Project Management

Reference page for Servoy Cloud's Project Management feature

Overview

The Project Management feature in Servoy Cloud is a tool for managing and tracking project development through tasks, represented as tickets.

It offers real-time notifications and configurable settings, allowing teams to adapt the system to their specific needs. Users can create and manage tickets, set priorities, and monitor progress in a structured, efficient way.

It can be accessed by logging into Cloud Control Center and using the "Project Management" items from the main menu.

Tickets

Ticket Attributes

Throughout the Project Management views, tickets display essential details and quick-action tools, though some options vary depending on the view. Main key features:

• Move Icon: Visible only in list view, this icon allows users to drag and reorder tickets for sorting and grouping within the backlog or sprint.

• Ticket Key: Unique identifier for each ticket, usually prefixed by the project key.

• Title: Brief, descriptive title summarizing the ticket's content.

• Ticket Type: Classifies the ticket as a Bug, Feature, or Task. Can be shown as either text or a corresponding badge, making it easy to identify the type at a glance.

  • Bug: A ticket for an error or malfunction in the application, that needs to be fixed.

  • Feature: A request for new functionality or an improvement to existing features.

  • Task: A general work item or activity that supports project development but isn’t a bug or feature.

  

  Ticket types

• Status: Current stage of the ticket, with color-coded indicators based on status. Available statuses:

  • Open

  • In Progress

  • Technical Review

  • Done

  • Blocked (optional, disabled by default and configurable in project management settings)

  • Functional Review (optional, disabled by default and configurable in project management settings)

• Story Points: Effort estimation shown as a numerical value, with values like 0, 1, 2, 3, 5, 8, 13, 20, 40, and 100.

• Priority: Indicates the urgency level of the ticket, with levels from Lowest to Highest.

Ticket priority

• Assignee: Shows the user currently responsible for the ticket.

• Tags: Displays any assigned tags, useful for filtering and categorizing tickets.

• Context Menu: Accessible only in list views, the context menu offers quick actions, such as:

  • Assign to Me: Instantly assigns the ticket to the current user.

  • Move Ticket: Enables moving the ticket to another sprint or section as needed.

Example of ticket attributes

Create Ticket

To create a new ticket, follow these steps:

1. Click on the "Create Ticket" button: This will navigate you to the Create Ticket screen, where you can input all necessary details

2. Fill in the Ticket Details:

   • Title: Enter a brief, descriptive title for the ticket.

   • Assignee: Optional. Select a user from the list of users within the namespace to assign the ticket to.

   • Reporter: Select a user from the namespace who is reporting the ticket (usually yourself or another team member).

   • Status: Choose the appropriate status from the ones available.

     • Note: The initial status value upon creation is "Open"

   • Issue Type: Choose the appropriate issue type from Bug, Feature, or Task.

     • Note: For convenience, the ticket creation form will default to the last issue type used, streamlining the process for future tickets.

   • Priority: Select the priority of the ticket (Lowest, Low, Medium, High, or Highest).

   • Story Points: Choose the story points value (0, 1, 2, 3, 5, 8, 13, 20, 40, or 100) to indicate the effort estimation for the ticket.

   • Tags: Add any relevant tags to help categorize the ticket. You can enter custom tags or select from existing ones.

   • Sprint: Choose a sprint for the ticket to be assigned to. If no sprint is selected, the ticket will remain in the backlog.

   • Description: Provide a detailed description of the ticket’s requirements, problem, or feature to be implemented.

3. Save the Ticket:

   • Save: Click the Save button to save the ticket and return to the Tickets view.

   • Save and New: If you want to create another ticket, click Save and New to save the current ticket and open a fresh ticket form.

You can create a new ticket from the following screens in the Project Management System by using the Create Ticket button:

1. Tickets Screen

   • How to Access: Navigate to the Tickets section from the main menu.

   • Where to Find the Button: On the Tickets screen, the Create Ticket button is located at the top-right corner of the page

   

   Create Ticket from Tickets View
2. Backlog Screen

   • How to Access: Go to the Backlog section from the main menu.

   • Where to Find the Button: On the Backlog screen, the Create Ticket button is located in the top-right corner of the Backlog Tab

   

   Create Ticket from Backlog Tab

View Ticket

To view detailed information about a ticket, click on any ticket from the Project Management screens. This will take you to the Ticket Details page where you can see all the ticket’s information.

In the Ticket Details screen you can do the following:

• Edit Ticket: You can navigate to the Edit Ticket screen to modify ticket details

• Assign to me: You can assign the ticket to yourself

• Manage Attachments: You can add or remove attachments from a ticket

• Manage Comments: Add or view comments related to the ticket, providing additional information or feedback

• View Commits: View commits that included the ticket key to track code changes related to the ticket

• View Update History: Displays a chronological log of changes made to the ticket, including status changes and other updates.

Ticket Details View Example

Edit Ticket

To edit a ticket:

1. Navigate to the Ticket Details screen

2. Click the "Edit task" button to navigate to the Edit Ticket Details screen.

3. Modify desired information

4. Save changes

Ticket changes are logged and can be tracked in the History tab of the Ticket Details screen

Edit Ticket button from Ticket Details Screen

Add attachment

Inline images are also supported in description and comments. For larger files, it is recommended to add them as attachments.

To add attachments to a ticket:

1. Navigate to the Ticket Details screen, by clicking on any ticket in the Project Management screens

2. Click the Upload Attachment button from the menu on the right.

   • Alternatively, click the + button in the Attachments side panel on the right side of the same view.

3. Choose and upload selected file(s)

4. Done

Note: If duplicate attachments are detected, they will be renamed with "_copy" appended to the end of the file name.

Upload attachment from "Attachments" side panel in Ticket Details screen

Upload attachment from top of main side panel in Ticket Details screen

Remove attachment

To remove an attachment from a ticket:

• Navigate to Ticket Details view

• Locate the Attachments side panel

• Click the Delete icon next to the attachment you want to remove

• Confirm and proceed with deleting

Remove attachment from Ticket in Ticket Details screen

Manage Tags

Tags are labels used to categorize and group related tickets, making it easier to organize and search for specific tasks.

Tag field in Create or Edit Ticket screens

Where Tags Are Visible

Tags are displayed across various views where tickets appear, including:

• Tickets view: Tags are shown on the ticket list item

• Active Sprints view: Tags are visible on the ticket tile

• Backlog: Tags can be seen on tickets in any of the list items

• Ticket Details: Tags are displayed in both the View Ticket and Edit Ticket screens, where they can be added or removed

Add or create a tag

You can add or create tags in the following ways:

1. During Ticket Creation: While creating a new ticket, you can add tags by typing the desired tag and pressing ENTER or selecting from existing tags.

2. When Editing a Ticket: In the Edit Ticket view, you can add new tags by typing them and pressing ENTER, or select from existing tags.

Remove a tag

To remove a tag from a ticket, navigate to the Edit Ticket view:

1. Find the tag you wish to remove.

2. Click the delete (x) icon next to the tag to remove it.

Alternatively, you can select the tag from the dropdown list and it will be removed from the ticket.

Move Ticket

To move a ticket between Sprints or back into the Backlog, you have two options:

• Using the Context Menu:

  • Open the context menu on any ticket in the Tickets or Backlog screens.

  • Select the Move To option.

  • Choose either Backlog or the sprint where you want to place the ticket.

  

  Context Menu on Ticket
• Drag and Drop:

  • Ensure Group by Sprint is enabled by selecting it from the three-dot menu in the Sprint column header.

  • Click the move icon on the ticket, then drag it to a different group or sprint.

  • Note: Use the SHIFT key to select and move multiple tickets at once.

  

  Move icon to drag and drop Ticket

Assign Ticket

To assign a ticket to yourself or another user:

• Assign Ticket to Self:

  • From the context menu on any ticket in the Tickets or Backlog screens, select Assign to me.

  • Alternatively, navigate to the Ticket Details view and select Assign to me in the side panel.

  • Or, go to the Edit Ticket screen and set yourself as the assignee in the Assigned To field, then save your changes.

• Assign Ticket to Another User:

  • Navigate to the Edit Ticket screen.

  • Update the Assigned To field to the desired user.

  • Save changes to confirm the assignment.

Project Management Settings

Project settings details

Note: Only users with the "Namespace Administrator" role can configure Project Management Settings.

The following project settings can be configured to customize your project management experience:

• Project Name: A short, descriptive name that helps identify the project.

• Project Key: A prefix for ticket IDs, up to 5 characters (e.g., SAN-1, SAN-2). If not specified, the system uses the first three characters of the namespace name.

• Enable Functional Review Column: Adds the “Functional Review” status and corresponding column in the "Active Sprints" view. Note: Once tickets use this status, it cannot be disabled.

• Enable Blocked Column: Adds the “Blocked” status and column in the "Active Sprints" view. Like the Functional Review column, this setting cannot be disabled if tickets have used this status.

• Hide Closed Tickets: Option to hide completed tickets from the "Tickets" list overview, keeping the view focused on active tasks.

How to configure settings

To configure project management settings:

1. In Cloud Control Center, navigate to Namespace Settings using the main menu

2. Click on Settings.

3. Select the Project Management tab.

4. Adjust the settings as needed.

5. Click Save to apply the changes.