This article includes information on the training cards that we provide to new users after signing in for the first time on the Execution Board.
Training Card1: Familiarize yourself with Execution Board
Details:
What:
- The Board helps visualize work (as a Card).
- It helps define the steps through which work progresses, also called a value stream.
- You can have different lanes to track different types of work IF they have different value streams. For example, we have given a separate lane for Risks, Action Items, and Issues.
- You can have multiple columns and sub-columns in each lane for understanding progress in more detail (as you see in the sample Board)
- You can move cards from one column to the next as work progresses.
Where & How:
- Each project has a board, referred to as the ‘Execution Board’
- You can configure it further as per your needs by using the Board Editor. You will find it in the overflow menu.
Pro-tip: Keep it simple in the beginning. Add lanes and columns as you need them.
Learn more about working with Execution Board from here.
Training Card2: Learn to add a Workitem
Where & How:
- Right-click in the desired column of the Board and select Add Card option.
- Another option is to use the ADD icon on the toolbar in the Board to add a new card.
- You can also add cards from their respective listings in the project.
Pro-tip:
- If you are adding a card type that you would like to have on the desired lane of the Board, set the default Board Lane attribute on the Card type.
- You can also bring a card from the Backlog onto the board by using the “Add from Backlog” option under More.
Learn more about creating workitems from here.
Training Card3: Learn to assign a workitem to a user
What:
Card Owners are the team members who are responsible for the card.
Where:
- Click on the profile picture on the card and you can choose one or more owners.
- You can also update them via the Owners attribute on the form
Pro-tip:
- Keep only 1 person responsible for a card unless multiple team members are responsible for it. Having one owner, even if multiple people have to collaborate to get the work done, creates better outcomes.
Learn more about assigning an owner from here.
Training Card4: Learn to add a ToDo/Task
What:
- Create ToDos are activities that need to be completed to complete the card.
- Each ToDo should be a small piece of work and have only 1 owner.
- The person on the ToDo can file their time on the page.
Where:
- By default, a ToDo is created in the name of the Owner.
- You can add ToDos through the ToDos segment on a card.
Pro-tip:
- ToDos are expected to be short/preferably a day’s duration.
- ToDos are designed to be added by people who work on the card.
- If you have a standard list of activities to be performed for a card type, then use the Default ToDos feature. Find more details about it in the product help.
Learn more about filling time against a ToDo from here.
Training Card5: Learn to collaborate on your workitem
What:
- You can discuss this with a team member or teams in the context of the card.
Where & How:
- Collaborate tab is present on each workitem so that you can discuss it with others.
- You can use the @ symbol to tag specific team members or teams. They will get notified.
- You can use the ^ symbol to refer to an attachment on the card to give context to your comment.
Pro-tip:
Discuss using the Collaborate tab to keep the conversation in the context of the card.
Learn more about the Comments & Attachments segment of your workitem from here.
Training Card6: Learn to update workitem attribute
What:
- Information regarding the card is tracked against its attributes.
- You can update the predefined attributes or add your tags to track the card.
Where & How:
- You can update the attributes seen in the Details tab by:
- Click on the card in the Execution Board
- Click on the workitem row in workitem listing
- For updating attributes of multiple workitems together:
- Click on the Edit icon on the workitem listing toolbar
Pro-tip:
- Use tags to quickly add attributes that you do not see on the workitem/card.
Learn more about modifying workitems from here.