Project Management

Project Board

Manage your team's work with a template-driven Kanban board, sprint backlog, velocity tracking, and burndown charts — all connected to your test cases and KnowHub docs.

10 min read

Project Templates

Every new project starts from a template. A template sets up your board columns and ticket types in one step — pick the closest fit, then customize columns, colours, and ticket type labels before the workspace is created, or change them anytime afterward from Settings.

FieldOptionsDescription
Software EngineeringBacklog → In Dev → In QA → DoneStory, Feature, Task ticket types. The default choice for product engineering teams.
QA & Test OpsTriage → In Investigation → Fix Ready → Re-TestingBug and Test Case ticket types, plus Tester/Developer roles and the Test Cases & Test Runs nav.
Product RoadmapDiscovery → Specs → In Build → ReleasedEpic and User Story ticket types — for teams planning at the roadmap level rather than the sprint level.
Custom / Marketing / DesignIdeas → Backlog → In Design → Review → PublishedCampaign, Asset, and Task ticket types, with Marketing Manager/Creative roles.
Choosing a template is not permanent — board columns, ticket type labels, and custom ticket types can all be changed later from Settings → Project Board without losing any existing tickets.

Ticket Types

Ticket types are project-specific — they come from your chosen template and can be renamed, recoloured, reordered, or extended anytime from Settings → Project Board → Ticket Types.

FieldOptionsDescription
Structural typese.g. Feature / Story / Task, or Epic / User Story / TaskThree levels set by your template, used for the Feature → Story → Task parent/child roll-up on the board and Gantt view.
BugAlways included by default. A defect or regression — link it to the failed test case so QA can verify the fix in the next run.
Change RequestAlways included by default. A scope or requirement change raised after work has started.
Custom typesAdd project-specific types (e.g. "Test Case", "Campaign", "Asset") from Board Settings — they show up in the type picker alongside the built-in ones.
Use Bugs for defects found in test runs or production. Linking a bug to the failed test case creates a full trace from defect discovery to fix verification.

Creating a Ticket

Click + New Ticket in the toolbar or press C anywhere on the board. Fill in the details and save.

FieldOptionsDescription
TitleClear, concise summary of the work item
TypeSet by your project's template + custom typesDetermines the label colour and, for structural types, where the ticket sits in the Feature/Story/Task roll-up
DescriptionFull requirements, acceptance criteria, or bug reproduction steps
PriorityLow / Medium / High / UrgentControls visual prominence on the board — Urgent tickets are highlighted
AssigneeTeam member responsible for delivering this ticket
EstimateStory points or hours — used in sprint capacity planning and velocity tracking
SprintAssign to the current sprint backlog or a future sprint
SpaceSub-area of the board — useful for separating work by team, component, or feature area
LabelsFree-form tags for cross-cutting concerns (e.g. frontend, API, design)
Linked test casesTest cases that validate this ticket — enables full QA traceability
Start / End dateOptional date range — used in timeline and workload views
You can also import tickets in bulk from Jira. Go to the Board page and use the Import from Jira option in the board menu to bring in your existing backlog.

Board, List & Gantt Views

Board view (Kanban)

The default view. Tickets are arranged in columns representing workflow stages. Drag and drop a ticket between columns to update its status instantly.

  • Columns are set by your project's template when it's created — fully customizable during setup or later.
  • Add, rename, recolour, reorder, or remove columns anytime in Settings → Project Board → Statuses.
  • Collapse columns to hide finished work and keep focus on active items.
  • Filter the board by assignee, priority, type, label, or sprint using the filter bar.
  • Use Spaces to group columns by team, component, or feature area — switch between spaces from the board toolbar.

List view

A sortable, filterable table — ideal for bulk editing or reviewing the full backlog without the visual overhead of the board.

  • Click any column header to sort by that field.
  • Filter by assignee, priority, type, label, or sprint.
  • Inline-edit title, priority, and assignee without opening the full ticket.
  • Toggle between Board, List, and Gantt using the view switcher in the toolbar.

Gantt / timeline view

A tree-and-timeline view for scheduling and dependency planning across the whole project, not just the current sprint.

  • Zoom between week, month, and quarter scales — your choice is remembered per project.
  • Drag a bar to move or resize it, or drag an unscheduled ticket straight onto the timeline to set its dates.
  • Draw dependencies between tickets by dragging from one bar to another — supports all four dependency types plus lag, with a popover to confirm, edit, or delete.
  • Critical path and slack are highlighted automatically as dependencies change.
  • Parent tickets roll up their children's date ranges, with an overflow indicator when a child runs outside the parent's window.
  • Filter by status, priority, or labels, and search to jump to a ticket — matches auto-expand their parent chain.
  • A today line marks the current date, and the toolbar has an export action for sharing a snapshot.
Use the Board view for daily standups, the List view for backlog grooming, and the Gantt view for cross-sprint scheduling and dependency planning. Changes in one view are reflected in the others instantly.

Sprint Planning

Creating a sprint

1

Open the Sprints panel

Click Sprints in the left sidebar. Active and past sprints are listed here.

2

Click + New Sprint

Give it a clear name (e.g. "Sprint 24"), set start and end dates, and write a one-line sprint goal.

3

Set team capacity

Enter the total story points or hours available for the sprint. Everia warns you when adding tickets would exceed capacity.

4

Populate the sprint backlog

Drag tickets from the product backlog into the sprint, or use Add to Sprint on any ticket. The list view is often faster for bulk assignment.

5

Start the sprint

Click Start Sprint to activate the burndown chart. Tickets can still be added mid-sprint but Everia records each scope change explicitly.

Running daily standups with the board

  • Open the Board view filtered to the current sprint before the meeting.
  • Walk through In Progress tickets — update statuses live during standup.
  • Flag blockers by setting priority to Urgent and @mentioning the person who can unblock.
  • Keep the sprint goal visible as a daily anchor for the team's focus.

Closing a sprint

When the sprint ends, click Close Sprint. Everia prompts you to move any incomplete tickets — push them to the next sprint or back to the backlog. A sprint report is generated automatically on close.

Avoid adding tickets mid-sprint without team discussion. Everia tracks all scope changes and surfaces them in the sprint report — too many changes signal planning problems worth addressing in the retro.

Sprint Analytics

Burndown chart

The burndown chart updates in real time as tickets are completed.

  • Ideal line — the expected straight-line path from total capacity to zero by the end date.
  • Actual line — real progress. Above the ideal line means you are behind schedule.
  • Scope-change markers — vertical dashes showing when tickets were added or removed mid-sprint.
  • Projected completion — extrapolates the current pace to show whether you will finish on time.

Velocity tracking

Velocity is the total story points completed per sprint. Everia tracks it across all historical sprints and calculates a rolling average.

  • Use the rolling average as your default capacity estimate for the next sprint.
  • A velocity drop usually signals scope creep, unplanned work, or team unavailability — the sprint report shows exactly what happened.

Sprint report

Generated automatically when you close a sprint. Includes:

  • Commitment vs. completion — how many points were planned vs. delivered.
  • Scope changes — every ticket added or removed after the sprint started.
  • Blockers encountered — tickets that spent time marked as blocked.
  • Team utilisation — per-person workload and completion rate.
Export the sprint report to PDF from the Reports page and attach it to your release notes or stakeholder update.

Best Practices

Groom the backlog weekly

Spend 30 minutes each week reviewing, estimating, and prioritising the backlog so sprint planning sessions stay under an hour.

Break epics into stories

Epics spanning more than two sprints are impossible to track meaningfully. Decompose them into stories of 1–5 points each.

Estimate as a team

Lone estimates miss shared assumptions. Use a short synchronous session or planning poker — disagreement on estimates often reveals hidden complexity.

Update statuses daily

A board with stale statuses is worse than no board. Make moving tickets a daily habit, not a pre-standup scramble.

Link tests to every Story and Bug

Every Story and Bug should have at least one linked test case before it is marked Done. Use the Coverage view to find gaps before a release.

Run a retro every sprint

Use Everia's built-in Retrospectives feature at the end of every sprint. Velocity data means more when paired with a team conversation about why it changed.

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