Managing a Retrospective Item
Move Retrospective Items
You can move a retrospective item from one column to another on the retrospective board. This can be done via the Quick Actions menu or by Drag-and-Drop.
Quick Actions Menu
You can open the Quick Actions menu in 2 ways: right-click or by hovering over the item and clicking on the … menu.
Open Quick Actions menu
Click on Send to
Select the required column
Drag-and-Drop
Item cards can be dragged and dropped across retrospective columns.
Delete Retrospective Items
You can delete a retrospective item if it is not required any further in the retrospective board.
Categorise Retrospective Items
You can add categories to retrospective items to identify similar themed items. This can be used to identify and analyse continuous improvement areas and creating action plans to address them. You can add a category via the quick actions menu.
Open Quick Actions menu
Click on Add Category
Select the desired categories
Categories will be displayed on the retro item. You can add more categories or remove categories by clicking on the category on the retrospective item.
Add new category
To add a new category, simply type the name of the category in the Category drop-down and press enter. New category will be displayed on the retrospective item and also will be added to the list of categories in the drop-down.
To only view retro items related to particular categories, you can use Filter by option in the Settings to filter the retro board view.
Click on Focus button
Navigate to Filter By option
Select the required Categories
Delete category
To delete an existing category:
Click on the Category drop-down
Click on the delete icon
Click on Delete to progress with deletion
Note: this will remove the category from all the retrospective items it has been applied on in all the retrospectives.
Comment on Retrospective Items
Comments can be added on each retrospective items to discuss, clarify or add more details. You can add comments via clicking on the Comment icon.
Click on the Comment icon
Enter comment
Click on Submit to save the comment
You can expand/collapse comments depending upon the desired view. Comments can also be deleted via clicking on the … icon.
Vote on Retrospective Items
You can vote on any retrospective items on a board. Voting can be performed once on any retrospective items. You can downvote or upvote retrospective items.
React with Emojis on Retrospective Items
You can react with emojis on any retrospective items on a board. Multiple emoji reactions can be applied on any retrospective items. If you desire to remove the reaction simply click on the emoji.
Sort Retrospective Board
You can view the retrospective board ordered by created date, by number of reactions, or creator using the Sort By option. This is useful while discussing retrospective items with the team.
Click on Focus button
Select the preferred option (Created, Reactions or Creator)
