Agile Dashboard

The Tuleap Agile Dashboard is a service provided by Tuleap on top of trackers (see Trackers). It is highly configurable and adapts to almost any agile team.

Features

The Tuleap Agile Dashboard has many features including a taskboard, a burndown and a backlog planner.

The taskboard allows for the visual monitoring of a story or task’s progress, the individuals who are working on it or the remaining effort.

Interactive actions currently include on the fly assigning, edition of the remaining effort and the drag’n’drop within a workflow.

Tuleap also support Kanban methodology with a dedicated cardwall.

Creating an Agile Dashboard

Creating from Tuleap’s template

You can create one from scratch but, given the sheer number of configurations, it is easier to import and tweak it. Before anything, you need to ensure that the trackers and Agile Dashboard services are installed and activated for your project.

Use default templates

When you first come, as a project administrator, on Agile Dashboard service, you will be asked to create either a Scrum or a Kanban dashboard.

Agile Dashboard welcome screen

Agile Dashboard welcome screen

Pick-up the one you need and it will automatically create and configure everything for you.

You inherit a default template provided by Tuleap but you can modify whatever you want:

  • use both Scrum and Kanban

  • use several Kanban (you will have to create your own tracker first)

  • tweak Scrum to use more Plannings

Creating your Agile Dashboard from scratch

You will have to create your own trackers and link them within the Agile Dashboard administration.

Note that some field names are important to respect:

  • Remaining Effort: the field representing the remaining effort (mainly used in user stories or tasks) must have “remaining_effort” as field name

  • Impediment: the field representing an impediment must have “impediment” as field in order to be displayed on the cards of the cardwall

  • Start Date of a sprint: the field representing the start date must have “start_date” as field name

  • Capacity of a sprint: the field representing the capacity must have “capacity” as field name

  • Duration of a sprint: the field representing the duration must have “duration” as field name

  • Type of a task: the field representing the type must have “type” as field name in order to display the color representing the type of the task on the cards of the cardwall.

Using an Agile Dashboard

To enter the Agile Dashboard service of a given project, first go to the project and click on the “Agile Dashboard” item in the sidebar.

You will be directed to the agile dashboard homepage of your project (see Agile Dashboard Homepage).

The homepage lists and links to all the milestones in your project. they are sorted according to status and date.

  • In the “Done” tab, you have all the milestones whose status is closed.

  • In the “What’s hot” tab, you have all the milestones whose status is open and whose start date and duration make them ongoing.

  • In the “What’s next” tab, you have all the milestones whose status is open and whose start date and duration either places them in the future or are not set.

If start_date and duration are not defined in the tracker, but status is open, you will have the milestones both in “What’s hot” and “Next”. If start_date and duration are defined but empty, you will have the milestones in the three tabs.

If configured, it provides links to cardwalls, so that the team can directly makes its daily stand up changes.

Agile Dashboard Homepage

Agile Dashboard Homepage

Plan releases and sprints

Tuleap Agile Dashboard lets you plan easily your releases.

Plan a release

Agile Dashboard: Plan your releases

From this view, you can drag’n’drop elements from top backlog to one of the planned releases on the right, or add new releases.

Planning a sprint is as simple as planning a release. Simply go to a release planning to fill your sprint or create a new sprint.

Moreover, the badge color will reflect the total initial effort of cards compared to the team capacity for the sprint, or release (if you have one).

You also can notice that some cards can have a background colors to provide a quick information to the team. Background colors are defined by the tracker administrator (Cards semantic).

Populate backlog

A product owner can populate a backlog either going directly to the “Top Backlog planning” or to the release or sprint content.

Explicit backlog

The top backlog planning will contains artifact you choose. They are added inside when you directly add them in top backlog view.

On every single artifact that can be used in a top backlog planning you will have a link to add it to the top backlog.

Add to top backlog artifact action

A workflow post-action named AddToTopBacklog can also be defined. It will automatically add the artifact to the top backlog when it reaches a given state.

AddToTopBacklog workflow post action

You can enable this option in Agiledashboard administration by checking the use explicit backlog option.

Open backlog

The top backlog planning will contains all open and unplanned artifacts. They are removed from top backlog when you prioritize them in a release or a sprint or when you update their status.

The agile dashboard also provides the possibility to prioritize the backlog, by drag’n’dropping elements from top to bottom.

Monitor project progress

At any moment of the sprint, the development team can monitor the sprint or release progress with overview tab.

With the burnup and burndown view, you can see how your on going work is progressing.

Burnup and burndown view

Agile Dashboard: Burnup and burndown view

To configure a burnup and burndown charts please refer to (Burndown) part of documentation.

When the release end, and during the sprint planning you can use the velocity chart to determine your new team capacity. The velocity chart display the sum of done effort of linked artifacts. Only backlog artifacts are taken in account during computation (artifact linked in planning configuration of Agiledashboard).

Velocity chart

Agile Dashboard: Velocity chart

Known limitation: if an artifact is created directly at a “done” status, velocity won’t be computed.

To configure a velocity chart please refer to (Velocity (Agile Dashboard)) part of documentation.

Daily project update

The taskboard lets the development team manipulates the cards with drag’n drop to change their status, or assign the tasks and change the remaining effort on the fly, that is to say staying on the same page.

Taskboard

Note

Taskboard is replacing the legacy Cardwall feature. Both don’t offer the same feature set yet. Please refer to the following table for a list of differences:

Feature

Cardwall

Taskboard

Display stories, bugs, … as cards on a board

Display expanded cards (card fields semantic)

Display initial effort

Display number of cards in a column

Display in fullscreen

Change status of a card with drag ‘n drop

Reorder cards with drag ‘n drop

Edit in place the assignees

Edit in place the remaining effort

Edit in place the title

Edit or add card with a modal

Add in place a card in a given column

Filter cards

Progress bars of the milestone

Progress bars of the story (or equivalent parent card)

Sticky (always visible) headers (both columns and swimlanes)

Hide closed items

Expand/Collapse swimlanes

Expand/Collapse columns

Attention

Taskboard is part of Tuleap Enterprise. It might not be available on your installation of Tuleap.

Add in place limitations

In order to be able to add in place in the taskboard, few conditions must be met (we are assuming in the following that you are trying to add tasks to a user story swimlane; please adapt the example to your situation).

  • The user story tracker must have only one child tracker: task

  • The user story tracker must have an artifact link updatable by the current user

  • The task tracker must have column mapping defined (aka column field) in planning configuration

  • The task tracker must have a title semantic (aka title field)

  • The title field and column field must be submitable by the current user

  • The title field and column field are the only one allowed to be required

Please note that the workflow is not checked a priori. This means that if nothing allows the creation of a task in a given status done, then the add in place will be displayed in the done column, but the card won’t be created at form submition (you will get an error modal).

Please also note that you can only add tasks artifacts. Adding in place user stories (or swimlanes) is not allowed yet.

Cover requirements with tests

When used in combination with Tuleap Test Management, the Backlog can be covered with tests.

Test plan over a release

The full documentation is available in Test Management section.

Using a Kanban

To enter a Kanban, go to the Agile Dashboard service of your project. All your Kanbans are displayed on the right hand side of the screen.

Kanban list

Agile Dashboard: Kanban List

If you do not have any Kanban yet, you have two choices:

  1. Create a Kanban on your own

  2. Let Tuleap take care of it for you (Start scrum button or Agile Dashboard Administration > Kanban > Activate Kanban)

Creating your Kanban from scratch

To create your own Kanban, you will need to create a tracker. Once your tracker has been created, go to the Agile Dashboard service of your project. Click on the Add a Kanban button located in the header of the right hand side section. In the modal, enter a name for your Kanban, select your newly created tracker and validate.

Create a new kanban

Agile Dashboard: Kanban creation

A new Kanban appears in the Kanban section. Click on Cardwall to open it.

Configure the card fields

Card fields are tracker fields to be displayed in the Kanban cards (only in expanded view). For instance you can easily display who is the creator of the card, who are the assignees, what is the priority etc. You can also define the card’s background color.

Cards fields

Agile Dashboard: Card fields in Kanban

To do so, you have to configure the Cards semantic in the tracker administration (my_tracker > Administration > Manage Semantic > Card Semantic).

Filtered Kanban

Your Kanban can be filtered using the public reports of its tracker. For instance, let’s imagine you want to setup a filter showing the tasks assigned to the current user accessing the Kanban. To do so, you have to:

  1. Define a public report (ex: assigned_to = MYSELF())

  2. Go back to your Kanban

  3. Click on Edit this Kanban

  4. Choose your report in the Tracker report filters section

  5. Save

Once it is done, a filter selectbox appears in the header of the Kanban.

Filtered kanban

Agile Dashboard: Filtered Kanban

Your Kanban will be reloaded with cards matching the query defined in the report, each time you change the filter.

Note

Filtered Kanbans are not working with the realtime feature of Tuleap.

Add a Kanban to a dashboard

You can add your Kanban to one of your dashboards as a widget. To do it, click on the Add to dashboard button and select the target dashboard in the dropdown.

Filtered kanban widget

Agile Dashboard: Kanban widget

If a filter is selected when adding the widget to the dashboard, then the Kanban widget will be filtered too. It is particularly interesting when you want to have several views for a same Kanban. To edit the current filter, all you have to do is to click on the cog icon in the widget header and choose another filter.

Note

You can’t add more than one Kanban widget per dashboard.