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Setting Up a Kanban TeamRoom

This feature is available in Enterprise and Ultimate editions.

editions-eu.png

You can configure a TeamRoom as a Kanban board if your team is all about continuous flow and does not use sprints/iterations.

Creating a Kanban TeamRoom

To create and configure a TeamRoom, your project role must be "Project Lead" or higher for the top-level project assigned to the TeamRoom.

  1. On the Utility Bar, click the Rooms icon Rooms_icon.png followed by TeamRooms.  

  2. Click Add TeamRoom on the right-hand side of the page.

  3. In the Add TeamRoom window, enter/select the team configuration options.

    Field Description

    Title

    The name that identifies this TeamRoom on the TeamRooms page and in menus.

    Project Tree

    Choose the top-level project the project tree to displays backlog items and optional team attributes in the TeamRoom. Note that backlog items in child projects will also be included.

    Team Flow

    Select Kanban.

    Schedule

    The Schedule field is disabled for Kanban Team Flow.

    Program

    Allows you to further filter the backlog items in the TeamRoom at the program level.

    Team

    Allows you to filter backlog items in the TeamRoom at the team level.

    Default Project All new workitems will be created in this project.
  4. Add a description for the TeamRoom, if required.

  5. Click Save.

Configuring TeamRoom Properties

You can customize an existing TeamRoom to reflect the team it represents. Note that customizations apply only to TeamRoom, not the project as they do in the Sprint Tracking boards. This is useful when two teams working on the same project want to use different WIP limits on their storyboards.

  1. On the Utility Bar, click the Rooms icon Rooms_icon.png followed by TeamRooms.

     
  2. On the TeamRooms page, click the name of the TeamRoom you want to configure.

  3. Click the gear icon admin_icon.png next to the TeamRoom name.

  4. In the Edit TeamRoom Properties page, change the team configuration options as needed, and click Save.

Adding/Removing a TeamRoom Mascot

Following these steps, you add a mascot to create a unique identity for your TeamRoom.

  1. On the Utility Bar, click the Rooms icon Rooms_icon.png followed by TeamRooms. 

  2. Click the name of the TeamRoom you want to configure.

  3. Click the gear icon admin_icon.png next to the TeamRoom name. 

  4. In the Edit TeamRoom Properties page, click Mascot on the left-side menu.

  5. On the Add a Mascot page, click Browse to select the image you want to upload. Note that the file must be saved in .jpg or .png format and must be smaller than 2 MB. To avoid distortion, keep your image as close to square as possible. The system will automatically resize the image to 96 x 96 pixels.

  • To remove an existing mascot, click Remove.

Selecting Members for a TeamRoom

Your TeamRoom is not complete without members. Follow these steps to add members.

  1. On the Utility Bar, click the Rooms icon Rooms_icon.png followed by TeamRooms. 

  2. Click the name of the TeamRoom.

  3. Click the gear icon admin_icon.png next to the TeamRoom name. 

  4. Click Membership in the left-side menu.
    The Assigned Members list (at the top of the page) shows members already in your TeamRoom. The Unassigned Members list shows members who have access to the selected project but have not been added to this TeamRoom.

  5. In the Unassigned Members list, click the Add button next to each member you want to add to the TeamRoom.
    If a member's name is not listed, it means they are not assigned to the selected project.

    • Click Assign Members To Project at the bottom of the page.
    • In the Members window, select new members, define their new project roles, and click Save to add the selected members.

Installing and Managing Plugins

Plugins are a dynamic way of adding optional capabilities into a specific TeamRoom. Plugins are registered with your instance then installed in a TeamRoom. By default, Digital.ai Agility ships with a Web Panel plugin.

Installing a Plugin

  1. On the Utility Bar, click the Rooms icon Rooms_icon.png followed by TeamRooms. 

  2. Click the name of the TeamRoom.

  3. Click the gear icon admin_icon.png next to the TeamRoom name. 

  4. Click Plugins on the left-side menu.

  5. In the Available Plugins section, hover over a plugin, and then click Install.

  6. Enter the required information, and then click OK.

    • Note that you can install the multiple Web Panels (e.g., if you want to show a team calendar in one panel and a retrospective commitment page in another, you would install two Web Panel plugins).

Configuring an Existing Plugin

  1. On the Utility Bar, click the Rooms icon Rooms_icon.png followed by TeamRooms. 

  2. Click the name of the TeamRoom.

  3. Click the gear icon admin_icon.png next to the TeamRoom name. 

  4. Click Plugins in the left-side menu.

  5. In the Installed Plugins section, hover over a plugin, and then click Configure.

  6. Enter the required information, and then click OK.

    • Note that you can install the multiple Web Panels (e.g., if you want to show a team calendar in one panel and a retrospective commitment page in another, you would install two Web Panel plugins).

Enabling CommitStream

Before CommitStream details can be added to the TeamRoom, a system administrator must enable CommitStream in your Digital.ai Agility instance. Once enabled, click on the CommitStream panel in the TeamRoom. Refer to CommitStream for additional information.