Work with Smart Lanes

Smart Lanes are intelligent lanes that can be defined for managing work classified based on various default card type attributes (such as Priority, CoS, etc.), team members, and even custom labels i.e. any ad-hoc values you want. The board will then have Smart Lanes representing the values associated to these attributes. For example, when you define a Smart Lane based on Class of Service (CoS), the board will have one horizontal lane for each value of the CoS attribute.

Thus, when you add a new card or pull from Backlog/Archive to the board, the team members can move the card through a particular Smart Lane which may have a different workflow.

Importantly, with a smart lane-enabled board, you can move cards across smart lanes which resets the attribute value accordingly and even automatically places a card if you update the attribute value for a card on your own. For help on enabling Smart lanes on your board, see Defining Smart Lanes topic.

 

You can refer to the appropriate section for help on card movement across Smart Lanes.

 

Smart Lanes Configured based on Card Type Attributes
When you define Smart Lanes based on card type attributes such as CoS, Priority, and size, the board will have Smart Lanes as many as their attribute values.

For example for CoS, there will be four lanes representing every value-Expedite, Fixed delivery Date, Standard Class, and Intangible Class.

Let us see an example of a Smart Lane defined based on CoS attribute.

To add a new card to the ‘Expedite’ Class of Service lane, select ‘Expedite’ in the Class of Service list and select ‘Ready’ under the ‘Expedite’ lane appearing in the Add To list. In case you are pulling from Backlog/Archive, select the first queue for example, the ‘Ready’ queue, under the lane name that shows up based on the attribute value.

Similarly, if you defined Smart Lanes based on Size, the board will have lanes representing-XL, L, M, S, and XS. And if you defined based on Priority, the board will have lanes representing-Critical, High, Medium, and Low.

Once added to the appropriate Smart Lane (say Expedite), you can move the card through the value stream in the ‘Expedite’ lane.

If you move the card into another lane, for example, from ‘Expedite’ lane to the ‘Fixed Delivery Date’ lane, the attribute value for the card will change to ‘Fixed Delivery Date’.

You cannot change an attribute value from the Edit view (either from the board or the Backlog) of the card if the Smart Lanes have different value streams as the card will be tied to a particular attribute value.

Smart Lanes Configured based on Team Members

When you define Smart Lanes based on Team Members, there will be dedicated swim-lane created on the board representing each card owner on the board, for example, Derek Brian, John Smith, Peter Williams, and so on.

The board will also have an ‘Unassigned’ smart lane that will contain all the cards not yet assigned to any team member.

To add a card to the required card owner lane, select the owner, for example, ‘Derek Brian’ in the Owner list. When you add a new card and select any Specific Team Member, the ‘Add to ‘ list will only show you the lane defined for that team member. This changes if you select another team member in the the ‘ Owner’ list for the card. In case you are pulling from Backlog/Archive, select the first queue for example, the ‘Ready’ queue, under the lane name that shows up based on the card owner already selected.

Once added,  the card is placed in the lane specific to the current owner of the card (say Derek Brian). The team member can move the card through various vertical lanes and take it to completion. For example, the ‘Derek Brian’ lane.

Note that if you move the card into another lane, the ‘Current Owner’ of the card gets re-assigned to the lane where it has been moved to. For example, if you move card from the ‘Derek Brian’ lane to the ‘John Smith’ lane, the owner of the card will change to ‘John Smith’ that is the card will be assigned to ‘John Smith’.

When a card is owned by multiple owners, it is placed in the lane represented by the first owner selected in the Owner list of the card.

The smart logic is applied to make the it easier to work when you have team members who work on different value-streams. It is possible to disable the Smart Lane and just create lanes which have Team Member names as labels and not smart logic,. Thus, you’ll be able to add any card in any lane and can interpret the card individually i.e. which card is in which lane. You can freely move the card across lanes.

 

Smart Lanes Configured based on Card Type
When you define Smart Lanes based on Card Type, there will be lanes on the board representing each card type on the board, for example, User Stories, Defects, Issues, and custom cards, if configured on your board.

To add a new card to the required Card Type lane, select the appropriate card type, for example, ‘User Stories’ in the Card Type list. In case you are pulling from Backlog/Archive, select the first queue for example, the ‘Ready’ queue, under the lane name that shows up based on the attribute value.

Once added to the appropriate Smart Lane (say User Stories), you can move the card through the value stream in the ‘User Stories’ lane.

 

You cannot move cards across one Card Type lane to another as these lanes are tied to a particular Card-type. For example, you cannot move a card from the ‘User Stories’ lane to the ‘Defects’ lane.

Smart Lanes Configured based on Custom Labels

 


When you define Smart Lanes based on Custom Labels, you can create workflows for different groups you want to monitor. For example, you may want to create Smart Lanes for different customers, or departments in your team such as Marketing or Support.

To add a new card to the required custom lane, select the appropriate custom lane in the Add To list, for example, ‘Ready’ queue under ‘Team A’. In case you are pulling from Backlog/Archive, select the first queue for example, the ‘Ready’ queue, under the required lane name that shows up based on the custom labels.

Once added to the appropriate Smart Lane (say Team A), you can move the card freely across all Smart Lanes; the attribute values of a card will not undergo any change as the Smart Lane definition is not based on any attribute value.
For example, you can move a card from the ‘Team A’ lane to the ‘Team B’ lane, if required.

Setting Default Card Type for Smart Lane

To define a default card type for a smart lane, click the Modify Process icon on the autohide tooldbar, and then click the smart lane heading for which the default card type needs to be set. 

In the Smart Lane Settings pop-up window, select the default card type from the Card Type drop-down menu and click Submit.
 This feature works only when you have defined the swim lanes based on custom labels.