BOILERRUM / Tasks

Turn a shared ideainto a clear next step.

Make work visible with owners, priorities and a workflow. Move between a board, backlog and roadmap without losing the idea that started the work.

Team planning · Kanban · Sprints · Roadmaps

01

The right level of detail

Break work into epics, stories, tasks, subtasks and bugs. Add priorities, estimates, start dates and target dates so each item has a clear place in the plan.

02

A view for the work in front of you

Use Kanban for status, a backlog for what comes next, sprints for a focused period and a roadmap for the longer view. Define statuses and permitted transitions around your process.

03

Make dependencies explicit

Connect related work with blocks, depends-on and duplicate relationships. Use milestones to mark meaningful outcomes, and keep task references close to the source document or canvas.

Inside the workspace

Explore the details

01

Build a hierarchy that respects the work

Break an outcome into supported levels: Epics contain Stories, Tasks or Bugs; Stories contain Tasks or Bugs; Tasks contain Sub-tasks. The Parent issue selector offers compatible records from the current project and excludes cycles. Keep the broader Epic association alongside the direct parent, then add an assignee, priority, estimate and components in Details. Inspect the same hierarchy in Roadmap, where unscheduled rows remain visible until you deliberately give them dates.

Where to find itIssue details → Type / Parent issue / Epic; Roadmap → Add child issue
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02

Make each status move meaningful

Add a board column with a title and category to create a corresponding workflow status. Open Manage workflow to inspect the graph and connect the status transitions your process needs. Card moves across columns and Status changes in Details use the same transition rules, so a rejected move remains visible as a problem to resolve. Check a sample issue through the intended path and verify its final status before using that workflow for sprint completion.

Where to find itBoards → Add column / Manage workflow
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03

Prepare the next commitment in one queue

Capture titled issues directly in Backlog, open their shared Details editor to refine the expected result, and drag rows to set the upcoming order. Move ready work into an open sprint section or use its Sprint field for the same planning decision. Sprint membership and workflow status remain separate, so placing an issue in a sprint does not claim progress. Clear temporary search and type filters before reviewing the complete priority order.

Where to find itBacklog → ordered rows / sprint sections
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04

Close a sprint with a deliberate next destination

Create a planned sprint, add ready issues and start it with a name, goal and dates. Only one sprint can be active, and the dates are validated before the start succeeds. At completion, inspect the completed and unfinished counts. Done or terminal-status issues stay in the sprint history; unfinished work moves to Backlog or another non-completed sprint you choose. Verify the destination and each issue’s Sprint field after closing.

Where to find itBacklog → Start sprint / Complete sprint
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05

Draw the sequence between scheduled outcomes

Drag a dependency dot from one scheduled roadmap bar onto another. Starting from the right creates a finish-to-start connection; starting from the left creates a start-to-finish connection to the opposite target side. Inspect the line alongside both date ranges and update dates as a separate planning action when needed. Connectors are saved with the selected roadmap. Click a line to inspect its named endpoints and remove an obsolete relationship through Delete Dependency.

Where to find itRoadmap → scheduled bar endpoints
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06

Plan the same work across time

Inspect the issue hierarchy beside a timeline without recreating daily work in a separate list. Unscheduled rows stay in the tree and offer Drag to schedule when you are ready to set a real range. Move and resize bars to adjust dates, switch from Day through Half Year for the right horizon, and use Today to return to the present. Column Settings reveals status, assignee, due date and progress for the discussion at hand.

Where to find itRoadmap → timeline / row hierarchy
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07

Keep the action and its context in one editor

Open the same live issue from a board, backlog or roadmap. Save a clear title with Enter and an expected result in Description with ⌘/Ctrl + Enter. Keep ownership, priority, estimate, parent and sprint beside the description, then use Comments for decisions and handovers. Reopen the editor to verify values and local-saving feedback. Deletion names its effect on comments and work logs while preserving and detaching child issues.

Where to find itIssue card → Details → Activities
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08

Record effort with a useful explanation

Open Time Tracking from issue Details to log Time spent, update Time remaining or do both. Use duration notation such as 2h 30m. Time spent must be greater than zero and requires a Worklog description, while remaining-time updates can be entered separately. Save the form and inspect the Worklog tab to check the entry alongside the time summary. These activity records follow the same project-local saving boundary as the issue.

Where to find itIssue details → Time Tracking → Worklog
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09

Find the right issue without losing the full view

Search board and backlog issues by key, title, description, assignee or reporter, then combine the query with one of the five issue types. Multiple search terms all need to match somewhere in those fields, ignoring case. Watch the visible-versus-total count to understand what is hidden. Open a result to verify its identity before editing, and use Clear issue filters to restore both the text query and type selection after the review.

Where to find itBoards / Backlog → Search issues / All types
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10

Give a delivery discussion useful checkpoints

Create named, colored layers for areas such as Design or API and assign relevant outcomes to them. The layer selector narrows the roadmap while retaining related hierarchy for context. Add a milestone with a title, due date and color, optionally associating it with a layer. Inspect its marker on the timeline, edit it as the plan changes and keep milestone dates distinct from the date ranges of the work that leads to them.

Where to find itRoadmap → Manage Layers / Manage Milestones
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Learn / Tasks

Take a piece of work from capture to completion

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