563 lines
25 KiB
Markdown
563 lines
25 KiB
Markdown
---
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stage: Plan
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group: Project Management
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info: To determine the technical writer assigned to the Stage/Group associated with this page, see https://about.gitlab.com/handbook/engineering/ux/technical-writing/#designated-technical-writers
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---
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# Issue Boards
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> [Introduced](https://gitlab.com/gitlab-org/gitlab-foss/-/merge_requests/5554) in [GitLab 8.11](https://about.gitlab.com/releases/2016/08/22/gitlab-8-11-released/#issue-board).
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## Overview
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The GitLab Issue Board is a software project management tool used to plan,
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organize, and visualize a workflow for a feature or product release.
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It can be used as a [Kanban](https://en.wikipedia.org/wiki/Kanban_(development)) or a
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[Scrum](https://en.wikipedia.org/wiki/Scrum_(software_development)) board.
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It pairs issue tracking and project management,
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keeping everything in the same place, so that you don't need to jump
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between different platforms to organize your workflow.
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With issue boards, you organize your issues in lists that correspond to
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their assigned labels, visualizing issues designed as cards throughout those lists.
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You define your process, and GitLab organizes it for you. You add your labels
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then create the corresponding list to pull in your existing issues. When
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you're ready, you can drag and drop your issue cards from one step to the next.
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![GitLab issue board - Core](img/issue_boards_core.png)
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<i class="fa fa-youtube-play youtube" aria-hidden="true"></i>
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Watch a [video presentation](https://youtu.be/UWsJ8tkHAa8) of
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the Issue Board feature (introduced in GitLab 8.11 - August 2016).
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### Advanced features of issue boards
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- Create multiple issue boards per project.
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- Create multiple issue boards per group. **(PREMIUM)**
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- Add lists for [assignees](#assignee-lists-premium) and [milestones](#milestone-lists-premium). **(PREMIUM)**
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Check all the [GitLab Enterprise features for issue boards](#gitlab-enterprise-features-for-issue-boards).
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![GitLab issue boards - Premium](img/issue_boards_premium.png)
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---
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## How it works
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The Issue Board feature builds on GitLab's existing
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[issue tracking functionality](issues/index.md#issues-list) and
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[labels](labels.md) by using them as lists of the Scrum board.
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With issue boards you can have a different view of your issues while
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maintaining the same filtering and sorting abilities you see across the
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issue tracker. An issue board is based on its project's label structure, so it
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applies the same descriptive labels to indicate placement on the board, keeping
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consistency throughout the entire development lifecycle.
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An issue board shows you what issues your team is working on, who is assigned to each,
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and where in the workflow those issues are.
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You create issues, host code, perform reviews, build, test,
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and deploy from one single platform. Issue boards help you to visualize
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and manage the entire process in GitLab.
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With [multiple issue boards](#use-cases-for-multiple-issue-boards),
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you go even further, as you can not only keep yourself and your project
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organized from a broader perspective with one issue board per project,
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but also allow your team members to organize their own workflow by creating
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multiple issue boards within the same project.
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## Use cases
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There are many ways to use GitLab issue boards tailored to your own preferred workflow.
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Here are some common use cases for issue boards.
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### Use cases for a single issue board
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With the GitLab Workflow you can discuss proposals in issues, categorize them
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with labels, and from there, organize and prioritize them with issue boards.
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For example, let's consider this simplified development workflow:
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1. You have a repository that hosts your application's codebase, and your team actively contributes code.
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1. Your **backend** team starts working on a new implementation, gathers feedback and approval, and
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passes it over to the **frontend** team.
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1. When frontend is complete, the new feature is deployed to a **staging** environment to be tested.
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1. When successful, it's deployed to **production**.
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If you have the labels "**backend**", "**frontend**", "**staging**", and
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"**production**", and an issue board with a list for each, you can:
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- Visualize the entire flow of implementations since the beginning of the development life cycle
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until deployed to production.
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- Prioritize the issues in a list by moving them vertically.
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- Move issues between lists to organize them according to the labels you've set.
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- Add multiple issues to lists in the board by selecting one or more existing issues.
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![issue card moving](img/issue_board_move_issue_card_list.png)
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---
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### Use cases for multiple issue boards
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With [multiple issue boards](#multiple-issue-boards),
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each team can have their own board to organize their workflow individually.
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#### Scrum team
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With multiple issue boards, each team has one board. Now you can move issues through each
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part of the process. For instance: **To Do**, **Doing**, and **Done**.
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#### Organization of topics
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Create lists to order issues by topic and quickly change them between topics or groups,
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such as between **UX**, **Frontend**, and **Backend**. The changes are reflected across boards,
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as changing lists updates the labels on each issue accordingly.
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#### Advanced team handover
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For example, suppose we have a UX team with an issue board that contains:
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- **To Do**
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- **Doing**
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- **Frontend**
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When finished with something, they move the card to **Frontend**. The Frontend team's board looks like:
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- **Frontend**
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- **Doing**
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- **Done**
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Cards finished by the UX team automatically appear in the **Frontend** column when they are ready
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for them.
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NOTE: **Note:**
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For a broader use case, please see the blog post
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[GitLab Workflow, an Overview](https://about.gitlab.com/blog/2016/10/25/gitlab-workflow-an-overview/#gitlab-workflow-use-case-scenario).
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For a real use case example, you can read why
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[Codepen decided to adopt issue boards](https://about.gitlab.com/blog/2017/01/27/codepen-welcome-to-gitlab/#project-management-everything-in-one-place)
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to improve their workflow with multiple boards.
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#### Quick assignments
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Create lists for each of your team members and quickly drag and drop issues onto each team member's
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list.
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## Issue board terminology
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An **issue board** represents a unique view of your issues. It can have multiple lists with each
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list consisting of issues represented by cards.
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A **list** is a column on the issue board that displays issues matching certain attributes.
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In addition to the default "Open" and "Closed" lists, each additional list shows issues matching
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your chosen label, assignee, or milestone. On the top of each list you can see the number of issues
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that belong to it. Types of lists include:
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- **Open** (default): all open issues that do not belong to one of the other lists.
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Always appears as the leftmost list.
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- **Closed** (default): all closed issues. Always appears as the rightmost list.
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- **Label list**: all open issues for a label.
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- [**Assignee list**](#assignee-lists-premium): all open issues assigned to a user.
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- [**Milestone list**](#milestone-lists-premium): all open issues for a milestone.
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A **Card** is a box on a list, and it represents an issue. You can drag cards from one list to
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another to change their label, assignee, or milestone. The information you can see on a
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card includes:
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- Issue title
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- Associated labels
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- Issue number
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- Assignee
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## Permissions
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Users with the [Reporter and higher roles](../permissions.md) can use all the functionality of the
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Issue Board feature to create or delete lists and drag issues from one list to another.
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## GitLab Enterprise features for issue boards
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GitLab issue boards are available on GitLab Core and GitLab.com Free tiers, but some
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advanced functionality is present in [higher tiers only](https://about.gitlab.com/pricing/).
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### Summary of features per tier
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Different issue board features are available in different [GitLab tiers](https://about.gitlab.com/pricing/),
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as shown in the following table:
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| Tier | Number of Project issue boards | Number of Group issue boards | Configurable issue boards | Assignee lists |
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|------------------|--------------------------------|------------------------------|---------------------------|----------------|
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| Core / Free | Multiple | 1 | No | No |
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| Starter / Bronze | Multiple | 1 | Yes | No |
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| Premium / Silver | Multiple | Multiple | Yes | Yes |
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| Ultimate / Gold | Multiple | Multiple | Yes | Yes |
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### Multiple issue boards
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> - [Introduced](https://about.gitlab.com/releases/2016/10/22/gitlab-8-13-released/) in GitLab 8.13.
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> - Multiple issue boards per project [moved](https://gitlab.com/gitlab-org/gitlab-foss/-/issues/53811) to [GitLab Core](https://about.gitlab.com/pricing/) in GitLab 12.1.
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> - Multiple issue boards per group are available in [GitLab Premium](https://about.gitlab.com/pricing/).
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Multiple issue boards allow for more than one issue board for a given project or group.
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This is great for large projects with more than one team or in situations where a repository is used
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to host the code of multiple products.
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Using the search box at the top of the menu, you can filter the listed boards.
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When you have ten or more boards available, a **Recent** section is also shown in the menu, with
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shortcuts to your last four visited boards.
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![Multiple issue boards](img/issue_boards_multiple.png)
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When you're revisiting an issue board in a project or group with multiple boards,
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GitLab automatically loads the last board you visited.
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#### Create an issue board
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To create a new issue board:
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1. Click the dropdown with the current board name in the upper left corner of the Issue Boards page.
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1. Click **Create new board**.
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1. Enter the new board's name and select its scope: milestone, labels, assignee, or weight.
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#### Delete an issue board
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To delete the currently active issue board:
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1. Click the dropdown with the current board name in the upper left corner of the Issue Boards page.
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1. Click **Delete board**.
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1. Click **Delete** to confirm.
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### Configurable issue boards **(STARTER)**
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> [Introduced](https://about.gitlab.com/releases/2017/11/22/gitlab-10-2-released/#issue-boards-configuration) in [GitLab Starter](https://about.gitlab.com/pricing/) 10.2.
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An issue board can be associated with a GitLab [Milestone](milestones/index.md#milestones),
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[Labels](labels.md), Assignee and Weight
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which will automatically filter the Board issues according to these fields.
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This allows you to create unique boards according to your team's need.
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![Create scoped board](img/issue_board_creation.png)
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You can define the scope of your board when creating it or by clicking the "Edit board" button.
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Once a milestone, assignee or weight is assigned to an issue board, you will no longer be able to
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filter through these in the search bar. In order to do that, you need to remove the desired scope
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(for example, milestone, assignee, or weight) from the issue board.
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![Edit board configuration](img/issue_board_edit_button.png)
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If you don't have editing permission in a board, you're still able to see the configuration by
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clicking **View scope**.
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![Viewing board configuration](img/issue_board_view_scope.png)
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---
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### Focus mode
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> - [Introduced]((https://about.gitlab.com/releases/2017/04/22/gitlab-9-1-released/#issue-boards-focus-mode-ees-eep)) in [GitLab Starter](https://about.gitlab.com/pricing/) 9.1.
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> - [Moved](https://gitlab.com/gitlab-org/gitlab/-/merge_requests/28597) to the Free tier of GitLab.com in 12.10.
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> - [Moved](https://gitlab.com/gitlab-org/gitlab/-/issues/212331) to GitLab Core in 13.0.
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Click the button at the top right to toggle focus mode on and off. In focus mode, the navigation UI
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is hidden, allowing you to focus on issues in the board.
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![Board focus mode](img/issue_board_focus_mode.gif)
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---
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### Sum of issue weights **(STARTER)**
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The top of each list indicates the sum of issue weights for the issues that
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belong to that list. This is useful when using boards for capacity allocation,
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especially in combination with [assignee lists](#assignee-lists-premium).
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![issue board summed weights](img/issue_board_summed_weights.png)
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---
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### Group issue boards **(PREMIUM)**
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> [Introduced](https://about.gitlab.com/releases/2017/09/22/gitlab-10-0-released/#group-issue-boards) in [GitLab Premium](https://about.gitlab.com/pricing/) 10.0.
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Accessible at the group navigation level, a group issue board offers the same features as a project-level board,
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but it can display issues from all projects in that
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group and its descendant subgroups. Similarly, you can only filter by group labels for these
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boards. When updating milestones and labels for an issue through the sidebar update mechanism, again only
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group-level objects are available.
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NOTE: **Note:**
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Multiple group issue boards were originally [introduced](https://about.gitlab.com/releases/2017/09/22/gitlab-10-0-released/#group-issue-boards) in [GitLab Premium](https://about.gitlab.com/pricing/) 10.0, and one group issue board per group was made available in GitLab Core 10.6.
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![Group issue board](img/group_issue_board.png)
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---
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### Assignee lists **(PREMIUM)**
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> [Introduced](https://gitlab.com/gitlab-org/gitlab/-/issues/5784) in [GitLab Premium](https://about.gitlab.com/pricing/) 11.0.
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Like in a regular list that shows all issues with a chosen label, you can add
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an assignee list that shows all issues assigned to a user.
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You can have a board with both label lists and assignee lists. To add an
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assignee list:
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1. Click **Add list**.
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1. Select the **Assignee list** tab.
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1. Search and click the user you want to add as an assignee.
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Now that the assignee list is added, you can assign or unassign issues to that user
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by [dragging issues](#drag-issues-between-lists) to and from an assignee list.
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To remove an assignee list, just as with a label list, click the trash icon.
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![Assignee lists](img/issue_board_assignee_lists.png)
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---
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### Milestone lists **(PREMIUM)**
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> [Introduced](https://gitlab.com/gitlab-org/gitlab/-/issues/6469) in [GitLab Premium](https://about.gitlab.com/pricing/) 11.2.
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You're also able to create lists of a milestone. These are lists that filter issues by the assigned
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milestone, giving you more freedom and visibility on the issue board. To add a milestone list:
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1. Click **Add list**.
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1. Select the **Milestone** tab.
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1. Search and click the milestone.
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Similar to the assignee lists, you're now able to [drag issues](#drag-issues-between-lists)
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to and from a milestone list to manipulate the milestone of the dragged issues.
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As in other list types, click the trash icon to remove a list.
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![Milestone lists](img/issue_board_milestone_lists.png)
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---
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## Work In Progress limits **(STARTER)**
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> [Introduced](https://gitlab.com/gitlab-org/gitlab/-/issues/11403) in GitLab 12.7
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You can set Work In Progress (WIP) limits per issues list. When a limit is set, the list's header
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shows the number of issues in the list and the soft limit of issues.
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Examples:
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- You have a list with four issues, and a limit of five, the header will show **4/5**.
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If you exceed the limit, the current number of issues is shown in red.
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- You have a list with five issues with a limit of five. When you move another issue to that list,
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the list's header displays **6/5**, with the six shown in red.
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To set a WIP limit for a list:
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1. Navigate to a Project or Group board of which you're a member.
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1. Click the Settings icon (**{settings}**) in a list's header.
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1. Next to **Work In Progress Limit**, click **Edit**.
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1. Enter the maximum number of issues.
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1. Press <kbd>Enter</kbd> to save.
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## Blocked issues
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> [Introduced](https://gitlab.com/gitlab-org/gitlab/-/issues/34723) in GitLab 12.8.
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If an issue is blocked by another issue, an icon appears next to its title to indicate its blocked
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status.
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![Blocked issues](img/issue_boards_blocked_icon_v12_8.png)
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---
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## Actions you can take on an issue board
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- [Create a new list](#create-a-new-list).
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- [Delete an existing list](#delete-a-list).
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- [Add issues to a list](#add-issues-to-a-list).
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- [Remove an issue from a list](#remove-an-issue-from-a-list).
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- [Filter issues](#filter-issues) that appear across your issue board.
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- [Create workflows](#create-workflows).
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- [Drag issues between lists](#drag-issues-between-lists).
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- [Multi-select issue cards](#multi-select-issue-cards).
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- [Re-order issues in lists](#issue-ordering-in-a-list).
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- Drag and reorder the lists.
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- Change issue labels (by dragging an issue between lists).
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- Close an issue (by dragging it to the **Done** list).
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If you're not able to do some of the things above, make sure you have the right
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[permissions](#permissions).
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### First time using an issue board
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The first time you open an issue board, you are presented with
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the default lists (**Open** and **Closed**) and a welcome message that gives
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you two options. You can either:
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- Create a predefined set of labels (by default: **To Do** and **Doing**) and create their
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corresponding lists to the issue board.
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- Opt-out and use your own lists.
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![issue board welcome message](img/issue_board_welcome_message.png)
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If you choose to use and create the predefined lists, they will appear as empty
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because the labels associated to them will not exist up until that moment,
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which means the system has no way of populating them automatically. That's of
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course if the predefined labels don't already exist. If any of them does exist,
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the list will be created and filled with the issues that have that label.
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### Create a new list
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Create a new list by clicking the **Add list** button in the upper right corner of the issue board.
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![issue board welcome message](img/issue_board_add_list.png)
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Then, choose the label or user to create the list from. The new list will be inserted
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at the end of the lists, before **Done**. Moving and reordering lists is as
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easy as dragging them around.
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To create a list for a label that doesn't yet exist, create the label by
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choosing **Create new label**. This creates the label immediately and adds it to the dropdown.
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You can now choose it to create a list.
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### Delete a list
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To delete a list from the issue board, use the small trash icon present
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in the list's heading. A confirmation dialog will appear for you to confirm.
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Deleting a list doesn't have any effect in issues and labels, it's just the
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list view that is removed. You can always add it back later if you need.
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### Add issues to a list
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You can add issues to a list by clicking the **Add issues** button
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present in the upper right corner of the issue board. This will open up a modal
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window where you can see all the issues that do not belong to any list.
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Select one or more issues by clicking the cards and then click **Add issues**
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to add them to the selected list. You can limit the issues you want to add to
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the list by filtering by author, assignee, milestone, and label.
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![Bulk adding issues to lists](img/issue_boards_add_issues_modal.png)
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---
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### Remove an issue from a list
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Removing an issue from a list can be done by clicking the issue card and then
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clicking the **Remove from board** button in the sidebar. The
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respective label is removed.
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![Remove issue from list](img/issue_boards_remove_issue.png)
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---
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### Filter issues
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You should be able to use the filters on top of your issue board to show only
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the results you want. This is similar to the filtering used in the issue tracker
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since the metadata from the issues and labels are re-used in the issue board.
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You can filter by author, assignee, milestone, and label.
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### Create workflows
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By reordering your lists, you can create workflows. As lists in issue boards are
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based on labels, it works out of the box with your existing issues. So if you've
|
||
already labeled things with 'Backend' and 'Frontend', the issue appears in
|
||
the lists as you create them. In addition, this means you can easily move
|
||
something between lists by changing a label.
|
||
|
||
A typical workflow of using an issue board would be:
|
||
|
||
1. You have [created](labels.md#label-management) and [prioritized](labels.md#label-priority)
|
||
labels so that you can easily categorize your issues.
|
||
1. You have a bunch of issues (ideally labeled).
|
||
1. You visit the issue board and start [creating lists](#create-a-new-list) to
|
||
create a workflow.
|
||
1. You move issues around in lists so that your team knows who should be working
|
||
on what issue.
|
||
1. When the work by one team is done, the issue can be dragged to the next list
|
||
so someone else can pick up.
|
||
1. When the issue is finally resolved, the issue is moved to the **Done** list
|
||
and gets automatically closed.
|
||
|
||
For instance you can create a list based on the label of 'Frontend' and one for
|
||
'Backend'. A designer can start working on an issue by adding it to the
|
||
'Frontend' list. That way, everyone knows that this issue is now being
|
||
worked on by the designers. Then, once they're done, all they have to do is
|
||
drag it over to the next list, 'Backend', where a backend developer can
|
||
eventually pick it up. Once they’re done, they move it to **Done**, to close the
|
||
issue.
|
||
|
||
This process can be seen clearly when visiting an issue since with every move
|
||
to another list the label changes and a system not is recorded.
|
||
|
||
![issue board system notes](img/issue_board_system_notes.png)
|
||
|
||
---
|
||
|
||
### Drag issues between lists
|
||
|
||
When dragging issues between lists, different behavior occurs depending on the source list and the target list.
|
||
|
||
| | To Open | To Closed | To label `B` list | To assignee `Bob` list |
|
||
|----------------------------|--------------------|--------------|------------------------------|---------------------------------------|
|
||
| From Open | - | Issue closed | `B` added | `Bob` assigned |
|
||
| From Closed | Issue reopened | - | Issue reopened<br/>`B` added | Issue reopened<br/>`Bob` assigned |
|
||
| From label `A` list | `A` removed | Issue closed | `A` removed<br/>`B` added | `Bob` assigned |
|
||
| From assignee `Alice` list | `Alice` unassigned | Issue closed | `B` added | `Alice` unassigned<br/>`Bob` assigned |
|
||
|
||
### Multi-select issue cards
|
||
|
||
> [Introduced](https://gitlab.com/gitlab-org/gitlab/-/issues/18954) in GitLab 12.4.
|
||
|
||
You can select multiple issue cards, then drag the group to another position within the list, or to another list. This makes it faster to reorder many issues at once.
|
||
|
||
To select and move multiple cards:
|
||
|
||
1. Select each card with <kbd>Ctrl</kbd>+`Click` on Windows or Linux, or <kbd>Cmd</kbd>+`Click` on MacOS.
|
||
1. Drag one of the selected cards to another position or list and all selected cards are moved.
|
||
|
||
![Multi-select Issue Cards](img/issue_boards_multi_select_v12_4.png)
|
||
|
||
---
|
||
|
||
### Issue ordering in a list
|
||
|
||
When visiting a board, issues appear ordered in any list. You're able to change
|
||
that order by dragging and dropping the issues. The changed order will be saved
|
||
to the system so that anybody who visits the same board later will see the reordering,
|
||
with some exceptions.
|
||
|
||
The first time a given issue appears in any board (that is, the first time a user
|
||
loads a board containing that issue), it is ordered with
|
||
respect to other issues in that list according to [Priority order](labels.md#label-priority).
|
||
|
||
At that point, that issue is assigned a relative order value by the system
|
||
representing its relative order with respect to the other issues in the list. Any time
|
||
you drag-and-drop reorder that issue, its relative order value changes accordingly.
|
||
|
||
Also, any time that issue appears in any board when it's loaded by a user,
|
||
the updated relative order value is used for the ordering. (It's only the first
|
||
time an issue appears that it takes from the Priority order mentioned above.) This means that
|
||
if issue `A` is drag-and-drop reordered to be above issue `B` by any user in
|
||
a given board inside your GitLab instance, any time those two issues are subsequently
|
||
loaded in any board in the same instance (could be a different project board or a different group
|
||
board, for example), that ordering is maintained.
|
||
|
||
This ordering also affects [issue lists](issues/sorting_issue_lists.md).
|
||
Changing the order in an issue board changes the ordering in an issue list,
|
||
and vice versa.
|
||
|
||
## Tips
|
||
|
||
A few things to remember:
|
||
|
||
- Moving an issue between lists removes the label from the list it came from
|
||
and adds the label from the list it goes to.
|
||
- An issue can exist in multiple lists if it has more than one label.
|
||
- Lists are populated with issues automatically if the issues are labeled.
|
||
- Clicking the issue title inside a card takes you to that issue.
|
||
- Clicking a label inside a card quickly filters the entire issue board
|
||
and show only the issues from all lists that have that label.
|
||
- For performance and visibility reasons, each list shows the first 20 issues
|
||
by default. If you have more than 20 issues, start scrolling down and the next
|
||
20 appears.
|