Work Manager

Updated 1 week ago by Copado Solutions

The work manager tool allows your teams to work in a more agile way. If you are not following agile methodologies in your company, in the Agile Tools section of our documentation you will find more information about these methodologies and how to implement them within your development processes.

Work manager is basically an area where you can create as many panels as you wish, save them and have all the information related to your teams' work at hand:

By default, the Backlog, Backlog Burner, Current Sprint and Next Sprint panels are displayed. If you do not see these panels, the reason is most likely that the current and next sprints do not exist yet.

The Status and Sprint fields, helps determine the panel on which user stories will be displayed. 

Each of these panels displays the following information:

  • The Backlog panel shows you all the user stories pending to be included in a sprint for their implementation. These user stories are those that have not been assigned to a sprint and whose status is not Backburner. This means that the Sprint field is empty and the status is not Backburner, Cancelled or Rejected.
  • The Backburner panel shows you all the user stories that are ready for kick-off (these user stories are completely defined and ready to be included in the next or current sprint). This panel contains all the user stories that have not been included in a sprint and whose status is Backburner.
  • Current Sprint panel: Copado detects if you are part of a team and if that team has at least one sprint in progress. If a sprint is found, it will be displayed on this panel. If you are part of more than one team, you can add new panels easily (see the section below). If you are not part of any team, one of the current sprints will be displayed.
  • Next Sprint panel: The same criteria is applied for current and next sprints, only the dates are different.

You can add fields to panels through the drop-down menu available in each work manager panel. Just select the fields you want to see and they will be displayed on that panel:

Each panel has a search box that allows you to search for a particular user story within that panel:

Backlog Ranks

When you move user stories from one panel to another, they don’t remain in the same position where you dropped them, as each panel is ordered based on the User Story Reference. They will be ordered following this criterion.

In the case of Backlog and Backburner panels, this order works differently because these panels have a rank field in order to let you prioritize items by moving them to the top of these lists or to any particular position. In Agile methodologies, position equals priority, so you can prioritize user stories by moving them to an upper position within the panel.

Creating New Panels

In the top right corner of the Work Manager, you can find a drop-down menu and the Add Panel button next to it:

You can choose any of the fields available in the drop-down menu and add a new panel that will display user stories filtered by the field selected in the menu: 

The list of available fields can be customized by using the Work Manager Relations field set on the user story.

For example, let’s say you want to add a panel with the user stories that are currently in progress, select Status= In Progress and then click on Add Panel.

Saving Your Panel Configuration

In the top left corner of the Work Manager, click on New to create a new panel configuration:

This powerful feature lets you add as many panels as you wish, depending on the projects, sprints, statuses or any other combination of user stories you may find useful. 

Having several panels will help you have your information more organized and visible. You can also remove configurations if you don’t need them anymore.

Dragging and Dropping User Stories Between Panels

The Work Manager allows you to easily drag and drop user stories from one panel to another, just by clicking on the user story and dragging and dropping it freely. A background task will update the corresponding fields when you move user stories from one panel to another:

If you drag one user story from a panel to another panel which is filtered by a specific field, this user story will be updated in order to meet the criteria. For instance, if you have a Current Sprint panel and you move some user stories there from the Backburner panel, the Sprint field in these user stories will be updated to Current Sprint.

It is important to notice what happens when you move user stories from/to backlog panels to/from sprints panels.

  • When you move a user story to a Backlog panel, the sprint will be set to null and the status to Backlog.
  • When you move a user story to a Backburner panel, the sprint will be set to null and the status to Backburner.
  • When you move a user story from any panel to a Sprint panel, the Sprint field will be updated. The status will remain unchanged.

Also bear in mind that you can move user stories from one position to another within the same panel. This rank will be stored for Backlog and Backburner panels.

Work in Progress

A fundamental part of Agile methodologies is the concept of work in progress, which allows you to limit the amount of work available in your development process that has not yet been completed.

Managing work in progress allows your team to optimize the flow of work items as well as identify any bottlenecks that may be preventing the work from being completed.

With Copado, you can enable work in progress on the Work Manager page and set up minimum and maximum limits to control the amount of unfinished work you have at different stages.

For more information about how this feature works and how you can enable it, check out the article Work in Progress.

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