Board Workspaces

Modified on Mon, 15 Apr 2024 at 04:08 PM

Board Workspaces are intuitive and centralized views bringing clarity and visibility to your task management, by eliminating the complexities that often accompany juggling multiple boards. These workspaces also provide breakdowns of tasks by status, task type, and theme, all presented through clear and easily comprehensible and customizable pie charts, allowing you to tailor your Board Workspaces to your precise needs.

This level of customization ensures that your Board Workspaces provide the most pertinent and impactful insights for your specific project requirements. By leveraging these enhanced Board Workspaces, you'll have an unparalleled understanding of the work happening across your boards. You'll experience a streamlined approach to managing tasks, unlocking a new level of control and productivity.

In this article, we will show you through a series of steps, how to access your board workspace and gain insight through the useful metrics.

Access the Board Workspace

  • Navigate to your list of Boards, and open any of your existing boards.
  • Click on Board Workspace on the top right of your board.

NOTE: You can also access this button on any board tile from your list of boards when you access them from your Fluid homepage.

Navigation and ease of access

The board workspace provides a left-hand navigation panel for ease of access to any of the sections comprising the workspace, such as: 

  • Work insight metrics
  • Tasks (all tasks from an individual board, as well as the sub boards)
  • Boards (the main board as well as all the sub boards)

In addition to the above, you can select the following key Tools for managing your board: 

  • Create a new task
  • Open board settings
  • Open backlog
  • Bulk edit
  • Export to excel
  • Archive history

NOTE: The list of options under Tools will differ based on the permission a user has on the board.

Work Insights

Work Insights display the metrics within the board workspace. At a glance, you can see the total daily count of tasks as they are in each stage: open, overdue, new, closed, or closed overdue. 

  • To access a consolidated view of your work insights, navigate to the view in your board workspace showing the total Count for each stage of progress. When you hover over any of the dates, a window will appear that gives you an overview of the status of the tasks on that particular day.

IMPORTANT:  Work insight metrics values are calculated daily and do not represent a real-time view. This is important as you may notice a difference between the metrics and the number of actions shown in the board if new actions have been added or completed during the day.

  • To set the time period, simply click on the Show for Period dropdown, to change the period to 7 days, 2 weeks and 4 weeks. The chart will also update to reflect the selected period.

Customizing Board Workspace Charts

The reporting and viewing of tasks under one space have been enhanced with the assistance of charts. Magnify different task details per chart by filtering on Tasks by Status, Task by Task Type and Tasks by Theme.

Each chart provides an outline of how many tasks are represented in the board with that particular reporting status. You will also gain access to the list of tasks by filtering, when a section on the chart is selected. 

Apply filters on your charts

When you apply a filter on one of the charts, the tasks for that filter will display in a list below.

  • Click on a theme in the Tasks by Theme chart, that you wish to filter by. Your chart will have that filter applied and represent that theme only. Below the chart you will see the tasks of the respective filter that was applied. 
  • Navigate to the task list below and view the applied filter. In this example (Theme=Development) and the number of tasks based on that filter (Items: 15 of 15). 

Configure Chart Designs

The charts on the workspace are fully customisable and can be configured to suit different design layouts. When you select the settings option on one of the charts, you will be able to change the chart type. 

Chart type designs:

  • Pie
  • Bar
  • Column

Along with the configuration to the chart's design, additional data can be selected to customise the desired data returned in the charts. There is an array of options to choose from, namely: Assignee, Task Type, Status, Tasks with Impediments, Priority, Theme & Overdue task.   

To customise the charts, simply click on the setting option and select a chart type and the chart data series option that will be represented in the chart. 

In the example below, the chart is customised to show assignees of board tasks with a pie chart layout.

With the configuration applied, the chart on the workspace now displays a chart by assignee. 

Grouping tasks by a specific board

Are you running multiple sub boards within a board? The Group option allows you to further report on tasks from multiple boards. 

  • Simply click on the Group button, select Board from the list, and save this selection by clicking OK. The filter will show as the applied filter at the top of the list (Boards in this case) and the tasks below are now grouped per board.


Additional features to manage your boards

Navigation has never been simpler! Make use of the intuitive drag and drop feature to assign tasks to different boards in a quick and easy way - all from the same view! Also, return to previous pages from helpful shortcuts in the navigation panel.

  • Simply click on the number of the task while holding the task, and drag and drop it into the desired board.  

Want to get back to the board workspace metrics from a different page of the board, such as the Backlog? 

  • Access the board workspace directly from the board Backlog by clicking on Go to Board Workspace from the navigation panel, or alternatively, by clicking on the shortcut button at the top right of your board.  

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