The New Planning Board—Work with Artifact Cards (Beta)

Add Artifacts Quickly

You can add artifacts (quick add) in select planning folders with minimum required artifact information.

important

You cannot add artifacts from the Planning Board if a workflow is configured for the meta status change from New to Open.

1. Select a planning folder in one of the swim lanes. The Add new artifact icon at the top of the swim lane is enabled.

   

   note

   To be able to add artifacts in Planning Board, you need to have the required permissions.

2. Click the Add new artifact button. The Create new artifact slider window appears.

   

3. Select the Details tab and select a tracker type from the TRACKER drop-down list.

4. Type a title, description, select tags, and type the values for the other primary and required fields.

   Artifacts support @mentions: Artifact description and comments now support @mentions and users called out via @mentions are added to the monitoring list. Include usernames with "@" as prefix (for example, @mphippard) to add users to the monitoring list.

   note

   Users called out via @mentions must have Artifact View permission to be added to the monitoring list.

5. Select the Activity tab and add attachments, if you have any.

6. Click Save. The artifact is added as the bottommost artifact in the swim lane (planning folder). You may choose to rank the artifact (if you have rank permission) or update the artifact with more meta data later. To update the artifact, click the artifact ID link.

Rank a Card

If you have the requisite permission, you can drag and drop a card above or below the other cards within a swim lane to position it in the order you want the artifact addressed.

note

The positioning of cards is retained when you switch between the list and board views (planning, task and kanban). For related information on ranking artifacts in the list view, see Reorder the Contents of a Planning Folder.

Reassign (Move) a Card

In the course of planning your release, you may want to assign an artifact from the product backlog to a specific sprint or team, or move an artifact from one sprint to another. To do this, just drag and drop the artifact card from one swim lane to the other.

note

When you drop the card, its rank is relative to its position in the new swim lane. However, if a child artifact is moved to a swim lane (planning folder) where its parent is already present, the child artifact is filed under its parent and its rank is relative to the parent's position.

To be able to move cards between swim lanes, you need to have the permission to update planning folders and rank artifact cards.

Edit an Artifact

1. Click the artifact ID link in a card.

   The View Artifact page appears.

2. Make the necessary changes and click Save to update the artifact and return to the Planning Board.

3. To quickly edit an artifact, click the Edit artifact icon in a card.

   

   The Edit Artifact slider window appears.

   note

   To be able to edit artifacts, you need to have the required permissions.

   

4. You can edit the following in the Edit Artifact slider window:

   • Artifact title

   • Artifact description

   • Tags

   • Primary and Required attributes

     You have two tabs, Details and Activity, that list fields you can edit. Primary attributes include Priority, Status, Assigned To, Team, Estimated Effort, Remaining Effort, Actual Effort and Points. The fields listed depend on your application configuration that you set in Tracker Settings. For example:

     • Configurable fields which are enabled. For more information, see Enable or Disable Tracker Fields.

     • User-defined fields (flex fields) with the field type Text Entry and Single Select and set as Required (Tracker Settings > Tracker Administration > Create Field) or workflow configured. For more information, see Create Custom Tracker Fields and Create a Tracker Workflow.

       note

       You cannot change the status of an artifact in the Planning Board view, if Assigned To is set as a mandatory field for status changes per your tracker workflow settings (Tracker Settings). However, you can edit the status of an artifact in the List view with the same Assigned To workflow constraint.

       By default, the following field types which you select while creating a user-defined field (Tracker Settings), are non-editable from the planning board's Edit Artifact window: Multiple select, Date picker and User picker.

       

   • Comments

     Click the Activity tab to add comments and attachments. In addition to adding comments, you can view the last five comments for an artifact.

     Artifacts support @mentions: Artifact description and comments now support @mentions and users called out via @mentions are added to the monitoring list. Include usernames with "@" as prefix (for example, @mphippard) to add users to the monitoring list.

     note

     Users called out via @mentions must have Artifact View permission to be added to the monitoring list.

5. After editing an artifact, click Save.

Mass Edit in the New Planning Board

The new Planning Board lets you select multiple cards and perform tasks in one go. You can mass edit the following fields for multiple artifacts using this floating menu:

• Priority
• Assigned To
• Teams
• Planning Folders

Select one or more cards from the planning board and click the field you want to update from the floating menu to update the field for all the selected artifacts.