Understand the Board view
The video explains the Board view feature in Workfront, which provides an alternative way to view and manage project tasks. In the Board view, tasks are displayed as cards on a Kanban-style board, allowing users to sort, group, and move tasks within or between columns. Moving a task updates its status automatically, which is reflected in the task list view. Users can create new cards, which generate new tasks in the project, and edit or assign them directly in the Board view. Columns and cards can be configured, and tasks can be sequenced using predecessors in the task list view.
Transcript
Understand the Board View. When looking at tasks in a project, you can view tasks in a ListView or a BoardView. There is also a Board feature in Workfront where you can create your own boards. This is different than the BoardView in the project. The BoardView here is just a different way to view and manage your project’s tasks. The BoardView shows your tasks like cards in a Kanban board. These tasks are the same ones you saw in your task list. You can sort your tasks, group them, move them around within a column or between columns. When you move a task to a different column, it will automatically update the status of the task. And you’ll see it with the updated status when you return to the task list. You can create a new card and it will create a new task in your project. You can edit it here and assign it. We’ll create a task called NewCard and assign it to Anne. You can configure columns and cards here. If you want to go back to the task list view, click here. If you scroll down to the bottom of the task list, you can see where the NewCard task was placed. You can, of course, move it within your task list and sequence it using predecessors if you want.
Key takeaways
- Board view Overview: The Board view in Workfront offers a Kanban-style interface to view and manage project tasks, providing an alternative to the traditional task list view.
- Task Management: Tasks can be sorted, grouped, and moved within or between columns, with status updates applied automatically when tasks are moved.
- Task Creation: New cards can be created directly in the Board view, which generates new tasks in the project. These tasks can be edited and assigned immediately.
- Customization: Columns and cards in the Board view can be configured to suit project needs, enhancing flexibility in task organization.
- Integration with Task List: Changes made in the Board view, such as task status updates or new task creation, are reflected in the task list view, ensuring seamless integration between views.
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