Set up the Kanban report
Click Visualize > Kanban Report. The following is possible in Kanban reports:
Click Visualize > Data Table to return to the data table to change the attributes available for the columns, or to modify the filters of the data workbench to add or remove objects in the Kanban report. For more information, see Define the data you want to see. |
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Define the content of the Kanban. Click Kanban Settings to design the Kanban board.
- Visualize lanes in the Kanban: Define the Column Definition field. A column is displayed for each value of the selected attribute. For example, if you select Status, then a column is added for each status value. If you select a role, a column will be created for each user assigned the role.
- Visualize a matrix in the Kanban: Define the Column Definition and Row Definition fields.
- The same value should not be defined in both fields.
- To remove the value for the row or column, select the empty row in the drop-down of the relevant field.
- Show information on the items: Select the attributes to show in the Item Definition field. It is recommended to only show a few attributes on the matrix items.
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Edit values in the Kanban: You can change the value for the attribute (or indicator, role, etc.) represented by the columns. For example, if Status is selected for the column definition, you can move an object from one column to another to change its status value.
- If one or more objects in the Kanban board does not have a value defined for the selected attribute (or indicator, role, etc.), the first column will display those objects under an empty header. These objects can be assigned the missing value by moving them to the relevant column. For example, if the role Architect is selected for the column definition, all objects that do not have the role Architect defined are displayed in the first column.
- Move an object via drag-and-drop to another column to easily redefine the object. Objects can only be moved if the attributes specified for the corresponding column and row definitions are configured to have read-write access permissions.
- Press CTRL+C to copy a selected object to multiple columns. This is only possible if the attribute specified for the column definition supports multiple references. For example, an application can be assigned to multiple application groups or an application may be specified to have multiple users responsible for it via a role.