Get started with boards

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

Each work item is represented by a card that you can move between columns on the board. Columns on your board typically represent 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, while cards in the last column of your board are always categorized as Done.

Add the board view to your project

To add or remove the board from any of your service projects:

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

2. Use the toggle to turn on Views.

3. If views is already enabled, use Select views to turn on Board.

   1. You can also turn off boards as needed. Turning off a view here will remove it for your entire project.

Customize your board

To customize the columns on your board:

1. From your service project, select Views.

2. Select the Board tab.

3. Select More (), then select Configure views.

4. Select Columns.

5. 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.