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Planview Customer Success Center

Basic Board Administration

Updating Board Settings

To update a board’s title and description, click the gear icon in the top bar and click Board Settings

Board Settings .png

The board description provides information about the board on the Home screen.

Additional Options 

Base WIP Limits on Card Size: Select this option to limit work in progress for lanes or users based on the size of the card(s), rather than the number of cards.


Exclude Completed Lanes and Archive from User WIP/date warnings: Select this option to prevent completed and archived cards from being included in a user's work-in-progress activity, resulting in work-in-progress limit violations, or from being considered in violation of the card due date.