Manage your board in Zoho Sprints

Manage your board

You will be able to carry out the following actions based on your profile permissions. Click the  Permission Helper  at the bottom of the page to know your profile permissions.

View sprint specific board

  1. Select Board from the left panel.
  2. Click the drop-down in the upper-left corner.
  3. Select the sprint for which you want to view the board.
Only the Team Owner and Admin can view all the sprints in the drop-down, whereas the Sprint Owner and Member can view only the sprints for which they are assigned.

Move work items

The scrum board is where you push the work items from one status to the next as they progress.
  1. Select Board from the left panel.
  2. Click the item that you want to move.
  3. Drag and drop it to the desired status on your board. You can also drag and drop the item back to a previous status in the same way.
For every work item you can view the estimation points and priority. 

   

Reorder work items 

To reorder the work items under each status, drag and drop them in the required order.  

Swimlane option should be None to reorder work items

Expand and collapse

If you need to move the items from the first status to the last, you can collapse the statuses to avoid having to scroll right as you drag.
  1. Select Board from the left panel.
  2. Click to expand the statuses and click to collapse them.
You can also expand and collapse the work items inside the statuses. Hover over the work item, click Expand in the right corner to expand the content of the item, and click Collapse to collapse the content inside the item.

When can I view the scrum board?

You can view the scrum board only after you start a sprint. Navigate to Sprint Plan , start your sprint, and view its board. Move work items across the statuses as and when they progress.

Work in progress limit

Do you want to limit a particular number of work items for each status on your board? Well, you can do that using the WIP (Work In progress) limit. Set a maximum and minimum value to each status on your board.  Learn more 


If the status reaches more than the specified Maximum value, you will see a bar indicating that the status is 'Most Occupied'. And, if the status has work items less than the specified Minimum value, you can see the  'Least Occupied'  bar. This will show the whole item count irrespective of the user permission.

Set timer

You can set timer for the work items right from the board view.
  1. Select Board from the left panel.
  2. Hover over the particular work item and select at the bottom of every item. Once you select this icon, the timer starts and you can stop or pause the timer.
You can set timer only for the work items assigned to you.

View subitems

You can view the subitems from the board view. Select and view the subitems in the item details page. From there, you can reorder or add new subitems.
Only the admin, project managers, sprint owners, and the item owner can add subitems to an active sprint.

View sprint dashboard

You can view the sprint dashboard right from the scrum board.
  1. Select Board from the left panel.
  2. Just hover over your cursor to the top of the board and click View Details right next to the sprint name.

Select swimlanes

You can switch to different swimlanes by selecting the Swimlane field in the upper-right corner of the screen. Now, choose either one of the swimlanes and view the work items in it. If you want to switch to the normal view, select None .
You can access the swimlanes only if you are on a basic and premium plans.

Filter

Filter the work items on your board based on the nine different categories: Assignee, Created By, Estimation points, Priority, Status Type, Item Type, Due on, Created On, and Completed On. You can also save that filter for future purposes by clicking  Save Filter.  

If there are n number of categories in your filter it would be daunting to select the criteria to filter. Now, we have an in built search option to easily search for your filter criteria. 

Other Actions

  1. Select Board from the left panel.
  2. Click in the upper-right corner and manage your sprint actions all at one place.
  3. Change the display.
  4. Toggle to view the default or detailed view of the work items on your board.

Edit sprint

  1. Select Board from the left panel.
  2. Click in the upper-right corner and manage your sprint actions all at one place.
  3. Select Edit Sprint .
  4. Modify the sprint details.
  5. Click Update .

Complete sprint

  1. Select Board from the left panel.
  2. Click in the upper-right corner and manage your sprint actions all at one place.
  3. Select Complete Sprint .
  4. Move pending work items either to the backlog or another sprint.
  5. Click Mark as Complete .

Cancel sprint

  1. Select Board from the left panel.
  2. Click in the upper-right corner and manage your sprint actions all at one place.
  3. Select Cancel Sprint .
  4. Move pending work items either to the backlog or another sprint.
  5. Click Cancel

Total count

  1. Select Board from the left panel.
  2. Click in the upper-right corner and manage your sprint actions all at one place.
  3. Select Total Count to view the total number of work items on your board.
Only the Team Owner, Admin, and Sprint Owner of the sprint (i.e. the one who is assigned as the manager of the sprint) can perform the edit, complete, and cancel sprint options on the board. If you are a member you can view only the total count of work items on your board.

Available users  

Track the active users on your board. You will be notified with the current number of active users on your board. The inactive users on the board are struck out and you can also view the time they left the board.
  1. Navigate to  Board .
  2. Select  in the upper-right corner.
  3. Choose  Available Users .
  • Track the active users on your board working in parallel sprints.
  • Click the  Chat  icon to interact with the users right from your board.


Export work items

You can export the work items from your active sprints on your board.  
  1. Navigate to  Board .
  2. Select  in the upper-right corner.
  3. Choose  Export Sprint .
  4. Select the required fields and click  Export
Click here to read more on Export .

Add new item | Move Existing Item

Even after you start a sprint, you can add work items to it if you have enabled the 'Add items to active sprint' option in your scrum settings . You can either create a new work item or add work items from the backlog.
  1. Select Board from the left panel.
  2. Click + Item in the upper-right corner.
  3. Select Add   New Item or Move Existing Item from the drop-down.
  4. If you select Add New Item , enter the details in the Item creation form and click Save .
  5. If you select Move Existing Item , choose the existing items from the backlog, upcoming, or active sprints.
  6. If you'd like to retain status of the work items, choose  Retain the current status   in the  Status   field and click Move .
If you add items to an active sprint, the progress of the sprint is affected. If you can manage the progress and maintain the performance level of the team members then you can add items to the active sprint.



Move items from board

If you would like to move the items from an active sprint you can move the items either to your backlog or another active sprint from your board.
  1. Click in the upper-right corner.
  2. Select Move Items .
  3. Select the items that you want to move.
  4. Select Backlog or any other active sprint.
  5. Click Move .

Due date tracker  

You can now track the due date of the work items on your board at a glimpse. This will help you track the overdue, due on, and completed work items. 
  1. Navigate to   Board .
  2. Click next to .
  3. Toggle  Due Date Tracker .  
  • Overdue work items are represented in  Red .
  • Due on work items are represented in  Green .
  • Completed work items are represented in  Blue .




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