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Planview Customer Success Center

Work with Boards

Video: Work with boards

Board Basics

The lowest level of work to be done can be represented by a card that individual team members can take responsibility for. A board can be used to plan the work and visualize progress. Each card contains information about the task to perform, who is assigned to it, and the current status. The status of a card is represented by which status column the card is located. Cards are moved from left to right as work progresses, and when the work is done, the card is placed in the last column to the right. The default columns are PlannedWorking on, and Done, but columns can be added or renamed to support your way of working.

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Check out the How to Work with Kanban Boards webinar for more on working with boards!

Find Your Way Around the Boards Tool

           

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Elements of the Boards tool

           

Activities connected to the board are found on the Boards tool.

  1. Click the Add activity plus in circle icon.png icon to create an activity or connect to an existing activity.
  2. Click the Filter icon to open the panel to filter cards
  3. Use these icons to select different views of the board. The board view displays work to be done represented by visual cards, the list view displays cards on the board in a collapsed list with their attributes listed in rows, and the chart view displays multiple charts each designed to help you follow up on work progress.
  4. Click a card to see the card's detail pane including important information about the task represented on the card. You can also comment and discuss the work to be done allowing you to keep all communications and information in one place. You can select multiple cards using the Shift or Control keys. Learn more about working with cards.
  5. Group cards from different perspectives depending on your needs. You can group cards on the Boards tool by Label, Assignee, Due date or Activity. Each group is represented by a horizontal swim lane.

               

    NOTE

    If an activity associated with a board is marked done, any cards related to that activity are no longer visible on the board by default. However in the Boards settings you can change this and change so that Activities that are done are still visible on the board. This is a personal setting and will only affect other users. 

               

  6. To customize a board to fit your way of working, select Settings from the options menu to edit the workspace name, columns, labels, access rights and personal settings. The options menu also allows you to duplicate, share, printimport cardsdownloadhide, and delete boards.
  7. Maximize the board view to be able to view more cards at once.
  8. Select from the boards available in the workspace. When this list is open, you can click Add board to create a board.

Do you have boards in the boards list you don't use anymore? Hide them to make the list shorter! 

View Activities in a Timeline View

By expanding the activities panel at the top of the board, you can display activities connected to the board in a timeline view. The activities panel helps provide a deeper understanding of the work that is being done in terms of priority and timing. All activities connected to the board are visible on the timeline and the timeline view can be adjusted to show more or fewer of the activities. Teams working on the board can use the activities panel to see when work is planned to be performed and completed. 

You can access the activities panel when viewing the board in either the Board view or the List view.

           plus in circle icon.png

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The Boards tool showing the expanded activities panel

            

Work with the Activities Panel

  • To expand the activities panel, click and drag the horizontal separator bar PP horizontal splitter bar.png located just above the board's column headers.
  • Click an activity name or its timeline bar to open the Activity detail pane, which will appear on the right side of the window. You can update the activity's details directly from the Boards tool in the same manner as if you were working from the Activity detail pane from the Plan tool.
  • To display a different timescale—such as weeks, months, or quarters—click calendar icon.png, then click the timescale.
  • To view the current date in the timeframe, click GoToToday.png.
  • To create new activities, click plus in circle icon.png > Create activity, type a name for the new activity, and then click Create.
  • You can enable or disable the activities panel by configuring the board's Personal settings.

           

NOTE

The ability to expand the activities panel is currently limited to boards that have fewer than 200 activities connected to them.

         

Swim Lane Attributes

Depending on how cards are grouped in the board view, swim lane headers will display aggregated information about the cards in the lane. In the example pictured below, the board is grouped by activity, and the swim lane header displays information about the total number of cards in the lane, the points total of cards for the activity, the range of due dates for the cards associated with the activity, and the name of the parent activity.

swimlane attributes.png

When you drag a card from one swim lane to another, the card attributes are changed to the attributes of the new swim lane. In the following example, the card's assignee is changed when it is moved from one user to another.

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See and Update Activity Details from the Board

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  1. When cards are grouped by Activity, the Board is organized into multiple horizontal swim lanes. (See Item #5 in the Find Your Way Around the Boards Tool image above.)
  2. Click an activity name to open the Activity detail pane on the right side of the window. You can update the Activity's details directly from the Boards tool in the same manner as if you were working from the Activity detail pane from the Plan tool.

Learn more about Activities and the Plan tool by visiting Work with the Plan.

Collapse and Expand Columns on Boards

When a board contains a large amount of information, you can collapse one or more of the columns so that only the columns that you want to focus on are displayed.

To collapse a column on a board:

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  1. Click the Collapse icon Collape Icon 2.png  of the column you want to collapse. Users can collapse as many columns as they prefer as long as there is at least one column that remains visible.
  2. Click the Expand icon Expand Icon 2.png of the column you want to expand.
  3. Collapsed columns display the following information:
    1. Status (column) name
    2. Number of cards
    3. Maximum number of cards set (if any)
    4. Sum of the estimated points for the cards in the column

Users can drag and drop cards into collapsed columns. 

Create a Board

You can create any number of boards in a workspace, but keep in mind that too many boards reduces the strength of a board to visualize all related work at once. A good practice is to create one board for each team.

To create a board: 

  1. Navigate to the Boards tool.
  2. In the screen's upper left, click columns icon.png to expand the list of boards available in the workspace and then click plus in circle icon.png Add board.
  3. In the Add board window, type a name for the new board.
  4. Click Add to create the board.

Looking for board design inspiration? Check out our article on customizing boards to fit your way of working!

Create Cards

Add Cards Image.png


To create a card in a Status column, click the plus icon  Plus Icon - Add Cards.png below the activity name (or swim lane title) for the column.

If you group cards by Label, Assigneeor Activity, click the plus icon Plus Icon - Add Cards.png in the desired group to add the card to that group. To create a card outside of the groups, click the plus icon Plus Icon - Add Cards.png in the last group at the bottom of the list titled No activityNo assignee, or No label.

You can also create a card based on a card template. Click the template icon card template icon.png to the left of the New card field, and then select the template.

card template list.png

Users who do not have access to a Board can create cards using the Email to Board function. 

You can drag the most important cards to the top of a list in the first column so the team can work on the most important cards first.

Filter Cards

You can filter the cards on a board based on card attributes such as assignee, status, activities, labels, dependencies, due date, custom fields, and so on.  Click the Filter icon filter-btn.png in the toolbar to display the filter options on the left side of the window.

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Importing Cards

You can import cards to a board from another resource, tool, or system by uploading a .csv (comma separated) file that contains the required data. 

There is a .csv file template that includes all of the headers required to successfully import cards. 

To download the .csv file template:

  1. Navigate to any board.
  2. Click the Options menu icon more options icon.png  > Import cards.
  3. In the Import cards dialog, click Download .csv template for importing cards to board.
  4. For instructions on using the template, see About the .csv File.

To import cards to a board:

  1. Navigate to the board.
  2. Click the Options menu icon more options icon.png  > Import cards.
  3. In the Import cards dialog, click Choose files.
  4. Locate and select the .csv file.
  5. Click Next to continue.

    Importing Cards 3a.png

  6. The service now attempts to convert each record in the uploaded .csv file by creating a corresponding card on the board. After this process is completed, the conversion results are included in a new Import cards window that appears.
  7. Review the New cards created and Rejected records results reported in the window.
  8. If there are any Rejected records, click the Download Rejected Records (csv) link to open the failure report. The report includes a list of records that did not convert along with a potential reason as to why the failure occurred.  Learn more about the Rejected records report in the Import Errors section below.
  9. Click the Start over button to restart the conversion process for the failed records or to start the process for a different .csv file.

About the .csv File

We recommend that you download the (.csv template) file mentioned in the above section, Importing Cards. This file contains all of the necessary headers to complete the conversion and is ideal for a spreadsheet application such as Microsoft Excel.

The following requirements must be satisfied for each record in the file.

Item # Input Value Value Action Value Requirements
1 Title Required Must contain at least 1 character and no more than 255 characters. Note: If the Title is omitted, the record will fail to convert to a card.
2 Description Optional If this field is empty, the card will not include a description.
3 Assignee Optional The email address of the workspace member who has board access to assign the record/card. If this field is empty, the corresponding card will be unassigned.
4 Start date Optional Must be in the following date format: YYYY-MM-DD.
5 Due date

Optional

Must be in the following date format: YYYY-MM-DD.
6 Label Optional Use a number for a range of 1 through 14 to assign a card label. These numbers correspond to the order of labels listed in the board settings. If this field is empty, the corresponding card will not be labeled.
7 Estimated time Optional The number of seconds for the desired estimated time value. For example, if you want to report an estimated time value of one hour, input a value of 3600 seconds. If this field is empty, the corresponding card will not include an Estimated time.
8 Blocked reason Optional Describe the reason for the card being marked as blocked if the corresponding card is blocked. If this field is empty, the corresponding card will be unblocked.
9 Points Optional One of the following point values: 0, 0.5, 1, 2, 3, 5, 8, 13, 20, 40, 100. If this field is empty, the corresponding card will not have a points value assigned.
10 Column Optional Number that corresponds to the column in the board into which the card will be placed. From left to right, 1 is the first column and X is the last column. For example, if you have a board with 5 status columns, you can specify a number between 1 and 5. If this field is empty, the corresponding card will be placed in the first column on the board.
11 Checklist Optional Items in the checklist column will become items in a checklist on the created card. Use double hashtags between each checklist item (e.g. Item 1##Item 2##Item 3). Normal restrictions regarding item length and total number of items in a checklist apply.
12 Co-Assignees Optional Email addresses of workspace members that are co-assignees on the card, with double hashtags between each email address (e.g. user_1@domain.com##user_2@domain.com##user_3@domain.com). The same restrictions as the assignee column apply.
13 Tags Optional Names of tags (cannot include spaces) for assigning tags to the created card, with double hashtags between each tag (e.g. TagOne##TagTwo##TagThree). They have the same restrictions as regular tags, and if one does not match an existing tag, a new tag will be created.
14 Activity Optional ID of the activity to be connected to the card. The Activity ID can be located by selecting the activity (by clicking on the name to open the Activity details pane) and finding the ID in the URL (e.g. in this URL: https://service.projectplace.com/#pr...vity/976797868, the Activity ID is 976797868). Only activities that are currently connected to the board are allowed. 
15 Predecessors Optional Row number in the import file where the predecessor card is listed, with commas between each row number if more than one predecessor should be added (e.g. 1,2,3).

 

If the column headers are displayed in one single column, you might have to change the delimiter settings in your Microsoft Excel spreadsheet.  The template file uses a semicolon (;) for the delimiter.

To change the Excel setting:

  1. Navigate to and click the Data tab.
  2. Select the From Text/CSV option.
  3. Navigate to and select the desired template file and click Import.
  4. In the dialog box that appears, select the Semicolon option in the dropdown box under Delimiter (if it is not already selected).
  5. Click Load.

Import Errors

When errors occur during the import, a Download Rejected Records (csv) .csv file and link (from Step #8 in the above section, Importing Cards) are created. This report is similar to the .csv template file, however, a new Error column has been inserted to the left of the Title column. The reason an error occurred is provided for each record in the Error column.

To resolve reported errors:

  1. Downloading the Rejected Records (csv) file
  2. Review and address each error included in the report
  3. Delete the Error column
  4. Attempt the import process again to convert the remaining corrected records into cards.

The image below provides an example of an error.csv file opened in Microsoft Excel:

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  1. The Error column (A) contains the details explaining why each record failed to import. Note: Once these errors have been corrected, delete the Errors column and upload the corrected .csv file again to import the remaining records.
  2. The Rejected Record reported in this example is an Invalid estimated time error.
  3. The value in the Estimated time column is "ö" which is not a valid value. Delete the value and enter a valid value (if one exists) as defined in the About the .csv File section above (refer to item #6).

To hide or delete a Board, visit Hide and Delete Boards.


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Work with Boards on Mobile Apps

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Access your boards on the go with our mobile apps! Add boards, create cards, filter cards on the board, and much more all from your phone (even if you're offline.)

To request offline support for boards, contact Customer Care (this feature is off by default.) Once this feature is turned on, recent boards will be synced to the apps and available in offline mode.