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Collection Flow: How to Manage Work Hand-offs Across Teams, Programs and Portfolios

Coordinate work across teams, programs, and portfolios with visible, trackable hand-offs. Keep the same item connected while both sides follow ownership, acceptance, and progress through each stage.

Written by Kendis Team

Collection Flow helps teams, programs and portfolios coordinate work that crosses organizational boundaries.

One team, program or portfolio can send an item to another as a visible request. In Kendis, these organizational areas are represented by Collections. The receiving group can review the request, accept or decline it, and both sides can then follow the hand-off through a shared set of stages.

The item itself is never copied. It remains the same Jira issue, Azure DevOps work item, or Kendis item. Collection Flow tracks the relationship between the groups involved, the current stage, and the actions taken during the hand-off.

Contents

  1. How Collection Flow works

  2. Key terms

  3. Before you start

  4. Turning Flow on

  5. Using the Flow toolbar

  6. Reading Flow information in the Backlog

  7. Feeding items to another collection

  8. Reviewing incoming requests

  9. Moving a hand-off through its stages

  10. Retracting a request

  11. Grouping and filtering Flow items

  12. Managing flows

  13. What happens when items or collections change

  14. Permissions

  15. Troubleshooting and FAQ

1. How Collection Flow works

Collection Flow is designed for situations where work needs to move between teams, programs, portfolio areas or other parts of the organization.

For example, imagine the Payments program needs the Data Platform team to build an export.

  1. Payments feeds the item to Data Platform from its Backlog.

  2. Data Platform sees the request in its Incoming inbox.

  3. Data Platform accepts or declines the request.

  4. If accepted, the item appears in the Data Platform backlog as the same underlying item.

  5. Both collections follow the hand-off through the remaining stages until the work is complete.

The provider keeps the item in its own Backlog throughout the process. The receiver only gets the item in its Backlog after the hand-off reaches the acceptance stage.

2. Key terms

Term

Meaning

Feed

A hand-off of one item from one collection to another. The same item can be fed to several collections, with each hand-off tracked separately.

Provider

The team, program or portfolio area sending the request. In Kendis, this is the source Collection. From the provider's perspective, the hand-off is outgoing.

Receiver

The team, program or portfolio area receiving the request. In Kendis, this is the target Collection. From the receiver's perspective, the hand-off is incoming.

Internal

An item that is not involved in any hand-off.

Flow

A reusable sequence of stages that a hand-off moves through, for example Requested → Accepted → In Progress → Done.

Stage

One step in a flow. Each stage is controlled by the provider, the receiver, or either side.

Acceptance stage

The point where the hand-off is considered accepted and the item enters the receiver's backlog.

Relationship

The flow used when one Kendis Collection feeds another. This can represent a hand-off between teams, programs, portfolio areas or other organizational units. Relationships are directional.

Inbox

The receiver's list of pending incoming requests.

3. Before you start

Collection Flow is part of the Backlog, so all work starts from a collection's Backlog page.

A few rules apply:

  • Collections must use the same item hierarchy.

  • Collections must use the same ALM.

  • Jira collections can feed Jira collections.

  • Azure DevOps collections can feed Azure DevOps collections.

  • Kendis-only collections can feed other Kendis-only collections.

Every company has a default flow called Standard Handoff.

Stage

Controlled by

Requested

Provider

Accepted

Receiver

In Progress

Receiver

Done

Receiver

If two collections do not have a specific relationship configured, Kendis uses this default flow.

Company admins can create additional flows and assign them to specific collection pairs.

4. Turning Flow on

Open a collection's Backlog and click Flow in the toolbar. The number on the Flow button shows how many items in the collection are currently involved in incoming or outgoing hand-offs. When Flow mode is on:

  • the Flow toolbar appears above the grid

  • a Flow column appears on the left

  • direction indicators appear next to item keys

  • Feed to... becomes available from row and bulk actions

  • only items involved in a hand-off are shown by default

To include items with no hand-offs, enable Internal in the Flow filters.

Click Flow again to return to the normal Backlog view. Flow is not available while viewing archived items.

5. Using the Flow toolbar

The Flow toolbar gives you access to incoming requests, grouping, filters, and flow settings.

Incoming

Incoming opens the inbox for requests other collections have sent to this collection. The count shows how many pending requests are waiting for a decision.

Grouping

You can group Flow items by:

  • stage

  • collection

  • direction

You can also add a second grouping level, such as By stage, then by collection.

Filters

Use the Flow filters to show:

  • incoming items

  • outgoing items

  • internal items

  • hand-offs involving a specific collection

  • hand-offs at a specific stage

Normal Backlog search and filtering continue to work together with Flow filters.

Manage flows

Manage flows opens the company flow configuration. Everyone can view the configuration. Only company admins can change flows or relationships.

6. Reading Flow information in the Backlog

Flow information appears directly in the Backlog when Flow mode is active.

Flow column

The Flow column shows how many hand-offs are incoming and outgoing for each item. For example:

  • ← 2 means two incoming hand-offs

  • 3 → means three outgoing hand-offs

Click either count to open the item's hand-off details.

Direction indicators

Items involved in a hand-off show a small incoming or outgoing indicator next to the item key. Click the indicator to open or close the hand-off details.

Hand-off details

Opening an item shows its hand-offs beneath the row. The details are separated into:

  • Feeds out for requests sent to other collections

  • Pulls in for requests received from other collections

Each hand-off shows:

  • the other collection

  • the flow being used

  • the current stage

  • the actions available to you

Depending on the hand-off, you may see Accept, Decline, Retract, or a stage selector.

Optional columns

You can also add the following columns from Columns:

  • Flow

  • Flow stage

These are useful when you want Flow information visible without opening each row.

7. Feeding items to another collection

You can feed one item or several items at once.

Feed one item

  1. Open the item's row menu.

  2. Select Feed to....

  3. Choose the target collection.

You can also use the Flow control in the optional Flow column.

Feed several items

  1. Select the items using their checkboxes.

  2. Open the bulk action bar.

  3. Select Feed to.

  4. Choose the target collection.

Available target collections

Kendis only offers target Collections that:

  • use the same item hierarchy

  • use the same ALM

  • are different from the current collection

If the item is already involved with a target Collection, Kendis shows whether it is already fed or already a member.

What happens next

After feeding an item:

  • it stays in the provider's backlog

  • nothing changes in Jira or Azure DevOps

  • the receiver gets a pending request in its Incoming inbox

  • the request starts at the first stage of the configured flow

Only the selected item is fed. Its children are not sent as separate requests. If the receiver later accepts the item, its child items appear beneath it in the receiver's backlog.

8. Reviewing incoming requests

Open Incoming from the Flow toolbar. The inbox lists requests waiting for this collection to respond.

Each request shows:

Column

Description

Key

Jira, Azure DevOps, or Kendis key

Title

Item title

From

Collection that sent the request

Est

Story points

Stage

Current hand-off stage

Action

Accept or Decline

You can accept or decline individual requests, or use Accept all when several requests are pending.

Accepting a request

When you accept:

  • the hand-off moves to the acceptance stage

  • the item becomes a member of the receiver's backlog

  • the item remains the same underlying item

  • parent items are shown for context

  • child items appear beneath it

If the item had previously been removed or excluded from the collection, accepting restores it.

Declining a request

When you decline:

  • the hand-off is closed

  • the item does not enter the receiver's backlog

  • the provider can see that the request was declined

A declined hand-off cannot move to another stage, but the provider can feed the item again later as a new request. Once a hand-off has been accepted, it can no longer be declined.

9. Moving a hand-off through its stages

Open the hand-off details and use the stage selector. Each stage is controlled by:

  • the provider

  • the receiver

  • either side

You can only select stages your side controls. Stages controlled by the other side remain visible, but are not selectable. A hand-off can move forward or backward between stages your side owns, with one important restriction: once the hand-off has reached the acceptance stage, it cannot move back to a stage before acceptance. Every stage change records who made the change and when. If someone else updates the hand-off at the same time, Kendis asks you to refresh before trying again.

10. Retracting a request

The sending team, program or portfolio area can retract a request before it has been accepted.

  1. Open the outgoing hand-off.

  2. Click Retract.

The request disappears from the receiver's inbox, while the item remains in the provider's backlog. An accepted hand-off cannot be retracted.

11. Grouping and filtering Flow items

Flow grouping replaces normal Backlog grouping while Flow mode is active. You can group by:

Grouping

Result

Stage

One group for each stage

Collection

One group for each related collection

Direction

Incoming and Outgoing groups

You can add a second grouping level, for example:

By stage, then by collection

If one item has several hand-offs, it can appear in more than one group. This ensures that every relationship remains visible. Flow filters can be combined with normal Backlog search and filters.

12. Managing flows

Company admins can create and manage reusable flows from Manage flows.

Flow library

The Flow library lists every configured flow and its stages. Each stage has:

  • a name

  • a colour

  • an owner

  • an optional acceptance marker

Exactly one stage in each flow must be the acceptance stage.

Create a flow

  1. Open Manage flows.

  2. Select New flow.

  3. Enter a flow title.

  4. Add or edit the stages.

  5. Choose who controls each stage.

  6. Mark one stage as the acceptance stage.

  7. Save the flow.

Editing a flow

Flows that are already in use have safeguards. You can safely rename stages or change their colours. Kendis prevents changes that would invalidate active hand-offs, such as removing a stage that is currently in use or moving the acceptance stage in a way that would change the meaning of existing requests. A flow cannot be deleted while it is being used by an active hand-off or assigned to a relationship.

Relationships

Relationships define which flow is used between two Kendis Collections. Those Collections may represent teams, programs, portfolio areas or other organizational units. For example:

Payments → Data Platform → Service Request

Relationships are directional. Payments to Data Platform and Data Platform to Payments can use different flows. If no relationship is configured, Kendis uses the default flow. Changing a relationship only affects new hand-offs. Existing hand-offs continue with the flow they started with.

13. What happens when items or collections change

Change

Result

The provider removes an item from its collection

Pending outgoing requests from that collection are retracted.

The item is deleted in Jira or Azure DevOps

Pending hand-offs are retracted.

The item is deleted from Kendis

All hand-offs for that item are removed.

The receiver removes an accepted item from its backlog

The hand-off remains accepted. Feeding the item again reopens the same hand-off from the first stage.

Accepted and declined hand-offs otherwise remain on record.

14. Permissions

Action

Who can do it

Turn Flow on, view hand-offs, filter and group

Anyone who can open the collection's Backlog

Feed items and retract pending outgoing requests

Users with access to the provider collection

Accept or decline incoming requests

Users with access to the receiver collection

Change a hand-off stage

Users with access to the relevant collection, for stages controlled by their side

Create, edit or delete flows and relationships

Company admins

15. Troubleshooting and FAQ

The Feed to... list is empty

: Flow only works between collections that use the same item hierarchy and the same ALM. If no compatible collection exists, there is nowhere to feed the item.

I cannot feed an item

Possible reasons include:

  • the item is no longer a member of the source collection

  • the item no longer exists in Jira or Azure DevOps

  • the target collection uses a different hierarchy

  • the target collection uses a different ALM

I cannot select a stage

The stage is controlled by the other side.

You can see the stage, but only the collection that owns it can select it.

I accepted something by mistake

An accepted hand-off cannot be declined or moved back before the acceptance stage. If the item should no longer be in the receiver's backlog, remove it from the collection. The hand-off remains on record as accepted.

Flow is not available

Flow is disabled while you are viewing archived items. Return to the normal Backlog view and try again.

Does Flow change Jira or Azure DevOps?

No. Collection Flow tracks the hand-off in Kendis. It does not write hand-off information back to Jira or Azure DevOps.

Why does an item appear in several groups?

The item has more than one hand-off. Kendis shows it in each matching group so that every hand-off remains visible.

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