Board planning for Collaboration
The Board tab in the Plan view provides an Agile-inspired experience to organize the work your team is doing. This highly customizable dynamic view is like a pivot table, letting you create and monitor a board with projects.
You can do the following:
- Drag-and-drop columns and hypotheses within or across columns.
- Order the priority of hypotheses in each column so that the most important hypotheses are at the top. (Not available in step view.)
- Collapse and expand columns to create a custom view of pertinent information.
- Create a hypothesis in Status (Not Started) and Campaign columns.
- Add colored field labels to provide more ways to customize your views. For example, if you have a green badge labeled Project X, you can identify the hypotheses by color or filter your view to show only hypotheses with that badge.
- Click any part of a hypothesis card (except the title) to view a hypothesis summary. Click the title to edit the hypothesis.
- Set display preferences for hypothesis cards to see the metadata that is relevant to you.
Go to Plan > Board to view the planning board. A numbered list describes each of the features in the following image.
- Select the Plan view.
- Select the Board tab.
- Select Filters to customize and focus your views. You can collapse and expand the Filters view.
- Enter text in the Search box to dynamically display results for the hypotheses you want to see. Partial text entry starts displaying results.
- The View field lets you select Tasks, Current Steps, or All Steps to customize the card view on the board.
- The Columns field lets you first sort by Column and then Group by.
- Click Swap selection to place the Columns selection in the Group by selection and vice versa.
- The Group by field lets you refine the information returned by the Columns field.
- Click Display and then enable the fields that you want your task cards to display.
- Click < to collapse a column and > to expand it.
- Click the options menu (...) to add a task in the campaign columns (and in the Not Started column) or to move a column left or right. You also can drag and drop a column left or right.
- Click anywhere on a hypothesis (except the title) to show more details about the hypothesis. You can edit some details directly in the hypothesis card details.
- Click the title on a hypothesis card to go to where you can edit the task.
- Colored labels help associate tasks with campaigns. Labels are set in the avatar > Fields page.
Collapse and expand columns
If your view has many columns, you may want to see only a few at a time. You can click < to collapse a column and > to expand it.
Order columns
Order your columns by dragging a column to the position you want. You can also expand the options menu (...) and click Move Left or Move Right.
View Column and Group by
You can create a custom view by Status, Campaign, Assignee, Destination, and many other options and get updates with the most relevant information.
Group by lets you organize results by attributes, such as Due Date or Campaign. For example, you can view hypotheses by Owner, and group them by Campaign to understand what each team member is currently working on, what campaign each task is part of, and the campaign's overall health and progress.
View steps or tasks
Step and task views have a default view of progress in three columns (Not Started, In Progress, Completed, and On Hold), and you can update them as you complete work and plans change.
Select All Steps or Current Steps for a more detailed view of work in progress.
Drag and drop to change owners
You can move a task from one owner to another.
- Go to Plan > Board.
- Select Columns > Owners to organize the planning board by task owners, which displays columns of owners with their respective tasks.
- Drag and drop a task from one owner to another.
Workflow view
The workflow view shows hypotheses in a workflow with their steps and completed steps. Each step in a workflow displays as a column, and hypotheses display as cards in their steps.
- Select Workflow Steps from the Columns drop-down list.
- Select the workflow you want to monitor from the Workflow view.
- Move a hypothesis card one or more steps forward, which completes previous steps and changes the current step status to In progress.
- Move a hypothesis card one or more steps backward, which changes those steps and the current step status to In progress.
- Move a hypothesis card to the Completed column to complete all steps in the task.
- If you move a card to a step that was previously Skipped, you can move the task to the next incomplete step or change the skipped step status to In Progress.
- If you move a card to a step that was previously Completed, you can move the task to the next incomplete step or change the completed step status to In Progress.
Filter views
You can filter results in the planning board to access a subset of work or information relating to a specific campaign, assignee, use case, or other attribute.
Order hypotheses
Drag and drop to update a task or step's progress. For example, you can drag a task from the Not Started column and drop it into the In Progress column to update its status. This initiates the hypothesis workflow and notifies the assigned user that work has begun.
Similarly, if you use the planning board to view steps by Assignee, you can review each team member's bandwidth and reassign work as needed by dragging a step from one assignee's column and dropping it into another. This updates the step to reflect it was reassigned to another team member, and notifies the new assignee of this change.
Edit hypothesis cards on the planning board
If you have permissions, you can edit panels by clicking a task card and editing fields.
Save a view
Click Save View to save a view of the planning board, which you can apply and share with the rest of your team. Access these in the Saved Views drop-down list.
Save a board to a CSV file
Click Share > Download as CSV to download the board as a .csv file, which you can share with team members without access to Collaboration or with external stakeholders, enabling greater visibility and transparency into what users are working on, and their progress.
