Skip Ahead to:
5 topics
Overview
In real life, the progress of a task may be determined by a combination of factors – such as the progress of its sub-tasks, its progress along a specific workflow, or a combination thereof. To help you model such real-life scenarios as well as to better visualize it using the Percent Progress Column we have two separate % complete figures for any task modeled as a card. Every card in a hierarchy has its own % complete attribute as well as a child card % complete. Each of these attributes will display the value on the card based on the calculation preference selected for each of their card types.
There will be two separate Percent Complete indicators on the card. The first attribute, “Percent Complete” will store the Percent complete of the current (that is, the parent) card. The second attribute “Child % Complete” will store the aggregate Percent complete of all the child cards of this (parent) card.
The preferences available for Card % Complete are:
- Manual
- Percentage of My Card ToDos completed
- Percentage of My Card ToDo Effort completed
- Child Percent Complete
Note:
- By default the Card Percent Complete field is computed as follows:
- Child Percent Complete preference for Themes and Epics
- Percentage of My Card ToDos completed preference for User Stories, Technical Stories, and Adhoc Work.
The preferences available for Child % Complete are:
- Percentage of Child Cards Completed
- Percentage of To-Dos completed of Child Cards
- Percentage of To-Do Effort completed of Child Cards
Note: By default, the Child Percent Complete field is computed as per the Percentage of Child Cards Completed preference.
We have explained all the preferences for “Percent Complete” and “Child Percent Complete” in detail below.
You set the preferences for each card type on its form, in the settings of the Percent Complete field. Percent Complete tracking is available for Forms, not for Lists. To add the field to a form and set its preference, see Adding the Percent Complete Field to a Form.
To know more about configuring each field on cards, refer to the following section.
Adding the Percent Complete Field to a Form
Percent Complete is set up on the form, not on the Work Hub. It is available for Forms, not for Lists.
To add the Percent Complete field to a new form:
- Navigate to the project > Configure > Forms 2.0 and click CREATE FORM. Click GET STARTED.
- Enter the form name, abbreviation, menu position, and work item color, and click NEXT.
- In the Preferences step, select Enable % complete tracking (applicable for Forms, not Lists). If you want to base Percent Complete on effort, also select Enable Time Tracking (applicable for Forms; not Lists).
- Click CONFIGURE. The Percent Complete field is added to the form automatically.
To add it to an existing form:
- Open the form in Configure > Forms 2.0.
- Click the settings icon next to the form name, click NEXT to reach the Preferences step, and select Enable % complete tracking (applicable for Forms, not Lists).
- Click SAVE. The Percent Complete field appears in the form.
To set the Percent Complete preference:
- In the form, click the Percent Complete field and then click its settings icon. The Field Settings window opens.
- Open the Preference tab. The tab shows “Percent Complete” of <form name> based on with the following options. Manual is selected by default.
- Manual
- Percentage of My Card ToDos Completed
- Percentage of My Card ToDo Effort Completed
- Child Percent Complete
- Select a preference and click SAVE, and then publish the form.
Note:
- The ToDo-based preferences need the ToDos tab to be enabled on the form. Otherwise, Nimble shows Please enable ToDo tab to set this preference. The effort-based preference also needs Enable Time Tracking.
- Child Percent Complete needs the Linked Cards tab to be enabled on the form. Otherwise, Nimble shows Please enable Linked Card tab to set this preference.
- For card types that can have child cards, such as Epic, the Preference tab has a second section, “Child Percent Complete” of <form name> based on. See Detailed Guidance for Preference Settings of Child % Complete.
For more about creating and publishing forms, see How to Configure a Form using Form 2.0.
To show Percent Complete on the card:
- On the Work Hub, click More > Card Settings.
- Click the Design icon for the card type.
- Drag and drop the % Complete and Child Percent Complete attributes into the required rows and click Save.
Guidance for Preference Settings of Card % Complete
In this section, we will select one-by-one preferences one after another under Card % Complete and explain how it works with an example.
IMPORTANT INFORMATION: When the card is closed, for example with Mark As Done or by moving it to a Done column, the Card Percent Complete field/attribute gets updated to 100 %, irrespective of the preference settings on the card. But for the Child Percent Complete value, even if the Card gets archived or Done, the Child Percent Complete field/attribute of the same parent card won’t have any impact.
Consider the Card Relationship shown below for the examples referred for each preference.
- Manual: This preference is suggested when it is difficult to evaluate the status of your card progress. For such scenarios, you can use this preference and manually enter the percent value in the Manual Percent Complete field of your card.
For example, consider you enter 45% in the Manual Percent Complete field for the THM1 card. If the preference is set as Manual, then the Card Percent Complete value for THM1 would be 45%.
- Percentage of My Card ToDos completed: This preference is suggested if completion of the ToDos of your card is important to track the status of your cards.
The formula used for deriving Card Percent Complete is:
For example, consider the following table. Each card includes some open ToDos and closed/completed ToDos and their count is mentioned in the respective columns of the table.
Consider all cards having the preference set to Percentage of My Card ToDos completed, then the Card Percent Complete field reflects the computed value using the above formula as shown below.
- Percentage of My Card ToDo Effort completed: This preference is suggested if tracking the efforts of your ToDos is important to track the status of your card.
The formula used for deriving Card Percent Complete is,
For example, consider the following table. Each card includes open/closed ToDos and added to it are their Actual Efforts. The actual and remaining effort values are mentioned in the respective columns of the table. Consider the following table where all cards having the preference set to Percentage of My Card ToDo Effort completed, then the Card Percent Complete field reflects the computed value using the above formula as shown below.
- Child Percent Complete: This preference is suggested when you want your own card percent progress to be reflected based on child percent progress then you can use this preference.
For example, if the Child Percent Complete field displays 50% completion, the Card Percent Complete field value also shows the same.
Detailed Guidance for Preference Settings of Child % Complete
You set the Child Percent Complete preference in the same place, in the Preference tab of the Percent Complete field settings, under “Child Percent Complete” of <form name> based on. This section appears for card types that can have child cards. The options are Percentage of Child Cards Completed, Average of Card % Progress of Child Cards, Percentage of ToDos Completed of Child Cards, and Percentage of ToDo Effort Completed of Child Cards. This section explains how each preference works with an example.
Consider the card Relationship shown below for the examples referred for each preference.
- Percentage of Child Cards Completed: This preference is suggested if the completion of your child’s cards is important to track their progress. The preference considers the child cards that have Overall Status = Closed from the total cards at each level and then evaluates the average value from bottom to top.
For example, consider the following table. UST5, the child of the card of EPC2 card, is having the status as Closed and so has the value of 100%; whereas all the other child cards are open and have the value of 0%.
So, if this preference is set on for EPIC2, then the Child Percent Complete value for EPC2 would be an average of UST4 and UST5 i.e. 50% and if the same preference is also set on THM1, then the Child Percent Complete value for THM1 would be average of EPC1 and EPC2, i.e. 25%.
- Percentage of ToDos completed of Child cards: This preference is suggested if completion of the ToDos of your child cards in the next level is important to track the status of your cards. Use the formula:
For example, consider the following table. Each card includes some open ToDos and closed/completed ToDos and their count is mentioned in the respective columns of the table.
Consider this preference is set for THM1. Then the cards that will be used for computation would be EPC1 and EPC2 (the next level child cards for THM1) and not the child cards of EPC1 and EPC2. Similarly, we have calculated the Child Percent Complete values of EPC1 and EPC2 in the table below.
- Percentage of ToDo Effort completed of Child Cards: This preference is suggested if tracking the ToDo efforts of your child cards in the next level is important to track the status of your card. Use the formula:
For example, consider the following table. Consider that the preference is set over THM1. Then the cards that will be used for computation would be EPC1 and EPC2 (the next level child cards for THM1) and not the child cards of EPC1 and EPC2. Similarly, we have calculated the Child Percent Complete values of EPC1 and EPC2 in the table below.
Note: For a card where work has not started and there is no log of Remaining Effort, Estimated Effort is considered as the Remaining Effort.
IMPORTANT: Any change in the preference will reflect in the Card Percent Complete field and Child Percent Complete field of the respective card on the subsequent and relevant card operations only.
Viewing Card Percent Complete and Child Percent Complete on Cards
You can view the value as well as the preference settings on the Percent Complete field and Child Percent Complete field even by hovering over the specific action icons on cards present in Work Hub and under the Linked Cards segment. Also, based on the % complete preference set for a card type, when you click the Percent complete icon on your card either through Work Hub or Linked Cards segment, you will be directly navigated to the relevant segment of your card. For example, if the % Complete preference is set as Percentage of My Card ToDos completed for User Story card type then clicking the Percent Complete icon will open the activities ToDos segment.