Card grid page
What you can do on this page
The card grid lets you view cards as they might appear as real cards on a wall or whiteboard.
What can you do on the Grid view?
Filter cards
View cards
You can see the brief information about any cards via pop up in the grid view. Simply click on any mini cards to prompt the pop up. If you want to go to the card to see more information, you can click on the 'Open' link on the pop up, or click on the card number on the mini cards.
Create cards with Quick Add
Quick add allows you to quickly create a new card in the current project. You can select a card type from card type selection list and enter the card's name in the quick add text field. All card types that exist in the current project will be listed in the card type selection list. Just hit the 'enter' key or click on the 'Add' button to create a new card.
A newly created card will always obtain the following attributes
- card number
- entered card name
- selected card type
- card default settings of the selected card type
Using 'Quick Add with detail'
You can also create a new card using 'Add with detail'. Upon clicking the 'Add with detail' button, you will be taken to the new card's edit page to ensure that this new card has the selected card type and its default setting values. You can also make additional changes to the card and then save it to complete the card creation.
Hide and Show Quick Add bar
With the 3.1 release, Mingle provides the ability to hide or show the card quick add bar according to your needs. You can utilize the extra space to view more cards, and show it only when you want to use it to create a new card. The quick add bar will be expanded by default.
Once you decide to hide quick add, it will remain hidden until you click on 'Show quick add' link to show it again.
Views where Quick Add bar is available
The quick add bar is available on:
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Card list view
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Card hierarchy view
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Card grid view
Quick Add on tree view
Quick add is also available from the card tree view.
On the card tree view, rather than using the quick add bar, you can add cards to the top level of the tree or as children of a card in the tree.
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To add cards to the top level of the tree, click the "+ Add Child" link on the tree.
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To add cards as children as a card in the tree, hover over the card you want to add cards under. Click on the "+ Add Child" link that appears.
After you click the "+ Add Child" link, you will be shown the tree quick add box.
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By default, the cards will be created as the next available card type in the tree. To change the card type of the cards which are added, select the card type link at the top of the quick add box.
You will only be able to select card types which can be added under the card you are adding cards to. You can select any card type in the tree when adding cards to the top of the tree.
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By default, you can add five cards to the tree using the quick add box. To add more than five cards, select the "+" link.
After adding the names of the cards you want to add, select, "Save" from the quick add box to add the cards to the tree.
Update cards
There are a number of ways you can update cards within the Grid view
- by clicking on a card and clicking the Open link. This lets you edit all details for a card including properties, description and tags.
- by dragging cards to other lanes. This lets you update the card property that is represented within the grouped lanes.
If the cards are grouped by a transition only property and transitions have been created for that property, dragging and dropping cards in the grid view will trigger automated transitions.
Rank cards
Card ranking on the grid view allows users to move individual cards and use card position as a way of ranking cards.
Group cards
When you first open a card Grid view, Mingle displays all cards on the page without any grouping. Depending on what you want to do with the cards, you can group them according to a selected card property. This creates vertical swim lanes (columns) for each of the card property values shared by the cards displayed. For example, you can group cards by Owner if your team wants to determine who will work on a card.
You can Group by the following property types: card type, managed text, managed numeric, user and tree relationship properties which are available for selected card type
Sort cards
By default cards will be sorted by rank (if you have not ranked any cards this rank will be the same as card number). Users can change the sort order and view the cards sorted by other properties.
You can Sort by the following property types: rank, card number, card type, managed text, managed numeric, user and tree relationship properties which are available for selected card type
Color cards
Mingle lets you further refine the Grid view by coloring cards according to a property value. If you have already assigned colors to card property values, Mingle displays colors for cards immediately and shows a Color legend in the bottom-right of the page to explain the colors. You can update these colors directly by clicking on the square next to the property value.
Mingle displays the cards by color in the same order as in the Color legend. Setup the order from Project admin tab, Card properties link.
You can Color by the following property types: card type, managed text and managed numeric properties which are available for selected card type
Show lane headings
You can modify your lane headings via two lane heading dropdowns; select an aggregation and then a numeric property you want to apply the aggregation to.
Available aggregations
- SUM - add all cards' selected numeric property values in each lane. If that property has a value of (not set), then it's considered as 0.
- AVERAGE - divide the sum of all cards' selected numeric property by the number of cards in each lane. If that property has a value of (not set) then that card is not counted as total number of cards. For example, if 1 of 3 cards has (not set) value the sum will be divided by 2, not 3.
- MINIMUM - returns the minimum value of the selected property amongst all cards in each lane.
- MAXIMUM - returns the maximum value of the selected property amongst all cards in each lane.
- COUNT - returns the number of cards in each lane. No property selection will be offered.
This feature is useful for planning, as you can show the sum of the estimates in the lane headings. Click here to see the tips and tricks for this feature.
Add or remove lanes
Within the Grid view, you can hide existing swim lanes, or show lanes for property values not currently shared between any of the displayed cards. Click the Add / remove lanes link to update the lanes that display. This is useful when you want to update a card's property value by clicking and dragging onto a lane that doesn't currently display.
Link to this page
Each card view has a link called Link to this page. This is identical to the browser address (URL), but gives you a quick way to create links to the current card view. You can use these links to send to people via email or instant messaging (IM), or to place on a website, blog or Mingle wiki page. In Windows, right-click on this link to bring up options for copying or sending.
Maximize the view
The card grid can be viewed in the maximized mode. This will allow for cleaner, more useful views when working with your Mingle cards.
Create favorites and tabs
If you've found a card Grid view that your team will use regularly, e.g. for allocating new user stories to an iteration, you can save this view by clicking the Favorites link on the right. You can then turn this into a tab.