Learn how to use statuses in the Plan section of the Codebots platform.
The following content is continued on from the article Using Plan
Inside a Using boards in Plan, statuses are how you keep track of what state each issue is in. When a board is first created, it comes with three statuses by default: To Do, In Progress, and Done. You can change these however you want though, depending on what way you would rather work.
At the top of each status column, you can see a count of the number of issues which are currently in that status.
Creating a status
To create a status, click on the ‘+ New status column’ button on the far right of the header, in the middle. In the dialogue box which appears, enter the name of the new status and hit ‘Save’ and presto your status is added to the end. Not in the right order? No worries, you can move them.
Editing a status name
To rename your status all you need to do open the status settings. This is done by the ‘More’ button to the right of the status name (denoted by the three-dot icon). In the little pop up menu, choose the ‘Settings’ link and a little slide out will appear on the right side of the screen. You can change the status name using the field right at the top, then clicking the ‘Save’ button at the bottom of the slide out.
Moving a status
In Plan, the order of the statuses matter. It was designed like a standard agile board where you want your issue (or ticket) moving from left to right, start to finish. Since new statuses appear on the far right, you will probably find yourself needing to shuffle them around occasionally.
You can shift any of your statuses left or right by clicking on the more button (to the right of the status name, denoted by three dots). In that dropdown menu, depending on where your status currently is, you will see options to move the selected column right or left. You can do this as many times as needed to get your status in the right place.
Deleting a status
When you want to delete a status from a board, you then have to consider what you want to do with the issues currently in there. Thankfully, you don’t need to worry about moving them all out because Plan takes care of it for you.
To delete a status, click on the options button of the status (three dots to the right of the status name) and click on the red ‘Delete’ option. At this point, if you have no issues in your status, the column will be removed right away. If you do, you are presented with the following three options:
- Move issues to a different status (A dropdown will appear for you to choose which one)
- Move issues to the backlog
- Delete issues
Depending upon what you select, the issues will be reshuffled accordingly.
Status checklists are a very handy tool which can be used to reinforce your team’s workflow. They are checklists which are assigned to a particular status; when a ticket is in that status, that checklist is shown on it. It can be very handy for things like making sure all tickets have interface designs before they go into development; or ensuring that the tests have been run before the issue goes into done.
When a ticket moves between statuses, only the current status checklist is shown there. However, if you move it back it will retain the items which have been previously checked.
To set your status checklist, open the settings slide out by clicking on the options button (three dots next to the status name) and clicking on the ‘Settings’ link. Under the ‘Status Checklist template’ heading, click on the ‘+ New item’ and start typing your first item. Hit the enter key to submit the item and it will appear above. Keep doing this until all your items are there.
If you want to remove an item from the checklist, click on the ‘X’ icon next to the name and it will be removed.
When you are done hit the ‘Save’ button at the bottom of the slide out to save your changes.
Creating an Issue in a status
Making an issue inside of a status is very easy. All you need to do is type your ticket name into the ‘Create new issue’ filed located under the status name in the header. When you hit the enter key, your new ticket will appear at the bottom of the column.
Last updated: 15 August 2020