Global Board View
Board view lists all the entities in a specific vertical column or lanes that visually help users to grasp information much quickly than the other views. Additionally, you can update a few field values just by dragging and dropping them across the columns.
Supported module: Work Items in Global View
Use case
Imagine a company launching version 3.0 of its product. This process involves three agile teams wherein each team will have their own projects to handle their work items. One team works on creating the APIs, another team works on web-based product related features and redesigning, and a mobile team works on the Android and iOS version of their application. Each team will have its own board that works well for their daily retrospectives. In this case, the release engineer needs to stay updated with all the three projects status.
Checking three different boards to be aware of the project's status is tasking and time-consuming. The release manager can now use Global Board View to solve this by fetching all three projects into one single board by filtering with the attribute v3.0 or by creating a custom view in board view.
Benefits of Board View
- Increased visibility across projects
- Spot bottlenecks early
- Clearer cross-team dependencies
- Faster and informed decisions
Access Board View
- Navigate to Global View.
- Select the required view (My View, Team View or Custom View).
- Click the dropdown beside the More Action icon and select Board View.
- Select a Group by criteria to group the items.
You can easily view the items as per the criteria. - To update the field values, drag and drop the items in the respective column.
Group by criteria
You can group the items based on the following fields:
- Status Name
- Status Progress %
- Assignee
- Item Tag
How does Group by work?
When you select a group by criteria, the columns on the board are grouped based on the criteria. For example, select the Group by criteria as Status to list all the items under the respective status column.
Swimlanes in Board view
While each item is grouped based on the group by criteria, you can further group the items based on the assignee or item tag within the group using Swimlanes.
For example, when you set Status as the Group by criteria, work items are organized into columns based on their current status. When you set Assignee as the Swimlane criteria, the work items in each column are further grouped based on their assignee.
Update Work Items
In the board view, the work items are arranged in columns as per the group by criteria. To update the items, you just need to drag the item from a column and drop it in the required column. A success toast message will appear when the action is successful.
Note: The assignee will be updated only if the selected assignee is part of the item's project.
You can also update the work item's status from within the Global Board View. Hover over the respective status, click the dropdown and select the required view.
More actions in Board View
- Navigate to Global View.
- Select Work Items and switch to Board View.
- More actions will listed in the same dropdown.
More actions are:
- Due Date Tracker: View the due date status of a work item from within the item tile in the column.
- Subitem Expand View: When an item has subitems associated, the respective subitems will be expanded and listed in the Board view.
- Show Empty Lane: Empty lanes will be hidden when this option is unchecked.
- Collapse All Swimlane: Collapse all the swimlanes irrespective of whether the data is present or not.
- Collapse Empty Columns: Collapse the columns when there are no work items available.
View Item Summary
View the total number of items available along with its estimation points using the Item Summary field.
- Navigate to the Global View.
- Select the required view (My View/ Team View or Custom View).
- Switch to Board View.
- Click the more icon and select Item Summary.