Once you sign-up into the product, you will be taken to the Execution Board. You will find some pre-populated training cards that will guide you to quickly start using the product. In this topic, let’s quickly understand few of the actions that you can perform on the Execution Board.
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Overview
The Execution Board helps visualize work (as a Card or workitem). The Board has lanes and columns.
- Lanes are the value streams that can be defined for managing work. Lane is divided into multiple columns.
- The value stream is defined by multiple columns which represent the different stages of cards.
- The columns contain cards, where each card is a representation of a workitem of the current sprint.
- The cards are moved from left to right columns as the work progresses.
With the Execution Board,
- you can jump-start with the default value stream (having lane and columns) or further customize them
- to view relevant information of a workitem
- ensure a smooth flow of work by defining WIP limits
- move your workitems across the value stream via drag-drop
- measure your progress through analytics
Navigation
Navigate to the breadcrumb at the top and hover over the Project name, expand the Execute module, and select Execution Board.
Pro-tip:
Keep it simple in the beginning. Add lanes and columns as you need them.
Simple Actions to Perform on Your Execution Board
- Quickly start by creating workitems on the Execution Board by clicking ADD button.
- Select the workitem type from the available options and add the workitem. Learn more about quickly adding workitem from here.
- Customize your lanes and columns by using the Board Editor option under the More Options overflow menu.
- In your Board editor
- you can Add, Edit, Delete, and Copy Lane
- under column settings, you can
- move the column to the immediate left or right
- split the column vertically or horizontally
- add a column to the immediate left or right
- use the Edit icon to modify the column details
- use the Delete icon to delete the column
- Learn more about using Board Editor from here.
- Few more options under the overflow menu
- Legend option highlights the cards in the Execution Board with unique colors and helps you focus your attention on those cards matching the selection criteria. Learn more about using this option from here.
- Card Settings lists the different types of cards types on the board. Each card type like User Story will have a respective card color that can be changed from the Form configuration as well as by clicking the color icon in the card designer. Learn more about using this option from here.
- Dependency View helps you keep track of all the workitems that are dependent on each other in a project. Unlike the dependency view of a card, the dependency view in the Execution board helps you see all the workitem’s dependencies collectively. Learn more about using this option from here.
- Display Card Images when enabled show the images set on the card upfront on the Board. Learn more about this option from here.
- Filter option to view only selected cards based on various filter criteria like Card Owner, Priority, Card Type, Release, and so on.
- Zoom level to modify the visualization of the workitems on your Execution Board
- Option to view All Cards (means to view the workitems assigned to all the team members) or My Cards (means the cards that are assigned to you or you are a team member)
- Stand-up Wizard facilitates executing your daily stand-up. Learn more about using this feature here.
Note:
- Card type cannot be modified once a card is added. If you need to change the card type, you will need to delete the card and add a new card as per your desired card type.
- Card created on one Board cannot be transferred to another Board or across Boards.
Learn more about working with the Execution Board from here.
***Now that you have got an understanding of using the Execution Board, let’s start by quickly adding workitems. Learn more about quickly adding workitems from here.