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Get started with boards

A board helps you visualize work and track the status of issues as they move through a workflow. It helps you see at a glance work yet to be started, work in progress, and work completed.

Each issue is represented by a card that you can move between columns on the board. Columns on your board are typically represented by the work processes your team follows. Your board comes with three default columns with a global status of To do, In progress, and Done.

Easily drag your cards throughout the workflow to columns that reflect the relevant status. Cards in the first column on your board are always categorized as To do, whilst cards in the last column of your board are always categorized as Done.

Add a board to your project

Some newly created service projects may have this feature automatically enabled. If this isn’t the case, you can follow the below steps to add a board to your current service project.

To add a board to any of your current service projects:

  1. From your service project, select Project settings, then Project settings.

  2. Use the toggle to enable Board under Feature lab.

Customize your board

To customize the columns in a board:

  1. From the navigation on the left, select Board.

  2. Select More (), then select Board settings.

  3. Make your desired changes to columns.

To edit statuses on individual workflows:

  1. From your service project, select Project settings, then Request management, then Workflows.

 

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