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Using Plan

An outline of the Plan section of the Codebots Platfom

The Plan section helps you to plan the development of your application. Reflecting the agile methodology of using kanban boards, this section allows you to create a backlog of issues, assign them to boards (which can be used like iterations), and progress them through status columns as work is completed.


  • Write a backlog of issues, give them a description and archive them when complete.
  • Create boards and assign issues from your backlog, or create new issues right onto it.
  • Add columns to your board to create statues that you can progress your issues through.

How to Use Plan


The Plan section is designed to be an agnostic planning tool that allows your team to track the progress of projects on Codebots. While it is based off the Kanban style boards of agile development, it finds it's roots in the post-it notes on the wall.

Kanban on a wall

The first part of creating a successful project is ensuring you have a backlog of work for your team to divide up and work on.

Your backlog

Selecting the backlog view of your plan section lets you see what hasn't been assigned to a board yet. You can sort your issues by the key (which is generated based off the project ID you provided), or by issue title.


You are also able to search for issues with the search box underneath the page title.


Creating issues

From this view you can also create new issues for your backlog. Simply use the 'New Issue' box to add a title and hit create. From here you can also add a description for your issue for others to better understand what you meant.


You can also create new issue in your boards directly. See adding issues under Boards.

Assigning to a board

Selecting the move to button on an issue allows you to move it to a board. Simply choose your desired board from the drop down list to send it on it's way.


Editing and archiving issues

Selecting an issue also lets you edit it by changing the the title and the description. You can also archive your issue once it is no longer needed to be displayed. From here you can also add the issues to a board.


You can select multiple issues at once with the checkboxes down the side or by using the select all function to bulk edit (allows you to archive or permanently delete them).


Archived issues

You can also see all the archived issues on your board by hitting the 'Show/hide archived issues' button.



The boards view is where you can create and manage all the boards in your project. If the board is where you stick all your post-it notes up, this is the room that has been turned into a project manager's heaven.

List of boards

You can filter and search for boards in this page, along with viewing a summary of the board. The summary lists the number of issues and columns the board has so you can stay on top of what is happening in each one.

Creating a board

By hitting the 'New board' button, you can create a new board,give it a name, and you're on your way.


Adding issues

Once you are on a board you are able to add issues to your columns. Simply type the name into the 'Create new issue' textbox under each column and press enter. It will automatically add a new issue to the column.


Adding and editing columns

You can also add new columns to the board which will place a new column on the right-most side. Hitting the more option also allows you to rename the board, move it left or right, or delete the column.


Moving an issue

When you are ready to progress an issue to the next status, simply grab the issue and drag it where you want it to move to. You can move it back and forth between any column.


Editing and archiving boards

Once you are done with a board you can archive the board along with all the issues on it. You can also unarchive a board from the list of boards. You are able to show archived issues on a board with the 'Show/hide archived issues' button.

Connecting your issues to tests

One of the most important parts of ensuring you develop a good application is ensuring that all of your issues have been tested. Head on over to the ' Test' section to align your issues to test scenarios and see what is covered with the Traceability matrix. You can learn more about the Test section in the 'Using Test' article.