Migrate agile team Kanban cards to Workfront boards

Last update: August 26, 2024

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  • User

You can migrate your work items from an agile team Kanban board to a new or existing Workfront board. When you run the migration, all of the cards on the Kanban board are copied to the Workfront board. You are not permitted to choose specific cards.

The placement of cards on the Workfront board is based on column policies. (For example, a policy could move all cards with a status of “In Progress” to a specific column. For more information on column policies, see Manage board columns.) If there are no policies or the cards don’t match the policies, the cards are placed in the leftmost column on the board. At this time, cards in the Backlog column on the legacy board are not added to the Workfront board.

The cards are not removed from the agile team Kanban board, and card status changes will sync to both boards. You can keep both boards active until you are ready to switch to Workfront Boards.

Access requirements

Expand to view access requirements for the functionality in this article.

You must have the following access to perform the steps in this article:

Adobe WorkfrontAny
Adobe Workfront license

New: Contributor or higher

or

Current: Request or higher

For more detail about the information in this table, see Access requirements in Workfront documentation.

Migrate Kanban cards to a new board

  1. Click the Main Menu icon Main Menu in the upper-right corner of Adobe Workfront, or (if available), click the Main Menu icon Main Menu in the upper-left corner, then click Teams.

  2. Access a Kanban board.

  3. Click Add to Boards and select New Board.

  4. On the Add to new board dialog, type a name for the new board (the name of the current Kanban board is automatically displayed) and click Add.

    Add Kanban cards to new board

  5. (Optional) On the success message that appears, click the link to open the new board.

Migrate Kanban cards to an existing board

  1. Click the Main Menu icon Main Menu in the upper-right corner of Adobe Workfront, or (if available), click the Main Menu icon Main Menu in the upper-left corner, then click Teams.

  2. Access a Kanban board.

  3. Click Add to Boards and select Existing Board.

  4. On the Add to existing board dialog, search for and select the board to migrate the cards to. Then, click Add.

    Add Kanban cards to existing board

  5. (Optional) On the success message that appears, click the link to open the board.

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