Redmine is an open source project management tool known for its powerful features and user-friendly interface to bring value in organizing and managing your business.

This article aims to provide a step-by-step guide on how to set up and use Redmine-kanban, a plugin for Redmine that greatly extends the functionality of Redmine, making it an even more valuable tool for managing projects and collaborating with team members while staying organized, tracking progress and effectively building communications.

This guide will cover the following steps to set up and run Redmine-kanban:

  1. Technical requirements for Redmine-kanban
  2. Installing and configuring Redmine-kanban
  3. Create a project
  4. Creating and activating users
  5. Create an issue
  6. Editing an issue
  7. Working with a Kanban-board

Technical requirements for Redmine-kanban

  1. Redmine version: 4.1, 4.2, 5.0
  2. Database: sqlite, mysql, postgresql

Installing and configuring Redmine-kanban

To use Redmine-kanban you need to follow these steps:

  1. Install Redmine
  2. Create admin profile
  3. Install and configure the Redmine-kanban plugin

Install Redmine

To get started with Redmine, you need to install it. Detailed instructions for the various supported databases can be found at redmine.org. Once you have completed the installation process, you can proceed to create your profile.

Create admin profile

As an administrator, you are responsible for organizing and managing the work of other users or your team. Users without administrator rights can also manage projects, but this depends on the permissions granted to them by the administrator.

Install and configure the Redmine-kanban plugin

To install the Plugin, follow these steps:

  1. Download the plugin and copy the redmine_kanban plugin folder to the Redmine plugins folder.
  2. Run the migration in the Redmine root folder. `bundle exec rake redmine:plugins:migrate RAILS_ENV=production NAME=redmine_kanban`
  3. Restart server f.i. `sudo /etc/init.d/apache2 restart`

To configure the plugin, you need:

  1. Go to Administration -> Kanban
  2. Set up user roles. The plugin adds permissions to 2 blocks: "Kanban" and "Checklists". Check the boxes for required roles.
  3. Enable Kanban and Checklists for projects.

When setting up a Redmine account, it is important to think carefully about roles and permissions. Roles define what each user can see and do in the project, and the default options are Manager, Developer, and Reporter. However, you can create additional roles to meet the specific needs of your organization. The permissions associated with each role will affect the workflow and various aspects of the project. For example, a manager might have the option to reject issue, but a developer might not.

We also recommend paying attention to issue statuses, trackers, and workflows. These features are critical to the structure and organization of your project, and you may need to customize them by adding or removing elements as needed.

Create a project

To create your first project, go to the "Projects" menu in the top left corner and click "New Project" in the top right corner.

After you fill in the details of the project, click the "Create" or "Create and Continue" button. After that, your project will appear on the main page.

Creating and activating users

After registering a user, go to the project settings and select the "Participants" section. Then click New Member to add them to the team.

If a team member is no longer working on a project, it is easy to remove them from the team. Just click the "Delete" button next to their name.

After adding new members to the team, it is important to assign them roles in the project. As an administrator, you can select one or more roles from a list that you have previously approved.

Create an issue

After registering a user, go to the project settings and select the "Participants" section. Then click New Member to add them to the team.

Editing an issue

Thanks to Redmine-Plugin, you can significantly enhance the tasking tools already existing in “pure” Redmine.

Develop your project by organizing teamwork right inside the issue, using the following functions developed by us:

  • Checklist items
  • Assign every checklist item to different user
  • checklist templates
  • Changes history
  • Answers of checklist items
  • Deadline for checklist items
  • External block display

Checklist items

For effective organization of teamwork, create checklists and assign responsible people to checkboxes right inside the issue.

You can edit checkboxes, comment on them, and reassign responsibility for each issue item right on the Kanban-board.

Checklist items

To create a new checklist, follow these steps:

  1. In the Checklists section, click on the plus;
  2. Give the checklist a name and click “Save”;
  3. Fill the checklist with checkboxes using the “Add” button.

Assign every checklist item to different user

Separate responsibilities for different items of one checklist for different employees and organize teamwork.

Assign and reassign employees to the checkbox, keeping the issue under control under any circumstances.

Assign every checklist item to different user

To assign or reassign a checkbox to an employee, do the following:

  1. Select the desired checkbox and click on the button with the ellipsis to bring up the drop-down menu;
  2. If the checkbox needs to be assigned to you, select Assign to me, or select Assignee;
  3. Designate a responsible person.

Checklist templates

Create checklist templates and simplify the planning of routine issues.

Checklist templates

To save a checklist template, follow these steps:

  1. Select the desired checklist and click on the three dots;
  2. Select "Save to template".
Checklist templates

To use a saved template when creating a new checklist, select the “Add from template” option and then select the desired template.

Changes history

View the checklist change log. Changes to checklists are saved to the issue's change log, and issue participants receive a notification by mail.

Changes history

Answers of checklist items

Use an additional communication tool for your team in the form of commenting on checkboxes.

Answers of checklist items

To comment on a checkbox, select the desired checkbox, click on the ellipsis and select “Replay” from the dropdown menu.

Deadline for checklist items

Specify deadlines for any checklist items and control the completion of issue elements in time.

Deadline for checklist items

To set a due date for a checkbox, select the required checkbox, click on the ellipsis and select “Edit due date” from the drop-down menu.

External block display

Block issues on which no further work can be done, and indicate the reasons for the blocking, so that you always keep the factors that affect the execution of issues under control.

External block display

To block an issue, do the following:

  1. Select the required issue and switch to editing mode by clicking on the “Edit” button;
  2. Fill in the “Lock” field with the reason for blocking and save the issue.

To ensure you always know what to look out for first, blocked issues will be highlighted in red on your Kanban-board.

External block display

Working with a Kanban-board

A Kanban-board is a visual tool used in agile project management to track and manage issues. This is especially useful for organizing teamwork in IT companies, as it allows team members to see at a glance all the issues they are currently working on, as well as determine the current status of the company.

With the help of the Redmine-Kanban plugin, you can greatly enhance the use of Kanban-boards with the following features:

  • Quick filters
  • Detail view of the issue on a modal board
  • subcolumns

Quick filters and options

For easy work with issues, use quick filters to search and display issues on the Kanban-board.

For example, select only those issues that are assigned to you or groups that you belong to using the “My” filter.

View all issues and customize their display by any parameters: from development status to a specific employee in a few clicks.

To assign or reassign a checkbox to an employee, do the following:

  1. Select the desired checkbox and click on the button with the ellipsis to bring up the drop-down menu;
  2. If the checkbox needs to be assigned to you, select Assign to me, or select Assignee;
  3. Designate a responsible person.

An example of displaying all open issues assigned to employee Adam Blake:

Quick filters and options

With Options, you can select items to display on issue cards on your Kanban-board.

Quick filters and options

Detail view of issue on a modal board

While you're on the Kanban-board, manage an issue and view all of its properties right in the modal without refreshing the page.

For effective organization of teamwork, create checklists and assign responsible people to checkboxes right inside the issue.

While you're on the Kanban-board, manage an issue and view all of its properties right in the modal without refreshing the page.

Detail view of issue on a modal board

Subcolumns

Combine issue status tracks for convenience: inside one track, create additional ones. For example, in "Development" add "In Progress" and "Done", and in "QA" - "In progress" and "done".

Subcolumns