Adding and removing cards from a tree
There are several ways to add or remove cards from a tree.
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.
From a card view...
You can add a card to a tree by selecting a parent card in the appropriate relationship property. The relationship properties for a tree are grouped in a named box in the card view.
Unlike other card properties, when you click on the relationship property, you are presented with a popup card selection widget showing all available parent cards. These parent cards are the cards of the appropriate type that are already in the tree, so if you don't see the one you're looking for - it may not yet have been added to the tree itself.
Click on the story you want and Mingle will return you to the card view.
In bulk edit mode...
In bulk edit mode you can change relationship properties, allowing you to add a number of cards to a single parent in a tree in one action.
Using a transition...
You can create a card transition to assign a card into a tree by setting the corresponding relationship property.
Using a card default
You can specify a default value for a relationship property to automatically add a newly created card into a tree.
You can remove cards from a tree view and a card view. In both views the cards can then be removed by clicking on the . In the tree view this is in the top right corner of the card image. In the card view this is by the tree name and relationship properties section of the card. Once clicked, if a card has no children in the tree it will immediately be removed from the tree.
If a card has children, you will be prompted with the following options
- This card and its children - removes the selected card and any child cards from the tree (along with any children of the child cards etc...)
- Just this card - removes only the selected card, any child cards are re-assigned to the parent of the selected card.
- Cancel - cancels the removal action.
You can use the card locater to quickly scroll the tree view to the card you're looking for.
Once a card has been added to a tree, changing the relationship properties to (not set) will not remove it from the tree. Instead it will move to be directly associated with the root node of the tree (no parent). To remove a card from a tree, you must view use the remove button in the tree view or card view as described above.
Mingle 2.2 introduced the ability to permanently delete any card that belongs to a tree. Previously, a card could not be deleted from a project if it belonged to any tree. Notice the 'Delete' link on card is now enabled.
All children of a deleted card will still remain in the tree but will be moved one level up in tree hierarchy and the corresponding tree relationship properties on these children will be set to (not set).Only project or Mingle admins can delete cards. Read more about user roles.
Please note the difference between 'Removing a card from tree' and 'Deleting a card from tree'. The former is simply removing a card from tree but the card will remain in project. The latter permanently deletes a card from the project as well as from a tree.