Lychee Kanban Functions and Operation Method
❏ Setting Permissions
To use Lychee Kanban, you must first check the following boxes in the "Lychee Schedule Management (Kanban)" section under Administration > Roles and permissions.
❏ Project Settings
To display the Kanban tab, you must check the "Lychee Schedule Management (Lychee Kanban)" box under Projects > Settings > Project tab > Modules.
Setting Default filter
You can set which filter will be applied when initially displaying Lychee Kanban by going to "Default filter" on the Projects > Settings > Lychee Kanban tab.
The default filter is as follows.
The default filter setting differs depending on whether or not the project has saved versions.
|Yes||Target version = Set version|
|No||Start Date = This week|
❏ Setting Maximum number of items displayed on Lychee Kanban
You can set the "Maximum number of items displayed on Lychee Kanban" under Administration > Settings > Issue tracking.
Kanban will display issues up to the number you set here.
The default is "500".
❏ Kanban Operations
To display Kanban, click the Kanban tab under the Project menu.
a) Setting Users Displayed in Kanban
You can select the users/groups to be displayed in Kanban by going to the "Displayed Users/Groups" section on the Project > Settings > Lychee Kanban tab.
b) Displaying Estimated Time in Kanban
To display estimated time in Kanban, check the "Display estimated time in Kanban" box on the Project > Settings > Lychee Kanban tab.
Adding a New Issue
You can add a new issue by clicking "Add new issue".
In the Kanban By Assignee, mousing over any cell will display a "+" icon. Clicking the icon will also allow you to add a new issue.
Additionally, if you set a version in the filter, that version will be used as the default value when adding a new issue.
Kanban Warning Icons
Kanban displays issue elements as below.
(1): Warning icons area
(2): Due date
(3): Estimated time
(4): Icon indicating a parent issue
(5): Parent issue's name
■ List of warning icons
|Not started even though start date has passed|
|Blocking turned ON|
|Has preceding issue|
|Has following issue|
|Has preceding and following issues|
Editing an Issue
Clicking an issue in Kanban will cause a pop-up display to appear with the issue's details.
Clicking the pencil icon in the top right of the pop-up window will allow you to edit the issue.
Setting Custom Fields Displayed in Issue Editing Form
You can select custom fields to be displayed in issues' detailed information or editing forms by going to the "Custom field" section on the Projects > Settings > Lychee Kanban tab.
Adding a Child Issue
Clicking on the "+" icon on an issue will allow you to add a child issue for that issue.
The parent issue's name will be displayed at the top of the child issue.
Full screen Mode
Clicking "Full screen mode" will display Kanban in full screen mode.
Clicking "Exit full screen mode" will return the screen to the normal view.
Click on "Save" in order to create a custom query.
After being taken to the query creation screen, input the necessary information and click the "Save" button.
❏ Kanban By Priority
Issues are displayed by order of priority.
This view allows you to change the order of issues by dragging-and-dropping, and you can easily visualize the next issues to be started.
You can change the order of the issues by changing the "Sort" under Options.
If "Backlog" is selected under "Sort", you can drag-and-drop the ⇕ icon on the left of each row to change the issue order.
Order can be changed by dragging-and-dropping
|Start Date||Increasing order by issue start date|
|DUe Date||Increasing order by issue due date|
Changing an Issue's Status
You can drag an issue and drop it onto the desired status.
Changing Assignees with Gravatar Icons
If you have Gravatar icons enabled, you can change the assignee of an issue by dragging-and-dropping Gravatar icons.
To enable Gravatar icons, check the "Use Gravatar user icons" box on the Administration > Settings > Display tab.
❏ Kanban By Assignee
You can display issues by assignee.
This allows you to easily view the issues each assignee is about to start work on.
Changing an Issue's Assignee or Status
You can change an issue's assignee or status by dragging-and-dropping it on the desired assignee or status.
Displaying Unassigned Issues
Clicking on "Unassigned" on the right side of the screen will display issues which have not yet been assigned. You can assign them by dragging-and-dropping them on to members.
Displaying Estimated and Spent time
Under the "Display options" section on the Projects > Settings > Lychee Kanban tab, checking the "Display estimated time in Kanban" box will cause estimated and spent time to be displayed in the tracker header and in the Assignee column.
|Est||Total estimated time|
|Act.||Total spent time|
|Rem.||Remaining estimated time = estimated time - spent time (displayed in red if negative)|
|Open.||Total estimated time for open issues|
❏ Burn Down Chart
You can display burn down chart.
A time period of up to 1 year can be displayed.
You can select either "Number of issues" or "Estimated time" as the vertical axis by going to the Projects > Settings > Lychee Kanban tab.
The default is "Number of Issues".
Filters and full screen mode can be operated in the same way as in Kanban.