- Navigate to the top of your project, and select Board to get started.
- Label your columns by entering a name in the text field, then hitting enter to add another column. (For instance, you might want to use existing group names or status groups as column names.)
- Once you’ve added all your columns, click the blue Next button. (Don’t worry: You can always add and edit columns later.)
- Optional: Assign a % complete value to each column to automatically update task progress when a card is moved to that column. You can also move tasks to columns automatically when progress reaches the defined % complete by activating the Auto move toggle below each column.
- Click Finish and create board.
- If any existing tasks match the % complete settings you assigned to columns in the previous window, they’ll automatically be slotted into the correct column in Board view.
- Navigate to the left sidebar menu of your account, and click (+) next to Custom Boards.
- If you’re a user on multiple accounts, choose the account you’d like to add the board to from the Company drop-down.
- Enter the board name, and choose a folder for the board to live in (if applicable).
- Click Create board.
- Create a column by clicking on the blue (+) icon on your board, entering a name, and then selecting return to add your next column.
- Navigate to the Inbox located on the left side of your board.
- Type the name of the task you’d like to add into the Search by task name field. All search matches will populate in the pane below.
- Pull a card from the Inbox into a column on your board by clicking and dragging the card.
- Navigate to the column where you’d like to create the card.
- Click the Add card link.
- Enter the task name.
- Select the project you’d like to add it to.
- Choose the group within the project you’d like to add it to.
- Click the Add card button. Or, select Cancel to discard the new card.
- Task name
- Start and end dates
- % complete
- Point value
- Estimated hours
- Parent group (changes where the task is nested in the gantt chart)
- Color
- Type (task or milestone in the gantt chart)
- View, edit, and add notes and comments
- Attach or download documents
- Add or manage checklist items
- Open = 0%
- In Progress = 10%
- Done = 100%.
- If the % complete is between 0–9%, a card will automatically move to the Open column.
- If the % complete is between 10–99%, the card will move to the In Progress column.
- If a card is marked as 100% complete, it will move to the Done column.
- If you’re in a project board, you’ll be taken to the People tab of your project. (Learn more about inviting people.) You’ll need Admin permission on the project to make changes.
- If you’re in a custom board, you’ll go to the Board People page, which allows you to send and manage invitations that are linked to your custom board. You must have Account Holder or Advanced user permission on the account to invite people to your board.
- Remove card from board allows you to remove the card from you board without deleting the underlying task.
- Delete Task removes both the card from your board and the root task in the gantt chart.
- Invite people: Add and manage users who have access to your board.
- Edit board: Update the board name and status, and adjust automated column settings.
- Assigned people
- Assigned labels
- Task status*
- Task start and/or due dates
- Estimated points or hours
- Color(s)
Add another dimension to your projects with TeamGantt’s board feature. Plan and track your project’s big picture with a linear timeline in Gantt view, and prioritize and organize tasks for smoother workflows in Board view.
Now your team doesn’t have to choose between multiple project management styles or software tools. Every task from your gantt chart can be pulled into a native board team members can easily work from and see updates to in real time.
TeamGantt boards are different
With TeamGantt’s board feature, your project plan isn’t an afterthought or add-on. It’s the engine that powers everything in your project.
Gantt chart tasks are equivalent to cards in Board view. They’re just different ways of displaying what your team needs to get done. Best of all, your task details sync seamlessly between views! Keep the same people assigned, start and end dates, notes, comments, documents, task history, and more in any view you choose.
Putting the plan at the core of your project also allows you to take advantage of the unique benefits of a gantt chart, such as task dependencies, resource management, and drag-and-drop task scheduling.
Configuring your board
Project board: Creating a board from within a single project
Transform your project’s gantt chart into a board with a few clicks.
Note: You must have Admin permission on the project to do this.
Build out a project in Gantt view, then use it as a board too. This approach takes all the tasks in the project and converts them into cards on your new board. And vice versa: New cards created in your board are added back to your gantt chart as tasks. Easy as that!
Here’s how to create a board from your project:
Watch this video to see how to set up a board in a project:
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Custom board: Creating a board from multiple projects
Pull tasks from any active project into a single board.
Note: You must have Account Holder or Advanced user permission on the account to do this.
Projects may involve tasks that are assigned to different teams across your company (e.g., marketing, development, QA, design). Custom boards allow each team to organize and tackle work across projects in a way that works best for them, while gantt charts get updated with progress along the way.
For example, you may want to create a custom board for the development team, where the Inbox is set to only bring in tasks assigned to that team. As work gets done and cards move across the columns, progress is automatically updated in both the board and the gantt chart. That way, the dev team gets to focus on their work in a streamlined way, while the folks leading the project always have an up-to-date gantt chart. It’s a win-win!
Here’s how to configure your board across more than 1 project:
To add an existing task to your board as a card:
The Inbox search supports filtering, so you can pull in the most relevant tasks for you. Once filters are set up, they remain in the Inbox until you clear them. That way, you can set them up once and never miss a relevant task. New tasks that meet the established criteria are brought into the Inbox automatically.
Going back to our dev team example, the team leader could set up Inbox filters to pull in all tasks across projects that are assigned to the dev team and start in 2 weeks so they know what needs to be tackled in their upcoming sprint.
To add a new card to your board and create an associated task in an existing project:
Watch this video to see how to set up a custom board:
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Using your board
Drag and drop cards and columns
Rearranging your board is easy with drag and drop! Click and drag cards to reorder them within a column or move them to other columns with ease. You can also click and drag columns to change up the order on your board.
Manually move cards
Want to manually move a card to another column and/or position within a column? Click the 3-dot icon that appears in the upper right corner of the card, and select Move. This will allow you to specify a new column and/or position for the card.
Collapse columns
Collapse columns to make viewing your board easier. Simply click the 3-dot icon at the upper right corner of a column, and select Collapse Column.
Edit the card
Need to change or update card details? Click anywhere on the card to open the Edit window, or click the 3-dot icon in the upper right corner of a card and select Edit.
Since each card is tied to an underlying task, any changes you make in a card’s Edit window will apply universally to the task. You can update any of these details when editing a card:
You can also perform these tasks from a card’s Edit window:
Set column rules to update % complete or move cards automatically
If you created a project board, you had the option to set % complete parameters for each column during setup. But maybe you need to adjust the settings or want to automate the columns for a new custom board. Here’s how it works.
1. Click the 3-dot icon in the upper right corner of any column, then select Auto % Complete Settings.
2. Enter the base percentage you’d like to assign to a card when it’s moved to each column on your board.
Let’s say you have 3 columns and set the following percentages:
If you move a card from the Open column to the In Progress column, for example, the % complete will automatically change to 10%. Moving a card to the Done column will mark the task as 100% complete.
3. Finally, activate the Auto move toggle for each column if you want cards to automatically move into that column when progress reaches the % complete you’ve defined.
Here’s how that option would apply to the example columns we outlined above:
Apply labels and label colors
Labels can be added to cards to indicate a team assignment, task status or type, and more. They serve as visual tags displayed on your card to make scanning your board easier.
Add a label by opening the card’s Edit window and selecting the circular (+) icon to the right of the task’s name field. Then, either selecting an existing label from the drop-down or selecting the Add new person/label link at the bottom of the drop-down window to add a new label.
If a label has been assigned a specific color, the label on your card will appear in the assigned color.
To remove a label from a card, open the card’s Edit window, and click on any of the circular user/label icons at the top of the window to adjust the task assignments. Uncheck the label you’d like to remove, then click Done.
Invite people to your board
If you created a board from an existing project, don’t sweat it! All the people you invited to your project will come along with you on your venture into Board view.
If you created a custom board, you’ll need to invite people to your board. Any user with access to the projects you included can be invited to your custom board.
To invite people to your board, click the green Invite People button in the upper right corner of your board, or select Menu > Invite People.
Deleting cards and columns
To delete a card in a project board, click the 3-dot icon in the upper right corner of the card, and select Delete Task. Deleting a card in a project board also deletes the root task in the gantt chart.
In a custom board, you’ll see 2 options when you click the 3-dot icon in the upper right corner of a card.
To delete a column on either board type, click the 3-dot icon in the upper right corner of a column, and select Delete Column.
Deleting your board
Project boards
Your project board is simply an alternative view of the project in which it resides. Deleting your project will delete your board.
Custom boards
Custom boards pull tasks from multiple projects in your account. They can't be deleted, as that would delete the associated tasks in each project. However, you can close a custom board by going to Menu > Edit Board > Board Status and selecting "Closed":
Navigating your board
Menu
There are currently 2 options available in the board Menu:
View
The View dropdown lets you choose whether to display the project and/or group name on each card in the board. Since cards are directly tied to tasks, enabling these options gives you a little more information about where the root task is located in the project.
Highlight cards
The highlight option allows you to emphasize cards based on filters you choose. This makes your board more skimmable when there are a lot of cards to sort through.
You can highlight cards based on:
* A neat feature that’s exclusive to Board view is “stale” cards. If a card hasn’t moved in a set number of days, you can specifically view those tasks. This helps you keep up with work that may be behind or needs to be updated.
Apply board filters
The filter option allows you to show only cards based on filters you choose. You can filter based on all of the same parameters mentioned in the “Highlight cards” section above.
Applied filters will display to the right of the board navigation options.
Search for cards on the board
The search function allows you to enter a task name and either Filter results (only show cards that are relevant) or Highlight results (visually emphasize cards that are relevant).
Hide completed cards
The Hide Completed checkbox allows you to hide all cards that have been marked as 100% complete, as well as any milestones that have been checked off as complete.
Looking for a little more inspiration? Check out this video about how our dev team uses boards during sprint planning.
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