105 lines
2.7 KiB
ReStructuredText
105 lines
2.7 KiB
ReStructuredText
=================
|
|
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. :)
|