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User-Interface

Note: Not all parts of the user interface may be visible. Features available depend on the settings per-project.

Tabs

Overview

This tab shows a summary of the current state of issues in the project, members assigned to the project, and summary notes which typically include tracking ticket numbers, locations of production, staging, and development sites, how to access certain things & contact information. The summary information is updated by the project managers.

Activity
This tab shows recent activity ordered by date. This is useful to see what has been done recently.
Roadmap
Shows the completion on each milestone. Issues are only "completed" if they are set to closed.
Issues

This is the main list of issues. By default it shows only "open" issues (that is, issues in any state but closed). However, you can sort and filter issues using the filters & options at the top of the page. Certain pre-set sorts are available from the menu on the right. If you right click on an issue (or select several and right-click), there is a context menu that allows to you perform updates more quickly.

New Issue
Create a new issue
Gantt
A gantt chart, which is an alternative way of visualizing progress towards milestones.
Calendar

Shows the being & due dates of issues and milestones.

News
News related to the project. Rarely used.
Documents
Uploaded documents. Rarely used.
Files
Uploaded files, can be assigned to specific milestones. Preferred over documents. (?)
Wiki
A collaborative wiki for development, user guides, and more. Upload files in the "Files" section then link to the wiki "Friendly Name":"/path/to/file.ext"
Repository
If your project is using source control for difference items, you can view the different repositories on files. If there are multiple repositories, they will be listed in the right-hand side bar.

Issues

Represent an item that must be accomplished. It could be an entire feature, or specific tasks. As much as possible, an issue should concern only one thing. It is preferable to have multiple distinct issues than larger monolithic issues.

Creating

Tracker
Which kind of issue is it? A brief explanation of each follows.
Bug
A problem with an existing feature or implementation.
Functionality
A feature that needs to be accomplished, eg. Build a newsletter
Task
Work that needs to be done, but is not a bug.
Question
A question that someone should answer
Support Request
Requests for support, training, or clarification of how things work
Subject
Enter a brief phrase for the issue
Description
Include as much information as possible. Which pages, how you found the problem, what exactly the problem is. Uploaded screenshots are helpful too.
Status
By default, they should be new. As described below.
Assignee
An issue should be assigned to a specific person. If you're unsure, assign to the project manager.
Category
The category of work that the issue falls into. If unsure, leave blank.
Target Version
The milestone where the issue that the issue should be finished for.

Issue Statuses

While most of the status are normally self-documenting, I've included a brief phrase about each status below.

New
An issue that has just been created. If you create an issue, this should be the status you use.
In Progress
Work is being done
Can't Reproduce
The bug or issue described cannot be recreated.
Need More Info
Something isn't clear
Needs Client Approval
An issue that hasn't been approved to happen by the client.
Needs Documentation
Documentation for this should be added to the wiki
Needs Testing
The client or product stakeholder should verify the fix applied works.
Needs Deployment
The fix or feature needs to be deployed (usually from a development or staging environment to a production site)
Postponed
Put off for some reason. This issue will remain open, but won't be looked at or worked on.
Rejected
This feature will not be done. It will not appear in a list of open issues.
Resolved
The issue is resolved. The product owner or stakeholder must close the issue when they are satisfied. Resolved issues continue to appear in the list of open issues.
Closed
Everything relating to this issue is done

Typical issue status workflow (where the issue doesn't need approval or already has it):

External Resources

RedmineGuide/ClientEn (last edited 2018-05-23 17:05:11 by JaimeMacLean)