Creating a favorite card view
Introduction
Watch a short screencast demonstrating creating a favorite
Favorites give you and your team members a quick way to view the cards you work with regularly in the format you prefer (i.e. grid, list or other view).
For example, iteration managers or project managers can view all cards of type=story with a status=new in a grid view. This may be useful at the start of an iteration or sprint where they need to assign new user stories to an iteration and to specific developers.
- Favorites are global - i.e. they display for all team members, not just the team member who creates them.
- When you click on a card within a favorite, Mingle lets you navigate through all items in that favorite. This may be useful when evaluating bugs or analyzing stories.
- You can't save more than one identical favorite.
- You can't edit favorites from the Project admin tab Favorites & tabslink. However, you can overwrite a favorite by selecting FavoritesMake current view favorite when viewing a card list, and typing in the name of the existing favorite.
- If your team will be using a saved view regularly, e.g. looking at all stories in a specific iteration, you can turn this into a tab.
You can also create a wiki page that shows cards according to different card properties. You can even set up a wiki page that references the current user, so whenever the signed in user visits that wiki page, they can see all cards assigned to them. See MQL user guide for all the macros you can insert into wiki pages.
Wiki pages can be made into favorites and tabs to allow accessing them to be more straightforward
How to create a favorite card view
- Sign in to Mingle and open the project for which to create favorites (if you're not currently working in the project).
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Click the All tab.
- Filter the card list to isolate the cards you want to work with. If you have existing similar tabs or saved views set up, you can open one of these as a starting point and then change the filters.
- Select whether you want to view these cards as a grid or list.
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If viewing in a List
- To add or remove columns, click the Add / remove columns link and select from the list of properties displayed.
- Properties with an orange tick are already present in the view - select these to remove them.
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If viewing in a Grid
- Select the Group by and Color by options. For example, you may group by Priority and color by Status.
- Choose an aggregate to display in the lane headings. For example Sum of Estimate
- Add or remove swim lanes as needed by clicking the Add / remove lanes link and selecting an option from the menu. This lets you view a card property that is not currently attached to any card so you can drag cards to another property value.
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Open the Favorites sidebar control.
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Click the Make current view favorite... link. Mingle opens up a dialog to let you enter a name for the saved view.
- Type a name for the favorite.
- Click the Save button. Mingle creates the favorite. All team members can now access this view by clicking the Favorites link. You can manage this favorite via Project admin tab Favorites & tabs link.