Manage board columns

Transcript

In this video you’ll learn how to edit columns in a board, add and rearrange columns in the order that fits your process, and delete columns. By default, there are three columns provided that are simply named column 1, column 2, and column 3. However, you’ll want to name your columns something more practical and relevant to you and your team and the work you’re doing. To do this, click on the column name to open the field for editing. Enter the name of the column. This is an open field meaning that you can enter anything you’d like. It’s all based on how you would like to organize the work you’re doing. For example, your columns could have the work you’re going to do each quarter, so the names could be Q1, Q2, Q3, etc. The columns could be the statuses, allowing you to see where work is in each stage of the process. Or, they could be the name of each person on your team that will have access to the board. This way, you can see what each person is working on and the work distribution. All of that is up to you, but Workfront gives you the freedom to decide. Once the name has been entered, simply click out to save it. Although you’re initially only given three columns, that may not be enough for your processes or workflows. So if you need to add columns, click the Add Column button. Enter the name of the column in the field provided. Click the Add Column button showing in the column. The newly created column will go on the far right next to the columns that were already there. Now, you can create as many columns as needed for the work you’re doing on this board. However, it’s good to keep in mind maintenance and ease of use for those who manage or have access to the board. As stated, when you add a new column to the board, it’s always put to the far right of the columns already in the board. If that column needs to be in a different position, you can move it. To do this, click and hold on the column name. Drag and drop it into the desired spot. From this point forward, the column will be in that position until you decide to change that. Remember, any column can be renamed and moved at any point. If you find that a column no longer suits your needs or it was added by mistake, you can easily delete it. Click More in the column and select Delete. As a side note, if you have any cards in the column you’re deleting, the system asks which column you would like to move those cards to before it’s deleted. Being able to rename columns, add new ones, rearrange and delete them gives you the flexibility you need to organize and manage the work your team is doing your way.