Project Workflows:

Create Project Boards

1) Create initial board: "'Program' Backlog (All Items)” 

• Board type: Kanban
• Project filter query: project = ‘Target project’ ORDER BY Rank ASC
• Configure the following columns with statuses:

2) Create a Kanban board for the Feature backlog: "‘Program’ Feature Kanban"

• Board type: Kanban
• Project filter query: project = ‘Target project’ AND issuetype = 10000 ORDER BY Rank ASC
• Configure the following columns with statuses:

3) Create a Kanban board for the Project Epic backlog: "‘Program’ Epic Kanban"

• Board type: Kanban
• Project filter query: project = ‘Target project’ AND issuetype = "Program Epic" ORDER BY Rank ASC
• Configure the following columns with statuses:

4) Create Scrum Team board for the Sprint Teams: "'Program' Sprint Board"

• Board type: Sprint
• Project filter query: project = ‘Target project’ AND issuetype in (Story, Enabler, Bug, Task, Defect) ORDER BY Rank ASC
• Configure the following columns with statuses:

Additional Configurations:

• Add Feature size to Feature:

• In Issue Detail View, Add ‘Total Story Points’ (same function as custom field “Story Points Sum Up”)
• Create new Definition of Ready and Definition of Done checklist fields
  1. Discuss options for a global prepopulated checklist
  2. Can there be different prepopulated checklists based on issue type
  3. Review creation/edit rules for checklists
• Add DoR and DoD checklists: Feature, Story, Enabler, Bug, Defect

• Add ‘Developer’ & ‘Tester’ to Story, Enabler, Bug, Defect
• Make Estimate filed available on User Story (edit mode)

Custom Configuration Requests (Do's & Don'ts)

Users can request additional statuses added to workflow:

• Efforts should be made to work them into the status progression
• Limit ALL status progression when possible

Existing status, workflows, and workflow progression should not be changed

Users can request additional field configurations as needed

Project Setup - Initial Questionnaire

Project long name: 

Project short name (abbreviation; max 10 characters):
Project Type (Development or Business):
Project lead:
Project admins (Responsible for setting permissions for the rest of the team):
Additional Issue types (Project will include Program Epic, Program Objective, Feature, Story, Enabler, Task, Bug, & Defect):
Additional Fields: