Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Refining issues is all about knowing enough to start work – and have a high chance of successfully finishing it. This document tells users how to refine issues in Klar once the app has been configured by your Project Admin.

Jump to:

Table of Contents
minLevel1
maxLevel2

Finding Klar

To begin refining issues in Klar, click on the Klar menu option in the project nav.

Image Removed
Image Added

Understanding the Klar app Layout

You’ll enter the Klar app as shown below. There are 3 main columns.

Image RemovedImage Added

List of Issues (left pane)

There is a toggle at the top of the pane that allows you to decide if items that are considered Ready (aka Refinement is complete) are shown. By default this is toggled off.

As refinement is done, issues will disappear from the left pane. If they do not, you can click on the refresh icon to force an update.

Image Modified

Issue Details (center pane)

This pane shows information about the Jira issue in order to help you in your refinement process.

Currently there is a limitation of the Forge platform and we cannot embed the issue here directly as you may see in other areas. As that is provided, we will update this experience to make it more similar to other areas of Jira.

Image Modified

Refinement area (right pane)

At the very top you can click on the

What you will find here:

  • A

    Status
    titleView issue
    button to open the issue in a

new tab. This can be useful if not all information is showing in the center pane.

Underneath that you do the actual refinement by answering configured questions and noting any Dependencies or Interested Parties.

Image Removed
  • dialog box.

  • User preferences button

    • Show confetti when you finish refining an issues

    • Automatically move to next issue when you finish one

  • Refinement Questions

  • Dependencies

  • Interested Parties

Image Added

Answering Refinement Questions

The list of questions that shows up here is configured by your Project Admin. There is only one set of questions for all issues in the project at this time.

To answer a question, click on the icon to the left of the question text. This will make a dropdown appear.

You can choose from the following answers:

  • Yes

  • No

  • Unknown (default)

Info

Please note

In order for the issue to be considered as “Refinement Complete” or “Ready”, all questions must be answered with Yes. Until then they will be considered as not being fully refined.

As you answer the questions the view will update to show your selections

Image Added

Once all of the questions are marked with a checkmark (“Yes”) then the item is considered refined and ready to start and the Refinement Complete field is updated.

Add context to your answer

Sometimes just Yes or No isn’t enough - you need to add a bit more context. There are 2 features that can be utilized to help with this.

Adding a comment with your answer

Whenever you choose an answer, you’ll get a dialog box that gives you an opportunity to add a comment.

Image Added
Image Added

You can choose to show or not the comment on the issue by toggling on the option below:

Image Added

You can then decide which group should be allowed to see the message.

Image Added

This is a comment that relates to the current answer and it will be visible from the (info) icon in the top right corner of that question’s box. The comment may also become available as a comment on the Issue (and in an upcoming release - on the Jira issue itself).

Image Added
Panel
panelIconId1f60e
panelIcon:sunglasses:
panelIconText😎
bgColor#79E2F2

Feel free to add emojis in your comments!

Choosing a common reason for your answer

More to come

Adding a comment with your answer

More to come

Selecting Dependencies and Interested Parties

More to comeOften there are common reasons for why you will say Yes or No. Your Project Admin can configure these to allow you to choose them when you answer questions. This can save you time! You can still add additional comments if you need to share further information.

Editing your comment or common reason

Whenever you choose an answer you will be given the opportunity to choose a common reason for the answer and to update the comment currently applied to that question.

To edit either without changing the underlying answer, select the same answer from the dropdown and you’ll be able to make changes.

Selecting Dependencies and Interested Parties

If your Project Admin has configured Dependencies or Interested Parties for you to choose from then you will see those sections under the Refinement Questions in the right pane of the Klar app.

When you click on the pencil icon you are able to choose one or more pre-configured options.

Image Added

When you click

Status
titlesave
you’ll see your selections.

Image Added

The images here show Dependencies. The Interested Parties area works in the same way. Click the pencil to edit whenever you learn more.

What’s next?

Once you’ve refined your Jira issues, check out more about how your actions populate issue fields and what that enables you to do: