Add cards to a board

Transcript

Cards on a board represent the work either thought of or assigned to yourself or the team. They provide a visual representation of the work that should be done, that is being done, or that has to be done. Cards can be added at any point, either from a pre-existing item in a work project or as a brand new work item. You get to decide what cards to add and how to manage them. In this video, you’ll learn how to add a card to a board and add a connected card to a board. Brand new work can be added to a board by creating a card and from this card you can add the necessary information to get the work done. To add a new card to the board, you can either click the plus sign in the column where you can simply put in the name of the work or click the add button. From the drop down that appears, click new card. The card details box appears and only the name is required for you to fill in. However, we would recommend filling in other fields such as description, due date, and which column the card should go into once it’s created. The more fields you fill in, the more information you and your team have for reference when needed. If during the creation process, you feel the card should be attached to a project already in Workfront, you can do that from this screen. Simply click the connect from work front button. Select the type of object being added to the project from the connect card box. Search for the project by name. Check the box next to the project name and click the connect button. The project name now appears in the card details. If it doesn’t need to be connected, then just click cancel. When done, click close to return to the board. Let’s say you’re collaborating with a team that tracks work through a project and you want to track and communicate about work being done. You can easily create the card and then connect it to a project. To do that, click the more menu on the card and select edit. Click connect with Workfront. Select if the card should appear as a task or issue on the project and then enter the name of the project in the search box. You can also scroll through the project list. That list can be long depending on the number of projects you have been given access to or own yourself. Once the project appears, check the box next to the project and click connect. The card details box refreshes to show the project the card is now connected to. If there is a task or issue already created in work front that you would like to add to the board, you can do that through a connected card. This way any pre-existing information such as item name, assignment, and status will carry over into the field on the card on the board. No need to fill that information in. To add a connected card to the board, click the add card button. From the drop down that appears, click connected card. In the connected work item search box that appears, enter the name of the project that the work will come from. Be aware that the projects are, by default, narrowed down to the project’s I own. To change that, click the other options that are available to either narrow down or broaden your search. A list of projects that you have access to will appear below after the first couple of letters entered. Scroll through the list and find the project you’re looking for. Once found, click the title of the project to refresh the screen and show the list of tasks and issues on the project. You can either check the box next to each task or issue you would like to add to the board or add all the tasks and issues listed by checking the box next to the column header name, task slash issue name. At the top of the box, you’ll see the number of items that will be added to the board. When done, click the add button. The card shows the name of the task or issue added and what project it came from in Workfront. Remember, information created from the item on the project will carry over to the card details in the fields available. The task will always be added as a card to the first column on your board. So, whether you’re adding a connected card or creating a new card from scratch on your Workfront board, you and your team will have greater visibility into the work that should be done, is being done, or has been done.