1. What are WIP limits?
WIP Limits or Work-in-Progress limits stand for the maximum amount of work items a given phase can hold. These phases could be represented by a column, cell or even the entire board. There are two attributes in Kanbanize by which you can limit WIP – by position (cell, column and etc.) or by the user (e.g. John can have 3 cards which are in “In Progress” state). The attributes could be used separately or together.
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 old one. 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).
2. How to Set User WIP Limits?
You need to have administrative privileges to be able to set user WIP limits.
To set user WIP limits, please follow these steps:
2.1. Go to Administration to open your Administration panel.
2.2. Go to the User WIP Limits tab.
The Current Cards column shows the actual distribution of cards per area, which are currently assigned to the users. The letters stand for:
G - global level, B - Backlog, R - Requested, P - In Progress, D - Done, and A - Archive.
The WIP Limits column displays the configured WIP limits per area.
The Exceed Limits is a configuration controlling whether users can exceed WIP limit or not.
2.3 Hover over the Exceed Limits cell of the user for which you wish to set WIP limits - > click on the edit icon (the pencil).
2.4 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.
2. 5. Click on Save to apply the user's WIP limits.
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