What are WIP limits?
The purpose of WIP limits is to keep your team members focused on their tasks in progress and to prevent them from starting new work before finishing the already started. Using WIP limits helps you complete tasks faster (reduce the cycle time of tasks) and manage your team's workload.
In Kanbanize you can set WIP limits per board positions (how many cards are allowed in a column or a swimlane at a given time) or per user (how many cards can a user have in the account).
Set User WIP Limits
You need to have administrator privileges to be able to set user WIP limits.
To set user WIP limits, follow these steps:
1. Go to Administration to open your Administration panel.
2. Go to the User WIP Limits tab.
The Current Cards column shows the number of cards currently assigned to the person. The different letters stay for the different columns or the entire account: G - global level, B - Backlog, R - Requested, P - In Progress, D - Done, and A - Archive.
The WIP Limits column shows the allowed number of cards in the different columns and the entire account.
The Exceed Limits column shows if it is allowed to exceed the limit or not.
3. Hover with the mouse over the user for which you wish to set WIP limits - > click on the edit icon (the pencil).
4. Configure the WIP limits for the user in the User WIP settings window.
You can configure which sections (Backlog, Requested, In Progress, Done, Archive) should be included in the calculation of the current number of cards. You can set a global limit or a limit per section. The global limit is the maximum number of cards allowed for a person for all projects and boards in the account. The * sign in the global limit field means unlimited number of cards. Enter the number you wish in the field.
The * sign in the section field means that the number of cards can go as high as the global limit. Enter a number in the section field if you wish to have a WIP limit for the particular section. Remove the check mark to exclude the section from the WIP limit calculation and to allow it to contain an unlimited number of cards.
You can define, if the limits can be exceeded or not by selecting Always deny or Always allow from the dropdown menu. If you set always deny, the system will notify you with a message that the user's WIP limit is exceeded when assigning the card to them and the card will be unassigned. If you set always allow, the system will notify you that the WIP limit is exceeded and this is an allowed but not desirable action.
5. Click on Save to apply the user's WIP limits.
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