544 lines
24 KiB
Markdown
544 lines
24 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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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, keeping everything together,
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so that you don't need to jump between different platforms to organize your workflow.
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Issue boards build on the existing [issue tracking functionality](issues/index.md#issues-list) and
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[labels](labels.md). Your issues appear as cards in vertical lists, organized by their assigned
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labels, [milestones](#milestone-lists), or [assignees](#assignee-lists).
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Issue boards help you to visualize and manage your entire process in GitLab.
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You add your labels, and then create the corresponding list for your existing issues.
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When you're ready, you can drag your issue cards from one step to another one.
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An issue board can show you the issues your team is working on, who is assigned to each,
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and where the issues are in the workflow.
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To let your team members organize their own workflows, use
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[multiple issue boards](#use-cases-for-multiple-issue-boards). This allows creating multiple issue
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boards in the same project.
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![GitLab issue board - Core](img/issue_boards_core_v13_6.png)
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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](#group-issue-boards) | [Configurable issue boards](#configurable-issue-boards) | [Assignee lists](#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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To learn more, visit [GitLab Enterprise features for issue boards](#gitlab-enterprise-features-for-issue-boards) below.
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![GitLab issue board - Premium](img/issue_boards_premium_v13_6.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/vjccjHI7aGI) of
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the Issue Board feature.
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## Issue boards use cases
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You can tailor GitLab issue boards 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, label
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them, and 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_v13_6.png)
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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 issues onto each team member's 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): all open issues assigned to a user.
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- [**Milestone list**](#milestone-lists): 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. They can also drag issues from one list to another.
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## How GitLab orders issues in a list
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When visiting a board, issues appear ordered in any list. You're able to change
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that order by dragging the issues. The changed order is saved, so that anybody who visits the same
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board later sees the reordering, with some exceptions.
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The first time a given issue appears in any board (that is, the first time a user
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loads a board containing that issue), it is ordered in relation to other issues in that list.
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The order is done according to [label priority](labels.md#label-priority).
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At this point, that issue is assigned a relative order value by the system,
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with respect to the other issues in the list. Any time
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you drag and reorder the issue, its relative order value changes accordingly.
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Also, any time that issue appears in any board, the ordering is done according to
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the updated relative order value. It's only the first
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time an issue appears that it takes from the priority order mentioned above. If a user in your GitLab instance
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drags issue `A` above issue `B`, the ordering is maintained when these two issues are subsequently
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loaded in any board in the same instance. This could be a different project board or a different group
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board, for example.
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This ordering also affects [issue lists](issues/sorting_issue_lists.md).
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Changing the order in an issue board changes the ordering in an issue list,
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and vice versa.
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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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### 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 when a repository hosts 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_v13_6.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 automatically filter the board issues accordingly.
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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_v13_6.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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After a milestone, assignee or weight is assigned to an issue board, you can no longer
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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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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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<i class="fa fa-youtube-play youtube" aria-hidden="true"></i>
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Watch a [video presentation](https://youtu.be/m5UTNCSqaDk) of
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the Configurable Issue Board feature.
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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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To enable or disable focus mode, select the **Toggle focus mode** button (**{maximize}**) at the top
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right. In focus mode, the navigation UI is hidden, allowing you to focus on issues in the board.
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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).
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![issue board summed weights](img/issue_board_summed_weights_v13_6.png)
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### Group issue boards **(PREMIUM)**
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> - One group issue board per group introduced in GitLab 10.6.
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> - Multiple group issue boards [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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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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### 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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As in a regular list showing 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. Select the **Add list** dropdown button.
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1. Select the **Assignee list** tab.
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1. Search and select 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_v13_6.png)
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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. Select the **Add list** dropdown button.
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1. Select the **Milestone** tab.
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1. Search and click the milestone.
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Like the assignee lists, you're 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_v13_6.png)
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### Group issues in swimlanes **(PREMIUM)**
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> Grouping by epic [introduced](https://gitlab.com/groups/gitlab-org/-/epics/3352) in [GitLab Premium](https://about.gitlab.com/pricing/) 13.6.
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With swimlanes you can visualize issues grouped by epic.
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Your issue board keeps all the other features, but with a different visual organization of issues.
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This feature is available both at the project and group level.
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To group issues by epic in an issue board:
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1. Select the **Group by** dropdown button.
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1. Select **Epic**.
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![Epics Swimlanes](img/epics_swimlanes_v13.6.png)
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You can also [drag issues](#drag-issues-between-lists) to change their position and epic assignment:
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- To reorder an issue, drag it to the new position within a list.
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- To assign an issue to another epic, drag it to the epic's horizontal lane.
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- To unassign an issue from an epic, drag it to the **Issues with no epic assigned** lane.
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- To move an issue to another epic _and_ another list, at the same time, drag the issue diagonally.
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![Drag issues between swimlanes](img/epics_swimlanes_drag_and_drop.png)
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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 a Work In Progress (WIP) limit for each issue list on an issue board. When a limit is
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set, the list's header shows the number of issues in the list and the soft limit of issues.
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You cannot set a WIP limit on the default lists (**Open** and **Closed**).
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Examples:
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- When you have a list with four issues and a limit of five, the header shows **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 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_v13_6.png)
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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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- [Remove an existing list](#remove-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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- 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 automatic creation of the **To Do** and **Doing** lists was [introduced](https://gitlab.com/gitlab-org/gitlab/-/issues/202144) in GitLab 13.5.
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The first time you open an issue board, you are presented with the default lists
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(**Open**, **To Do**, **Doing**, and **Closed**).
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If the **To Do** and **Doing** labels don't exist in the project or group, they are created, and
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their lists appear as empty. If any of them already exists, the list is filled with the issues that
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have that label.
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![issue board default lists](img/issue_board_default_lists_v13_4.png)
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### Create a new list
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Create a new list by clicking the **Add list** dropdown button in the upper right corner of the issue board.
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![creating a new list in an issue board](img/issue_board_add_list_v13_6.png)
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Then, choose the label or user to base the new list on. The new list is inserted
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at the end of the lists, before **Done**. To move and reorder lists, drag 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 project label** or **Create group label**.
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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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### Remove a list
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Removing a list doesn't have any effect on issues and labels, as it's just the
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list view that's removed. You can always restore it later if you need.
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To remove a list from an issue board:
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1. Select the **List settings** icon (**{settings}**) on the top of the list you want to remove. The
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list settings sidebar opens on the right.
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1. Select **Remove list**. A confirmation dialog appears.
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1. Select **OK**.
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### Add issues to a list
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You can add issues to a list in a project issue board by clicking the **Add issues** button
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in the top right corner of the issue board. This opens 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 the following:
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- Assignee
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- Author
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- Epic
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- Label
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- Milestone
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- My Reaction
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- Release
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- Weight
|
||
|
||
![Bulk adding issues to lists](img/issue_boards_add_issues_modal_v13_6.png)
|
||
|
||
### Remove an issue from a list
|
||
|
||
Removing an issue from a list can be done by clicking the issue card and then
|
||
clicking the **Remove from board** button in the sidebar. The
|
||
respective label is removed.
|
||
|
||
![Remove issue from list](img/issue_boards_remove_issue_v13_6.png)
|
||
|
||
### Filter issues
|
||
|
||
You should be able to use the filters on top of your issue board to show only
|
||
the results you want. It's similar to the filtering used in the issue tracker,
|
||
as the metadata from the issues and labels is re-used in the issue board.
|
||
|
||
You can filter by the following:
|
||
|
||
- Assignee
|
||
- Author
|
||
- Epic
|
||
- Label
|
||
- Milestone
|
||
- My Reaction
|
||
- Release
|
||
- Weight
|
||
|
||
### Create workflows
|
||
|
||
By reordering your lists, you can create workflows. As lists in issue boards are
|
||
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 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 to 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 it up.
|
||
1. When the issue is finally resolved, the issue is moved to the **Done** list
|
||
and gets automatically closed.
|
||
|
||
For example, 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, when they're done, all they have to do is
|
||
drag it to the next list, **Backend**. Then, a backend developer can
|
||
eventually pick it up. When they’re done, they move it to **Done**, to close the
|
||
issue.
|
||
|
||
This process can be seen clearly when visiting an issue. With every move
|
||
to another list, the label changes and a system note is recorded.
|
||
|
||
![issue board system notes](img/issue_board_system_notes_v13_6.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)
|
||
|
||
## 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 appear.
|