Connect Project Management Boards to a Team

To enable a team to track its own iterations and issues within LinearB's Pulse view, it’s imperative to connect the relevant project management board(s) and iterations to the team.

Prerequisites

If you haven’t connected your project management tool yet, follow this guide: Connect LinearB to your Project Management Tool. Once connected, you can proceed to link specific boards to your team.

Why Connect Boards and Iterations?

LinearB allows each team to have:

• A custom team board, tailored to the team's specific needs.
• The ability to filter relevant iterations either:
  • Automatically using regular expressions.
  • Manually by selecting iterations.

By connecting boards and iterations, your team gains a focused view of their progress and tasks, streamlining workflows and enhancing productivity.

Steps to Connect a Project Management Board to a Team

Step 1: Add the Board to LinearB

Before associating a board with a team, ensure it is available in LinearB:

1. In the LinearB side menu, click Settings.
2. Go the Projects Management tab and click Boards.
3. Make sure All Teams is selected.
4. Review the list of boards synced from your Jira or Shortcut connection.
5. Select all boards your teams will use.

LinearB will immediately start processing the selected boards for use in the Pulse and Projects views.

Step 2: Link the Board to a Team

Once the board is added to LinearB, assign it to the relevant team:

1. In the LinearB side menu, click Settings.
2. Select the team you want to add the board to.
3. Go the Projects Management tab and click Boards.
4. Click + Add Filter, and select the project boards relevant to your team or group. After a board is selected, additional filters such as epics, labels, and fields can be used to further identify the issues relevant to your team:

• Jira Board: Select relevant boards.
• Epic: Specific epics on which your team is working. This may need to be updated regularly as your team projects change.
• Label: For larger boards, a label for your team's specific work can help refine which issues are linked to your team.
• Field: Any custom field built into your PM instance.

Step 3: Select the Team's Methodology

Select your team's project management methodology, Scrum or Kanban.

• Scrum Iterations: Use your project management tool's iteration start and end dates for tracking.
• Kanban Boards: Automatically segment your work into manageable one-week intervals.

Step 4: Customize the Scrum Iterations

You can control which Scrum iterations are pulled into LinearB in two ways:

1. Using Regular Expressions
   Define a regular expression (regex) to filter iterations based on a specific naming convention. This approach automatically includes any new iterations that match your regex, ensuring your team always works with relevant data.
2. Manual Selection
   • Review the list of available iterations and manually select or deselect specific iteration names.
   • Uncheck iterations that are irrelevant to your team, providing greater control over your team's focus and workflow.
   Once the list of iterations is set LinearB will process the new board settings and change the available sprints and issue data based on the new selection.

Step 5: Save Settings

1. Click Save Settings.

It may take a few minutes for LinearB to reprocess the team's data after making changes to boards or iterations. The updated data will appear on the dashboard only after LinearB has completed processing the new board or iteration.