New Team Board Beta
The new Team Board is easy to set up and empowers teams to own their process.
The Team Board page includes:
Use the board
To navigate to your Team Board from the navigation bar, click Track →Team Board. To navigate to your Team Board from Personalized Navigation, click ... →Team Board listed under Track.
You can see all of your team’s work in one place. Team members and editors can create new cards, edit cards, and move cards on the team board. Drag and drop from one column to another to move your cards. Click the Formatted ID to open a quick detail page.
Click blocked or ready on your card to show the state. Clicking ready will change the card background color to green. Clicking blocked will display a field to input a reason for the block. Learn more about blocked work.
By default, the Exit Agreement fields are hidden from the Team Board. Click the ellipsis icon to show or hide exit agreements.
Click Filters to open the filtering tray, and click Manage Filters to add or remove filters.
You can customize the fields that display on your cards. Click Show Fields to display a pop-up and select the fields to display. Click Apply to save your selection.
Click the Charts icon to view cumulative flow, throughput, and cycle time metrics. The charts show the last twelve months of data (the last completed month plus eleven more). They show work for the selected Team, and parents or children depending on your scoping selection in the navigation. We will be updating these charts in the future to provide more detail.
Change settings on Team Board
Team members and project administrators can edit the settings of a board from the Settings page. Click the gear icon to open the page.
The board will display the schedule states of your workspace. By default the board has four schedule states — Defined, In–Progress, Completed, and Accepted. Each flow state is mapped to a schedule state. Learn more about schedule states here.
You can move and delete columns when there are no cards in that flow state. If you try to edit a flow state with cards in that state you will get a warning message:
Click the Title field of any column to change the name of the flow state.
Set up work in progress (WIP) limits. The WIP value for each row in the table represents a work in progress limit for each column on the board. This value is the maximum number of cards that the team agrees should be in a column at any given time. When this limit is exceeded, the column will turn red. Leave the field blank for unlimited WIP. An infinity sign will display.
To document what criteria needs to be met before a card can move into the next column, use the Exit Agreement field.
Learn more about exit agreements here.
Click Save at the bottom of the page to save your changes