How to configure Kanban task flow for R & D projects

Time:2021-12-1

Author: Pig toothed fish technical team

In R & D projects, teams often usebulletin boardManage the life cycle of tasks, and the Kanban task flow of different teams is different. Through practice, we have collected the needs of different teams for Kanban management:

  • The project manager expects to know the overall work of the team and can customize a set of task process in line with the team;
  • The development team pays attention to everyone’s task progress and development volume, and synchronously manages the code quality;
  • How the defect is repaired after the test team submits the defect for the tested function;
  • After sorting out the requirements, the product team gets feedback on the status of each stage of the requirements.

According to the needs of each team,Introduction of Kanban management of Choerodon pig toothed fish State machine” function, it is used to formulate the workflow of different task flows, corresponding to the columns in the kanban. For each state in the Kanban, it also defines the corresponding workflow and specific operations to be performed when handling problems. Help everyone focus on R & D process and improve R & D efficiency.

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C7n “state machine” usage scenario

The following figure shows the general R & D process of the R & D project, including the flow process of each demand stage in the project and the whole cycle management of code development.

How to configure Kanban task flow for R & D projects​

Demand management is an important process in R & D project activities. It can be said that demand is the beginning of product development and runs through the whole product life cycle. No matter which link depends on demand from the beginning of demand collection, to demand design, development, testing and finally online.

After the requirements review is passed, the project enters the development side. At this time, the development team needs to formulate a clear iteration plan, including the priority and iteration purpose of the product backlog, and then enter the development stage.

After the developer determines the task, create the corresponding development branch. After the development is completed, the developer will conduct local self-test, then join the main branch of development environment test, and arrange testers to test the development environment. Finally, after passing the acceptance test, the system is released online.

01

Custom task flow

Taking this process as an example, how to use it in Choerodon pig toothed fishState machineHow to configure the task process?

Configure status and flow in Kanban

Choerodon pig toothed fish Kanban management is in line with the whole process configuration of the project from demand management to development, testing and launch. According to the whole process system of the R & D project in the example, we first need to confirm that it is in the kanbanDefine the three phases of the iteration:   Design, development and testing.

The three phases correspond to the following status nodes:
Design :  Functional design, technical design, design review and design completion;
development:Β  To be developed, under development, local self-test and development completed;
Test:Β  To be tested, staging test, acceptance test, completed.

How to configure Kanban task flow for R & D projects​

The content focused at different stages can be collected into different kanban. As follows, we can establishDesign Kanban, development Kanban, test Kanban。

The connection between design Kanban and development Kanban depends on: design completion in design stage = to be developed in development stage;
The connection between development Kanban and test Kanban depends on: the completion state of the development stage is the initial state of the test stage.

How to configure Kanban task flow for R & D projects​

How to configure Kanban task flow for R & D projects!​

How to configure Kanban task flow for R & D projects​

Of course, if you need a global dimension Kanban, you can also create a global kanban.

How to configure Kanban task flow for R & D projects​

According to the prepared Kanban, column, status and scenario, the flow direction of the configuration status can control the flow of cards in the kanban.
Take the issue type of < story > as an example, the flow process is as follows:

How to configure Kanban task flow for R & D projects​

After the flow status of status is configured, when you drag a task in the Kanban, the task will flow according to the process.

How to configure Kanban task flow for R & D projects​

Configuration problem type

In addition, there are often many different types of requirements in the project, and there are different processing processes for different requirements. For example:

How to configure Kanban task flow for R & D projects​

Different needs also need different issue types to sort out. Choerodon pig toothed fish has the process management ability of different types of issues to help the project achieve diversified and multi situation process management ability. For detailed configuration information, please refer to “how to configure problem types” in the user manual

How to configure Kanban task flow for R & D projects​

02

Issue and branch linkage

After the development team enters the development stage, a life course of code branch is generated. That is, after the task is determined, the corresponding development branch is created. After the development is completed, the developers conduct local self-test, then join the main branch of development environment test, and arrange testers to test the development environment. The following linkage related to issue is extracted from this process:

  1. After the developer merges the local development branch feature into the test environment and tests the master branch, the development is completed;
  2. Notify the tester when the development is completed.

For example, according to the appeal requirements, the configuration is as follows:How to configure Kanban task flow for R & D projects​

Choerodon pig toothed fish supports the linkage between the issue and the development branch to provide better support for the team’s Devops practice.

03

Story and subtask linkage flow

During the project iteration, developers focus on the development of the subtasks they are responsible for. Ignoring the management and flow of the user story dimension will cause the subtasks to have been completed, but the user stories are still overstocked in a certain state and cannot enter the test process in time. This will cause these user stories not to be fully tested, and will eventually affect the delivery quality of products. The state machine function of Choerodon pig toothed fish supports the state linkage of parent-child tasks without manual maintenance.

For example, after all the development subtasks are completed, the user story will automatically flow to the development completion status.

How to configure Kanban task flow for R & D projects​

04

Nailing / enterprise wechat push message

In order to facilitate the project members to receive the notification of task processing in time, Choerodon pig toothed fish supports the push of webhook messages on nailing, enterprise wechat and other platforms in addition to e-mail and on-site letters. The project leader can enable webhook notification at the status node that needs to receive notification in time to receive the message push of task status flow in real time.

For example, set to send [email, in station letter] notification to [reporter, handler] and start webhook notification.

How to configure Kanban task flow for R & D projects​

To learn how to add webhook, please refer to the user manual “how to configure webhook”

05

Not just R & D projects

Of course, in addition to R & D projects, there will also be task management processes matching the current situation in sales projects, human resources, marketing, operations and other projects. Here we take a sales management project as an example.

Different sales businesses correspond to different sales processes. The sales director formulates the sales process according to the needs of the team. Common sales processes are as follows:

Potential business opportunities — > contact — > business contact — > billing — > contract signing

The configuration of state machine is as follows:

How to configure Kanban task flow for R & D projects​

Kanban management is as follows:

How to configure Kanban task flow for R & D projects​

It runs through the whole life cycle of the product, including the demand collection, demand review, analysis, disassembly and development progress follow-up of internal and external users of the project.

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How to use c7n state machine

For more detailed operation tutorials, please refer to the user manual:

How to configure problem types:https://open.hand-china.com/d…

How to configure a state machine:https://open.hand-china.com/d…

How to configure Kanban:https://open.hand-china.com/d…

How to configure webhook:https://open.hand-china.com/d…


This article was originally written by the technical team of pig toothed fish. Please indicate the source for Reprint:Pig toothed fish official website

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