How to create & set up a project pipeline board

Modified on Wed, 24 Aug 2022 at 07:00 PM

Project Pipelines allow you to create a project at any stage from a board, whether it is new project requests, change requests, or enhancements you can capture the whole process from idea to execute. When setting up your project pipeline board you can design the board to capture your business process from beginning to end.

In this article we will cover how to create and set up a project pipeline board. 

User role required to create a pipeline board: Project Administrator 

Speak to your Project Administrator to help set up your Board. As an owner of the board, you can still customize and edit all normal board functions. The project administrator needs to set the project creation rules and default project status settings to apply with standard business operating procedures, as well has help you configure the project detail data fields to best match the project fields set up in the Project Module. 

To create a pipeline board, click on the Create button in the top navigation bar and then select New Board.


You will then be presented with the board settings page to set up your pipeline board. The Project Pipeline Icon will only be seen by Project Administrators.

When setting up your Pipeline Board, think of your approval process and how your request flows from idea to execution.

Start by setting the title, owners and members of the board:

IMPORTANT NOTE: Board members/owners will have the ability to create projects from the pipeline board even if they do not have project submission or project administrator roles.

Board titleUse a board title that will help users identify the board easily.

Board OwnersOwners can edit the board settings, edit any board tasks and create projects.

Note: Only a board owner with project administrator role can edit the project pipeline related properties (i.e enable columns to create projects field and create project & default project status properties for board columns).

Board MembersBoard members can create/edit tasks and create projects but they can't edit the board settings. 

You will then set up your project pipeline settings. Select Project Pipeline and your settings page will change as per the below image:

Note that project pipelines are always set up as Kanban boards.

Now set if you want your status columns to create projects and how you would like your board to receive requests:

Set board columns to create projectsProjects can be created from the task dialog at any stage by a board owner or member.

But you can also flag some board columns to automatically create a project when a task status changes to the flagged status column. To do so, turn the Set board columns to create projects feature on. You will then be able to set which column should create a project in the Columns section.

Allow Work RequestsThis allows you to set how you want to capture your requests to your board. Can requestors submit directly to the board? Can anybody submit to the board or just a limited set of users?
  • Owners & Members Only: only board owners and members can send requests to the board.
  • Limited Work Request: in addition to board owners and members, you can explicitly list users who can send requests to the board.
  • Community Requests: any member of the organisation can send requests to the board.
Please ask your application administrator if you do not see this option as this means that the work request feature has not been turned on.

Next you need to set the task types of project requests this board will handle (for example, New project, New Program, Small Enhancement, Change Request)


Then set up the properties that you need that will:

1) Capture the information about the new project requests (e.g. this is the form that the requestors will submit).

2) Record the approval process (these properties will be the properties that are only visible to the owners and members of the board)  

3) Project Properties you want to pre-populate to the project when the project is created from the board. Indeed, when a project is created, the creation process will try to set as many project properties as possible based on the task properties. 

Points to remember when setting up the properties to be used in the project settings:

  • The property name needs to match the naming convention in the project workspace.
  • The options provided need to match the same options provided set up in the metadata.
  • If the data type is an option, then it needs to be set as a option in the Project Settings.

To understand more on how these properties will be used to create the project click here.

To learn more about how to create task types & custom properties, click here

The final step in setting up your board is to set up your status columns and the settings that control the project creation.

If you have selected Yes for the project columns to create projects, you can set which column should create a project.

  • Create Project - turn this on for the column status you want to set to automatically create the project when the task is dropped into that column.

You can select more than one column to create projects, as some requests are approved at an earlier stage than other requests. Using this setting you can set up project creation according to your different approval processes.

  • What should the project status be - Set the project status value that the newly created project's status should be set to. Note that this option is only available if the column is set to create a project. 

Note: A member/owner of the board will still be able to create a project from the task tile at any stage, regardless of the task status. When a project is created from a status that is not flagged to create a project, the project creation process will always set the project status to the default project status as set up in the administration console.  

Your project pipeline board is now set up, and ready to go!

This article focused on the board settings that apply to project pipeline boards only. To learn more about how to customise your board further, navigate to the managing a board folder for more articles.  

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