Manage Relations as Cards and Lanes on Views | Targetprocess - Visual management software

Manage Relations as Cards and Lanes on Views

To view and manage Relations of multiple items on the same screen it is possible to create and customize dedicated Board and List views.

New relations can be easily added right from the view via Quick Add buttons.

To manage existing relations double-click on a card and navigate to Relations tab in detailed popup view. Alternative options are to use drag-n-drop action to re-distribute cards across lanes or to use 'Add relation...' action from context menu.

Related entities as cards on a view

For each entity you can see all its inbound or outbound related items as cards on a view.

In the example below, we’ve selected Features as lanes and inbound relations for cards. As a result we can easily see all the inbound related items for our Features:

Relations as Cards

This setup allows quickly select entities of some particular type for showing them as lanes. However, it results in significant limitations with customization and filtering of cards.

Inbound or Outbound Relations as lanes on a view

To build a view that shows many entity relations, it is also possible to use assignable work items as cards and either Inbound Relations or Outbound Relations as lanes.

For example, let’s imagine that we need to see Bugs and User Stories, which prevent the implementation of Features, which are currently in progress. It is possible to see them all on the view.

Inbound or Outbound Relations as lanes on a view

Here we can see all the Features with Inbound Relations, which haven’t been completed yet, shown as rows, and their inbound User Stories and Bugs as cards on the view.

Supported view setups

Let’s see how it works. In the picture below we can see that the User Story has two inbound related Bugs, one of which is a blocker, and one outbound related Feature. It means that we first need to close bugs, i.e resolve the inbound relations, then implement the User Story, and only after the User Story has been completed we can start working on an outbound Feature.

Supported view setups

We can see the same relations on the view in four different ways:

1. Inbound blocker Bugs as lanes and related User Stories as cards

Cards: User Stories
Lanes: Inbound Relations

Manage Relations as Cards and Lanes on Views. Image 4

Here we choose to see User Stories as cards and ask to show their Inbound Relations (Bugs) as lanes. Note: The ‘relation sign’ in lanes shows the direction of the relation:
Manage Relations as Cards and Lanes on Views. Image 5 - Inbound
Manage Relations as Cards and Lanes on Views. Image 6 - Outbound

2. Inbound blocker Bugs as cards and related User Stories as lanes

Cards: Bugs
Lanes: Outbound Relations

Manage Relations as Cards and Lanes on Views. Image 7

Here we choose to see Outbound Relations (User Story) as lanes and show their Bugs (Inbound Relations) as cards.

3. User Stories as cards and outbound Features as lanes

Cards: User Stories
Lanes: Outbound Relations

Manage Relations as Cards and Lanes on Views. Image 8

Here we choose to see User Stories (Inbound Relations) as cards and ask to show their Outbound Relations (Feature) as lanes.

4. User Stories as lanes and outbound Features as cards

Cards: Features
Lanes: Inbound Relations

Manage Relations as Cards and Lanes on Views. Image 9

Here we choose to see Inbound Relations (User Story) as lanes and show their Features (Outbound Relations) as cards.

Filters

It is possible to apply filters to Inbound Relations and Outbound Relations lanes. More information: Filters by Relations

Use case: Relations Board

Let's create a view to see all the incomplete Features with Inbound Relations, shown as rows, and their inbound User Stories and Bugs as cards.

We will use the following settings:

Inbound or Outbound Relations as lanes on a view

Cards: User Stories, Bugs

Lanes: Inbound Relations

Filter for lanes:

?EntityType is 'Feature' and EndDate is None and StartDate is not None

The filter consists of 3 parts:

EntityType is 'Feature'

- selects only Features as lanes.

EndDate is None

- chooses only entities with no End Date (not completed yet).

StartDate is not None

- chooses only entities with Start Date (started already).

Empty lanes

Empty lanes are hidden from view by default. When we select Inbound Relations or Outbound Relations as lanes only rows of the entities with relations are shown.

Create Relations

To create a new related entity straight from the board, you can use ‘quick add’ button.

Create Relations

To create a relation with an existing entity, you can choose an entity on another board (it appears in the selected items panel), go back to the board with relations and drag and drop the selected entity to the correct cell. A new relation between the existing entities will be created.

Manage Relations as Cards and Lanes on Views. Image 12

To create a relation with an existing entity displayed on the same board, you can right-click on card and select 'Add relation...' option from the opened context menu. After that, select another card that will be connected to it. A new relation between the existing entities will be created.

Add_relation

Edit Relations

To manage existing relations double-click on a card and navigate to Relations tab in detailed popup view.

On views with any assignable items are selected as Cards and Inbound or Outbound relations as lanes or vice versa it is possible to edit relations using drag-n-drop action. Pick a card of a work item and drag it to another lane on the view. It dismisses existing relation and makes the card connected to the item represented as the lane.

To remove existing relation you can also right-click on relation line displayed on View and select 'Delete' action.

remove_relation

See also

Still have a question?

We're here to help! Just contact our friendly support team

Email us
The more details you can give us the better
Live chat
Prefer instant messaging? Try our live chat
Service Desk
Add tickets, comments and track status in our Helpdesk
Slack Community
Shape the future direction of Targetprocess

Find out more about our APIs, Plugins, Mashups and custom extensions. Join our community of passionate users and even discuss directly with our developers.

Start your free trial

Enter your email
By clicking "Continue", you acknowledge and agree that we will process your personal data in accordance with our Service Privacy Policy and Terms of Service.

We’ve sent you a confirmation e-mail — please, go check it.

Or get a live
product demo