Boards

Boards track work as cards in columns. A board lives in a space, next to its pages and files, and every member of the space sees it according to their role. You can look at the same cards as a kanban board, a list, a sprint backlog, a timeline or a workload chart.

Creating a board​

Open Boards, choose a space and click New board. You can also create one from New in a Drive folder.

1. Enter a Name and choose a Location in the space.
2. Pick a Template: Empty (3 columns), Sprint (dates, points, WIP), Roadmap (5 columns, milestones) or Bug tracking (priority, WIP). A template only sets up columns, labels, WIP limits and fields; it contains no cards.
3. Turn Card chats on if every card should have its own chat room.
4. Click Create board.

The Boards sidebar lists the boards of the space and shortcuts to Assigned to me, Due soon, Workload, Archived cards and Trash. Right-click a board for the same menu as in Drive, including Share…, Move… and Move to trash.

Columns​

• Click Add column at the end of the board.
• Drag a column by its header to move it.
• Open the Column menu to Rename it, set a WIP limit, Make it the done column or Delete column. A board always keeps at least one column.
• Collapse a column to save space; click it again to expand it.

WIP limits​

A WIP limit is the most cards a column should hold at once. The column header shows the count and the limit, for example 3/4. While you drag a card, the column warns you if dropping it would go over the limit. A column over its limit is marked WIP limit exceeded.

Done column​

Cards in the done column count as closed. In board settings you can choose to archive completed cards after a number of days.

Cards​

Click Add card or the add field at the bottom of a column and type a title. You can add labels and people in the title: #label adds a label and @person assigns someone. Press Enter to add the card, or Shift Enter to add it and open it.

Every card has a key made of the board prefix and a number, such as KEY-123. The key is in the card's address, and you can type it to find a card when you add a link. The prefix is set in board settings.

Drag cards between columns and up or down. With the keyboard, select a card and press Ctrl ← → to change its column or Ctrl ↑ ↓ to change its order.

The card detail​

Click a card to open it. The detail has:

Below the fields, Activity lists what happened to the card. Write comments there and use @ to mention someone. If card chats are on, the card has a Card chat in Chat. Click Follow to get notifications about the card. People are also notified when they are assigned and when a due date is near.

Links and dependencies​

Under Links, click Add link, choose a Link type and search for a card by title or key:

• Blocked by and Blocks set a dependency. A card that waits for unfinished cards is marked Blocked.
• Related connects cards without an order.
• Duplicate of and Duplicates mark the same work reported twice.

Time tracking​

In the Time section you can set an Estimate in hours. Click Start timer while you work and Stop when you finish, or click Log time to enter hours and minutes, a day and a note. The card shows logged time against the estimate.

Views​

Switch views at the top of the board.

• Board: the kanban view with columns.
• List: a table with ID, title, labels, assignees, due date, subtasks, comments and column. Use Group to group rows by Column, Person or Label.
• Backlog: sprint planning. See below.
• Timeline: cards with dates as bars on a calendar. Drag a bar to move both dates, or drag its edges to change the start or the end. Cards without dates are listed under No dates; Plan for this week gives them dates. A card that starts before its blocker ends is marked.
• Workload: hours per person per week, compared with the weekly capacity. Hours come from card estimates and are spread over the days between the start and due date.

Sprints​

In the Backlog view, cards that are not in a sprint are in the Backlog.

1. Click New sprint and enter a Name, a Goal, a Start and an End.
2. Drag cards from the backlog into the sprint.
3. Click Start sprint. The board shows how many working days are left and the points done.
4. Click Close sprint when it ends. Choose where unfinished cards go: another sprint or the backlog.

Burndown shows a chart of remaining work against the ideal line.

Filters and search​

Use the bar above the board to narrow the cards:

• Assigned to me
• Person, including Unassigned
• Label
• Due date: Overdue, This week, This month or No date
• Search cards by text

The toolbar shows how many cards match. Click Clear to remove the filters.

Bulk actions​

In the List view, tick cards or use Select all. A selection bar lets you Move, Assign, Label or Archive all selected cards at once. In the Backlog view you can select several cards and move them to a sprint together.

Right-click a card for quick actions: Move to column, Assign to me, Copy link, Archive and Delete card.

Archived and deleted cards​

Archive hides a finished card from the board without deleting it. Open Archived cards to see them and click Restore to bring one back.

Delete card moves a card to the trash. It can be restored within 30 days.

Board settings​

Open Board settings from the toolbar. Only space admins and the board's creator can change them.

Sharing a board​

Members of the space see the board according to their role. Viewers can look at cards but not change them. To give someone outside the space access, right-click the board in the sidebar and choose Share…. Sharing works as described in Drive.