Viewing cards in a tree
Mingle's Tree view displays cards in a tree in an inverted tree layout. There are a number of controls which are specific to the tree view which are highlighted in the following screenshot.
To view cards in a tree, select the card tree in the Select tree control, select the cards you want to work with and then click the Tree link.
The tree view button is only available when you have a card tree selected.
How to view cards in a tree
- Sign in to Mingle and open the project for which to view cards in a tree (if you're not currently working in the project).
Click the All tab.
You can also click any other tab that displays cards.
Select the card tree that contains the cards you want to work with.
Filter the card list to isolate the cards you want to work with. In the image below, the list has been filtered to show only cards in the current release and iteration.
If you have existing similar tabs or favorites setup, you can select one of these as a starting point and then change the filters.
Click the Tree link. Mingle displays all cards on the page in a hierarchical list.
What can you do on the Tree view?
Expand and collapse tree nodes
Tree nodes can be expanded and collapsed. This can be very useful when viewing large trees with many branches as it allows you to view in detail one specific part of the tree without the need to view all cards in the tree. By default all nodes will be collapsed but they can easily be expanded by clicking the expand/collapse control on the node. Each node also shows the count of children cards in the subtrees below that node.
Cards that are removed from the view by filtering are not shown in the visible card counts shown at the node.
Repositioning the tree view
You can reposition the tree inside the display window to view the portion of the tree that interests you. There are various ways to do this:
- Using the mouse. Click on any white space in the tree view window and drag with the mouse.
Using the center tree control. Click on the center tree icon to move the root of the tree to center of the screen:
Using hot keys. Use the arrow keys on your keyword to move trees, or click on any of the arrow icons:
- Using the card locator as explained in below section.
Using the card locator
Type in part of the card name or it's number into the card locator.
- If there is only one card in the tree which matches the criteria, Mingle will center the tree on that card.
- If there is more than one card which matches the criteria, you can use the next and previous buttons next to the card locator to jump from card to card until you find the one you are looking for.
- You can reset the view to the default at any time by clicking on the reset button next to the card locator.
Viewing a card summary
You can view summary details for any card in the tree by left-clicking in the card. A popup summary will be displayed showing card property values.
Card summary popup controls
- Refresh - You can refresh the property values for the card by clicking on the refresh link in the top right corner of the popup. This will re-retrieve the property values from the database in case changes have occurred since you opened the tree.
- Open - You can open a card for editing by clicking on the Open link.
- Transitions - Any transitions which are applicable will appear as links in the summary popup, click on one to apply it to the current card.
- Close - Click on the Closelink in the top right corner to close the popup.
- Move - Click and drag on the hand icon in the bottom right corner to move the popup to a more convenient place on the screen.
Using the tree filter
The tree filter is similar to the list view card filter, except that it allows you to set filter conditions separately for each card type in the tree.
User selects to view cards with Release-size > 30 and Iteration-priority = high. The following cards are displayed
- All Release cards with size > 30
- All high priority Iteration cards within releases that have size > 30
- All stories belonging to the above iterations
User selects to view cards with Story Priority = High
- This would display all release cards and all iteration cards
- Only story cards having priority = High would be displayed
- If a Release or Iteration does not contain a story with priority set to High, it is still displayed, but its child stories are not
If filter criteria is defined as Release = R1
- R1 is displayed
- Only iterations and stories which belong to R1 will be displayed
You can choose to hide all cards of a given type in the tree by checking the box next to the card type in the Do not show section at the top of the filter.
To add a new filter condition, click on the Add a filter link. A new row will be inserted into the filter control.
Choose a property by clicking on the (select...) link. You will be able to choose any property which is associated with the card type.
Choose a comparison operator by clicking on the is link. The options available will depend on what is applicable to the property you selected in the step above. You won't be able to select anything except the default until you've selected a property, because the allowable values are dependent on the property selected.
Full list of comparison operators
- is - the default operator; will restrict the property to only the value specified.
- is not - will restrict the property to only values other than the one specified.
- is less than - shown when the property is ordered. Will restrict the property to values which are strictly less than the specified value. Does not include cards having the property value equal to the specified value.
- is greater than - shown when the property is ordered. Will restrict the property to values which are strictly greater than the specified value. Does not include cards having the property value equal to the specified value.
- is before - shown when the property is a date, equivalent to is less than. Does not include cards having the property value equal to the specified date.
- is after - shown when the property is a date, equivalent to is greater than. Does not include cards having the property value equal to the specified date.
- Properties can have a natural order, such as numbers or dates - in this case that natural ordering is used to resolve 'is less/greater than' conditions.
- Managed properties, where the allowable values are specified in a list - use the sort order of the list to resolve 'is less/greater than' conditions.
Choose a value by clicking on the (any) link. The options available will depend on what is applicable to the property you selected in the step above. You won't be able to select anything except the default until you've selected a property, because the allowable values are dependent on the property selected.
There are several special values which can appear here:
- (any) - Specifies cards having any value for the selected property. Available for operators is and is not. This is the same as having no condition for the property at all.
- (not set) - Specifies cards which have no value set for the property. Available for operators is and is not. This is analogous to the 'null' term in SQL. It is not available for mandatory Mingle card properties such as Type.
- (current user) - Specifies cards which have the currently logged in user assigned to the selected property. Available for operators is and is not. Available for properties which take Mingle users as values.
- (today) - Specifies cards which have the current date assigned to the selected property. Available for operators is, is not, is before, is after. Available for date properties.
The available values depend on the data type of the property you selected
- if you selected the Type property, then you will be presented with the list of all card types and the special value (any).
- if you selected a Managed List property, then you will be presented with the list of all values that have been specified in the managed list and the special values (any), (not set).
- if you selected a Date, then you will be presented with a calendar widget that will allow you to select a date, as well as the special values (any), (not set) and (today).
- if you selected a Team member property, then you will be presented with a list of the current team members, as well as the special values (any), (not set) and (current user).
- Your new filter condition will be applied as soon as you've selected a value, and you should see the results reflected in the cards displayed in the view.
- You can optionally filter the tree by specifying tags. Click on the Add tags link, type in the tags separated by commas, and click the Add tags button. Only cards which have all of the specified tags will be displayed.
To remove a filter condition, simply click on the next to the condition you want to remove. Again, the effect of removing the condition will immediately be reflected in the view.
Using the card explorer
The card explorer allows you to quickly find cards and add them to a tree.
- Cards which are already in the tree appear in the explorer grayed out.
- Cards not already in the tree appear colored by card type, and can be selected and dragged into the tree
- Up to 50 cards will be shown in the card explorer - you may need to restrict the list using filters as described below if the card you want is not displayed.
You can filter the cards that appear in the explorer by adding filter conditions in the Filter tab just as you do for the tree filter described above. In addition, you can use the Search tab to find cards matching any text.
To add cards to the tree
Center the tree view onto the card you want to use as the parent for the new cards. If the cards are of the top level type, then you should drop them onto the tree root
Select one or more cards in the explorer list
- To select a single card, just left click on it anywhere and you can drag it.
- To select multiple cards, check the box next to each card and then left click inside any one of them to drag the set.
- You can use the Select All / None links to select all or none of the available cards in the list.
Drag the selected cards onto the tree view, and drop them on the chosen parent card.
If a card can act as a parent of the cards you are dragging, the card will visually indicate this when you drag the cards over the target parent card (see the screenshot above). If you attempt to drop the new cards onto a card which cannot act as a parent for all of the selected cards, then the target parent card will not indicate that it can be a parent card. If you drop cards onto a card that cannot be a parent card for all of the dragged cards, Mingle will not add any of the dragged cards as children of the parent card.
The newly added cards will have the relationship properties set to refer to their parent card in the tree, and any aggregate properties defined on that tree will be recalculated in the background.
Using the zoom control
On the left hand side, in the tree display box, you can find the zoom control. By moving the slider up and down you can zoom the tree display in and out.
Using the tree configuration control
Below the zoom control is the configuration control, which displays the configuration of the current tree when selected. From this control you can configure the tree if you have the appropriate permissions.
Using the center tree control
Below the configuration control is the center tree control, which will scroll the display so that the root node of the tree is in the center at the top of the page. This is a quick way to get to the root node if you want to drop top level cards onto the tree.