templates'' are models of ''boards'' containing a structure of ''lanes''. ''Templates'' can be used to quickly instantiate new ''boards'' without the need of configuring them and thus, saving time. They allow allow to standardize the approach to deal with the same activities among different teams.

=== Creating a board template ===
Use the '''''Board''''' and then '''''Board Template''''' home page menu item to access to ''board templates'' management screen. Use the '''+''' icon to add a new ''template''. You will need to enter Name, mandatory, Description of the ''board template'' and then click on '''Create''' to create and enter it.

Defining the layout of the ''board template'' is done in the same way described for actual ''boards''. See [[Boards#Boards layout management|Boards layout management]] for more details.

You can also manage board template settings defining the template Status.

=== Using a board template ===
When creating a new ''board'', you have the option of to enable Use Template and then to chose from the Template field the one to be used to create the new ''board''. Only templates with Status "Active" are listed.

The ''board'' will be created with the ''lane'' layout defined in the ''board template''.

=== Removing a board template ===
Use the '''''Board''''' and then '''''Board Template''''' home page menu item to access to ''board templates'' management screen. Select the ''templates'' you want to remove by ticking the squared selector on the left of each ''template'' row. Finally press the '''X''' ('''Remove Template(s)''') icon. The selected ''templates'' will be deleted:
* nothing will happen to ''boards'' already created using the deleted ''templates'';
* the deleted templates can't be restored.

Boards

2022-10-19T06:50:44Z

Fbertuletti: /* Board creation */

== Introduction to Boards ==
''Boards'' are the key element managed in EasyBoards®. They can be used to manage activities and tasks.

== Board creation ==
In this guide, you will learn how to create ''boards''.

''Boards'' can be created from ''templates'' or they can be created empty.
To create a ''board'' you may use the + button in the ''boards window'' or access to the list of the "boards" (use menu '''''Boards / Boards''''') and use the + button.

Watch this short video tutorial to learn how to create a ''board'' from a ''template''.

{{#ev:vimeo|
https://vimeo.com/317260653|800|center|Video tutorial on using ''boards''.}}

Remember that to be able to create ''boards'', users shall have the board creation privilege (see see [[Users & Groups]] for more details).

== Boards layout management ==
Managing the layout of ''Boards'' very easy. In the following tutorial, you will learn how to create an empty ''board'' and how to manage its layout (adding lanes, moving lanes, removing lanes).

{{#ev:vimeo|
https://vimeo.com/330820751|800|center|Video tutorial on using ''boards''.}}

=== Types of lanes ===

Remember that ''lanes'' are of two types: ''composite lanes'' and ''card lanes''. ''Composite lanes'' are ''lanes'' containing other ''lanes''. ''Card lanes'' are ''lanes'' containing ''cards''. ''Lanes'' can belong to one type only.

''Composite lanes'' can have two layouts: ''Horizontal'' or ''Vertical''. In ''Horizontal'' layout, created sub-lanes are placed one after the other horizontally (last created lane is placed as last on the right). In ''Vertical'' layout, created sub-lanes are placed one after the other vertically (last created lane is placed as last below the others).

It is possible to distinguish visually the two types of lanes because they have inverted background and text header colours.

=== Summary of the commands to manage the layout of ''lanes'' in a ''board'' ===
{| class="wikitable"
! Command !! Use
|-
|Create a new ''lane'' in the ''board'' not contained in other ''lanes''|| This command is in the ''board'' toolbar and allows to add a lane to the ''board''. Use this command to create a new ''lane'' in the ''board''. The ''lane'' is placed as the last in the ''board'' vertically.
|-
|Create a new ''lane'' in a ''composite lane''|| This can be done by using the context menu of a ''lane''. Recall the menu (use the three dots in the ''lane'' header, ...) and recall Create Lane menu item.
|-
|Change the position of a ''lane''|| This can be done by dragging and dropping the ''lane'' to be moved. Click on the ''lane'' (where the name of the ''lane'' is printed) header to start the process and move the it while keeping the left mouse button clicked. Drag the ''lane'' on the target ''lane'' to replace. The system will show with a green sign when the position is acceptable. Just release the mouse button to place the ''lane'' in the target position.
|-
|Remove a ''lane''|| This can be done by using the context menu of a ''lane''. Recall the menu (use the three dots in the ''lane'' header, '''...''') and recall '''Remove''' menu item.
|-
|Rename a ''lane''|| This can be done by opening ''lane'' settings. Recall them by double clicking with the left mouse button the header of the ''lane'' (where the name of the ''lane'' is printed). Edit the Description field with the target name and press '''Save & Exit'''.
|-
|}

For more information on lanes management, read [[Lanes]].

== Boards settings ==
It is possible to access ''boards'' settings from the boards toolbar, by clicking the Options icon.

The following table, explains the available options ''General'' form. Remember that to access settings you need to have sufficient privileges.

{| class="wikitable"
! Option !! Use
|-
|Name|| This is the name of the ''board'' and can be changed.
|-
|Status|| This is the status of the ''board'' and can be "Active" or "Inactive". "Inactive" ''boards'' can be edited having the privileges but cannot be viewed and used by ''boards'' members.
|-
|Auto Assign Cards|| If set, the system will automatically assign the creator as assignee of the ''card'' at creation time.
|-
|Rate (sec)|| The rate, in seconds, used by the application to check for incoming updates or send them (in other words to synch with the backbone server).
|-
|}

The following table, explains the available settings for ''Estimation'' form.

{| class="wikitable"
! Setting !! Use
|-
|Story Point Scale|| Here you can define the scale to be used to assign 'story points' to cards. Story points are used by agile teams to assign a complexity value to work. A fibonacci sequence can be used as the one pre-set. Just enter the values you want to use seprated by ','. You can use '.' for decimal values, for example '0.5'.
|-
|Show in Board|| This comprehends a group of three settings to visualize ''Story Points'', ''Forecast Effort'' and ''Actual Effort'' as icons on the card. Visualization will be triggered by '''Show Actuals/Estimations''' command on ''board'' toolbar. What shown will depend on the previous settings and ''Cards Sign Order' settings (see below).
|-
|Work Start Date|| This is the start date and time the activities included in the ''board'' are expected to start from. This information is used in some reports (see [[Reporting|Reporting]]) and can be overwritten by the settings provided in ''lanes''.
|-
|Work End Date|| This is the end date and time the activities included in the ''board'' are expected to end. This information is used in some reports (see [[Reporting|Reporting]]) and can be overwritten by the settings provided in ''lanes''.
|-
|}

''Cards Sign Order'' form shows the order of signs when appearing graphically on the ''cards''. The order of priority set is the one appearing in the list, from higher (up) to lower (bottom). it is possible to drag and drop the items to change the desired order.

To update settings press '''Update''' command. To discard, '''Cancel'''. The '''Reset''' command set back the default values.

== Boards commands ==
Several commands are available for a ''board''. They can be launched using the '''board''' toolbar clicking on the icons displayed in it.

The following table, explains the available commands. Remember that to use some of them you need to have sufficient privileges.

{| class="wikitable"
! Command !! Use
|-
|'''Back to List'''|| This command enable to leave the ''board'' and return to the EasyBoards® home page.
|-
|'''Create Lane'''|| This allows to add a ''lane'' in the ''board''. More information in [[Boards#Boards layout management|Boards layout management]].
|-
|'''Options'''|| This enables the management of settings for the ''board''. More information available in [[Boards#Boards settings|Boards settings]].
|-
|'''Members'''|| This command allows to invite members to the board and to set privileges for them. More information available in [[Boards#Members and privileges|Boards members and privileges]].
|-
|'''Collapse All'''|| This command collapses all the ''lanes'' in the ''board''.
|-
|'''Effort Estimation Report'''|| This command allows to launch the homonymous report. For more information about this report and its use, read [[Reporting]]. When launched from here, the scope of the report will be the whole ''board'' content (''lanes'' and ''cards'').
|-
|'''Expand All'''|| This command expands all the ''lanes'' in the ''board''..
|-
|'''Visibility'''|| This commands allows to hide/show the top ''lanes'' of the ''board'' (and their sub-lanes). Specific ''lanes'' can be selected.
|-
|'''Filter'''|| It allows to filter the ''cards'' in the ''board''. Use Filter Term to set the search words, '''Highlight''' to highlight the matching ''cards'' but show all the others too, '''Show Only''' to show only the matching ''cards'', '''Off''' to disable filter mode.
|-
|'''Search'''|| It activates the search functionality that allows to find ''cards'' matching given words. The functionality lists the matching ''cards'' and allows either to open them or to locate them on the ''board''/''lane'' where they are positioned.
|-
|'''Archive'''|| ''Lanes'' and ''cards'' in a ''board'' can be removed (lost forever) or archived (removed from the ''board'' and stored in a repository from which they can still be restored later). This command allows to archive the whole ''board'' content.
|-
|'''Repository'''|| This command allows to access the repository where archived ''lanes'' and ''cards'' can be search and, if needed restored to the original ''board''. In the repository elements, ''cards'' or ''lanes'', can be searched, selected and restored.
|-
|'''Reports'''|| This allows to open the reports page from which it is possible to launch the reports for the ''board'' activities. For more information about the available reports and their use, read [[Reporting]].
|-
|'''Targets'''|| This command allows to set specific targets for the Lead Time report. In particular, the target target processing time of ''cards'' for each priority type of them. For more information about the available reports and their use, read [[Reporting]].
|-
|'''Progress View'''|| This command allows to show the overall progress of activities in the ''board''. For more information about this report, read [[Reporting]].
|-
|'''Reports'''|| This command launches a dialogue window that allows to select and launch reports for all the ''board''. For more information on available reports, read [[Reporting]].
|-
|'''Effort Estimation Report'''|| This command allows to understand the relative weight of activities in the ''board''. For more information about this report, read [[Reporting]].
|-
|'''Show/Hide Cards Estimations'''|| This command allows to show or hide a sign on ''cards'' reporting the Story Points, if set for the ''card''.
|-
|'''Show/Hide Cards Identifiers'''|| This command allows to show or hide a sign on ''cards'' reporting the identifier number of the ''card''.
|-
|'''Follow/Unfollow Cards Changes'''|| This command allows to follow or unfollow the following main changes for all the ''cards'' of the ''board'': creation of new ''card'', archiving of a ''card'', restore of a ''card'' from archive. These changes are notified to the other participants of the ''board'' (read [[Notifications]]).
|-
|'''Reset'''|| This clears all the contents (''lanes'' and ''cards'') of a ''board''. Note that the content is not archived and cannot be restored after being removed. Use this functionality with care.
|-
|'''Chats'''|| The chat icon allows to open the chat console where it is possible to manage all the chats at the same time. For more information about the use of chats, read [[Chat]].
|-
|'''Send'''|| Synchronization with backend is done automatically to retrieve and send updates to content according to the time interval set in Rate (sec):. This command forces sending data before the next refresh interval.
|-
|'''Show Cards Estimations'''|| This enables viewing complexity estimation for ''cards'' as icons on them.
|-
|'''Receive'''|| Synchronization with backend is done automatically to retrieve and send updates to content according to the time interval set in Rate (sec):. This command forces retrieving data before the next refresh interval.
|-
|}

== Boards members and privileges ==
It is possible to invite users to a ''board'' and to set privileges to access functionalities for them. This can be done by using the '''Member''' ''board'' toolbar command (see also [[Boards#Boards commands|Boards commands]]).

Remember that you need to have the requested "Invite Members" privilege to invite, remove or set privileges for ''board'' members.

=== Invite new members ===
Only active users of the application can be invited (see [[Users & Groups]]).

To invite users, click '''Members''' in the ''board'' toolbar and then '''Invite''' in the opened window. Move required users or groups from the left Uninvited column to the right Invited one and press '''Apply'''.

=== Remove invited members ===
To remove member, click '''Members''' in the ''board'' toolbar and then '''Invite''' in the opened window. Move users or groups to be removed from the right the right Invited column to the left Uninvited one and press '''Apply'''.

=== Manage privileges for members ===
To manage privileges for board invited members first click '''Members''' in the ''board'' toolbar. Then decide if you want to edit single member privileges or those for group of users. You can switch from one mode to the other by clicking '''Resources''' or '''Groups''' in the opened window. For the visualized members or groups, just set the privileges as required. Note: privileges are immediately activated and you don't need to perform other actions.

The following table reports a description of the available privileges.

{| class="wikitable"
! Privilege !! Rights
|-
|View|| This is the minimum privilege. It allows to access the ''board'' and to view all its content (read all).
|-
|Edit Content|| This allows to create and edit ''cards'' in the ''board''. If set, it implies the "View" privilege too.
|-
|Edit Layout|| This privilege allows to edit the settings and the layout of a ''board'' (its ''lanes'').
|-
|Invite Members|| This privilege enables to invite, remove and set privileges for the members of a ''board''.
|-
|Collaborate|| This privilege enables to use the collaboration features of EasyBoards®. In particular the chat (see [[Chat]]).
|-
|Edit Estimation|| This privilege enables editing ''Estimation'' data for a ''card''.
|-
|Edit Poker|| This privilege enables starting a "planning poker" session.
|-
|Vote Poker|| This privilege enables to vote during a "planning poker" session.
|-
|View Poker|| This privilege enables to assist and visualize a "planning poker" session.
|-
|}

Typical configuration privileges for a user are:

*"View" + "Collaborate". The user can view all the contents of the ''board'' and collaborate on items.
*"Edit Content" + "Collaborate". The user can create and edit ''cards'' and collaborate on items.

== Boards templates ==
''Board templates'' are models of ''boards'' containing a structure of ''lanes''. ''Templates'' can be used to quickly instantiate new ''boards'' without the need of configuring them and thus, saving time. They allow allow to standardize the approach to deal with the same activities among different teams.

=== Creating a board template ===
Use the '''''Board''''' and then '''''Board Template''''' home page menu item to access to ''board templates'' management screen. Use the '''+''' icon to add a new ''template''. You will need to enter Name, mandatory, Description of the ''board template'' and then click on '''Create''' to create and enter it.

Defining the layout of the ''board template'' is done in the same way described for actual ''boards''. See [[Boards#Boards layout management|Boards layout management]] for more details.

You can also manage board template settings defining the template Status.

=== Using a board template ===
When creating a new ''board'', you have the option of to enable Use Template and then to chose from the Template field the one to be used to create the new ''board''. Only templates with Status "Active" are listed.

The ''board'' will be created with the ''lane'' layout defined in the ''board template''.

=== Removing a board template ===
Use the '''''Board''''' and then '''''Board Template''''' home page menu item to access to ''board templates'' management screen. Select the ''templates'' you want to remove by ticking the squared selector on the left of each ''template'' row. Finally press the '''X''' ('''Remove Template(s)''') icon. The selected ''templates'' will be deleted:
* nothing will happen to ''boards'' already created using the deleted ''templates'';
* the deleted templates can't be restored.

Users & Groups

2018-12-20T13:44:34Z

Fbertuletti: /* Groups Management */

==Users Management==
New ''users'' can be created using '''''Add New''''' and choosing '''New User''' in the self service menu.
Existing ''users'' can be update selecting ''Users & Groups Management / Users Management'' menu and selecting the record to manage from the list.
Access to ''users'' creation and administration is limited to ''users'' having administrative role (see later).

''Users'' shall be activated (in status "Active") to be operational. In other statuses, ''users'' are not active (they cannot login into Easyboards®) nor they are counted as licensed ''users''.

''Users'' information are organized in five sections:

* ''Tracking''
* ''Identification''
* ''Details''
* ''Process Settings''
* ''Password Management''

The table below reports the fields and a short description of them:
{| class="wikitable"
! Section !! Field !! Description
|-
|''Tracking''|| Code || Unique ''user'' identifier, automatically created by the system.
|-
|''Tracking''|| Project/Service || Environment identifier, corresponding to the organization owner of Easyboards® subscription and automatically managed by the system.
|-
|''Identification''|| Ticket Type || Record type identifier, automatically managed by the system.
|-
|''Identification''|| Ticket Op Status || Status of the ''user''. Possible statuses are "Inactive" (when initially created) or ''Active''.
|-
|''Details''|| Name || Name of the ''user''.
|-
|''Details''|| Surname || Surname of the ''user''
|-
|''Details''|| Username || Login name used to access Easyboards®.
|-
|''Details''|| Email || Email of the ''user''.
|-
|''Details''|| Admin || This field may have two possible values "Yes" or "No". If set to "Yes" the ''user'' has administrative privileges and can perform special tasks such as ''users'' and ''groups'' administration but also manage [[Settings#Introduction|settings]].
|-
|''Details''|| Language || The application interface language set for the ''user''. Supported languages are currently "English", "French" and "Italian". "Spanish" will come next.
|-
|''Process Settings''|| Board Creator || If set to "Yes", it enables the user to create new ''Board''.
|-
|''Process Settings''|| Knowledge Item Creator || If set to "Yes", it enables the user to create new ''knowledge items''.
|-
|''Password Management''|| New Password, Old Password, Confirm New Password || These fields work together, enter a new password in New Password, enter the previous password in Old Password, confirm the new password in Confirm New Password and press '''CHANGE PASSWORD''' to change the ''user'' password.
|-
|}

Note that when the environment is initially created, a ''user'' with administrative role is created and activated using subscription information. The access credentials of this ''user'' are sent by mail.

For more information on how to manage the ''user'' record, visit [[How_To#Records_Management|records management]].

==Groups Management==

''Users & Groups Management / Add Group'' menu item lists the available ''groups'' and allows to manage ''groups'' (create, modify, delete). Only ''users'' with administrative privileges have the rights to perform ''group'' management.

''Groups'' can collects right on bord.

Note that ''groups'' are only collections of ''users'' and that actual privileges are defined in process records (e.g. ''board creator'') by assigning a ''group'' to one of the available profiles (see process guides).

The pre configured groups cannot be deleted but they can be renamed and modified in terms of belonging members.

If Board process defined at ''Company'' level required the implementation of others roles, the ''Administrator'' can define all the other necessary Groups,to make the standard process complaint the company one using the ''Add New'' function

=== Add group ===
''Users & Groups Management / Add Group'' menu item enables to create a new ''group''.

The table below reports the fields belonging to a ''group'' and a short description of them:
{| class="wikitable"
! Section !! Field !! Description
|-
|''General''|| Name ||The name of the group.
|-
|''General''|| Description ||A description for the group (e.g. its purpose).
|-
|''General''|| Default ||Non editable, automatically managed by Easyboards®.
|-
|''General''|| Status ||Non editable, automatically managed by Easyboards®.
|-
|''Members''|| Code ||The ''user'' identifier of the member, not editable and automatically managed by Easyboards®.
|-
|''Members''|| Full Name ||Surname and Name of the member, not editable here because assigned in ''user'' management.
|-
|''Members''|| User Login ||Login identifier of the member, not editable here because assigned in ''user'' management.
|-
|''Members''|| Group Manager ||Used to identify and mark if the member of the ''group'' is the manager of the group. Actually, the manager will have the same privileges as the members.
|-
|''Members''|| Type ||Field not used.
|-
|''Members''|| Status ||Status of the member, not editable here because modified in ''user'' management.
|-
|''Members''|| VIP Type ||Field not used.
|}

In the ''General'' form, use '''SAVE''' or '''SAVE&EXIT''' to update the ''group''. Use '''DELETE''' to delete a ''group''.

In the ''Members'' form see the figure below for the available commands.

[[File:Groups_management_ENG_v1.0.JPG|centre|thumb|800x800px|Groups management controls and commands.]]

=== Modify group ===
Use ''Users & Groups Management / Groups Management'' menu item to see the list of available ''groups'' and click on the one to update. Modify using the features and commands described above in [[Users_&_Groups#Add_group|Add group]].