Upon logging in, you’ll land directly on your Execution Board. This central hub provides a visual, kanban-style board to manage your work. To help you get started quickly, we’ve included some pre-populated training cards. In this topic, let’s dive into some key actions you can perform on the Execution Board.
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Overview
The Execution Board is your central hub for visualizing and managing your work. It provides a kanban-style board with lanes and columns to track the progress of your workitems (cards).
Understanding the Board Layout:
- Lanes: Represent different stages or workflows your work progresses through. Think of them as swimlanes in a pool.
- Columns: Each lane is further divided into columns, which represent specific steps within a stage.
- Cards: Each card represents a work item, such as a task, user story, or bug. Cards move from left to right columns as work progresses.
Benefits of Using the Execution Board:
- Visualize Work: Get a clear picture of your team’s workload and identify bottlenecks at a glance.
- Start Quickly: Use the default board layout or customize lanes and columns to fit your specific needs.
- Manage Workflow: Define work-in-progress (WIP) limits to ensure smooth flow and avoid overburdening team members.
- Drag-and-Drop Functionality: Easily move cards between columns as work progresses.
- Data-Driven Insights: Track progress and measure team performance through built-in analytics.
Navigation
Navigate to the breadcrumb at the top and hover over the Project name, expand the Execute module, and select Execution Board.
Simple Actions to Perform on Your Board
Pro Tip: Keep it simple initially. Add lanes and columns only as your workflow demands.
- Add Workitems: Click the ADD button and select the desired card/workitem type from the available options. Learn more.
- Customize Lanes and Columns: Use the Board Editor option found under the More Options menu or on the lane itself. Here, you can add, edit, delete, or copy lanes, and manage column settings (move, split, add/delete columns, edit details). Learn more.
Additional Features:
- Legend: Highlight specific cards based on chosen criteria for focused viewing.
- Card Settings: View and modify card types and their corresponding colors.
- Dependency View: Track all workitem dependencies within your project.
- Display Media on Card: Enable displaying card images directly on the board for better visualization (if applicable). Learn more.
- Filter: Narrow down your view to specific cards based on filters like owner, priority, type, release, etc.
- Zoom Level: Adjust the zoom to optimize the visual representation of your work items. Learn more.
- All Cards vs. My Cards: Toggle between viewing all team members’ assigned work items or only your own. Learn more.
- Stand-up Wizard: Facilitate your daily stand-up meetings with this built-in tool. Learn more.
- Freeze Board Headers: Freeze both lanes and column headers on the Execution board. Learn more.
- Display Card Aging: It provides a valuable mechanism for monitoring and optimizing task completion times. Learn more.
Note:
- Card types cannot be changed after creation. To modify the type, delete the card and create a new one with the desired type.
- Cards cannot be transferred between different Execution Boards within a project.
Learn more about working with the Execution Board from here.
***Now that you have got an understanding of using the Execution Board, let’s start by quickly adding workitems. Learn more about quickly adding workitems from here.