After observing users work with and occasionally struggle with the Azure Boards, it is time for me to share a few tips.
Select the right card reordering strategy
The board supports two reorder behaviours when you drag and drop your cards.
- Reorder work items when changing columns and update the backlog accordingly. (Default)
- Follow backlog order when changing columns.
As I groom and maintain an ordered (prioritised) backlog, I prefer the second behaviour. It drops the card according to the work items order within the backlog. In other words, if it has the highest priority on the backlog it will appear at the top of the column, no matter where you drop it. Once dropped, you can intentionally drag and drop the card within the column, which updates its order (priority)within the column and updates the backlog accordingly.
GOTO
Configure team settings
.Select
Card reordering
and select the expected reorder strategy.
Create visual cues on your board
Maximize your Azure Boards on your biggest monitor and take two steps back. Can you see visual cues for (1) cards flowing in swim lanes, (2) tags that pop out from the rest to indicate special metadata, such as PRIORITY, and (3) card colours that indicate their states?
Even though the above board has been blurred, I notice nine (9) cards that are a PRIORITY
due to the tag colour, one (1) card that needs to be discussed violet colour
, two (2) cards that need to be groomed salmon colour
, and two (2) cards that are stale orange colour
. Oh, the yellow cards on the right tell me that their iteration path
has not yet been set.
The Azure Boards delivers powerful visual cue features - use them!
Please do not use the card colour styles to indicate who they have been assigned to. There are only ten (10) possible styles, and you are better off using the filter to focus on your work - see below.
GOTO
Configure team settings
. SelectTag colors
and define special colours for special tags.Select
Styles
and define up to ten (10) styles to stand out.
Here is an example of a rule that turns stale cards orange:
Use the filter!
The Azure Board team implemented a great filter, allowing you to filter you board on work item types
, assigned to
, Tags
, Iterations
, Area paths
, and Parent Work Items
to reduce the noise and allow you to focus on what is important.
For example, my board is filtered on cards assigned to @Me
, Unassigned
, and my team's AD group
so that I can focus on my work and keep an eye on the unassigned work.
My work items are vanishing!?!
Ensure that all work item possible states are mapped to one or more of the Azure Board columns. If a state is not mapped against a column, the card will literally vanish from your board when its state changes to the unmapped state - the board is literally doing what you have configured it to do.
GOTO
Configure team settings
.Select
Columns
and map the work item states for each column.
Add high-value fields on the card
The last thing you want to do is click on a card on your Kanban board - WASTE! Ensure you have the relevant fields mapped to your card so that in most cases you can simply look at the card to understand what to do next.
GOTO
Configure team settings
.Select
Fields
and map up to 10 fields in the order they need to appear on your card.DO NOT check
Check if you want to display fields even if they are empty
- WASTE!
Do not forget the Delivery Plan!
Lastly, remember the Delivery Plan which allows you to create a delivery board-type plan view combining multiple teams, backlogs, and iteration cadences. The delivery plan configuration of settings and styles is similar to the board, but it also allow you to collapse cards and show dependencies.
IMPORTANT Dependencies are only shown for predecessor/successor links and dependency lines are only drawn if both the predecessor and successor cards are visible on the delivery plan view.
Any other tips to share?