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Kanban Board - Issue Tracking
Kanban Board - Issue Tracking

Learn how to interact with Issues in Kanban Board

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Written by Sourav Yadav
Updated over 3 months ago

Once you are familiar with the basics of the Kanban board the main advantage of using it is the ability to create and comment on issues outside of model viewer. Users can access all of the issues information without loading a 3D Model. Here we'll cover the following features of the Kanban Board:

  • How to open the Kanban Board

  • How to group Issue cards

  • How to filter the Kanban Board

  • How to interact with individual cards

  • Issue Tracking features

How to Open the Kanban Board?

In 3D Repo, you have two ways of opening the Kanban Board:

Option 1: From Issues & Risks

  1. Click on the Issues & Risks tab in the Teamspaces window

  2. In the drop-down menu select the Teamspace, Project and Model/Federation containing the issues you want to see

Option 2: From Models & Federations

  1. Click on the Models & Federations tab in the Teamspaces window

  2. Open the relevant Teamspace and Project

  3. Hover over the model/federation containing the issues

  4. Click on the Issues & Risks icon

How to Group Issue Cards?

You can rearrange your issues card by changing the grouping type. Select any of the following from the drop-down menu in the Group By:

  • Status Open, In Progress, For Approval, Closed, Void

  • Priority Low, Medium, High, None

  • Topic Type ie. Clash, Constructibility, Design, Diff & etc.

  • Assigned to from the jobs list ie. Architect, Client, MEP Engineer & etc.

  • Created by from the jobs list ie. Architect, Client, MEP Engineer & etc.

  • Due date to see how soon the issues need to be resolved

How to Filter the Kanban Board?

Filtering the Issues list is a great way to help you quickly find what you need. Additionally, when using the relevant search filters, you can publish custom Issues Reports. You will have the same issue filtering options as in the model viewer:

  • Using the Search bar

  • Using the Filter icon

Click on the Search icon to enter this option and on the X button to exit it.

Search Bar

The search bar allows you to type any keyword or phrase related to the Issue you're looking for. Click on the Search icon, start typing and hit enter. A list of matching information will appear on the Kanban Board. You can add as many search phrases as you like. To remove individual search filters, click on the X button next to the filter.

The Kanban Board automatically updates the search results for any filters retained.

Filter Icon

Click on the Filter icon (top right of the Kanban Board) to open the filters menu.

Here, you have the options to filter by:

  • Status Open, In Progress, For Approval, Closed, Void

  • Priority None, Low, Medium or High

  • Type ie. Clash, Constructibility, Design, Diff & etc.

  • Assigned to and Created by from the jobs list

  • Date issues due dates

  • Starting Date
    This option is designed for Sequences (4D). Select specific From and To dates from the calendar then click OK.

Click on the X button next to each filter you wish to remove.

The Kanban Board automatically updates the search results for any filters retained.

Copy Filters

You have an option to copy the search filters to another list of issues.

  • Clicking on the Copy Filters option

  • Open the Kanban Board of another Model/Federation

  • Paste the filters CTRL + V in the Search Bar

How to Interact with Individual Cards?

Drag & Drop

Quickly update Issue fields. Select the Issue you wish to update, drag it all the way to the corresponding category and drop it in. The message 'Issue updated' on the lower right will appear.

Text on Hover

Hover over the Issue Title or Description to see the full text.

View on Model

To review the issue in the 3D Model, click on the View on Model icon. A new browser tab will open and load the 3D model in the viewer with the corresponding issue.

  • From the Issue card

  • From the Edit Issue window after opening an Issue

Open the individual cards

Simply click on the card you wish to open and press the X button to close it.

Issue Tracking Features

3D Repo's Kanban board allows you to raise issues and make full use of the Issue Tracking features for real-time collaboration. Here's a list of things you can do via Kanban Board:

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