To create a new Kanban board choose an option Add new > Board from the left menu. On the pop-up menu fill in the board’s details:
- Board name;
- Board type;
- Board projects and/or collection.
If you don’t assign the board to a project or collection, the board will be automatically created in Unassigned Boards Collection.
To manage the board, open the board menu in the upper right corner. The following options are available:
- Quick filters;
- Create Swimlane;
- Released Tasks;
- Archived Items;
- Close Board;
- Board Activity Feed.
Let’s inspect all the options closer.
Members. To add a new member on the board use the Add button . You will see the list of members, who are currently not in the members list. Remember, that if a board belongs to a project(-s), the list will consist of project members; if not - you will see the list of all company members except for those, who are already on the board.
To remove a member from the board, click on his avatar and click Remove from Board.
Projects. On the Projects tab you can manage the list of the projects belonging to the board. Add a new project by clicking the Add button. To remove a project simply uncheck the check mark near its name.
Quick Filters. To ease your work on the board, you can use quick filters to promptly sort and search for tasks. You can use default filters and create your own filters. To create a new quick filter, choose the corresponding option and fill in the details about a new filter:
There are default filters on the board:
- My Tasks;
Default filters can be neither modified nor deleted. You can apply more than 1 filter at a time.
- My Tasks - to check the task where you are a member, use My Tasks filter.
- Overdue - to see the tasks with the expired due date, use Overdue filter.
- Members - if you need to check the tasks assigned to a certain board member, use Members filter.
- Notification - if you want the tasks with active notification displayed, use Notification filter.
Create Swimlane. Swimlane is used to visually categorize your tasks on the board. Basically, it’s a field within a board with tasks grouped by a certain feature.
Labels. To sort and categorize the tasks you can use labels. Atlaz offers you a default set of labels, but you can also create your own labels if needed.
Released Tasks. Here you will see a list of all released tasks. In case you need to return the task back, you can send it to the board, but the version will be unassigned from this task.
Archived Items. Use this tab to look through the archived tasks or columns. You can restore any element by clicking Unarchive.
Subscribe. To keep track of all the events happening on the board, use Subscribe button and get a notification anytime something changes on the board.
Board Activity Feed. You can track all the changes happening on the board on the activity feed. Activity Feed displays the following events:
- Board creation;
- Column creation;
- Task creation;
- Add / Delete a member;
- Add / Delete an attachment;
- Add / Delete a checklist;
- Close / Reopen Board;
- Swimlane created;
- Task archived / unarchived, etc.