Team board - the first Agile feature developers need

We couldn't resist to release a new feature for Christmas, so we're exited to introduce the Agile board!

Keypup already allows developers and tech leads to take back control and get automated clarity on their development. We are now taking it to the next level - more specifically to the team level. Keypup is now agile!

The team board is a visual way to follow the progress of issues and pull requests across all your usual tools, individually or as a team. Unlike Trello or JIRA, there is no need to move cards - the board is automatically updated based on the status of items. Neat hey?

And there's more ! The board is completely customizable to fit any Scrum, Kanban or even Scrumban needs. So if you are using Agile in your team, this new feature is a must have.

Especially because this is not just another Agile board. It is not complicated. It is not for the project manager. It is a simple, yet powerful agile board designed specifically for developers by developers.

What is in the board?

agile board overview

Each column in the board is configured to retrieve issues and pull requests matching specific criteria. This is all powered by the Data Explorer engine under the hood.

By default columns are configured in the following way:

  • Todo: Any open issue with at least one assignee
  • In development: Any open pull request which is not currently in review or for which changes have been requested
  • In review: Any open pull request for which a review has been requested or any pull request which has been approved but currently having build issues or conflicting with the base branch.
  • Mergeable: Any open pull request which has been approved, has a green build and does not conflict with the base branch.
  • Done: Any issue or pull request which has been closed or merged within the last 3 days.

By default the Team board shows you the progress of items across all team members. You can filter the board for a specific Team Member by using the View as filter.

Agile board view as

Filtering on specific team members is a good way of seeing what their Priority Inbox looks like.

agile board view card

The default board doesn't quite match your current workflow? It's easy to edit the Team Board. You can add, remove or edit the definition for each column in a few clicks the same way you build reports with the Data Explorer.

Customize your board - the way you want it

The Team Board can easily be customized to better fit your development workflows.

Behind each board column is a Data Explorer query pulling issues and pull requests matching specific criteria. This is how the Team Board automatically updates itself based on the progress of your team. The query filters can of course be customized to show/hide certain items based on labels, assignees etc.

How to edit the board?

First click on the Edit Board button. This button is only visible if you are a Team admin.

Clicking this button will bring up the board edit screen:

Agile board editing

The edit view allows you to take a few structural actions:

  • Preview tab (top left): it allows you to see what your current changes look like before actually saving them for the whole team.
  • Cancel/Save (top right): revert your changes or save them. Saving the board will publish the new version to the whole team.
  • Move up / Move down / Delete (left side of each row): the caret icons allow you to re-arrange the order of columns and the bin allows you to simply delete a column.
  • Add column (bottom): allows you to add more columns to your board. Boards are currently limited to 10 columns.

You can expand a specific row by clicking on it. This will reveal the filters used to define that board column and allow you to rename it.

Feel free to add or remove columns and modify each column's filters to perfectly match your development workflow.

ProTip #1: I've messed up with the board...what can I do?

If at any point you feel you've messed up too much with the board - it happens to the best of us - here is what you can do.

If you haven't saved the board yet

Click Cancel (at the top left) then Edit Board again to start fresh from the default board.

If you have already saved the board

Click Edit Board then Reset to default then Save.

edit board options

ProTip #2: do not hardcode users in filters

Unless you have a very specific use case in mind we recommend not adding any filter related to a specific user (e.g. author = bob).

You must ensure the column filters make sense at a Team level and user level to be compatible with the View as selector.

ProTip #3: use relative time filters instead of hardcoded dates

If you look at the definition of the default Done column, you'll notice we use a relative time filter to retrieve items that were closed within the last three days.

Using relative time filters is a good way of ensuring your board remains dynamic. On the contrary, using hardcoded dates would require you to frequently update your board to ensure that the definitions stay up to date.

You feel you're missing a specific time filter to get that board shinier? Feel free to ping us on chat.

ProTip #4: use mutually exclusive filters

Board columns are stateless and are not aware of the other columns' filters. Therefore if an item matches the filters of two columns, it will appear in these two columns.

Generally speaking it is best to ensure your column filters are mutually exclusive if what you are looking for is a progressive board (items move from left to right).

There are cases though where having overlapping columns can be beneficial. Let's consider the case of two columns called Todo and Todo (Urgent):

  • Todo: Displays all issues currently assigned
  • Todo (Urgent): Display all issues currently assigned and having the label "urgent"

By doing so, not only will you have visibility on Todo and Todo (Urgent) issues but having the two columns side by side will also provide a visual indication of the proportion of urgent issues amongst todo issues. Overlapping isn't always bad 😺.

ProTip #5 (the best one yet): chat with us and you'll get help!

If you are a bit lost or your need assistance, do not hesitate to contact us. Our friendly team is available on the chat and will be more than happy to give you a hand to ensure you master your Board and get the happiest of dev lives! 

Not a Keypup user yet? Don't wait around, try the Keypup Board!

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