 All right everybody, let's get started My name is Chris urban. I'm a delivery manager from aquia. This is The session titled using a mallet when you really need a milner Milner So I just want to make sure everybody's in the right room make sure I'm in the right room. Okay So this is a little bit of a different session This is part of the new project management track for Drupal Khan This is not This is going to be interesting for me and for you. So I why I'm telling you this is I'm looking for feedback I'm interested in your thoughts on what I'm going to go through today I'm curious to know Everyone's taken experience. So I don't want this to be purely a one-way discussion. I do encourage questions and feedback All right, so before we get to started Let me just give you some background first of all a milner is not a new Drupal 8 theme it is the hammer of Thor all right Norse God and Basically, it is used to demolish mountains and these are the kinds of projects. We have right In the project management world of building Drupal sites. So I thought this was the Best way to approach this What it really is your best tool to demolish the mountains that you encounter every day So what I hope to cover is Basically two very important questions I've been using Jira for a pretty long time on a variety of projects scaling from Very small with only let's say two people to very large with multiple development teams multiple product owners multiple points of confusion and The experiences that I've presented at triple camps before have always led to one Common question that I get asked probably more than anything else and that is what else can we use besides Jira? And so the point of this session is to try and cover What is out there right now that I think? poses Some of the good components that match What Jira provides right now? The other important question and because this is at the end of the day So this is a good time to do this. This is really important to me What else is Phil Philadelphia, which is where I'm from? Contributed and so I'm going to intersperse a little morsels of Philadelphia goodness for you By the way, anybody here go to the pre note this morning. Did you enjoy it? Okay, good. All right, excellent. All right, so let's talk about some of the key things We're gonna go through today. I want to make sure that what my assumptions are are the same as what your assumptions are First I'm assuming that you're already familiar with Kanban and scrum So by show of hands who here is using one or both of these Processes in their projects. Okay. Good. Excellent. So the next question is You have a need for project management help. I'm assuming because you're here and and You might be or have tried using Google Sheets or Excel to help manage those projects because that's probably the first place You go to as anyone using Google Sheets or Excel right now to help manage their projects. It's okay Give a minute. All right. Good so my preference in Assembling all of these projects for your review today. My preference has been for open source projects I'm looking for things that I can do on my own. I can self-host I'm willing to pay for cloud hosting But the idea is that it's in the Drupal spirit of community and contribution I'm looking for something that is being developed openly First that's my first preference Ideally no licensing fees for the software Like I said, but if there's something that's out there that I can pay five ten twenty dollars a month I'm I'm very happy with that. So that's one of the One of the key assumptions So what are the things that I looked for a whole variety of things, right? So first of all project planning. I'm trying to find some tools that allow me to do resource allocation Preferably some sort of timing so I know who I need to have on the project when I'm looking for something that'll help me manage my backlog. I'm getting Countless requests from product owners. I need a place to put those and manage them and help the product owner Prioritize them. So this is before we even get to a sprint and then finally In within a sprint if we're doing this in Kanban if we're using scrum some way to manage sprints and This kind of includes being able to separate out those requests as user stories bugs tasks issues Whatever you want to call them being able to measure what kind of progress you're making Some way to track what the effort is if maybe if it's just recording time or some other method and Then ideally some way to do reporting on all of this because of course client wants to know where they're spending their dollars What are they getting for their buck? So some way to turn that all into reports. All right So that's the formal part of this now come back to Philly just to give you Philadelphia fun fact number one So Agile as you know the Agile manifest was not Concocted by 17 guys at the snow birds ski resort in Colorado It was actually a bunch of guys waiting for cheesesteaks in Philly and The let the real important fact here is that I'm actually the 18th guy right down there. You can see me I'm at the end of the blue arrow. So I'm the missing 18th person on the Agile open source. That's a joke I'm just kidding trying to provide some levity. It's the end of the day, right? You want to go home? All right Philadelphia fun fact number two Ben Franklin and his credit was saying a story point saved as a story point earned Ben Franklin actually invented story points We've had a very long history of Agile development in Philadelphia. It goes back hundreds of years And I just want to make sure that you're you're we are properly attribute words to All right now seriously, let's get back to Sprint project tools. So first one I have up Trello, so anyone here familiar with Trello is using it now, okay? Great So Trello is one of my favorites. It's a great go-to Package it's very simple. It's intuitive You can start for free. So it meets criteria in that respect But it is not open source But it is so heavily adopted and a great place to start in an Agile or scrum methodology That we find a lot of people using it and your testament to that fact You can obviously upgrade you get a lot of nice integrations with ever-know GitHub a lot of other things You can just go to their website. Don't take my word for it pretty reasonable eight dollars a month If you want to go really crazy you can get to the Enterprise or premium which gives you like a secure Single sign-on plus encryption plus extra security measures support on demand and all that So first question I have is a Who is not using Trello who has not ever used it all right? So that's why I want to make sure I cover this if you've not used this. It's worth taking a look at so The basic premise of Trello is a Kanban board and you start by first setting up your your columns You add the columns you want You start typing in your cards And so here I've got a pre-populated board and you'll see this over and over again through the other projects So there'll be some consistency This is a completely fake board for putting together a Drupal 8 website You fill in your tasks when the tasks are done. You move it to a column You can apply labels. You can apply comments Did that stop what did I do? There we go You can assign it to members of your team You can assign it a due date If I do that right right Let's move this. I lost my mouse makes give me one second here Think that let's try that again. Okay, bear with me one second There we go. That's better. All right, so let's jump ahead here. So the nice part about Trello is you can The basic elements that you need for tracking work you can add checklists you can assign the tasks to different people on your team There's some other nice little benefits Each card actually has its own unique email, right? So you can actually go and send comments via email and so here I've got a comment that I mailed in and it automatically assigns it to the ticket little known trick Each Card can be customized with a label so they come with the basic color coding and you can see here I've just assigned some basic categories so this helps to kind of see what you're working on right you can see I've got red and purple And this is set up so that you can go back and filter what you're seeing on the board So you can filter by those tasks only so if I want to look at only administrative or I only want to look at UX I can filter that list Similarly, you can filter by user so who's assigned what tickets at any given point and This is really helpful. You can also assign Filter by the due date when are those tickets do so what are the current product? What are the current cards that need to be done first? So really quick one other thing. I just want to point out. This is stickers I'm not sure what they're there for but these are really handy the calendar and voting Those help and card aging those really help with keeping track of where the tickets are So you can go to a calendar view and that will let you see the due dates for all the calendar for all the tickets and Voting will allow all the people on a team to upvote or downvote tickets So you can do this as a group as a part of the development team what tickets you're want to assign on. Yes question in the back So Okay, so the question for everybody with multiple teams on multiple projects I would first start by keeping the projects the Clients at the very least of the projects on separate boards So Trello will allow you to jump from board to board and out of the box It's free unlimited boards So you can add as many people as you want and you have the control of assigning which people to which board so you can have Segment teams, you know team a is working on this board for this client and another board for another client or another Project keep and you keep them separated, but there is no cross-pollination of tickets between those two boards No, correct. No, you can't so that's the trick So that other plug in the card aging is a little other fun thing if you have really stale cards They start looking old corny, but it's kind of handy so you can see that you know I need installing boot and Ubuntu hasn't happened yet So now A couple other shortcuts I want to make sure I tell you if you've not used Trello if you only use them a little bit Similar to Jira and that's still remember my Molnir that I'm comparing everything to there are some nice keystroke commands That you can use that you don't have to actually move your mouse over to each card click on it and edit it You can do a label, which is just L. You can edit any card by hitting e You can assign a card back to yourself with a spacebar. You can filter with F I'm going to write all these down. You'll see in a second and you can And I see a label card and B you can switch between the boards So if you have more than one board up at the top left where it says Chris's website if I go and hit B I think I did this just show it That's right That was right here. So if I hit B All on me automatically switched between cards F brings up the filter And so on and so on so these are all really useful Tricks there we go Another one is if you have a multiple tasks right because you're often Starting a board from scratch you open a new board If you have a project that you do over and over again build one board as your template and then copy and repeat that So you don't keep repeating entering everything in if you do have a long list that you want to bring in You can open up one ticket and copy and paste from excel and it will automatically spit it out as multiple cards So you don't have to keep copying and pasting each one into its own line All right, so that's Trello. Oh Last one there is a couple. I don't have it here today because we don't have enough time There is a couple of projects on github There's one and if you're interested in it come see me afterwards and I'll give you the address Where you can actually connect a gold sheet with Jira See there I go with Trello and It will automatically import all of your records all of your columns over into the matching fields in Trello So very often because you've started with a Google sheet or you've started with Excel You want to move it everything over that will help you do it in mass? Really handy Okay, so Trello is let's call it you know first one there's some two more projects that I want you to see that are in the Trello Vame the first is a rescue board It's a really nice alternative it too has no member restrictions and it Spins up really quickly on an Amazon web server instance So you can set it up out of the box for free Amazon hosting for free and you have your own instance So you're self managing and self hosting Right, which is nice. So you don't have to rely necessarily not that Trello costs anything, but it's really now independently It's running on your instance. You can download it and install it, but for out of the box I set up an instance in you know under an hour. How long does it take to spin up a web instance? And it will allow you because they're gearing for this they allow you to import from Trello So when you're in Trello, you can do a JSON export of all your cards Let's say that master template you had set up and now you can spin spin that up in rescue board One caveat if you look at their issues board is that there are some performance issues with NIE Not that anybody here is using IE right good. Okay So here is a quick. This is a the rescue board and you'll see a lot of similarities So here I'm importing my JSON from that project that you just saw in Trello and This is that same project now in rescue board So the same thing there's cards and columns you can assign the cards you can assign labels The catch with this though is that they do not come over cleanly The JSON doesn't include what your custom titles are it'll just label them as green yellow magenta So you do have to go back and fix those not a not a deal breaker But it too has Upvoting and logging activities and you can filter all of this within the card you can roll a view the tasks per person There's a lot more Like things that you wish Trello had added in rescue board So if you are a power Trello user, I strongly suggest taking a look at it So for example here is a list Now we have a list of resources. You can see who's tasked with what there's a lot of support with Third-party plugins you have to set up an IMAP server for sending out notifications It has a connect in with Elasticsearch and any other third-party APIs. There's a nice list view of all your tickets This is one difference Actually, let me go back that was too quick Try to speed this up because I you know want to be sensitive for time So a list view one thing you'll notice here Alajira all the tickets have a number in Trello. They don't so you just have a ticket And because I'm anal like that I like to have a number assigned to it so that everybody is talking about the same ticket I'm talking about ticket number five Even though there's another one that sounds like it now We are all on the same page and you can set that numbering to be whatever you want You can't get this list out of easily out of Trello But now you can sort and add columns and you can see you know what the labels are assigned here And the calendar view is nice So you can sort by votes and so on Calendar view is nice It gives you the you know the deadlines the due dates that you've been assigned and it has a nice little Gantt chart built in The catch you cannot edit the Gantt chart It's only for display so you cannot change the dates or the time allocations, but it is a nice output And then last thing here was was that the last thing that was the last thing But a lot more little details that Trello does not have so worth taking a look All right time to be fun again Philadelphia fact number three Betsy Ross invented Drupal because it actually was Drupal first and there was a typo when they transcribed in that fancy penmanship and that's how they came Drupal Okay, sorry dad jokes, you know, it's the end of the day. What do you want? All right, another one another Trello Type project this is an interesting one It was originally Libre board if you're familiar with Libre That's like a whole how do we put it a whole tree of software projects that are geared in true open source project style It was to Trello and is defunct. It was basically shut down as a copyright infringement And it has re-emerged now as we can I Oh, I can never I don't know why they use this type level domain. That's just me But the it's the next iteration and it's brand new maybe three months It runs on sandstorm completely open source basically a meteor J s front-end you can set it up pretty easily You need a sequel light database Very very rudimentary, but it does a lot of the basic Trello stuff and it's very open source Very new I would keep an eye on it. Not sure if it's to fully there yet But definitely like I said definitely worth keeping an eye on We can dot IO So you want to know how agile we are in Philly. We're so agile our skyline is a burn down chart, okay? Sorry, I was struggling It's it's actually from this it's right behind me to the right is where the sir is so yeah It depends on your it could be a burn up chart if you're in Camden So all right next one a sauna. Has everyone here heard of a sauna or used it? All right, so this this tool is growing on me I've been playing with this for Four or five months now It's it's pretty hefty. It's got a lot of stuff to it. I'm nuts. I'm still a juror guy I'm sorry, but it's it's not too bad It does have some merits and so we'll go through them It is kind of one of your all-in-one tools. So like a base camp It manages tasks. It's got a calendar. It has its own integrated chat. It's free up to 15 users So your typical small agency, you know, I've got a dozen devs You can do a premium for five dollars a user It has Gantt charting which I like and it has what I think is really handy is a chrome extension So for bug tracking if you're in development on a site You add this plug into your browser and will automatically log a ticket with the URL that you're logging the ticket for Which is the first thing a client always forgets to do right? Oh, I saw a bug. Well, where was it? Well, so now there's no excuse. It has to be in Chrome, but really really pretty handy All right, so a sauna On the left side and we have all our projects listed You have a task list that can be grouped and so what I'm doing here is just basically moving tasks in Under a task list each of those tasks can have assignments they can have labels added and Then you can add a checklist of sub tasks Within it so for example in here. I've got I think it's on this one I'll put in a list of Drupal module modules so you can do them as sub tasks Right so here and there's my checklist So that's those sub tasks within the task within a task list So in Jira parlance, it's kind of like an epic a story and a sub task Now in Chrome, I have the toggle timer installed so you can do time tracking with that toggle is a completely separate tool for just doing time tracking And the calendar allows you to drag and drop the tasks so you can change the deadlines But there are two catches and I'm gonna pause it real quick. So number one is that if you have subtasks Those won't show up only the parent tasks deadline So you do not see that, you know tasks sub tasks one has a deadline of so on you have to go into the ticket to see That and if it does not have a date of course then it doesn't show up But you know you would think well it doesn't show up So you don't know that you're missing the task if you're looking at the calendar So worth worth keeping an eye on that There's a nice list view so you have again, you know what you've worked on You can see who was assigned here. I'm showing that the tasks that were done And you can go back. Well, am I going back now the calendar view, right? So I'm showing that parent task and it wasn't showing the child tasks under it What's nice here is that this does can go this does allow you to go across team to some extent You can have multiple tasks. And so this is kind of your integrated chat across All projects and then you can have a chat within the project. So it's like a sub channel room in Slack for a lack of a better explanation And you can reference the projects within chat and then now in here This is the chat within the project itself and then you can also reference other users and Like any other check line it automatically connects with the matching user So that's handy. That's not too bad. So remember 15 users free out of the box Worth worth checking out if you have small teams Any questions on it? All right? Let's move on so next thing is Instagant I just love the name instagant. That's like everything should be like that Instagant is a gantt tool that connects to a sauna. It's a separate piece. You have to turn it on But it allows you to do more of that intuitive planning Which is you have a gantt chart and you want to drag the ends in the beginnings of the allocations You can assign due dates. You can assign the start dates You can note the progress in the gantt in the gantt chart items and you can convert tasks into milestones So this has been really handy from the perspective of setting the project up You get all your tasks in a sauna you jump over to instagant and now you can shift all the dates around So you don't have to be going back and forth to a calendar It's a little bit more intuitive and then when you're all done you can export it out So this is now the same project list from a sauna. You're in instagant And you see of my list of tasks You can collapse and expand There's a little filter by user or by task And then you can expand out the sub tasks So you see there's no date assigned or it only had a start date So now I can go in and say, you know, this task is going to take x long It's color-coded because the today's date is in blue and once we're past it It's in red if it's completed then it turns green you can mark it to say I'm 50% complete I still have work to do. I'm going to assign it the next week's worth of work You can see how it does a nice little color coding so you can get a visual indicator of its progress It's a nice summary. So for a reporting perspective as a reporting tool It allows that output of progress in one single chart Another nice thing here I think this is where I'm going to show this if you exceed the bounds of what was assigned within the First part of the project you'll get a nice little warning and says do you want to really push this out? That do that here. No, I got to the end of it But that visual indicator that to me is really really helpful. That's like, you know, your client can say yep I'm halfway there Okay, and this is free add-on on to Asana All right next one since we're talking about Gantt charts the other one. I really like a Gantt So this is built by a German outfit So if you go to the website, you'll get it in Deutsch first switch to English But it is completely free. It's an open beta and You have unlimited projects unlimited teams unlimited tasks. It does one thing. It does it really well It's from my point of view. I think really great for small or medium-sized teams So let's go through this really quick again my tasks on the left you can Collapse or Expand out and again the same kind of filtering by user or by task You click on an on a task and assign it you can fill in a description. You get the Gantt chart Let's give me some more room here You can adjust the focus of you know, how much you're looking at you can switch to the Let's see if I do this you can stare so I'm assigning it to you one and I'm assigning another task to See dog. All right, so what's nice about this is that there's a toggle here You can go back and view a dashboard view. So you have it not only in the Gantt chart format But you also have in a dashboard view which allows you to now see List views by a signee or by date so you can do you know this week this month Everybody on the team or just one person and print out basically their planned Assignments over whatever that time period is You can output a PDF Andy And you can filter, you know pretty obvious Create a PDF. All right So here I'm going to go back now to the Gantt chart Format I'm going to go and add a new project phase Prepare the server prepare the server. I'm going to change the color because I don't like teal which is pretty. It's a nice UI And I'm going to start typing in the tasks. So first thing I need to do is uninstall Windows XP Nobody's using that right it's a joke. I'll type in some tasks. You see it just fills in automatically And now I can take those right it shows me which task it is I'm going to Assign it to see dog and Stretch it out because it's going to take me two weeks to install Drupal and you see it's warning me that it's exceeding the parent task So it automatically Extends that out to match now truth be told it's the other way around really it's gonna take me only a day to install Drupal And it's gonna take me two weeks to uninstall Windows XP So all I'm doing here is just fitting those and rein rearranging the order. Okay So what's nice here is that fact that it's automatically extending and adjusting that timeline based on those sub tasks I don't know if you noticed but if I go back And extend that timeline it'll extend everything correspondingly. So Now I can see all the pieces together. I'm moving this to adjust back to the other part of the project and Then I again see that updated in the dashboard So if I want to see everything from that part part of the project to I'm only looking at this week And it's beyond this week. So I got to change to this month and now I see all those tasks Pretty easy so now I can get a nice output of the plan for the rest of the week Mail this around One thing I should note all the projects that I've gone through so far all of them have built-in email notifications Which is really handy or annoying. So if I'm the only one on the project. I'm getting all These notifications. Hey, you were supposed to be doing add modules. Are you doing it? Are you doing it? Are you doing it? Which is actually good for me? But it's a nice nice little feature. That's built-in All right It's painful. I know sorry Philadelphia fact Philadelphia actually means city of brotherly code. Did you know that? Okay, all right So let's change gears for a minute. We talked about ganti gancharding and resource allocation Couple of things I want to include here because I've done this in other presentations And it's a big one in sprint planning grooming is one session one part of sprints We like to do a lot pointing your tickets is always can be a challenge, especially if you have remote teams developers In multiple time zones, you can't get them all in slack or in a hangout or on the phone So in order to keep it fair and keep that time to a minimum. I strongly recommend using something like pointing poker Where you have let's say the tech lead enter in the title of the tickets and then you can allow voting Synchronously online and it has full visibility across everybody on the team everybody who's participating Typically in a project we would run The engagement manager of the project managers Monitoring the back channel for any kind of issues or questions that are being brought up But the voting is fixed to like a typical Fibonacci sequence and it's just time-based So you'll see a countdown clock if it gets too long to three minutes or being spent talking about the ticket That means it probably should go back and back into discovery It really helps if you have a lot of stuff to get through And just so you see how this works if you go to pointing poker calm You can join an existing session or you can start a session When you go to a new session you just put in your name. You can join as an You can assign what the point values you want to use are so here I'm just keeping it down to the basic Fibonacci sequence You can join as an observer, which means you see the voting But you don't actually participate and so your technical architect will type in whatever the ticket is that we're talking about So how many points is it going to be to install Drupal? I vote eight C dog votes Eight so we have consensus great If you don't have consensus, let's say something else You'll get the rankings the list on the right of who how many people voted for what size and you have a running clock on the right So you can keep an eye on how long it's taking everybody free online easy If you're not using it you should if you have more than five or so people voting on tickets Okay next tool So how many here are not project managers, but actually developers All right, awesome. So this tool is up your alley. This is agile pad This is a project management tool for developers and you'll see what I mean by this It is a completely different take on the typical sprint board. It's very easy to use It's completely tech space. So basically you're gonna pull up, you know your IDE and you're gonna edit a text file That's essentially how this works now that means There's some caveats. There's no error checking. There's no user recognition So if you do at Chris and you misspell my name It doesn't know that if I make up a hashtag, you know, whatever There's nothing to check that it's not being used already. It assumes that you are want to use that hashtag So the way this works, it's very simple you can assign your tasks with a status using the percent you give it a Hashtag for a tag or an at for a person and From that simple text file, it'll spit out listing calendar views in a Kanban board style It's free and there's a premium version for five dollars a month, but the free version is awesome So let me show you how this works. Hopefully this won't be too fast same project I Put in some start dates. I copy and paste my list that little bracket minus is a task You'll see the cheat sheet down on the bottom right the section is the triple bang I'll fix that in a second and There we go. So that's a wrap it up phase. Okay, so now I'm going to give that some tags, right? This is a pain in the ass one. It's 13 points. This is five points So you can size it like that with the little what's it called a carrot? And give it some tags so that you can identify and filter out those text tickets later You can give them status. So those are all marked done. These are in progress. These are ready to go and then you can add comments and I don't do it here. I backed out of it, but a triple right carrot is a individual comment So a person can comment on the ticket. It'll show up in the text file and then a milestone is with the Slammer Okay, so I assigned the tickets, right? So I'm assigning that one to Chris, but you'll see there's no Auto complete so it already has a couple users in the system, but it doesn't know that they're there So this is one of the caveats. So, you know DJ or there's nobody in my system But it allows me to assign it now that board now is now immediately taken from that text field And you can see these are now sorted by assignments So Chris's tickets c.tickets now by the The status I'm going to move ready first and then then progress and then done and Then you can do it by and I can move the tickets, right? So I can take 22 it'll jump me back to the text thing or I can drag it in the column And it'll update the text file the same way. So either way you end up with a text file So if I make all of these here as ready and I'll go back You'll see them now move into the ready column. All right, and then last one is by tag so I can have a paint in the ass column Which you don't see I stopped a clip there, but it will sort out the tickets the exact same way So really really simple Really really effective worth taking a look at but like I said if you're a developer They like working in text files, right? Tell me I'm wrong. This is as simple as it gets All right next one Tyga IO, I hope it's Tyga not Tyga, but let's just say it's Tyga Tyga IO is another one as a potential Jira replacement for smaller teams. I Think this one is my favorite. It's Python based. It's very intuitive if you're already familiar with Jira It's cloud hosted. That's the catch. It's free for one project with up to 25 people So if you are a small shop, you're doing basically one project at a time or you want to give it a shot try it out It's it's definitely has some promise in and I'll show you a video of this but it is It's a different UI take that on Jira if you're like I said if you're familiar with Jira There is a version you can set up on your own server and that's free. So from my criteria This fits in The catch is you have to set up on your server. So again, there's some requirements Python I think this was sequel light Or postgres sequel. I don't remember but it very well documented installation instructions And if you do it that way then you have unlimited projects and unlimited users and They're public so anybody can see your projects for private projects. You have to pay. That's the hook. Oh Oh Sorry, I meant on the cloud hosted one. That's the catch. Yeah on yours you can lock your server down, right? So that you have it on your intranet theoretically or give your client access. Yeah So yeah, you can you can set it up All right, so first thing you come into your dashboard like if you have a dashboard set up in Jira You see what you're working on the tickets you're watching. I'm going to go to my sample Drupal project and along the left-hand side You'll see first is the last set of updates Well, this is really fast, isn't it? Let me go back This is too fast. I was trying to keep my time down I have a habit of joining on and on and on so here's the timeline of Updates within the project itself. So the same thing like in Jira You have the feet of activity same kind of thing here along the left-hand side are all the shortcuts so that summary It is the first thing you come into let's go back to play If I go to the backlog you're immediately presented with a burn-down chart you can do quick entry of tickets as as new Issues and literally just line break and it'll create new tickets right out of the bat out of the bat because you know What a pain in the ass it is to just stub out some tickets in Jira. I just want to get something in there I don't want to go through all that crap This is really cool. Let me pause this Okay, so not the Fibonacci part which you can customize which is nice But it automatically out of the box is already segmenting story points into you know back front UX design So which is one of the things I always have because it's 13 points or 13 points of what five front eight back all back Is it design? What is it? This takes it into consideration and allows you to segment what you're doing for story points So on projects I've worked on it's like the development and QA is a science story points because there's effort in doing QA You can customize all of this Yeah on the same ticket and so if you vote let's say one three five and so on it'll aggregate it and the ticket will become 13 points But it's broken down as 135 by task Yes See and that's why you came to this session right all right, so I'm just arbitrarily putting some points here And then you can similarly you can also vote tickets You can drag them into the sprints and now I go into the sprint board the sprint task board It calls it and now what's nice here is you get automatic Horizontal swim lanes by the task by the ticket But then these are the subtasks within that ticket and if you know Jira you know that that doesn't happen in a swim lane They don't show up along with their parent ticket. They show up as separate tickets So for me, that's great. This is a block ticket very obvious right? Here's the catch so in Jira when you block a ticket you like link it link a ticket right? But you link it to the actual ticket and you have the link to the ticket becomes a real link Here you literally just type it in there's no autocomplete to match it to an actual Ticket or a task with that title, so I think they're working on that, but it doesn't exist yet Minor detail. It's all about the details right? So again, I'm looking I'm waiting for this to autocomplete because I know I've got a task another one That's that's being waited and waiting for it. I can Assign requirements I can unblock it I can add files. I can add documentation any kind of notes. It's a nice little package And you get that nice summer reporting up on the top right and again a burn down chart Now I haven't done any work in this sprint So the burn down chart doesn't exist But the idea is that it's there at your fingertips not another keystroke or two away All right, so within the ticket All right, so there's my toggle timer again, then that's not within Tyga, but the fact is that the Tyga plug-in a sorry toggle plug-in in Chrome Recognizes that you're on Tyga and puts it in the right place Awesome. I mean, it's great. So now you have time tracking within the ticket And again, you can filter this and see all of your issues right out of the gate now Here's the next one. So when you add a story you can or in this case an issue You can filter you can assign it by what it is specifically, right? So it's either a bug a question or an enhancement what the severity and the priorities are Right out of the gate. So that's the same same kind of functionality You can drag and drop attachments Right and there are those those fields. So now it's color-coded. So when I come back to a report You'll see them all there Again like Jira because Jira kind of goes hand-in-hand with confluence very often you'll have one and not the other This has a wiki already built in which is really nice. So again, it does have the ability just add pages You can drag and drop links pretty intuitive. It's simple, but it works All right, and then team assignments now. This is interesting Tyga was big on making this kind of What's the word gamification? So what you're seeing up here on the top right? I'll hover over these But you earn points for doing certain things So for closing issues for asking for help for editing wiki pages For reporting bugs for closing tasks. All of those will enter will give you let's say, you know a Hit power D&D reference, right and it'll give you your total power, right? So when you have multiple people you can see who floats to the top because they're contributing to the wiki as opposed to the developers Who are closing tickets? So it kind of keeps it even across the team. It's interesting that if anybody's using this or will use this I'm interested to hear if that has an effect on the team or not like it's intended I mentioned that intrigues me a lot All right, let's keep going So then the last thing just to show you is the administrative side This just gives you like the breadth of all the things you can Customize here. So in this case, I'm just tweaking down the Fibonacci sequence to what we would use nothing bigger than 13 But what's interesting here is all the other things that you can add. There's integrations. There's API endpoints Everything you can change colors the tasks the labels you can give these Custom fields like Jira, which is really nice, right? Everybody well likes to have their custom fields integrations with github and Plugins for hip chat and slack. So pretty much a lot of the stuff that you would want out of the box Wealth worth investigating like I said one of my favorites. It's growing on me All right, so next one Icecrumb has anyone heard of this one? Okay, so this and we had the German Gantt chart. This is from Germany Icecrumb is Java based The problem is that the server version is running on Java 8 But Mac the one that you can download as a community version for yourself is only Compiled for seven and if you're on a current OS X you're running eight So you have to downgrade your Java to seven. So for me that was a deal-breaker I'm it's a free community license It's worth playing with if you really want to try it out because I'm gonna do due diligence I'll show you the little video. I'm not sold on it. I'm really not sold on it There's a pro version that adds a roadmap and icebox features Which is one of the other things that I really look for as an add-on that that Jira is just starting to get into with the portfolio but For a local version if you have a server, then you can run Java. It's worth trying I'm not crazy about it, and I'm really not crazy about the UI it it looks like a Java app and So I'm not even like this is the quick and dirty of the tour as you click through But what I want to when I want to show you first of all is It's it's kind of clunky The thought behind it the structure is there at the UI is not it's not in it's not completely intuitive The idea here I hate to diss a software. I mean I like it as I appreciate the effort, but it's just not there after the stuff I showed you It gives you a lot of flexibility in terms of setting up the cards. There is this Nice planning chart, but it's it's really a lot of work to set up out of the box It would it takes a lot of effort And that to me is a is a is a big minus But there is a lot of features in here a lot of custom customization options It's like it's got to be really worth the effort. So if you're willing to live with Java 7 you have a machine You can spin this up on download it install fire up the jar file And and give it a give it a go Okay, let me get to the good stuff here. So here. I'm just dragging tickets in the right order You can then do some sprint planning and you see that it automatically assigns. They're all size the same So if the tickets were sized differently, they'll take up more room But you can basically do some rudimentary sprint planning, which is nice. It's just it's a lot of work to get to this a lot I Had one project set up and I'm like, I can't show you I have started a project I'll just go back and do the tour like I yeah, so if I gave up I figured you would probably too and you know here that was the other one that it gives you a nice Sprint planning this part. So this is one of those things that you know, Jira doesn't give you out of the box That sprint level view unless you consider the sprints, you know, vertically in a backlog Here it gives it to you in a hostile if you're familiar with that project, which is not open source nor free But worth investigating It's a nice project management tool that does this kind of effect where you can drag and drop tickets once you've got them ready and Assign them so you have like a filtered view of all the work You're gonna do on this epic and then all the work we're gonna do on this epic and mix them back together This does that but like I said, it's a lot of work to get to that. Aha cost money But it integrates with Jira it does and it does automatic updates So you can create stories in aha and they import into Jira or if you update stories in Jira and they backport into aha But for planning you make a higher master and Jira just for like Sprint level work. So, okay Let's get through the end of this There was where is it? Yeah, you're a release planning. Okay. All right Last one Bitcoins are first minted at the Mint in Philadelphia in 1792, but you didn't know that All right, two other tools that I don't go into they're worth looking at. They're also free one is task board It's a github project another one is Kanban tool But it only lives you lets you do two boards with two users. So I don't know what the point is Task board is worth playing with But I didn't make quite the cut in terms of time Now there are still more out there That I just physically didn't have enough time to go back and do The next two on my list that I'm really looking forward to are and I'm not even sure how to pronounce it to liep the fourth one on the left and Agile font the last one on the right those two look really really promising So you can expect I'll have to do one more of these presentations and go through the rest of these Of that list that I've gone through and red mine is out there project Libre and Libre plan are like very adamant open source contributed community-based projects They're not quite there to liep and agile agile fans relatively new they are pretty slick pretty pretty neat Two more worth mentioning I'll publish this PDF. It's massive. It's a hundred megabytes. I don't know. I'm gonna upload it Two more that I want to go through And they're really for Kanban. They're neither open source nor free, but they're really nice. So it's worth mentioning This one is nice because it has built-in Integration again with github slack and hipchat It does a cycle time on the cards that are on the board It it it's nice. I mean it looks really really nice It's very clean and it's like a very pure Kanban board So what I mean by that if you look at that third second column, you'll see implementation Two of one so real true Kanban There cannot be more than one ticket in that state because you only have the capacity to do one of those tickets in that In that column you can customize what that is But the fact that it's showing you in red at the top two of one your over capacity You can actually have it. I believe this is the one you can have it restrict You can't actually drag a ticket into that column until the column is free, which is like, you know, even more enforcement It's a little overkill, but the fact that it's there, you know, the red ticket on the bottom left is blocked the ticket up on the top Right is Completed very very simple. It's all it does, you know and road map planning Which is basically just to help you document what it is that you're doing and you'll see everywhere in these tickets I didn't do the video because it's There's not enough to show When you go to create a new card, it walks you through the process like why is this a ticket? What's the business purpose? Why are you doing it? Which is that question you have to ask your product owners all the time? Well, what's the point of this ticket? Why are you know, you want the site to look good? You want it to perform fast you don't want to lose customers What is that driving reason and that will help them write it? So this is really like software geared for a product owner not not a project manager The other one is assembler This is nice because it has a really nice Integration with github it looks nice But it costs money so For $24 a month you can get 12 users you can play with it for free Again, I think I go through a couple of boards here. So this is just a list of tasks and then you can Do again Planning I'm going to move you know certain number tickets into my backlog. These are going to be ready for me to work on And there was some other reporting. I where did my notes go? I lost my notes But it will give you a really nice set of reporting tools a la Jira So it's worth mentioning for that Let's come back to Right, so now I'm in my sprint board Right, so I've got tickets that are ready to go and you can adjust columns. You'll scroll to the right You can you know set this up whatever you want it to be Set up your milestones gives you in the immediate progress indicators on the right You have a calendar view with those milestones in there You can publish this out as a calendar. No big deal The reporting is really nice very comprehensive a lot of the basic stuff that you need I really like down here at the bottom these stuck tasks, right? Which is something you probably do as a filter or injure if you're familiar is the dot-dot-dot-dot-dot-dot-dot-dot-dot at the bottom of your tickets, right? Dot-dot-dot, okay Nobody ever has those tickets The last thing here, this is one of those wish things from Jira bulk update, right? I want to go in and I want to make all my tickets ready or I want to make them all Something I want to assign them all label and if you're familiar with Jira You have to go through find a filter select the tickets go through the thing I want to add the issue I want to do this and it's clunky here. It's all in one page very nice very slick So this is the kind of what I wish Jira would do Okay Last thing with the Semblah just really quick. It connects to everything Again, you know you get what you pay for Web hooks Twitter. I don't know why you would want to connect it to Twitter. I Close the ticket. Yay. Okay Last one really quick Gemini from countersoft is also a nice one It also has integrated chat also cost money ten dollars a month But you can run it on your server, but you need an enterprise license. So yeah, not great But it looks slick So it's much more like a graphical Excel version of Jira. You can drag and drop tickets around I'm not I'm not impressed. It's you know, this is and you know why Because it's windows. It's totally geared for windows. So sorry. I'm a Mac guy But this is like designed for a dot net in development development environment. This is not for Drupal Okay, let's move on. So let me spend the last couple of minutes at the end of the day I know it's six o'clock. I do have a couple more slides. I'm going to go through in really rapid succession I have this as part of another presentation and I'll make the shameless plug I'm at the aque booth tomorrow afternoon from four to six Doing a longer version of this. So if you have questions, you want to hear the whole should be all and you want to leave Make sure and come and see me then What I love about Jira, which is what you love about Jira are all the other things that I just showed you that those projects Do not do that this does do And what I want to show you are the key things that I think are the most important things You should be doing in Jira if you're not doing it already. So first question is who here is using Jira Okay, so hopefully this will help you guys First of all components if you're not using them use them It's just another tag But from a Drupal perspective if you have a content type if you have a ticket that is associated with that content type Use components to organize it because it could be front end. It could be back end It could be for testing you'll have a way to organize all that work quickly and easily So using something like analytics or image editing will allow you to find let's say for regression testing or Subsetting QA bad tests based on the content type or based on the work that's being done So this is like my list what I use for content types or for components I'll pull like I'll pull you don't have to write this down. I'll publish this PDF next thing add some custom fields Developer and team those are not out of the box If you don't have them ready make it a user and like a select list so that you can identify who is working on the ticket Was it a specific developer? Is it a specific team team a team B? You can also go back and do reporting and seeing what the developers have been working on in previous friends Maybe they need to rotate their work. They've been doing all front-end work They need to do some back-end for practice. This is a way to keep track of that Another one is if you're using multiple environments set up a field for branch So that everybody else knows where that ticket is because you'll have it buried in a comment Yeah, this is going out on that, you know dev 3a environment make it a field real easy So then the QA and UAT people know where to look All right, this is a fun one. So I'm gonna do this really quick if you're not doing it already use color coding in the backlog and Create sprints in your backlog So what this allows you to do is see everything much more easily The sprints in the backlog if you were have an open sprint make other sprints for future sprints for planning Right, you're in sprint one create another sprint to and start putting tickets into it in Developer parlance. It would be like your fixed version, which you can assign separately But from a sprint backlog perspective now You can see how many points you have assigned for effort in those future sprints and assign the priority within that sprint For the color coding what I'm showing here, right? You see this gold ticket purple ticket blue ticket all that is and because it's not showing up in a ticket here If you go to the if you go to the field you'll see I assigned to the team So I have three teams on my project each of those colors corresponds to the team To set this up you just go into the card colors and use a query and say hey my team equals blank You can use that also for setting up swim lanes So in this case I want to do real quick labels equal stretch and any ticket that's marked a stretch will show up in a Separate swim lane now at the top so you can keep your work separated and still color-coded so I can see right away A stretch ticket is on the gold team right nice Okay, next one time spent two ways to skin this cat right we could use toggle I like to make it a separate field and you can make it a required field. So when it's in a transition It's required by the person making the transition to complete that field You can do it for QA. You can do it for development Does that make sense? You'll see what I mean in a second. So this way, okay? That ticket's in progress and so when I go to submit it right? This is my workflow You can see here. I'm in progress and I'm going to submit it to peer review or to merge ready by doing that Transition I add a field and it requires me to put in that number 2.5 and then again for the QA once they've tested the issue and approve or reject it They have to put in their time and now it's on you can't make that transition without completing a field So this forces them to put a number in the catch is they have to report a number and they could be pulling the number out of their butt And if it's iterating more than one time the number stays in the same place It doesn't automatically add it you have to manually do the math like it says 2.5. I added another hour I have to make it 3.5. So it's just a matter of educating the users to remember to increment that number manually Make sense, okay Last one and then we're done Jira has a rest API. This is my favorite because I'm a nerd if you query the rest API with a JQL string you can get a JSON back Which will give you all the details of your ticket and in my case. I don't even need all the details I just need that count. I just want the number of tickets that match the query So what I can do is make a Google Sheet go to script editor And I can pass queries directly from my sheet and update the tickets, right? Or you know what what's the tickets that are being updated? So what do I mean by this build out a spreadsheet and Using a function I'm going to ask for all the tickets that are in that sprint ID right sprint 29 So that's the basic one you can add to it, right? So give me all the tickets that were reopened from QA What were all the tickets that were reopened from UAT or were all the tickets that are incomplete? What were all the tickets that are over eight points? Whatever query it is that you want Now you can go through and build an automatic report and you just use one function call it goes to Jira queries that number I don't need to know what the tickets are I just need to count and so that whole list of numbers there are all those breakouts, right? Number of tickets the number of stores number of bugs I don't know what fe was How many of these were reopened how many of these were reopened from QA? How many of these were reopened from UAT how many of them are closed? And if you have that now you can build this nice little chart on the bottom It says show me the percentage of all the tickets that were reopened from QA and UAT in the last 12 sprints And you can see there's you know spikes and valleys and so on but you get reporting and this you don't get out of Jira and Really really the world is your oyster with this so this script is in GitHub It's really easy you just have to put in your credentials and pass what it is that you want to ask build a sheet If you have any questions about like I said, I'll be here after this or come see me tomorrow I'll show you how to set it up very easy really powerful Remember this is a per sprint reporting tool not an interest sprint reporting tool So it's really only useful when you've run more than one sprint and you want to get a Historical data for let's say 10 sprints 12 sprints, whatever it is for interest sprint reporting. I'm working on that script next That's a little more complicated You know how much time do I have so? What we learned today. This is everything we went through all my key things about The tools out there for charting and planning and pointing We talked about tools for combat and sprint boards. I told you what to do in Jira using components Custom fields leverage their Jira REST APIs. I have more up my sleeve. Like I said come see me tomorrow These are all the projects that we went through I'll put the URLs in there and like I said, I'll be there tomorrow Afternoon so come on down and chat And that's it any questions. I'm sure you have questions Alright, and so obligatory I have to give you the corrections. These were not the facts. Sorry Sure so Jira does it automatically you can If you reject a ticket from the QA state so in in my workflow, let me come back to it I think it was here. I hope it's here. I'll find it So if you're if you once you have your workflow set up in Jira You have a QA state that the tickets are in and you in the workflow the two options from that state are to accept it or pass it which then moves it to let's say a Ready for deploy or a UAT state or it sends it back to in progress That sending it back to in progress when you set up that transition is a reopen And so Jira will automatically know that because the ticket was quote reopened You can phrase the query depending on what the workflow is to say It went into This state from this state and do it that way and that'll give you the same that same approach you could do Exactly, and it's completely based on the way your workflow is set up But as long as you have those match for example, what I would do is do the queries In Jira first like when you're searching your issues with advanced with advanced search This makes sense. Let's do it live right because that's more fun anyway This is big enough Okay, so I'm gonna make this bigger and this is There we go that work. Okay good. All right, so If I go to my issues, right? We're gonna search for an issue. I would test the test the queries out first and say, you know Project equals sp1, right because that's my project and type equals story and Re Let's say opened Not reopened Let me think what was my query again. I totally forgot you can you can specify The original state and the destination state and if the query works in your Query search here copy and paste it along with you know rearrange whatever it is the project or the sprint add that in the query in the Google Sheet and It should work. So if it works if it will work here, it will work there Give me one second. I'm gonna find this Yeah, whatever whatever you want. So let me find a good example here. Oh status right okay, so and status Changed to closed. Oh, sorry. Sorry. Okay Where does it really do that every time? Sorry about that. Okay So type equals story and status is changed to close. So if I do change to qa It will give me all the tickets that went into qa, but I don't say from where so if I say to qa from and then one of the states that I could do it from from uat or from Merge ready or whatever the previous state is that will give you that specific transition so all you have to do is just go back to your workflow take those two states put them in here and so in this case sp1 250 This is the workflow. I have set up so qa came from either merge ready or to reopened Right, so if I have a reopened state I'm that's all I'm doing in that other query because you get to reopen from all other states If the if your workflow is much more, you know simple than this just use whatever that state is as your you know As your measurement point So it could be that it's closed and it was rejected in my case It goes back to reopen if your state is that it goes back to new You know say that it changed to new from closed and that'll give you that total list the catch is that in this ticket In this query, I'm not filtering by the sprint I'm only looking at us as across the entire project what you'll do then in in Google Sheets is then add sprint in If I can type In whatever that sprint is in my case, let's say one Right that sprint and so oops So those are the tickets in my sprint one that had gone to qa at some point And that doesn't do me any good because they're not in qa right now One of them is but they've already gone through qa. That's the problem is the query doesn't know Where in the workflow that happened so again another reason why having that workflow set up with that common state Or wherever that destination is going to be However, you have it set up as long as that query matches if you get this kind of Result what you'll get on the Google Sheet will now be just five because there were five matches and Iterate that across all your sprints and boom you have a report It's it's crazy when you start thinking about it, but it's like a really nice tool to have so Yeah, it doesn't matter in this script like I'm running it right now This is the rest out of my local right here on my laptop. This is what it was in there So it doesn't matter where it is Just as long as you have the URL and you have authentication Right. Yeah, I'm all I'm doing is I'm just pulling. I'm not even doing any kind of pass or creating new tickets It's purely for reporting Yeah I'm trying to keep it as simple as possible. So yeah Thanks guys Yeah Yeah, it is if you go in like the history you'll see that you know It went to this transition by this user on this date And it keeps all that stuff logged and all you're doing is just querying to get that result And when you have a sprint with like 50 tickets in it, you know who now remembers which one did wet, but let's say for reopen