Skip to main content

 

Planview Customer Success Center

Cards view overview

The Card view is a Kanban-style board that provides is visual workflow in which users can move cards from lane to lane. Agile and hybrid teams can use the cards, columns, and continuous improvement to determine the right amount of work to commit to in the defined period. You can group the lanes by any field. When cards are moved from one lane to another the relevant data is updated across the application.

The cards that appear in the view are determined by your permissions and the board settings.

The Card view can be set by the owner or editor for the board. Viewers cannot configure the View settings, but they can add columns and modify the default columns that are set by the board owner. The current user's settings are saved during their session.

The Card view is supported in boards for tasks and cases, and in details views for portfolios and projects.

portfolio_cards.png

 

Portfolio Cards

Use Cards to see your Programs and Projects in a linear fashion.

Note: Sub-Projects are not displayed, and cannot be added.

ui8.png

The card should be sorted and grouped based on your use case. By default, cards are sorted based on the Due Date and grouped by State.

ui9.png

You can then drag and drop Projects between columns to easily update their statuses.

Expand and collapse columns to see or hide details.

ui10.png

Click on the card menu to see more details or delete the Project.

ui11.png

Task Cards

The Cards View for Tasks displays your Tasks on a board. The Cards View provides a birdseye view of your Tasks, with options to sort and group Tasks, as well as update a Task's Status, Phase, etc. using drag and drop.

mceclip1.png

In Card View, you will see Tasks that you own or where you are assigned as a resource.

Coming soon: If you are a manager, you will also see Tasks assigned to resources that you manage.

Sort by

Select how to sort Tasks within the columns.

mceclip3.png

You can choose:

  • Due Date
  • Status
  • Project Manager
  • Importance
  • Project Score

Group by

Select how to group Tasks into columns on the board.
mceclip2.png
You can choose:
  • Status
  • Phase
  • Importance
  • State

Show Hide Columns

Expand or collapse columns to show or hide a group.

ui14.png

 

Managing Tasks

On each card, you can see the Task dates, the number of successors and predecessors, the owner, etc.

Click on the 3-dot menu for more options.

mceclip4.png

  • Details: The Task's Property Card displays additional Task details that you can edit
  • Delete: Delete the Task

Add a new Task.

new_task.png

 

See also the new Cards View for classic UI

 

Cases Cards

View Cases on cards.

mceclip5.png

By default, Cases are grouped by their type, but you can choose to view them by State or Importance.

mceclip6.png

You can also choose a sorting option.

mceclip7.png

Multi-edit

Select multiple Cases to delete them or to change their status.

mceclip9.png

More Options

Click on the 3-dot menu to open the Case's property card to see and edit more details.

mceclip8.png

Add a new Case.

case_card_2.png