Getting Started

1. Introduction

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Part of the Agile Project Management manual — see also 2. What's New, 3. Scope, 4.1 General setup, 4.2 Labels, 4.3 Project task templates and checklists, 4.4 Notifications, 5.1 The board, 5.2 Working with cards, 5.3 Project task cards, 5.4 Ticket cards, 5.5 Labels, 6. Troubleshooting.

Agile Project Management

1.1 What Agile Project Management does

Agile Project Management (APM) adds an agile, drag-and-drop Kanban board to GLPI's own Project module. When creating a project you choose between a Standard GLPI Project (GLPI's normal project/task screens, untouched) or a Kanban Ticket project, which replaces the task and Kanban tabs with a single board mixing project tasks and linked tickets as cards, organised into columns that map onto project states.

1.2 Key benefits

1.3 Features

  1. Choose between a Standard GLPI Project and a Kanban Ticket project when creating a project.
  2. Change a project's type later, one project at a time from its own tab or many at once with a massive action from the Projects list; switching back to Standard hides the board without deleting anything, and every change is recorded in the project's History.
  3. View project tasks and tickets together on one board, colour-coded by card type: the project's own tickets always, and the tickets linked to its tasks on demand.
  4. Map GLPI ticket statuses and project states onto board columns, configurable per installation.
  5. Add, move, edit and delete cards, each gated by its own fine-grained right; a deleted task's card stays visible (greyed out) until restored or purged, rather than disappearing outright.
  6. Link existing tickets to a project directly from the board, picking several at once from a list narrowed by free-text search, category, or "project-eligible" tickets (open tickets about the project's own items), so they appear as cards without leaving the Kanban view.
  7. Comment on a card and attach files to it, kept as its own timeline separate from the card's fields.
  8. Tag cards with custom, colour-coded labels, and filter the global board down to just the cards carrying a given label.
  9. Give a project task its own checklist of sub-items, checked off individually and reordered as the work changes.
  10. Group the board into swimlanes by item type, so tasks and tickets are visually separated instead of interleaved.
  11. Switch a card's editor to a docked, single-panel view, or expand the whole board to fullscreen.
  12. Filter the board down to just your own tasks, or just your groups' tasks, with one toggle each — on top of the general project/user/group/card-type filter below.
  13. Filter the board by project, assigned user, group and card type at once, with the last filter combination remembered per user.
  14. View every visible Kanban Ticket project on one aggregated global board, narrowed down to chosen projects or labels; the project picker itself can be searched and narrowed by project type, project state and finished projects.
  15. Keep sort prefixes out of the board: a state named 1. To do so GLPI lists it in order shows as a plain To do column title, with the prefix pattern configurable.
  16. Receive notifications on task creation, assignment, status change, percent-done change, comments, attachments and completion, each independently targetable at the task team, project managers, or both.
  17. Track time on each task: the card shows its planned hours, the hours actually spent (on the task and on its linked tickets) and the hours left or over budget, in green or red.
  18. Let the board fill in each task's real start and end dates as it moves from the first column to a finished state, with a separate right to correct them by hand.
  19. Show only late tasks, those whose time spent is over their planned duration, with one toolbar toggle.
  20. Link tickets to a task, or unlink them, from the task's own window, without leaving the board.
  21. Keep the last few closed cards visible in the Closed column, the number being a Setup option, while older closed cards are only counted so large boards stay fast.
  22. Click a person or group avatar on a card to show only their cards.
  23. Add a card from a project task template with one click, its checklist copied to the new task.
  24. Calculate a task's progress automatically from its solved tickets and done checklist items, switched on for the whole instance and overridden per project.
  25. Switch the board to compact, two-line cards to see more of a busy board at once, remembered per user.
  26. Show only the cards nobody is assigned to, with one toolbar toggle.
  27. See how close each task is to its planned end, and which linked tickets are running late, from the colour of the card's date and tickets counter.
  28. Open a card's GLPI history straight from the board, where every board action is recorded.

Generated for Agile Project Management 2.2.0-beta.2 on GLPI 11.0 — 2026-09-27.

2. What's New

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Part of the Agile Project Management manual — see also 1. Introduction, 3. Scope, 4.1 General setup, 4.2 Labels, 4.3 Project task templates and checklists, 4.4 Notifications, 5.1 The board, 5.2 Working with cards, 5.3 Project task cards, 5.4 Ticket cards, 5.5 Labels, 6. Troubleshooting.

Unreleased — 2.2.0, not yet published

New

Fixed

2.1.0 — 2026-09-22

New

Fixed

2.0.0 — 2026-08-11

New

Fixed

Generated for Agile Project Management 2.2.0-beta.2 on GLPI 11.0 — 2026-09-27.

3. Scope

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Part of the Agile Project Management manual — see also 1. Introduction, 2. What's New, 4.1 General setup, 4.2 Labels, 4.3 Project task templates and checklists, 4.4 Notifications, 5.1 The board, 5.2 Working with cards, 5.3 Project task cards, 5.4 Ticket cards, 5.5 Labels, 6. Troubleshooting.

Reference only — see 4. Setup for how to configure each of these.

3.1 Assets, management & administration items

3.2 Automatic actions

None.

See 4.1.2 Configuration.

3.3 Notifications

The plugin adds seven notifications, created active on install. They are ordinary GLPI notifications, listed under Setup → Notifications → Notifications with the item type Kanban. They concern Kanban Ticket projects only: each is sent by an action on the plugin's board, so a standard project, a task changed in GLPI's own project task form, or a percent done set by automatic progress sends GLPI's usual notifications, never these.

Notification Sent when
New Task A task card is created.
New User in task A user is assigned to a card.
Update Task Status A card moves to another column.
Update Task Percent Done A task's percent done changes.
New Comment A comment is posted on a card.
New Attachment A file is attached to a card.
Complete Task A card reaches a finished column.

Besides GLPI's own recipients, each notification can be sent to the project task team (users or groups, including a group's managers only or everyone except them), the contacts and suppliers of the project team, and the project's manager (user or group, with the same manager splits). On install, every notification is sent only to the project's Manager; team members get nothing until a recipient such as Project task team user is added on the notification's Recipients tab.

3.4 Rules

None.

3.5 Permissions

Rights are set per profile under Administration → Profiles → a profile → Agile Project Management tab. The tab has four rows. Every box on it is listed below, exactly as labelled. None of the boxes implies another: ticking one does not tick any other.

Kanban row — what a user can do on a board (a project's Kanban tab and the global Kanban board):

Kanban labels row — maintaining the label list under Setup → Dropdowns → Kanban labels:

Checklist templates row — maintaining the checklist items of project task templates (Setup → Dropdowns → Project task templates → a template → Checklist tab):

Project type row:

On a fresh install, every box above is ticked except Permanently delete a card, and only on profiles that can already update projects. When the plugin is updated, rights added in the new version (such as Edit real dates, Edit planned dates and Link tickets to a task) are granted once to those same profiles, so nobody loses access to a new feature; unticking one afterwards is kept.

GLPI core rights still apply on top: seeing a ticket card's private comments needs GLPI's own See private ones right for followups (on the profile's Assistance tab), which is not part of this tab, and a user only sees the projects and tickets GLPI already lets them see.

See 4.1.4 Permissions.

Generated for Agile Project Management 2.2.0-beta.2 on GLPI 11.0 — 2026-09-27.

4.1 General setup

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Part of the Agile Project Management manual — see also 1. Introduction, 2. What's New, 3. Scope, 4.2 Labels, 4.3 Project task templates and checklists, 4.4 Notifications, 5.1 The board, 5.2 Working with cards, 5.3 Project task cards, 5.4 Ticket cards, 5.5 Labels, 6. Troubleshooting.

4.1.1 Installation

Copy the plugin folder into GLPI's plugins/ directory, then install and activate it from Setup → Plugins. Installing creates the configuration with sensible defaults, grants the Kanban rights (every one except Permanently delete a card), the label rights and the checklist template rights to the profiles that can already update projects, and registers the notification events described below.

4.1.2 Configuration

Open Setup → General and choose the Agile Project Management tab. This is one global configuration for the whole GLPI instance: it does not change per entity or per project. The screen has three blocks. For each option below: what it does, where you see the effect, and an example of when it helps.

General options

State labels

Teams often put a sort prefix in state names so GLPI lists them in a useful order, such as A. Open, B. In progress for project states and 1. To do, 2. Doing for task states. This block keeps those prefixes off the board.

Both patterns are full PHP regular expressions, including the /.../ delimiters. An invalid pattern is refused on save with an error message, and the previous value is kept.

Kanban Ticket

Kanban labels

Labels are managed under Setup → Dropdowns → Kanban labels (listed under the plugin's name). Each label has:

Where labels appear: as chips on the card front and in the card window (Assign labels), and in the global board's Filter by label dialog. Purging a label removes it from every card that carried it.

4.1.3 The configuration screen

The configuration is one screen with three blocks. The screenshots below show each block with its default values; what every option does is explained in 4.1.2 Configuration.

4.1.3.1 General options

Open Setup → General and choose the Agile Project Management tab. The first block sets the two card colours, the request source used for followups the board writes, and the two defaults of the Link tickets dialog. Here the dialog opens already filtered on the Bug report category.

The configuration screen — General options

4.1.3.2 State labels

The second block controls how sort prefixes are removed from state names on the board. With the defaults shown, the task state 1. To do becomes the column To do, and states starting with a letter, such as A. Open, are the ones offered as project states in the global board's Filter projects window.

The configuration screen — State labels

4.1.3.3 Kanban Ticket

The third block decides the board's columns. Each of the six ticket statuses (New, Processing (assigned), Processing (planned), Pending, Solved, Closed) picks the project state that becomes its column, always in that order; a state not picked here is not a column, and its cards go to No status. A ticket card sits in the column of its ticket's status. The block also holds Hide native project tasks tabs on Kanban Tickets and Calculate task progress from tickets and checklist; every option is described in 4.1.2 Configuration. In this example Pending maps to 4. Waiting for customer, so dragging a ticket card into that column puts the ticket on hold. Click Save at the bottom of the screen to apply any change.

The configuration screen — Kanban Ticket

4.1.4 Permissions

Rights are set per profile under Administration → Profiles → a profile → Agile Project Management tab. The tab has four rows. Every box on it is listed below, exactly as labelled. None of the boxes implies another: ticking one does not tick any other.

Kanban row — what a user can do on a board (a project's Kanban tab and the global Kanban board):

Kanban labels row — maintaining the label list under Setup → Dropdowns → Kanban labels:

Checklist templates row — maintaining the checklist items of project task templates (Setup → Dropdowns → Project task templates → a template → Checklist tab):

Project type row:

On a fresh install, every box above is ticked except Permanently delete a card, and only on profiles that can already update projects. When the plugin is updated, rights added in the new version (such as Edit real dates, Edit planned dates and Link tickets to a task) are granted once to those same profiles, so nobody loses access to a new feature; unticking one afterwards is kept.

GLPI core rights still apply on top: seeing a ticket card's private comments needs GLPI's own See private ones right for followups (on the profile's Assistance tab), which is not part of this tab, and a user only sees the projects and tickets GLPI already lets them see.

4.1.5 The profile rights tab

The plugin's rights sit on their own tab of every GLPI profile. What each box allows is listed in 4.1.4 Permissions.

4.1.5.1 Open the Agile Project Management tab on a profile

Go to Administration → Profiles, open a profile, then its Agile Project Management tab. Tick or untick the boxes and click Save. The screenshot shows the Super-Admin profile of the demo instance.

The profile rights tab — Open the Agile Project Management tab on a profile

Generated for Agile Project Management 2.2.0-beta.2 on GLPI 11.0 — 2026-09-27.

4.2 Labels

logo

Part of the Agile Project Management manual — see also 1. Introduction, 2. What's New, 3. Scope, 4.1 General setup, 4.3 Project task templates and checklists, 4.4 Notifications, 5.1 The board, 5.2 Working with cards, 5.3 Project task cards, 5.4 Ticket cards, 5.5 Labels, 6. Troubleshooting.

4.2.1 Setting up labels

Labels are prepared by an administrator before the team uses them on the board.

4.2.1.1 The label list

Go to Setup → Dropdowns and choose Kanban labels, listed under the plugin's name. The list shows every label with its colour.

Setting up labels — The label list

4.2.1.2 Create or edit a label

Click Add, or open a label, to set its Name, Color, Entity and Child entities. The fields are described in 4.1.2 Configuration, under Kanban labels.

Setting up labels — Create or edit a label

Generated for Agile Project Management 2.2.0-beta.2 on GLPI 11.0 — 2026-09-27.

4.3 Project task templates and checklists

logo

Part of the Agile Project Management manual — see also 1. Introduction, 2. What's New, 3. Scope, 4.1 General setup, 4.2 Labels, 4.4 Notifications, 5.1 The board, 5.2 Working with cards, 5.3 Project task cards, 5.4 Ticket cards, 5.5 Labels, 6. Troubleshooting.

4.3.1 Setting up project task templates and checklists

A project task template can carry a checklist, so every task created from it on the board starts with the same items.

4.3.1.1 Add a checklist to a task template

Go to Setup → Dropdowns → Project task templates, open a template and choose its Checklist tab. Add the items the task should always start with. A task created on the board from this template (Create from a template) gets these items as its checklist. Maintaining these items needs the Checklist templates rights on the profile.

Setting up project task templates and checklists — Add a checklist to a task template

Generated for Agile Project Management 2.2.0-beta.2 on GLPI 11.0 — 2026-09-27.

4.4 Notifications

logo

Part of the Agile Project Management manual — see also 1. Introduction, 2. What's New, 3. Scope, 4.1 General setup, 4.2 Labels, 4.3 Project task templates and checklists, 5.1 The board, 5.2 Working with cards, 5.3 Project task cards, 5.4 Ticket cards, 5.5 Labels, 6. Troubleshooting.

4.4.1 Configuring Kanban notifications

The plugin's notifications are ordinary GLPI notifications, created active when the plugin is installed. They concern Kanban Ticket projects only: every event is sent by an action on the plugin's board (a project's Kanban tab or the global Kanban board), and only Kanban Ticket projects have one. Standard projects, and changes made to a task in GLPI's own project task form, send GLPI's usual project task notifications instead, never these. A percent done changed by automatic progress sends nothing either. The recipients they offer are listed in 3.3 Notifications.

4.4.1.1 Find the plugin's notifications

Go to Setup → Notifications → Notifications and search on the item type Kanban. The seven events of the plugin are listed; each can be edited, switched off or given other recipients like any GLPI notification:

Configuring Kanban notifications — Find the plugin's notifications

4.4.1.2 Choose who is notified

Open a notification and choose its Recipients tab. Besides GLPI's own recipients, the list offers the project task team, the project team's groups, contacts and suppliers, and the project manager. On install, every event notifies only the Manager.

Configuring Kanban notifications — Choose who is notified

Generated for Agile Project Management 2.2.0-beta.2 on GLPI 11.0 — 2026-09-27.