Useful Features to Apply when Managing Your Board

Modified on Mon, 15 Apr 2024 at 03:34 PM

Managers need to report on and maintain multiple ongoing boards at any given time. The number of tasks on a board can be overwhelming and potentially challenging when attempting to navigate and access specific tasks on a board. 

Now managers can improve their experience and performance of the board simply by applying a few useful board features!

In this article, we will cover the board functions that can be used and applied to improve your board's performance, such as:

  • Collapsing board columns
  • Grouping and Filtering tasks
  • Creating multiple boards to spilt board tasks

Collapsing board columns

Each board can have its own tailored set of progress columns. Within these 'swimlanes' there are generally a large number of tasks that are allocated to them, depending on which stage of the task they are in. 

The collapse columns functionality allows board owners/mangers to hide columns that are not being used or worked on that point. This feature makes it far easier for managers to view tasks that they wish to view without the overcrowding of other tasks. 

Step 1. Collapse board columns

  • Click on the collapse board column icon in the swimlane heading, to collapse it from the view. 

Grouping and Filtering tasks

As a manager that reports on a large number of tasks for a group of members, it can be difficult to keep track of who has which tasks assigned to them. Take the next step in enhancing your sorting and tracking process by using the Group or Filter options on the board. 

Step 1. Set up your grouping preference

  • In your board, click on Group and select the description from the dropdown menu that you wish to group your tasks by.

  • You will notice that all tasks are now grouped by this description, showing you the total number of tasks and points in that grouping. You are able to expand any of your groups by clicking on the arrow to reveal the tasks that belong to that group.

Step 2. Set up a filter for your tasks

  • In your board, click on Filter and select the item from the dropdown menu that you only wish to see the content associated with. The filter will apply, and you will only be able to view tasks with this status.

Creating multiple boards

Running a board that contains a large number of tasks to be reported on, can lead to poor board performance and unfavourable reporting.  

When taking into account all the tasks required for reporting over a specific time, a manager could profit from splitting the tasks across multiple boards from their current board. 

By simply adding more boards from the backlog of your board, tasks can now be categorised to fit the reporting stages, improving the way in which the manager can view his board data. 

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