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Planview Customer Success Center

Delegate a Card to Another Board

In LeanKit, work is often planned out at a higher level on a portfolio or program level board, and then executed on team level boards. Use the Delegate to Board option to send work from a higher-level board to a team board when the team is ready to start on the work, while keeping a placeholder card on the initial board to show the team's progress.

To delegate a card to another board, right click on the card to access the card’s context menu. Hover over the Delegate to Board option and select the board you want to delegate the card to.

           

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A duplicate card will appear on the designated board in the default drop lane, and it will be connected to the parent card from which it was delegated. On the original parent card, the progress on the delegated child cards will be visualized in the progress bar.

           

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