Updating card transitions
Card transitions give your team a shortcut for completing common actions in Mingle, such as closing a bug or marking a user story as complete. As the name suggests, your team can use transitions to move cards from one status to another. It is how you manage workflow in Mingle.
Defining custom transitions
From within a project, update card transitions by selecting the Project admin tab > Card transitions.
You may need to update a card transition when:
- adding card properties or card property values. If you add a new card property and/or property value, you may want to incorporate this into your project's workflow. For example, if you create a new card property called Priority with a property value of Urgent, you may want to create a transition that automatically marks a new bug as urgent. (If you hide a card property or value that is currently being used in a transition, the transition will no longer be visible to team members.)
- adding a new member to the team or removing a team member. If your card transitions involve specific team members you will need to update existing transitions or create new transitions (e.g. if you have a transition for fixing bugs that flows to a specific tester).
- adding or changing workflow elements. For example if your team has increased in size and you've split out business analyst and tester roles, you may wish to create transitions that facilitate this changed workflow.
Hint: See Creating card transitions for more information and examples. See List of common card transitions for examples of transitions you can use in your project.
How to update a card transition
- Sign in to Mingle as a project administrator and open the project with the card transitions you want to change (if you're not already working in the project).
- Click the Project admin tab.
Mingle displays the Project settings page.
(Note: If you are logged in as a project team member, Mingle displays the Team page.)
- Click the Card transitions link.
Mingle displays the Card transitions page with all transitions set up for this project.
- If you want to:
- delete a card transition, click the Delete link below the transition you want to delete.
Mingle asks you to confirm the deletion. Click OK. - edit a card transition, click the Edit this transition link below the transition you want to update.
Mingle displays the Edit transition page. Go to the next step.
- create a new card transition, click the Create new card transition link.
Mingle displays the New card transition page. Go to the next step.
- Type or update the Name for the transition.
This name displays as a link on cards that meet the card properties you specify here. Therefore it's a good idea to keep this name as short as possible to preserve space on the card's navigation - especially if a card includes more than one transition link.
- Select or change the card properties as a criteria for the transition by clicking on the links and selecting the property value.
Mingle will display this transition link for all cards that match this criteria.
- Select or change the card properties that will be updated when team members click the card transition link.
- If you want this transition to be available only to selected team member(s), click Only selected team members.
Mingle displays a list of all team members registered for this project.
Select the checkbox(es) next to their name(s).
- Click the Create transition link.
Mingle creates the card transition and displays its details in the list of card transitions.
Hidden card properties
In some cases you may have hidden card properties that you are no longer using. The Card transitions page indicates hidden properties with a green background. If a card property is hidden, this transition link will not display for cards that meet the card property criteria.
Also see...
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