Required properties during card creation

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    Suzie Prince

    Hey Chris


    We currently do not have this functionality but this is something we have in our backlog for consideration (see here).


    You can enforce other stages of your workflow by using transitions, transitions with user input required parameters and  transition only properties though if that helps.


    Thanks


    - Suzie

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    Chris Leon

    Got it, and that's related to my other post re: quick edit.


    Again, it's an ok solution which relies on adding another thing to someone's todo list: keep an eye on this view here that tells the number of un-prioritized stories.  Not unreasonable, but it means that someone (me, right now) has to see things pop up on that view, go find the person that logged it, and walk them through determining it's priority. 80% of the time they have enough information to do it on their own, sometimes they need to come to me, but I'd like to optimize for the 80% case.


    I think in the end there's sort of two things that would solve this problem for me.  Card transitions are a really powerful tool for specifiying this type of thing.


    So first, make it so that card creation was just another transition (which sort of makes sense, in my head at least) then you can clarify the things that need to happen when cards are created. 


    Second, make card properties that I create be on an equal level with things Mingle thinks of as defaults: description, for example.  Right now you're assuming that description is the kind of thing you do at card creation, but any card properties aren't.


    The way that my main business user works, he churns out story outlines at a pretty rapid pace, so he barely describes it at creation time.  I don't want to get in the way of that churn, so all I try to force him to do is put down enough so that HE rememebers what it's about when we come back to it, and a priority so that it naturally bubbles to the top of our to-do list.  Then there's a later step that he and I take where we look at the top priority things and do analysis on them, getting it to enough of a level of detail that me and others can figure out the outline of the tasks we'll need to do to actual implement the story.

  • Avatar
    Suzie Prince

    Hi Chris


    We really appreciate the depth of information you have given as this helps us understand the way people are using, and would like to use, Mingle so thanks for taking the time to give this. In this scenario we are certainly considering adding the ability for admins to set certain properties as required at card creation or using a transition-like mechanism to enforce, or at least prompt, users to set properties such as priority or estimate when they create cards. As I hinted at on other posts (here and here) related to this feature we are actively considering this feature for development in upcoming releases although nothing has been confirmed yet.


    One thing I forgot to mention in my comment yesterday is that our team are using special headers to enforce certain properties at card creation. Whilst we are not using them to enforce priorities you may find you can use them to quickly help your business owner set story priority on card creation.


    I would suggest creating the Special Header actions wiki page if this is not already created and adding something like the following to this page:


    <a href="/projects/{{ project }}/cards/new?properties[type]=story&properties[Priority]=must" accesskey="s">+ High priority story</a>


    This will add a link that is called "+ High priority story" to the special header area at the top of every Mingle screen. You can then ask your business owner to use this link when they want to create high priority stories and this will set the Priority property to high when the card is created. You will need to update the properties and values to those used in your project but I hope this explains the concept I am suggesting. If this seems to work well you could also create links to create stories with other priorities set at creation.


    I hope this information was useful.


    Thanks


    - Suzie

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    Chris Leon

    Ah right.  I was thinking about doing something similar for creating 'feature' stories versus 'defect' stories (see my comment here), didn't think about using it to set priorities.  I'm a bit worried about having too many links up there, but we'll see how it looks.

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    Andrew Ripley

    Hi, I found this page and was wonder if there have been any recent updates. Looks like the last time this page was updated was in 2009. 

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