Introduction 

The Agile Board Plugin is a powerful tool designed to enhance project management and collaboration for teams following the Agile methodology. This plugin provides a visual representation of tasks, their statuses, and progress on a board, enabling teams to plan, track, and prioritize work effectively. This documentation will guide you through the installation, configuration, and usage of the Agile Board Plugin

Version Compatibility

Redmine Versions

  • 4.0.x, 4.1.x, 4.2.x
  • 5.0.x
  • 6.0.x(coming soon)

Installation  

To install Redmineflux Agile Board Plugin follow these steps 

  1. Make sure you have a working installation of Redmine 
  2. Unzip the archive and upload the agile_board folder to Redmine/plugins and do not change the plugin folder name. 
  3. Run the following command to install the required dependencies 
    bundle install  
  4. Run migrate command for database migration  
    1. In Production  
    RAILS_ENV=Production bundle exec rails redmine:plugins:migrate 
    2. In Development 
    RAILS_ENV=Development bundle exec rails redmine:plugins:migrate 
  5. Restart Redmine server to load the plugin 
        Rails s  

Configuration  

  1. Login into Redmine as an administrator. 
  2. Navigate to application menu to see global Agile board of all the projects. 
  3. Navigate to project where you want to see the Agile board. 
  4. Click on the Settings tab in the project menu.  
  5. From the modules section do check on Agile Board option to enable Agile board in the project. 
  6. Click on the save button to see the changes

How to 

How to View an Agile Board  

  1. To access the Agile Board of a specific project, navigate to the project where you want to view it. 
  2. Within the project, click on the “Agile Board” tab to access the Agile Board specific to that project. 
  3. If you want to view the Agile Boards of all projects, you can go to the application menu and click on the “Agile Board” tab, which will display an overview of Agile Boards across all projects.

How to Add Task in Agile Board

To Add a task in Agile Board Plugin, follow these steps 

  1. Access the Agile Board of the desired project. 
  2. Identify the appropriate column that represents the current status for the new task. 
  3. Locate the column’s “Add New Issue” input field (usually denoted by a “+” symbol) and type task subject and press “Enter” key to add new task in the Agile Board. 
  4. The task will now appear as a card within the corresponding column on the Agile Board. 

How to Update Task in Agile Board  

To update tasks within the Agile Board, follow these steps

  1. Locate the card representing the task you want to update within the Agile Board. 
  2. The card that represents the task has a subject, due date, tracker,and priority field. Click on the desired field you want to update, modify the attributes and click on the “Right”icon and the task attribute will be updated. 
  3. Click on“Cross” to discard the changes. 
  4. To update more attributes such as task description, assignee, start date, task estimation, task progress Click on the three dots in the card to open its detail view. 
  5. In the detail view, you can modify various attributes of the task, such as the description, assignee, due date, and other relevant fields. 
  6. Make the necessary changes to the task’s details. 
  7. The task card on the Agile Board will reflect the updated information. 

By following these steps, you can seamlessly update tasks within the Agile Board to keep your project management organized and up to date. 

How to update Task Status through drag and drop in Agile Board  

To update task status through drag and drop in Agile Board, please follow these steps 

  1. Access the Agile Board of a specific project or access the Agile Board for all projects. 
  2. Locate the card representing the task you want to update. 
  3. Click and hold the card with your mouse cursor. 
  4. Drag the card to the desired column representing the new status. 
  5. Once you have positioned the card over the target column, release the mouse button to drop the card. 
  6. The task’s status will be automatically updated to reflect the new column it was moved to. 

By following these steps, you can easily update the task status by simply dragging and dropping the corresponding card within the Agile Board. This provides a visual and intuitive way to track the progress and movement of tasks throughout different stages of your project. 

How to Log Time in Agile Board 

To log time for tasks in the Agile Board, follow these steps

  1. Access the Agile Board of a specific project or access the Agile Board for all projects. 
  2. Locate the card representing the task for which you want to log time. 
  3. Click on the three dots in the card to open its detail view. 
  4. Look for the “Log Time” icon within the task detail view and click on it. 
  5. A pop-up window will appear, prompting you to enter the amount of time you spent on the task in the appropriate field. 
  6. Enter the date on which you want to log the time for the task and select the task activity. 
  7. Optionally, provide a comment related to the logged time to provide additional context or details. 
  8. Once you have filled in all the required fields, click on the “Save” button to log the time, which will be associated with the task and reflected in the Agile Board. 
  9. If you decide not to log time, you can click on the “Cancel” button to discard the time entry. 

By following these steps, you can effectively log time for tasks within the Agile Board, helping you track and manage the effort invested in each task. 

How to Customize Cards (Tasks) in Agile Board 

To customize cards in the Agile Board, follow these steps: 

  1. Access the Agile Board of a specific project or access the Agile Board for all projects. 
  2. Click on the “Settings” icon to open a pop-up window. 
  3. Within the pop-up, navigate to the “Card Fields” section and select the desired customization options for Agile Board cards 
  4. After making the selections, click the “Apply” button. 
  5. The Agile Board will now display cards with the chosen customization options, providing more functionality and information. 

By following these steps, you can easily customize cards within the Agile Board to suit your preferences and project management needs, allowing you to organize and present information in a way that is most effective for your team. 

How to Customize Columns (Task Status) in Agile Board  

To customize columns (Task Status) in the Agile Board, follow these steps

  1. Access the Agile Board of a specific project or access the Agile Board for all projects. 
  2. Click on the “Settings” icon to open a pop-up window. 
  3. Within the pop-up, navigate to the “Column Fields” section and select the desired customization options for Agile Board Columns (task status). 
  4. After making the selections, click the “Apply” button. 
  5. The Agile Board will now display cards with the chosen customization options, providing more functionality and information. 

By following these steps, you can easily customize columns within the Agile Board to suit your preferences and project management needs, allowing you to organize and present information in a way that is most effective for your team. 

How to perform inline editing in Agile Board 

To perform inline editing in the Agile Board, follow these steps 

  1. Access the Agile Board of a specific project or access the Agile Board for all projects. 
  2. Locate the card or field that you want to edit. 
  3. Click on the text or field you wish to modify. 
  4. The text or field should become editable, allowing you to make changes directly within the card. 
  5. Make the necessary edits to the text or field. 
  6. Press the “Enter” key to save the changes. 
  7. The updated information will be reflected in the Agile Board. 

By following these steps, you can easily perform inline editing within the Agile Board, allowing you to quickly update and modify text or fields without the need for additional dialogues or pop-ups. 

How to Filter of Task in Agile Board 

To filter tasks in the Agile Board, follow these steps

  1. Access the Agile Board of a specific project or access the Agile Board for all projects. 
  2. Look for the “Filter” option, usually located near the top of the Agile Board interface. 
  3. Click on the “Filter” option to open the filter settings. 
  4. In the filter settings, you may find various criteria and parameters to refine your task filtering. These criteria can include: 
  • Assignee: Filter tasks based on the assigned team member. 
  • Status: Filter tasks based on their current status (e.g., To Do, In Progress, Done). 
  • Priority: Filter tasks based on their priority level. 
  • Labels or Tags: Filter tasks based on specific labels or tags assigned to them. 
  • Due Date: Filter tasks based on their due date or deadline. 
  • Select or enter the desired values or conditions for each filter criteria. 
  • Once you have configured the desired filters, click on the “Apply” button to apply the filters. 
  • The Agile Board will now display only the tasks that meet the specified filter criteria. 
  • To clear the filters and view all tasks again, look for a “Clear” option and click on it. 

By following these steps, you can effectively filter tasks within the Agile Board based on specific criteria, helping you focus on relevant tasks and streamline your project management process. 

How to Remove Task in Agile Board 

To remove a task from the Agile Board, follow these steps: 

  1. Access the Agile Board of a specific project or access the Agile Board for all projects. 
  2. Locate the card representing the task you want to remove. 
  3. Click on the three dots in the card to open its detail view. 
  4. Look for the “Trash” icon within the task detail view and click on it.  
  5. A confirmation prompt may appear to ensure that you want to proceed with the deletion. 
  6. Confirm the deletion by clicking the “Delete” button. 
  7. The task card will be removed from the Agile Board, and any associated data or information related to the task may also be deleted. 

By following these steps, you can remove a task from the Agile Board, helping you keep the board focused on the relevant and active tasks in your project. 

How to Track Spent and Estimation Time in Agile Board

To track Spent and Estimation Time in the Agile Board, follow these steps

  1. Access the Agile Board of a specific project or access the Agile Board for all projects. 
  2. Click on the “Settings” icon to open a pop-up window. 
  3. Within the pop-up, navigate to the “Total Time” section. 
  4. Check the desired option, either “Task Estimation” or “Task Spent”, depending on which time metric you want to track. 
  5. After making the selections, click the “Apply” button to save the changes. 
  6. This allows you to monitor and manage the progress and time allocation of tasks directly within the Agile Board. 

By following these steps, you can accurately track the spent and estimation time in the Agile Board, helping you monitor and evaluate the time aspects of your project tasks. 

How to Add Watchers in the Agile board 

To add watchers in the Agile Board, follow these steps

  1. Access the Agile Board of a specific project or access the Agile Board for all projects. 
  2. Locate the card representing the task for which you want to add watchers. 
  3. Click on the three dots in the card to open its detail view. 
  4. Within the task detail view, find the “Search for watchers to add” text and click on it. 
  5. A pop-up window will appear displaying a list of available watchers. 
  6. Check one or multiple checkboxes to select one or multiple watchers at a time. 
  7. Utilize the search field to find specific watchers if needed. 
  8. Once you have selected the desired watchers, click the “Add” button to save the changes. 
  9. The selected watchers will now be added to the task. 

By following these steps, you can easily add watchers to tasks within the Agile Board, ensuring that relevant individuals stay informed and engaged in the task’s lifecycle.

Troubleshooting 

If you encounter any issues or problems with the Agile Board Plugin, you can follow these troubleshooting steps to resolve them

  • Clear your browser cache: Sometimes, browser cache can interfere with the proper functioning of plugins. Clear your browser cache and try accessing the Agile Board again. 
  • Check plugin compatibility: Ensure that the installed version of the Redmineflux Agile Board Plugin is compatible with your Redmine installation. Verify the plugin version and compare it with the supported versions listed in the plugin documentation or website. 
  • Restart Redmine server: Restarting Redmine and server can often resolve temporary issues or conflicts. Restart the Redmine application server, and then try accessing the Agile Board again. 
  • Verify plugin installation: Double-check that the Redmine Agile Board Plugin is correctly installed and enabled in your Redmine instance. Ensure that all necessary files are present, and the plugin is activated in the Redmine administration settings. 
  • Disable conflicting plugins: Conflicts between different plugins can cause issues. Temporarily disable any other plugins that may be conflicting with the Agile Board Plugin and see if the issue persists. If the problem resolves, try enabling the conflicting plugins one by one to identify the specific conflict. 
  • Update or reinstall the plugin: If you are using an outdated version of the Agile Board Plugin, consider updating it to the latest version. Alternatively, try reinstalling the plugin to ensure all necessary files are in place. 
  • Seek support: If the troubleshooting steps mentioned above do not resolve the issue, consider reaching out to the plugin developer or community for further assistance. Provide them with detailed information about the problem, including any error messages or steps to reproduce the issue. 

By following these troubleshooting steps, you can identify and resolve common issues with the Redmineflux Agile Board Plugin, ensuring smooth operation and effective use of the plugin in your Redmine environment.

Frequently Asked Questions (FAQ’s) 

Q1: What is the Redmineflux Agile Board Plugin?  

A1: The Redmineflux Agile Board Plugin is for the Redmine project management tool that adds Agile project management capabilities. It provides a visual board view to manage and track tasks, allowing teams to plan, prioritize, and collaborate more efficiently. 

Q2: How can I access the Agile Board in Redmine? 

 A2: To access the Agile Board, navigate to the project where you want to view the board. Click on the “Agile Board” tab to access the Agile Board specific to that project. Alternatively, you can go to the top menu and click on the “Agile Board” tab to view the Agile Board for all projects. 

Q3: Can I customize the cards on the Agile Board?  

A3: Yes, you can customize the cards on the Agile Board. Click on the “Settings” icon to open a pop-up window where you can customize the card fields. You can choose the desired customization options for Agile Board cards and click “Apply” to see the changes reflected in the board. 

Q4: How can I add watchers to a task in the Agile Board? 

 A4: To add watchers to a task, open the task’s detail view by clicking on the card representing the task. Look for the option to add watchers, usually represented by an icon or text. Click on it, and a pop-up window will appear with a list of available watchers. Check the checkboxes next to the desired watchers and click “Add” to save the changes. 

Q5: How can I track spent and estimated time in the Agile Board?  

A5: In the task’s detail view, you can find sections or fields related to “Spent Time” and “Estimation Time”. The Agile Board will display and track the spent and estimation time for each task. 

Q6: Can I filter tasks in the Agile Board based on specific criteria? 

 A6: Yes, you can filter tasks in the Agile Board based on various criteria such as assignee, status, priority, labels, due date, and custom fields. Look for the “Filter” option on the board and set the desired filter conditions to narrow down the tasks displayed on the board. 

Q7: What should I do if I encounter issues with the Agile Board Plugin?  

A7: If you experience any issues with the Agile Board Plugin, you can follow troubleshooting steps such as clearing browser cache, checking plugin compatibility, verifying installation and configuration, reviewing error logs, and seeking support from the plugin developer or community. 

These FAQs cover some common questions related to the Redmineflux Agile Board Plugin. If you have any further queries or concerns, consider consulting the plugin documentation or reaching out to the plugin developer for more specific information. 

Uninstallation of Plugin 

To uninstall the Redmineflux Agile Board Plugin, follow these steps 

  1. Go to the Agile Board Plugin directory in Redmine. 
  2. Delete the entire Agile Board directory from Redmine/plugins directory. This step removes the plugin files from your Redmine installation. 
  3. If the plugin required a migration, run the following command to downgrade your database (make a db backup before): 
     Bundle exec rake redmine:plugins:migrate Name=plugin name VERSION=0
  4. Restart the Redmine server to see the changes. 
  5. This will uninstall the Redmineflux Agile Board Plugin from Redmine. 

Conclusion

The Agile Board Plugin is a valuable tool for teams practicing Agile project management methodologies. By following this step-by-step documentation, you can install, configure, and effectively use the plugin to enhance collaboration, visualize project progress, and improve overall productivity. Feel free to refer to this documentation whenever you require assistance or guidance with the Agile Board Plugin.