There are two types of Performers: Assignees and Reviewers.
You can assign an Item to one or more Team Members who become responsible for its execution. You can also unassign Items from the Team Members. By clicking on ‘Performers’ icon, a drop-down list appears and the first item on that list is ‘Assign to myself’ and below are other Team Members.
You can also set a Reviewer. Reviewers are responsible for determining whether an Item can be considered as done or if it requires additional work. You can add more than one Reviewer to an Item.
If there are many Team Members and you don’t want to scroll until you find the one you need, there is a Search option. Just start typing the name of the Team Member you want to be an Assignee or a Reviewer until you see them.
Labels can be applied to Items to signify a category or any other useful information. They can be adjusted according to project needs. You can choose between listed predefined unnamed Labels for Items. Default Labels have defined colors. You can change those defined colors and assign a name to a Label or delete it. Labels are searchable.
Add a new Label by typing the desired name in the label search bar, choose a color and click on the check icon. Color can be added if you type the desired hex color code into the provided box.
Easily remove a Label from an Item, without opening the drop-down list, by clicking the little x within the Label.
The Item Estimation is the relation between the Item Value and the Effort Units (the effort needed to complete an Item). Calculate the ROI (Return On Investment) which is useful if you want to check whether the items with great value have justified the effort invested in completing them.
A team can use different types of Effort Units: hours, points, sizes... The default unit is a 'Points' but the Board Admin can change that preference on the ‘Configure Board’ page, in the Settings tabs. By clicking on ‘Points’, a drop-down list with Effort Units shows up. You can choose one by clicking on it - Points, Hours or Custom unit. A new unit needs to have a name (except hours) and defined time.
There is a difference between how much effort we need for completing an Item (units, points, hours...) and the real value of the Item for our product. An Item can take long time to be done but its value can be small and vice versa. Value is usually set by the Product Owner and with Value set the Dev Team can really be focused on delivering the highest value to the product. There is a predefined list of Item Values from which you can choose the one you need.
There are six types of Items: Story, Improvement, Bug, Task, Note and Idea.
- A Story is typically used for a new functionality that is being created.
- An Improvement refers to the existing functionalities that require additional work.
- A Bug refers to errors, flaws, failures etc.
- A Task is used for any kind of technical work that is not covered by the other types of Items.
- A Note is used for writing down any valuable or relevant information.
- An Idea is used for writing down any thoughts that could improve the product. An Idea needs additional work and it's not something that is ready to be implemented.
You can also define a custom field for Items on a Board where you can add additional details to Items in order to make collaboration easier and better organized. These can be anything you wish - a contact person for people working on Items or some other kind of stakeholder, the priority level of Items, additional valuation Items, or any other detail you can think of.
You can add as many Custom Fields to the Items on your Board as you wish.
To add Custom Fields, go to Configure Board and then Settings. Scroll to the bottom and click Add.
You will then be asked for the name of the Custom Field, its type (text or numeric), the default value and, in the case of numeric Custom Fields, the possible range of values.