What can I do on a board?
The board view in business projects is designed to give you an easy and clear way to visualize work. You get a snapshot of project progress, including what work is yet to be started, what's in progress, and what's completed. Simply drag your cards throughout the workflow to columns that reflect the relevant status. The board's workflow typically represents work processes within your organization.
You can also group your work by priority, assignee, and category depending on how you prefer to visualize your work. The board is grouped by status by default.
Boards are often used with Scrum or Agile methodology which helps non-software teams view progress and spot blockers. To start using the board view, open your business project and select Board in the project view navigation (horizontal navigation above your project’s view).
If the board view doesn’t appear, your admin may have removed it from the navigation of the business project.
Use multiple board views
If you’re a project admin, you can create up to 5 different board views in a project to meet specific needs for your team.
Saving the view settings (including filter, grouping, column ordering, collapsed columns, etc) of your board will be visible for everyone in the project.
You can also rename all tabs in your business and software projects (except apps).
For project admins
To create multiple board views:
Select the + Add to navigation button on the project navigation.
Select Board, then select Add to navigation.
To save or reset the view configuration for your project:
Apply view settings (filtering, grouping, column ordering, collapsing columns etc) onto your board view.
Select the Save or reset view settings button located at the top-right of the view.
For non-admin users
If you’re not an admin, you can still apply view settings on top of what’s been configured by your admin. You can always revert back to how your admin last configured the board.
To reset the view back to the default, select the reset button located at the top-right of the view.
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