In the Execution Kanban, you can view:

• Overview Board
• Requirements Board
• Bugs Board,
• Tasks Board

All requirements and bugs displayed on these boards are items linked to the current execution:

• Requirements: items shown in Execution > Requirements.
• Bugs: items shown in Execution > Testing > Bugs.
• Tasks: items shown in Execution > Tasks.

To learn how to view the Overview/Requirements/Bugs/Tasks boards in Sanplex Execution Kanban, watch the video: [Video link—Sanplex version to be provided]

视频介绍

Kanban boards provide an intuitive view of the status and progress of requirements, bugs, and tasks within an execution, significantly improving workflow visibility.

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1. Overview Board

The Overview Board aggregates all boards.

Below, we use the Overview Board as an example to explain common Kanban capabilities.

1.1 Create Requirements, Bugs, and Tasks from the Kanban

In the upper-right corner of the board, click Create to perform the following actions under the execution Kanban:

• Requirements: Create Requirement, Batch Create Requirements, Link Requirements, Link Requirements by Plan (Same functions as in Execution > Requirements.)
• Bugs: Create Bug, Batch Create Bugs (Same functions as in Execution > Testing > Bugs.)
• Tasks: Create Task, Batch Create Tasks (Same functions as in Execution > Tasks.)

Items created in the Kanban are synchronized to the execution’s Requirements/Bugs/Tasks lists. In addition:

• Requirements are also synchronized to the requirement list of the linked project and product.
• Bugs are also synchronized to the bug list of the linked project and product.

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On the Requirements Board, the first column Backlog also provides an Add button. You can:

• create R&D requirements,
• batch create R&D requirements,
• link R&D requirements,
• link requirements by plan.

Newly added items appear directly in the Backlog column.

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On the Bugs Board, the first column To Be Confirmed provides a Create button for creating bugs and batch creating bugs.

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On the Tasks Board, the first column Not Started provides a Create button for:

• creating tasks,
• batch creating tasks,
• importing bugs.

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1.2 Configure, Print, and Full-Screen the Kanban

Click the More (⋯) menu in the upper-right corner of the board to access: Configure Kanban, Print Kanban andFull Screen.

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1.2.1 Configure Kanban

You can configure settings such as column width and swimlane height.*

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1.2.2 Print Kanban

You can print either all content, or incremental changes.

The printed content includes requirement, bug, and task cards from the Kanban. Printed cards can be posted on a physical Kanban board for offline tracking.

• All content is suitable for the first print.
• Incremental changes are suitable for subsequent prints after the first.

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Before printing, you can select which statuses of requirements/bugs/tasks to include.

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1.2.3 Full-Screen Mode

Click Full Screen to display the Kanban in full-screen mode.

This provides a clearer view of requirements, bugs, and tasks and is useful for execution ceremonies (for example, daily syncs) or for giving the Execution Lead/Project Manager a high-visibility progress view. Press Esc to exit full-screen.

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1.3 Configure Columns and WIP Limits

You can:

• edit the name and color of a column,
• edit the name and color of sub-columns, and
• set WIP (Work In Progress) limits for columns and sub-columns.

By default, WIP limits are unlimited. Adjust them as needed.

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When setting a sub-column WIP limit, note that the sum of all sub-column WIP limits must not exceed the parent column WIP limit.

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If a sub-column WIP limit exceeds the parent column limit, Sanplex will display a warning.

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1.3.1 Edit Column Name

Click More (⋯) > Edit Name on the column to modify the column’s name and color.

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After saving, the column displays the updated name and color.

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1.3.2 Set Column WIP Limit

Click More (⋯) > WIP Limit on the column to set the limit (for example, change from Unlimited to 5).

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After saving, the column WIP limit is enforced (for example, 5 items).

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1.4 Import and Export Tasks

Sanplex supports: exporting tasks to CSV, and importing tasks via Transfer In Tasks and Import Bugs.

Transfer In Tasks conditions:

• the source execution is expired or closed;
• the current account has access permission to the source execution;
• the source execution has unfinished tasks (only unfinished tasks can be imported);
• task status must be one of: Not Started, In Progress, Paused, Canceled;
• subtasks cannot be imported;
• the target execution must be linked to the same product;
• if a task is linked to a requirement, the new execution must also be linked to the product that the requirement belongs to (for multi-platform/branch products, the new execution must also be linked to the corresponding platform/branch).

Import Bugs supports importing Active bugs under the products linked to the execution. Bugs can be converted into tasks for development and tracking, and the progress of bug-derived tasks reflects the bug-fix progress in real time.

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1.5 Assign Requirements, Bugs, and Tasks on the Kanban

You can assign requirements, bugs, and tasks directly on the Kanban. Unassigned items display a distinct Unassigned avatar.

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Click Unassigned to open the assignment dialog and select an assignee.

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After assignment, the item displays the avatar of the current assignee.

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2. Requirements Board

You can switch to the Requirements Board via the dropdown selector in the upper-left corner.

When viewing the Requirements Board alone, multiple grouping options are available:

• Default
• Requirement Priority
• Requirement Category
• Requirement Module
• Requirement Source
• Assignee

On the Requirements Board, the Development and Testing columns are calculated based on the statuses of related development tasks and testing tasks. Other columns can be updated by drag-and-drop to move requirements across columns.

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3. Bugs Board

You can switch to the Bugs Board via the dropdown selector in the upper-left corner.

When viewing the Bugs Board alone, grouping options include:

• Default
• Bug Priority
• Bug Severity
• Bug Module
• Bug Type
• Assignee

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Bug cards can be dragged to other columns, but movement is restricted:

• cards can only be dragged from “To Be Confirmed” to columns on the right;
• cards in right-side columns cannot be dragged back to left-side columns.

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4. Tasks Board

You can switch to the Tasks Board via the dropdown selector in the upper-left corner.

When viewing the Tasks Board alone, grouping options include:

• Default
• Task Priority
• Task Type
• Task Module
• Requirement
• Assignee

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Task cards can be dragged from left to right across columns. When dragging a task from Not Started to the In Development sub-column (under the Development column), it behaves the same as starting a task in Execution > Tasks and opens the Start Task dialog.

If effort has already been consumed, enter it; otherwise, you may leave it blank. Click Start and the task will appear in the In Development column.

When dragging a task, the target column shows a yellow indicator bar as a placement hint:

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After releasing the mouse, the Start Task dialog is displayed:

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After clicking Start, the task appears in the In Development column:

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