Merge "separate worklist instructions from theory"
This commit is contained in:
commit
985703febb
|
@ -5,3 +5,4 @@
|
|||
.. toctree::
|
||||
|
||||
theory
|
||||
worklists
|
||||
|
|
|
@ -156,93 +156,3 @@ different people's priorities, it just didn't offer any way of
|
|||
tracking whose priorities were whose. So this makes things more open
|
||||
and explicit. We hope to tailor the implementation based on user
|
||||
feedback, and these are the first steps! :)
|
||||
|
||||
Here's an example workflow for a project team:
|
||||
|
||||
#. Make a worklist:
|
||||
|
||||
.. image:: create-worklist.png
|
||||
|
||||
#. Subscribe to it:
|
||||
|
||||
.. image:: subscribe-worklist.png
|
||||
|
||||
#. Next, make a list of tasks you care about from existing stories, by
|
||||
adding cards to the worklist:
|
||||
|
||||
.. image:: add-card-to-worklist.png
|
||||
|
||||
.. image:: add-task-to-worklist.png
|
||||
|
||||
#. and save it:
|
||||
|
||||
.. image:: save-worklist.png
|
||||
|
||||
It will look something like this:
|
||||
|
||||
.. image:: worklist-after-adding-tasks.png
|
||||
|
||||
You can select users who are allowed to move things on the
|
||||
worklist. To do so, edit the worklist:
|
||||
|
||||
.. image:: edit-worklist-perms-1.png
|
||||
|
||||
and add people whom you want to be able to interact with the worklist,
|
||||
eg: to add users:
|
||||
|
||||
.. image:: edit-worklist-perms-2.png
|
||||
|
||||
You can drag and drop tasks in order of priority
|
||||
|
||||
.. image:: drag-n-drop-on-worklist.png
|
||||
|
||||
This lets anyone who views your worklist see the priority of your
|
||||
tasks, and anyone who subscribes to it see the priority of those tasks
|
||||
when viewing affected stories.
|
||||
|
||||
You can also do it the other way round, adding existing stories to a
|
||||
worklist you care about as you see them:
|
||||
|
||||
Browse to a story with a task you care about, and click the arrow next
|
||||
to that task to expand detailed information and options for it:
|
||||
|
||||
.. image:: add-task-to-worklist-1.png
|
||||
|
||||
Then the 'add to worklist' button:
|
||||
|
||||
.. image:: add-task-to-worklist-2.png
|
||||
|
||||
And add the task to your chosen worklist for team priorities:
|
||||
|
||||
.. image:: add-task-to-worklist-3.png
|
||||
|
||||
.. image:: add-task-to-worklist-4.png
|
||||
|
||||
If you go back to your worklist, that task will now be there!
|
||||
|
||||
.. image:: add-task-to-worklist-5.png
|
||||
|
||||
On a story, tasks that feature in subscribed worklists will appear on
|
||||
the top-right, along with their position in the worklist:
|
||||
|
||||
.. image:: worklist-subs-on-story.png
|
||||
|
||||
If you are not subscribed to any worklists containing tasks from the
|
||||
story (or the story itself), that space will be empty, since we only
|
||||
display this information to people who want it:
|
||||
|
||||
.. image:: story-with-no-worklist-subs.png
|
||||
|
||||
Once you have a team worklist, you can link the worklist on irc or on
|
||||
the mailing list, etc, wherever it's most visible, and invite people
|
||||
to subscribe!
|
||||
|
||||
It is possible to subscribe to email notifications for worklists, so
|
||||
that you can be kept up to date on changes in priority. These
|
||||
notifications can be toggled in the profile preferences (person icon
|
||||
on navbar, near the bottom) and are separate from the main email
|
||||
notifications, to avoid things getting spammy. :)
|
||||
|
||||
Thanks for reading, and we hope this has been useful.
|
||||
|
||||
Have fun, and happy task-tracking!
|
||||
|
|
|
@ -0,0 +1,104 @@
|
|||
=================
|
||||
Using Worklists
|
||||
=================
|
||||
|
||||
Basic Workflow
|
||||
==============
|
||||
|
||||
Here's an example workflow for a project team:
|
||||
|
||||
#. Make a worklist:
|
||||
|
||||
.. image:: create-worklist.png
|
||||
|
||||
#. Subscribe to it:
|
||||
|
||||
.. image:: subscribe-worklist.png
|
||||
|
||||
#. Next, make a list of tasks you care about from existing stories, by
|
||||
adding cards to the worklist:
|
||||
|
||||
.. image:: add-card-to-worklist.png
|
||||
|
||||
.. image:: add-task-to-worklist.png
|
||||
|
||||
#. and save it:
|
||||
|
||||
.. image:: save-worklist.png
|
||||
|
||||
It will look something like this:
|
||||
|
||||
.. image:: worklist-after-adding-tasks.png
|
||||
|
||||
Setting Permissions
|
||||
===================
|
||||
|
||||
You can select users who are allowed to move things on the
|
||||
worklist. To do so, edit the worklist:
|
||||
|
||||
.. image:: edit-worklist-perms-1.png
|
||||
|
||||
and add people whom you want to be able to interact with the worklist,
|
||||
eg: to add users:
|
||||
|
||||
.. image:: edit-worklist-perms-2.png
|
||||
|
||||
Setting Priorities
|
||||
==================
|
||||
|
||||
You can drag and drop tasks in order of priority
|
||||
|
||||
.. image:: drag-n-drop-on-worklist.png
|
||||
|
||||
This lets anyone who views your worklist see the priority of your
|
||||
tasks, and anyone who subscribes to it see the priority of those tasks
|
||||
when viewing affected stories.
|
||||
|
||||
Populating a Worklist Manually
|
||||
==============================
|
||||
|
||||
You can also do it the other way round, adding existing stories to a
|
||||
worklist you care about as you see them:
|
||||
|
||||
Browse to a story with a task you care about, and click the arrow next
|
||||
to that task to expand detailed information and options for it:
|
||||
|
||||
.. image:: add-task-to-worklist-1.png
|
||||
|
||||
Then the 'add to worklist' button:
|
||||
|
||||
.. image:: add-task-to-worklist-2.png
|
||||
|
||||
And add the task to your chosen worklist for team priorities:
|
||||
|
||||
.. image:: add-task-to-worklist-3.png
|
||||
|
||||
.. image:: add-task-to-worklist-4.png
|
||||
|
||||
If you go back to your worklist, that task will now be there!
|
||||
|
||||
.. image:: add-task-to-worklist-5.png
|
||||
|
||||
On a story, tasks that feature in subscribed worklists will appear on
|
||||
the top-right, along with their position in the worklist:
|
||||
|
||||
.. image:: worklist-subs-on-story.png
|
||||
|
||||
If you are not subscribed to any worklists containing tasks from the
|
||||
story (or the story itself), that space will be empty, since we only
|
||||
display this information to people who want it:
|
||||
|
||||
.. image:: story-with-no-worklist-subs.png
|
||||
|
||||
Once you have a team worklist, you can link the worklist on irc or on
|
||||
the mailing list, etc, wherever it's most visible, and invite people
|
||||
to subscribe!
|
||||
|
||||
Worklist Notifications
|
||||
======================
|
||||
|
||||
It is possible to subscribe to email notifications for worklists, so
|
||||
that you can be kept up to date on changes in priority. These
|
||||
notifications can be toggled in the profile preferences (person icon
|
||||
on navbar, near the bottom) and are separate from the main email
|
||||
notifications, to avoid things getting spammy. :)
|
Loading…
Reference in New Issue