How can I change the design of the Agile Board?

How can I change the design of the Agile Board?

To modify the design of the Agile Board, you will have to click on the Board tab under projects and select Edit Layout Board.

You can add new columns or sub-columns as well as add swimlanes, and modify colours and names among other options.

Sprints

Sprints

A sprint is a dedicated period in which a set amount of tasks will be completed on a project.

Although sprints are traditionally associated with the agile methodology, specifically Scrum, ITM Platform supports sprints in Waterfall (Gantt) and Agile projects.

Index

Enable sprints in your project

Go to the “General” tab, under the “Timeline” section, and tick the “Enable Sprints” checkbox

You can also enable sprints by default in a given project type. Go to CONFIGURATION > PARAMETERS > Project Parameters > Project Type, select the project type you need to customize and tick the “Enable sprints by default” checkbox.

Once sprints are active and populated with tasks, you will only be able to disable the sprint feature if all sprints are emptied first.

Once the sprint feature is enabled, you will notice a new “Sprints” tab and the presence of sprints across other features, such as the task list, the Board, or the Gantt chart.

The sprints tab

The sprint section offers a view of all sprints, allowing you to create and edit sprints and allocate tasks or send tasks to the backlog.


Sprint dates are flexible: you can set no dates, just a start date or both start and end dates.

The filter section will allow you to hide sprints whose tasks are all completed (in a completed status)

The task list

The tasks section has a “Sprint” field in the column selector, as well as a filter to display tasks allocated to one or more sprints.

From the task list, you can allocate multiple tasks to a sprint by selecting them, then clicking on the Sprint dropdown button and selecting the sprint that you want to allocate the tasks to.

You can allocate tasks already in a different sprint or in the backlog.

You cannot allocate archived tasks. You will need to move them out of the archive, then allocate them to a sprint.

Similarly, you can move multiple tasks to the backlog or the archive following the same procedure but clicking on the “Update Status” button.

Tasks moved to the backlog or archive will be deallocated if previously allocated to a different sprint.

You can also create a sprint from the tasks section by clicking on the “Add New” button.

Clicking on a task will lead you to the task “General” section, from which you can also allocate or deallocate it from a sprint.

Agile projects

When the sprints feature is not enabled, an agile project will behave like a Kanban project: one single board containing all tasks in an operational status (all but backlog and archive).

When sprints are enabled, tasks can be allocated to sprints and the Board will display the tasks allocated to it

A typical workflow would imply assigning tasks to a “to-do” status, then as the team makes progress, tasks will flow to an “in-progress” status, then to a “completed” status.

From the Board, you can navigate sprints using the dropdown or the arrows.

Similarly, the project report section has the ability to filter all reports (tasks percentages, cumulative flow, burndown) by sprints, or the whole project

Progress reports will adapt to the sprint you have chosen.

Waterfall projects

Predictive projects can also take advantage of sprints, using the common features, plus filtering or sorting on the Gantt chart by sprint.

Reports, extensions, and API

Sprints are an entity in ITM Platform, just like projects or tasks. Therefore, you can create custom reports, extensions that react to changes or use the API to read, create, and manipulate sprints.</h3

How to configure Single Sign on using Okta (SAML2.0)

How to configure single sign on using Okta (SAML2.0)

 

 

 

This guide will walk you through a standard SSO integration with Okta as the Identity Provider (IdP) and ITM Platform as the Service Provider (Sdp). Before proceeding, we advise you to get familiar with the Single Sign-On process in ITM Platform.

Okta configuration

In your Okta admin panel, go to Applications and Create App Application.

  • General > Edit SAML Settings > Add the App Name and, optionally ITM Platform’s logo. Click Next
  • In A – SAML Settings:
    • Single sign on URL: https://app.itmplatform.com/WebService/SSO.asmx/Auth
    • Audience URI (SP Entity ID):  https://new.itmplatform.com/
    • Name ID format: EmailAddress
    • Application username: Email
  • Scroll down to “Attribute Statements (optional)” and add the following values:
    • Name: email
    • Value: user.email (select from the dropdown)
  • Next > Finish
  • Sign-on > SAML Signing Certificates > Download the SHA-2 certificate.
  • Generate a fingerprint by pasting the full content of the certificate in https://www.samltool.com/fingerprint.php  and generate a sha256 fingerprint that will look like C0:9A:C2:27:4B:46:B8:AF:81:43:CA:65:AE:29:F5:82:E7:AB:01:C3:A9:67:37:1C:52:21:23:CE:7E:74:32:A2. Copy it.
  • On the sign-on section of your Okta application, click  “View SAML setup instructions” (right pane), and copy the values of:
    • Identity Provider Single Sign-On URL (it will look like https://xxxxxxx.okta.com/app/xxxxxitmplatform_xxxxx/exk71wyb72noECfvv5d7/sso/saml
    • Identity Provider Issuer (it will look like http://www.okta.com/exk71wyb72noECfvv5d7)
    • X.509 Certificate

You now have your Okta application all set up and the values you need to configure ITM Platform’s SSO.

ITM Platform configuration

On the left menu, go to CONFIGURATION > ORGANIZATION > Company Settings. Scroll down to “Single Sign-On (SSO) Configuration”

  • Tick “Enable SSO”
  • We don’t recommend ticking “Force SSO for all users” until you have tested all works fine. Otherwise, you may be locked out. If this happens, please get in touch with support@itmplatform.com
  • Issuer: paste the “Identity Provider Issuer” provided by Okta
  • Login URL: paste the “Identity Provider Single Sign-On URL” provided by Okta
  • Certificate: paste the “X.509 Certificate” provided by Okta
  • Fingerprint: paste the fingerprint you generated earlier.
  • Save

To test it, log out and when prompted on the login page, click on “Login with SSO.” You should be redirected to Okta’s login page and fill out your credentials (we recommend you select “remember me” ) . You will then be redirected to ITM Platform’s home page, and from then on, clicking on “Login with SSO” will lead you to ITM Platform.

Task Statuses: Customization and Implementation

Task Statuses: Customization and Implementation

 

On ITM Platform, tasks of all project types can have different statuses. All statuses are based on five basic statuses: Backlog, Pending, In Progress, Completed, and Archive. Three of them (Pending, In Progress, and Completed) are operational, and only on them is it possible to create customizable statuses.

 

Customizable Task Statuses:

ITM Platform offers three operational states as standard, which are based on the Pending, In Progress, and Completed base states. You can change these or create new ones so that task states reflect your processes.

Task statuses can be created and customized for both waterfall and agile projects. In the following sections, we explain how.

 

Non-customizable Task Statuses:

There are two complementary task statuses: Backlog and Archive. You cannot create statuses based on Backlog and Archive.

They are also present in Agile and Waterfall projects.

 

Implementation of Task Statuses in Waterfall Projects:

For predictive (Waterfall or Gantt) projects, task statuses are defined at the organization level and always based on the operational baseline statuses (Pending, In Progress, and Completed). To create new statuses or alter existing ones, you will need a Full Access license. Go to SETTINGS > PARAMETERS > Task parameters > Task status.

Backlog and Archive task statuses are always visible in the project Gantt so that summary tasks and calculated Progress are not affected. 

Implementation of Task Statuses in Agile Projects:

In agile projects, task states are defined at the project level (by columns). As in waterfall projects, task statuses are based on operational statuses.

To add or change columns, go to the agile project dashboard and select “Edit kanban board layout”:

Note that tasks whose statuses are Backlog or Archive will not appear in the Dashboard but will be visible from the task list if desired.

 

Bulk status change from the task list:

To change the status of one or more tasks to Backlog or Archive from the task list:

  1. Select the tasks
  2. Click on Update status
  3. Choose the new task status

Note that the Backlog and Archive task statuses appear first and last in the list of task statuses, while in the middle will appear the base task statuses and those task statuses created from them.

Standard and Custom Extensions

Standard and Custom Extensions

Extensions enhance the standard functionality of ITM Platform. 

Standard Extensions

The standard extensions available in your environment are developed by ITM Platform or a certified partner.

To access them, go to CONFIGURATION > CUSTOMIZATION > Extensions Panel.

Your ITM Platform’s environment already has standard extensions that you can install, configure, and use. Your panel may show new extensions over time. 

To install an extension, click on its icon and click on the “Install” button. Once installed, click on “Configure.”

The configuration will vary depending on the information needs of the extension. Once configured, you will need to activate the extension in all cases. 

The panel will display a green verification icon on installed extensions.

You can also disable or uninstall extensions. Note that you will lose any settings you had if you uninstall them.

Custom Extensions

With the help of custom extensions, you can create additional functions, alter standard behavior, and connect ITM Platform with other applications. 

The same extensions panel will show you the extensions that your organization has created.

They allow you to respond to events, such as updating tasks and purchase amounts or changes in project status, and responding with actions like sending an email or requesting more information from users. 

You can also program recurring actions using the scheduler and synchronize ITM Platform with your ERP, CRM, or any other application used in your organization.

To learn how to create extensions, you have the documentation and the GitHub repository where the code for the extension examples resides:

  1. Example 1: When a project is updated, send a message to a static email address.
  2. Example 2: When the actual value of a purchase is updated, send an email to a static address if the amount exceeds the purchase quote.
  3. Example 3: Send a daily email to the project manager of a specific project containing all tasks whose completion date is later than today.
  4. Example 4: Synchronize ITM Platform customers with Hubspot companies: only those that have Hubspot ownership sync_itm_platform set to true.
  5. Example 5: Allow users to enter the actual amount of revenue if < = Projected amount.

Related documentation: