Viewing cards in a hierarchy
Mingle's Hierarchy view displays cards in a tree as a hierarchical list. The following screenshot shows an example of the hierarchy view. In this example, Release 1 has been expanded to show the iterations in the release. Iteration 2 has also been expanded to show the stories in that iteration. Iteration 1 is collapsed to hide the stories in that iteration.
To view cards in a hierarchy, select the card tree in the Select tree control, select the cards you want to work with and then click the Hierarchy link.
The hierarchy view button is only available when you have a card tree selected.
How to view cards in a hierarchy
- Sign in to Mingle and open the project for which to view cards in a hierarchy (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 Hierarchy link. Mingle displays all cards on the page in a hierarchical list.
What can you do on the Hierarchy view?
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.
Create cards with Quick Add
Quick Add allows you to create a new card from any project page. The Quick Add button can be found on the bottom left of your browser window in the task tray.
The Quick Add button makes it easy to create cards with default values preset for the selected card type.
Using 'Add With Detail'
On the Quick Add popup 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 where you can make additional changes to the card (e.g. adding a description) before saving it to complete the card creation.
Drill down into the hierarchy
You can display children cards in the hierarchy by clicking on the show/hide children widget displayed to the left of the name of any card which has children. The expand/collapse state of the show/hide widget will be retained and any favorites created from the view will display the widget in the user selected state.
Add columns to the view
As in the List view, you can add columns to the hierarchy view by clicking on the Add / remove columns in the header.
Click on the name of the property you want to add and it will be added to the view. Clicking on the name of a property which is already displayed will remove it from the view.
If a card type in the hierarchy doesn't use a property, a black cell will be displayed for that column next to those cards.
As in the List view, you can sort the columns to the hierarchy view by clicking on the column header.
Unlike the list view, when sorting by type specific properties, such as 'planning estimate' which may only apply to stories, if parent levels of the tree are shown, the cards will be sorted within the parent i.e. the hierarchy structure will remain.
Maximize the view
The card hierarchy view can be viewed in the maximized mode. This will allow for cleaner, more useful views when working with your Mingle cards.
Import / Export cards
The Import / Export component lets you export the cards in the current hierarchy, or import a list of cards from Excel.