自訂您的面板Customize your boards

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本文說明如何自訂看板面板。This article shows how to customize a Kanban board. 每個使用中產品或待辦專案組合都有一個儀表板面板。You have one Kanban board for each active product or portfolio backlog.

您可以透過數種方式來設定您的儀表板面板,以支援特定的追蹤需求。You can configure your Kanban board in several ways to support specific tracking needs. 例如:For example:

  • 直接從卡片更新欄位Update fields directly from the card
  • 根據欄位指派醒目提示卡片Highlight cards based on field assignments
  • 新增資料行以追蹤其他工作流程狀態Add columns to track other workflow states
  • 新增泳道以加速工作或區分指派給不同服務類別的工作。Add swimlanes to expedite work or differentiate work assigned to different service classes.

開啟面板的設定Open Settings for the board

每個小組都可以自訂其問題,以及 Epics 面板和短期衝刺工作面板。Each team can customize their Issues and Epics boards and sprint Taskboards.

注意

當您將專案新增至 Azure DevOps Services 或 Azure DevOps Server 2019 Update 1時,就可以使用基本程式。The Basic process is available when you add a project to Azure DevOps Services or Azure DevOps Server 2019 Update 1. 針對較早的內部部署,選擇 Agile、Scrum 或 CMMI 流程。For earlier on-premises deployments, choose Agile, Scrum, or CMMI process.

  1. 開啟您的看板面板Open your Kanban board.

  2. 選擇 齒輪圖示以設定面板設定。

    開啟面板設定Open board settings

    開啟面板設定Open board settings

    [設定] 對話方塊隨即開啟。The Settings dialog opens.

    [設定]、[欄位] 對話方塊Settings,Fields dialog

  3. 根據您想要自訂的內容,選擇下列其中一個索引標籤:Choose one of the following tabs based on what you want to customize:

    常見的自訂項目:Common customizations:

    • 欄位:設定要在卡片上顯示的欄位。Fields: Set what fields appear on cards.
    • 資料:新增、重新命名和設定面板的資料行。Columns: Add, rename, and configure columns for the board.
    • 泳道:將泳道新增至面板,輕鬆地追蹤高優先順序等級、區分不同的服務類別,或追蹤封鎖的專案。Swimlanes: Add swimlanes to a board to easily track high priority levels, distinguish different service classes, or track blocked items.
    • 待處理專案:啟用或停用待處理專案和麵板上的問題或 epics。Backlogs: Enable or disable issues or epics from being tracked on backlogs and boards.
    較不常用的自訂: Less common customizations:
    • 樣式:根據您指定的欄位條件,指定要顯示的卡片色彩。Styles: Specify the card color to display based on field criteria you specify.
    • 標記色彩:根據您指定的標記準則,指定要顯示的標記色彩。Tag colors: Specify the tag color to display based on tag criteria you specify.
    • 批註:啟用或停用工作或測試批註。Annotations: Enable or disable task or test annotations.
    • 測試:設定您希望測試在卡片上的顯示和行為。Tests: Configure how you want tests to appear and behave on the cards.
    • 卡片重新排列:當您在面板上拖放卡片時,選擇啟用/停用待處理專案優先順序的變更。Card reordering: Choose to enable/disable changing of the backlog priority when dragging and dropping cards on the board.
    • 累計流程:設定要如何顯示累計流程圖。Cumulative flow: Set how you want the cumulative flow diagram to display.
    • 工作日:設定追蹤容量和待執行工作時要使用的工作日。Working days: Set the active weekdays to use when tracking capacity and burndown.

自訂欄位Customize fields

若要快速指派卡片的欄位,而不需要開啟工作專案,請將其新增至卡片上顯示。To quickly assign fields from the card without having to open the work item, add them to display on the card.

  1. 若要設定卡片上顯示的欄位,請選擇 [ 欄位 ] 索引標籤。To configure the fields displayed on cards, choose the Fields tab.

  2. 核取或取消核取您想要顯示或不顯示在面板上的欄位。Check or uncheck those fields you want to display or not display on the board.

  3. 若要加入欄位,請選擇 ![ 加號圖示] 欄位 以新增欄位。To add a field, choose plus icon Field to add a field.

    例如,在這裡,我們取消核取 [ 顯示識別碼 ] 並新增 [ 優先權 ] 欄位。For example, here we uncheck Show ID and add the Priority field.

    [設定]、[欄位] 對話方塊、[新增優先順序] 欄位Settings, Fields dialog, Add Priority field

  4. 若要移除欄位,請選擇 欄位旁的 [刪除] 圖示。

  5. 完成時,選擇 [ 儲存並關閉 ]。Choose Save and close when done. 若要深入瞭解,請參閱 自訂卡片To learn more, see Customize cards.

自訂資料行Customize columns

您可以加入資料行或變更資料行名稱。You can add columns or change column names.

  1. 若要加入資料行或變更資料行設定,請選擇 [資料 ] 索引標籤。To add a column or change column settings, choose Columns tab.

    在這裡,我們選擇  加號圖示資料 ,然後將名稱指定為 ResearchHere we choose plus icon Column, and then specify the name as Research.

    [設定]、[資料行] 對話方塊、新增研究資料行Settings,Columns dialog, Add Research column

  2. 完成時,選擇 [ 儲存並關閉 ]。Choose Save and close when done. 若要深入瞭解資料行設定,請參閱 將資料行加入至您的查看板To learn more about column settings, see Add columns to your Kanban board.

自訂泳道Customize swimlanes

泳道會以資料列的形式顯示在儀表板面板中,也提供另一種方式來將您要追蹤的工作分類。Swimlanes appear as rows within the Kanban board and provide yet another way to categorize work you want to track.

  1. 若要加入泳道,請選擇 [ 泳道 ] 索引標籤,然後選擇 [ ![ 加號] 圖示 泳道],再指定名稱。To add a swimlane, choose Swimlanes tab and choose plus icon Swimlane, and then specify the name.

    我們在此將泳道標示為 加速Here we label the swimlane Expedite.

    設定、泳道對話方塊、新增加速泳道Settings,Swimlanes dialog, Add Expedite swimlane

  2. 完成時,選擇 [ 儲存並關閉 ]。Choose Save and close when done. 若要深入瞭解如何使用泳道,請參閱使用 泳道加速工作To learn more about working with swimlanes , see Expedite work with swimlanes.

新增或移除待處理專案層級Add or remove backlog levels

如果您決定不想使用 Epics 來追蹤工作,您可以將其關閉,且不會顯示為面板或待辦專案。If you decide you don't want to use Epics to track work, you can turn it off and it won't show up as a board or backlog. 預設會啟用新專案的。By default, it is enabled for new projects.

  1. 選擇 [待處理專案] 索引標籤,並 取消選取您 不想再于待處理專案和麵板上追蹤的工作專案類型Choose Backlogs tab and uncheck the work item type you no longer want to track on backlogs and boards.

    設定,待處理專案(Backlog)對話方塊,關閉 Epics Settings,Backlogs dialog, Turn Epics off

  2. 完成時,選擇 [ 儲存並關閉 ]。Choose Save and close when done.

注意

參與者仍可以從其他視圖建立 Epics,而無法在待處理專案或面板內查看 Epics。Contributors will still be able to create Epics from other views, they just won't be able to view Epics within a backlog or board. 若要完全停用長篇工作專案類型,請參閱 加入和管理工作專案類型、啟用或停用 WITTo completely disable the Epic work item type, see Add and manage work item types, Enable or disable a WIT.

檢閱您的變更Review your changes

關閉 [設定] 對話方塊之後,請重新整理 (F5) 面板以查看您的變更。After you close the settings dialog, refresh (F5) your board to view your changes. 確認所有變更都如預期般出現,或重新流覽 [設定] 對話方塊進行變更。Verify that all changes appear as expected, or revisit the Settings dialog to make a change.

我們將在此示範本文中所做的自訂。Here we show the customizations made in this article. 下圖也顯示優先順序 = 1 時,套用至色彩的樣式。The following image also shows a style applied to the color when the Priority=1.

優先權1專案是彩色的,其他則否。The priority 1 items are colored, the others are not.

優先權1專案是彩色的,其他則不是The priority 1 items are colored, the others are not

本文中所做的自訂。Customizations made in this article.

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