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Create a Planning Folder

As a project admin or as a user with the appropriate permissions, create and populate all the planning folders you need to capture the work you are planning.

Planning Folder Overview

A planning folder is a way to organize work into feasible chunks and monitor its progress. As a project admin or as a user with the appropriate permissions, create and populate all the planning folders you need to capture the work you are planning.

Set up Kanban Board

The Kanban Board is a project management tool, which gives you a snapshot of the work items, in which states they are, how they are progressing and if there is any bottleneck to be cleared for a smooth delivery of the product on time.

Set up Planning Board

The Planning Board is an important tool for your TeamForge project's agile planning activities. It enables you to plan and monitor the features that are required in each sprint (or iteration), and assign them from the product backlog to specific sprints.

Set up Task Board

Task board is an important tool in the Agile process. It helps the team to focus on the work at hand in the current sprint and feed progress data back into the system.

Team View in Planning Board

The Team view in Planning Board provides an option to filter artifacts for a specific team within the selected planning folder.

Team View in Task Board

The Team view in Task Board provides an option to filter backlog items for a specific team within the selected planning folder.

Use Kanban Board

After the kanban board is configured, you can use it to view, plan and track work items for the selected planning folder or the selected team within that planning folder.

Use Task Board

During a sprint, TeamForge project members can use the Task Board to view tasks, create tasks for backlog items, edit tasks and drag and drop tasks across swimlanes as they progress.

Work with Artifact Cards

In the Planning Board, artifact cards are displayed in ranked sequence within each swim lane. Using Planning Board, you can quickly add new cards (quick add), edit cards, move cards within a swimlane to rank them and move cards between swim lanes to reassign them to other planning folders.