Commit changes to work packages

pull/7998/head
birthe 5 years ago
parent d37be23b03
commit 4743ea8e07
  1. 1
      help/user-guide/agile-boards/README.md
  2. 1
      help/user-guide/backlogs-scrum/README.md
  3. 6
      help/user-guide/backlogs-scrum/manage-sprints/README.md
  4. 29
      help/user-guide/backlogs-scrum/print-story-cards/README.md
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      help/user-guide/backlogs-scrum/sprint-wiki/README.md
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      help/user-guide/backlogs-scrum/taskboard/README.md
  7. 2
      help/user-guide/backlogs-scrum/work-with-backlogs/README.md
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      help/user-guide/work-packages/README.md
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      help/user-guide/work-packages/copy-move-delete/README.md
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      help/user-guide/work-packages/create-work-package/README.md
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      help/user-guide/work-packages/edit-work-package/README.md
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      help/user-guide/work-packages/work-package-relations-hierarchies/README.md
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      help/user-guide/work-packages/work-package-table-configuration/README.md
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      help/user-guide/work-packages/work-package-views/README.md
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      help/user-guide/work-packages/work-package-views/back-to-list-view-icon.png
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@ -29,6 +29,7 @@ Boards can be for anything you would like to keep track of within your projects:
| [Remove cards](#remove-cards) | How to remove cards. |
| [Manage boards](#manage-boards) | How to manage permissions for boards. |
<iframe width="560" height="315" src="https://www.youtube.com/embed/Z7iE_BNCDus" frameborder="0" allow="accelerometer; autoplay; encrypted-media; gyroscope; picture-in-picture" allowfullscreen></iframe>
## Agile Boards in OpenProject
The new Boards are tightly integrated with all other project management functionalities in OpenProject, i.e. [work packages](#work-pages) or [Gantt charts](#gantt-charts). This makes it so easy and practical to include the Boards in your daily project management routines and to gain a much quicker overview of important topics in your project.![OpenProject-Boards_Overview](OpenProject-Boards_Overview.png)

@ -27,3 +27,4 @@ Please note that this user guide does not represent an introduction into scrum m
| [Sprint wiki page](https://www.openproject.org/help/agile-scrum/create-sprint-wiki-page/) | |
| [Selecting folded or collapsed backlogs view](https://www.openproject.org/help/agile-scrum/selecting-folded-collapsed-backlogs-view/) | |
<iframe width="560" height="315" src="https://www.youtube.com/embed/wwWtuDcqj18" frameborder="0" allow="accelerometer; autoplay; encrypted-media; gyroscope; picture-in-picture" allowfullscreen></iframe>

@ -9,13 +9,15 @@ keywords: manage sprints
# Create a new sprint
In order to work with the Backlogs module, at least one sprint needs to be created in the project settings.
Sprints are technically a version in OpenProject. Therefore, creating a sprint is done following the same procedure as for creating a new version.
It is advisable to number your sprints chronologically for a better overview. Sprints usually run for a fixed period of approx. two to three weeks. In order to configure these settings, click on the Sprint title in the backlogs view.
It is advisable to number your sprints chronologically for a better overview. Sprints usually run for a fixed period of approx. two to three weeks. In order to configure these settings, click on the Sprint title in the backlogs view.
For some settings, such as start and end date, you can also use in-line editing.
Click on the arrow next to a sprint and select -> *Properties*.
Click on the green **+ Version** button to add a new sprint. Click on the arrow next to a sprint and select -> *Properties* to edit a sprint.
![User-guide-backlogs-manage-sprints](User-guide-backlogs-manage-sprints.png)

@ -1,29 +0,0 @@
---
sidebar_navigation:
title: Backlogs (Scrum)
priority: 850
description: Support your Scrum methodology with Backlogs
robots: index, follow
keywords: backlogs, scrum
---
# Backlogs (Scrum)
Working in agile project teams is becoming increasingly important.
OpenProject supports your work with the Scrum methodology by providing a variety of functionalities. You can record and prioritize user stories in the sprint and product backlog, use digital task boards or burndown-charts, print story cards, and much more. For more information, please refer to the OpenProject [agile and scrum features](https://www.openproject.org/collaboration-software-features/agile-scrum-agile-project-management-openproject/) page.
Please note that this user guide does not represent an introduction into scrum methodology, but merely explains the scrum-related functionalities and user instructions in OpenProject.
| Feature | Documentation for |
| ------------------------------------------------------------ | ----------------- |
| [Working with backlogs](https://www.openproject.org/help/agile-scrum/working-backlogs/) | |
| [Create new sprint](https://www.openproject.org/help/agile-scrum/create-new-sprint/) | |
| [Edit story points in backlog view](https://www.openproject.org/help/agile-scrum/edit-story-points-backlog-view/) | |
| [Create new epic, user story, bug or feature in backlog view](https://www.openproject.org/help/agile-scrum/create-new-epic-user-story-bug-feature-backlog-view/) | |
| [Working with the task board](https://www.openproject.org/help/agile-scrum/working-task-board/) | |
| [Burndown chart](https://www.openproject.org/help/agile-scrum/burndown-chart/) | |
| [Print story cards](https://www.openproject.org/help/agile-scrum/print-story-cards/) | |
| [Create a sprint wiki page](https://www.openproject.org/help/agile-scrum/create-sprint-wiki-page/) | |
| [Selecting folded or collapsed backlogs view](https://www.openproject.org/help/agile-scrum/selecting-folded-collapsed-backlogs-view/) | |

@ -1,29 +0,0 @@
---
sidebar_navigation:
title: Backlogs (Scrum)
priority: 850
description: Support your Scrum methodology with Backlogs
robots: index, follow
keywords: backlogs, scrum
---
# Backlogs (Scrum)
Working in agile project teams is becoming increasingly important.
OpenProject supports your work with the Scrum methodology by providing a variety of functionalities. You can record and prioritize user stories in the sprint and product backlog, use digital task boards or burndown-charts, print story cards, and much more. For more information, please refer to the OpenProject [agile and scrum features](https://www.openproject.org/collaboration-software-features/agile-scrum-agile-project-management-openproject/) page.
Please note that this user guide does not represent an introduction into scrum methodology, but merely explains the scrum-related functionalities and user instructions in OpenProject.
| Feature | Documentation for |
| ------------------------------------------------------------ | ----------------- |
| [Working with backlogs](https://www.openproject.org/help/agile-scrum/working-backlogs/) | |
| [Create new sprint](https://www.openproject.org/help/agile-scrum/create-new-sprint/) | |
| [Edit story points in backlog view](https://www.openproject.org/help/agile-scrum/edit-story-points-backlog-view/) | |
| [Create new epic, user story, bug or feature in backlog view](https://www.openproject.org/help/agile-scrum/create-new-epic-user-story-bug-feature-backlog-view/) | |
| [Working with the task board](https://www.openproject.org/help/agile-scrum/working-task-board/) | |
| [Burndown chart](https://www.openproject.org/help/agile-scrum/burndown-chart/) | |
| [Print story cards](https://www.openproject.org/help/agile-scrum/print-story-cards/) | |
| [Create a sprint wiki page](https://www.openproject.org/help/agile-scrum/create-sprint-wiki-page/) | |
| [Selecting folded or collapsed backlogs view](https://www.openproject.org/help/agile-scrum/selecting-folded-collapsed-backlogs-view/) | |

@ -1,6 +1,6 @@
---
sidebar_navigation:
title: Taskboard
title: Taskboard view
priority: 850
description: Taskboard in OpenProject.
robots: index, follow

@ -1,6 +1,6 @@
---
sidebar_navigation:
title: Working with backlogs
title: Backlogs view
priority: 990
description: Working with backlogs (scrum)
robots: index, follow

@ -23,51 +23,13 @@ Work packages can be displayed in a projects timeline, e.g. as a milestone or a
## Overview
| Popular Topics | Description |
| ---------------------------------------------- | :----------------------------------------------------------- |
| [Create a work package](#create-work-packages) | How to create a new work package in OpenProject? |
| [Work packages views](#work-packagaes-views) | What is the difference between the work packages views: list view, split screen view, details view? |
## Work packages views
Work packages can be displayed in different views. They include the same work package(s) but just have a different form to display the work packages.
* List view
* Split screen view
* Details view
* Gantt view
* Board view
### Work package list view
The list view shows all work packages in a list with selected attributes in the columns.
![list-view](1566306576394.png)
Find out how to make changes to the work package list view, e.g. change the titles in the header, filter, group or add dependencies.
### Work package split screen view
If you are in the work package list, click on the blue info icon at the right end of a work package row to open the split screen view.
Also, the split screen view can be activated or de-activated with the **info button** at the top right of the work packages list, next to the Filter.
![split-screen-icon](split-screen-icon.png)
Once the split screen is open, you can easily navigate through the work package list by clicking in a row of a work package and display the details in the split screen on the right.
![split-screen-view](1566307254418.png)
### Work package full screen view
To display a work package with all its details in full screen mode, double click on a row within the work package list.
Also, you can use the full screen icon in the work package split screen view in the header at the right (next to Watcher).
![full-screen-icon](full-screen-icon-1566373903021.png)
Then, the work package with all its details will be displayed.
The arrow next to the subject will bring you back to the list view.
![back-to-list-view-icon](back-to-list-view-icon.png)
| Popular Topics | Description |
| ------------------------------------------------------------ | :----------------------------------------------------------- |
| [Work packages views](work-packages-views) | What is the difference between the work packages views: list view, split screen view, details view? |
| [Create a work package](#create-work-packages) | How to create a new work package in OpenProject? |
| [Edit work package](edit-work-package) | How to edit a work package in OpenProject? |
| [Copy, move, delete](copy-move-delete) | How to copy, move, delete a work package? |
| [Work package table configuration](work-package-table-configuration) | How to configure the work package table (columns, filters, group by, etc.)? |
| [Work package relations and hierarchies](work-package-relations-hierarchies) | How to create work package relations and hierarchies? |
<iframe width="560" height="315" src="https://www.youtube.com/embed/H-M6k-fFht8" frameborder="0" allow="accelerometer; autoplay; encrypted-media; gyroscope; picture-in-picture" allowfullscreen></iframe>

@ -1,7 +1,7 @@
---
sidebar_navigation:
title: Copy, move, delete work packages
priority:
priority: 800
description: How to copy, change project or delete a work package?
robots: index, follow
keywords: copy work package, delete work package, move work package
@ -9,5 +9,32 @@ keywords: copy work package, delete work package, move work package
# Copy, change project or delete a work package
Coming soon!
You can make the following changes to your work packages: you can copy a work package, change the project or delete a work package.
Open the work packages details view, click on the More functions (the three dots at the top right of the work package details) and select the respective menu item.
![User-guide-copy-change-project-delete](User-guide-copy-change-project-delete.png)
## Copy a work package
When copying a work package, a work package form with the pre-set values of the original work package is shown.
Copying a work package allows to easily create and adjust new work packages based on existing one’s.
## Move a work package to a different project.
The *change project* option moves a work package to another project or subproject. Select the project into which the work package is to be moved, check whether further adjustments are necessary and confirm by clicking on *Move*.
<div class="alert alert-info" role="alert">
**Note**: You can only move a work package into projects that you are a member of and for which you are authorized to carry out this function.
</div>
![move work package](image-20200129143632697.png)
## Delete a work package
The right to delete work packages is tied to specified roles (for example system administrators). The roles and permission may vary from project to project.
You can select these options either in the detail view under *More* or via the context menu by right-clicking into the work package list. The latter option allows you to perform an action (such as copying, moving or deleting a work package) on multiple work packages at once.

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@ -1,7 +1,7 @@
---
sidebar_navigation:
title: Create work packages
priority: 869
priority: 990
description: How to create work packages in OpenProject?
robots: index, follow
keywords: create work packages
@ -11,11 +11,8 @@ keywords: create work packages
| Feature | Documentation for |
| ------------------------------------------------------------ | ---------------------------------------------- |
| [Create work packages?](#how-to-create-work-packages?) | How to create a new work package in a project? |
| [Create work packages](#how-to-create-work-packages?) | How to create a new work package in a project? |
| [Add attachments to a work package](#add-attachments-to-work-packages) | How to add attachments to a work package? |
| | |
| | |
| | |
## How to create work packages?

@ -1,7 +1,7 @@
---
sidebar_navigation:
title: Edit Work packages
priority: 868
priority: 900
description: How to edit work packages in OpenProject?
robots: index, follow
keywords: edit work packages
@ -14,8 +14,6 @@ keywords: edit work packages
| [Update a work package](#update-a-work-package) | How to make a change to an existing work package? |
| [Watchers](#watchers) | How to add or remove watchers from a work package? |
| [Export work packages](#export-work-packages) | How to export work packages? |
| | |
| | |
## Update a work package

@ -1,15 +1,21 @@
---
sidebar_navigation:
title: Work package relations and hierarchies
priority: 866
priority: 600
description: How to add or configure work package relations?
robots: index, follow
keywords: work package relations
keywords: work package relations, hierarchies
---
# Work package relations and hierarchies
You can not only create [work package hierarchies](#work-package-hierarchies), but also define relations, for example to indicate that work packages address a similar topic or create status dependencies. To create a relationship between two work packages:
You can create work package hierarchies and relations.
Hierarchies are a hierarchical relation (parent-child-relationship) vs. relations indicate any functional or timely relation (e.g. follows or proceeds, blocked by, part of, etc.)
## Work package relations
Work package relations indicate that work packages address a similar topic or create status dependencies. To create a relationship between two work packages:
1. Select a work package, click on the **Relations** tab to open the relations tab and click the *+ Create new relations* link.
2. Select the type of relationship from the dropdown menu.
@ -47,3 +53,44 @@ You can click on the number to display the work packages which have the relation
## Work package hierarchies
Work packages can be structured hierarchically, e.g. in order to break down a large work package into several smaller tasks.
## Adding a child work package
Open a work package and select the tab *Relations*.
Click on *+ Create new child* to create a child work package. Alternatively, you can assign an existing child work package with *+ Add existing child*.
![User-guide-hierarchies](User-guide-hierarchies.png)
Insert the name of the new work package and save the newly created work package by pressing *Enter*. You can make changes to the work package by clicking on the work package ID.
![create work package children](image-20200129144540902.png)
For more information on the work package creation take a look at the guideline on [creating a work package](#create-work-package).
## Change the parent work package
To edit or remove the parent of a work package open the work package. At the top of the details view of the work package you will see the work package hierarchy. Click on the Edit or delete icon to change the work package parent.
![User-guide-edit-remove-parent](User-guide-edit-remove-parent.png)
## Display work package hierarchies
After adding the parent and child work packages they are listed in the *Relations* tab.
Note that only the direct parent and children are shown in the relations tab.
![work package relations](image-20200129145033802.png)
Hierarchies can also be displayed from the work package list view.
To display work package hierarchies make sure the *Subject* column is displayed. You can activate or deactivate the hierarchy by pressing the icon next to the Subject.
![User-guide-display-hierarchy](User-guide-display-hierarchy.png)
You can also add a column with information about parent work packages:
1. In the work package settings menu, click on *Columns*.
2. Use auto-completion to search and add the *Parent* column.
3. Click on *Apply* to display the new parent column in the work package list.
![parent](image-20200129145338301.png)

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@ -1,7 +1,7 @@
---
sidebar_navigation:
title: Configure work package table
priority: 867
priority: 700
description: How to configure the work package table in OpenProject?
robots: index, follow
keywords: work packages table configuration

@ -0,0 +1,52 @@
---
sidebar_navigation:
title: Work packages views
priority: 999
description: What are the different work packages views?
robots: index, follow
keywords: work packages views
---
# Work packages views
Work packages can be displayed in different views. They include the same work package(s) but just have a different form to display the work packages.
* List view
* Split screen view
* Details view
* Gantt view
* Board view
### Work package list view
The list view shows all work packages in a list with selected attributes in the columns.
![1566306576394](1566306576394.png)
Find out how to make changes to the work package list view, e.g. change the titles in the header, filter, group or add dependencies.
### Work package split screen view
If you are in the work package list, click on the blue info icon at the right end of a work package row to open the split screen view.
Also, the split screen view can be activated or de-activated with the **info button** at the top right of the work packages list, next to the Filter.
![split-screen-icon](split-screen-icon.png)
Once the split screen is open, you can easily navigate through the work package list by clicking in a row of a work package and display the details in the split screen on the right.
![split-screen-view](1566307254418.png)
### Work package full screen view
To display a work package with all its details in full screen mode, double click on a row within the work package list.
Also, you can use the full screen icon in the work package split screen view in the header at the right (next to Watcher).
![full-screen-icon](full-screen-icon-1566373903021.png)
Then, the work package with all its details will be displayed.
The arrow next to the subject will bring you back to the list view.
![back-to-list-view-icon](back-to-list-view-icon.png)
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