Lesson 6: Viewing Your Work
There are two main views that help you to access and manage your work in AgilePlace: the home screen and the board view. This guide helps new users get familiar with AgilePlace, and provides an overview of the AgilePlace home screen and board view.
NOTE
This article assumes that you’ve already been given access to a board by your AgilePlace Account Administrator and have been assigned a user role in AgilePlace.
Home Screen
Board View
The board view is where teams create a visual representation of how work flows and can easily see what is being worked on. As team members complete work, cards are moved across lanes from left to right to reflect their current status.
- Click the Planview AgilePlace logo to navigate to the home screen, or access your recently viewed boards.
- The vertical lanes on your board represent the different steps a work item moves through, from initial planning to completion. The specific lanes a team uses can be easily customized in AgilePlace to meet the needs of the team.
- Cards represent work items on the board, and are moved across lanes from left to right to reflect their current status. Click on a card to view its details.
- Create a new card.
- Highlight cards on the board that meet specific filter criteria, such as card type, priority, blockers, assigned user, tags, and more.
- Display a board legend of card types and custom icons.
- View the board's activity stream, which includes a chronological list of every card update. Click on any card in the activity stream to view the card's details.
- View the board's analytics. Available reports include flow, cycle time, card distribution, and efficiency diagrams to help you measure your team’s effectiveness and identify opportunities for improvement. More information on analytics.
- Manage your board settings:
- Board Layout Editor: Modify the layout of your board.
- Board Settings: Update board title and description, user access, tags, card types, class of service, Card Header settings, import/export, and personal preferences.
- RSS and Calendar: Subscribe to events that occur on the board and receive RSS and Calendar notifications.
- Subscribe to Board: Subscribe to events that occur on the board and receive email notifications.
- Download Snapshot: Download a PDF of your board or cards.
- Export Board History: Export a log of your board’s history that goes back 365 days.
- Toggle API Mode: Switch to a representation of your board that displays IDs required for mapping integrations.
- Invite people to your account so users can access your boards.
- Search for cards across all the boards that you have access to.
- Open the My Cards + Tasks panel.
- Access your user profile and change personal user settings.
- Access the AgilePlace Knowledge Center, which contains links to help guides, weekly release notes, and guided walkthroughs.
- Zoom in/out on the board.