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Create or edit a board

Last update: Tue Sep 24 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • User

From the boards dashboard, you can create a new board or edit an existing board.

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:

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ÃÛ¶¹ÊÓƵ Workfront plan Any
ÃÛ¶¹ÊÓƵ 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.

Create a new board

  1. Click the Main Menu icon Main Menu in the upper-right corner of ÃÛ¶¹ÊÓƵ Workfront, or (if available), click the Main Menu icon Main Menu in the upper-left corner, then click Boards.

  2. Click Add board.

  3. Select a template for the board.

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    Template Description
    Basic board

    Three default columns are provided on the board. You can add new columns and rename or delete the default columns.

    Three default columns are provided on the board. You can add new columns and rename or delete the default columns.
    Kanban board

    The following columns are provided on the board: Backlog, New, In Progress, Complete, and On Hold. You can add new columns and rename or delete the default columns.

    To use the backlog, you must set up filters for the intake column. For information, see Add an intake column to a board.

    To review the default policies for each column, click the More menu on a column and select Edit. You can change any of these pre-set policies. For information, see Manage board columns.
    Retrospective board

    The following columns are provided on the board: What went well? What could be improved? Who should we celebrate? What can we do to move faster? You can add new columns and rename or delete the default columns.

    No column policies are applied.
    Dynamic board

    The following columns are provided on the board: Unselected, New, In Progress, On Hold, and Complete. You can add new columns and rename or delete the default columns. (The Unselected column can be renamed but not deleted. This column holds all cards with a status that doesn’t match any of the other column statuses.)

    The default column policies assign cards to columns based on their status. For information, see Manage board columns.

  4. For a dynamic board only, follow the setup wizard steps:

    1. Type a name for the board and click Next.

    2. Search for and select Workfront Projects to bring tasks and issues onto the board.

    3. Search for and select Assignments to bring tasks and issues onto the board.

      All objects appear on the board as connected cards.

      The Cards being added counter shows how many cards will be on the board. For example, if you select a project with 100 tasks and issues, the counter shows 100. If you add a user assignment and that person is assigned to 5 tasks on the project, the counter shows 5.

      note note
      NOTE
      The card limit for dynamic boards is 700 tasks and 700 issues, for a total of 1,400 cards. High numbers of cards on the board can affect the board performance. All archived cards, both hidden and visible, count toward this limit.

    4. (Optional) Select Do not archive completed cards to bring completed tasks and issues onto the board as visible cards in the Completed column. When this option is not selected, completed cards at the time of board creation are brought onto the board as archived cards.

      note note
      NOTE
      By default, archived cards are not displayed on the board. To display archived cards, you must turn on a configuration setting and then filter the board to show archived cards. For details, see Customize which fields are displayed on a card and Filter and search in a board.

    5. (Optional) Click Use advanced filters to display additional filter options.

      This is the same process as creating a filter on an intake column. For more information, see Add an intake column to a board.

      If you update the filters on a dynamic board after it is created, card settings that are not part of the Workfront task or issue (such as tags) are reset.

    6. After adding the filters, click Create board.

  5. Type a name for the board in the Board field and press Enter.

  6. Configure the board as needed.

    For information, see Add or remove members from a board, Manage board columns, Add an ad hoc card to a board, and Use connected cards on boards.

  7. Click All Boards to return to the boards dashboard.

    You can also locate the drop-down menu labeled with the name of the current board, and click it to switch to another board.

    List of boards

Edit an existing board

  1. Click the Main Menu icon Main Menu in the upper-right corner of ÃÛ¶¹ÊÓƵ Workfront, or (if available), click the Main Menu icon Main Menu in the upper-left corner, then click Boards.

  2. On the dashboard, select the board to open.

  3. Edit the board as needed. You can click on the board name to rename it.

    To synchronize connected cards with Workfront and bring new tasks and issues onto the board or intake column, click the More menu More menu next to the board name and select Sync connected items.

    For information, see Add or remove members from a board, Manage board columns, and Add a card to a board.

  4. Click All Boards to return to the boards dashboard.

    You can also locate the drop-down menu labeled with the name of the current board, and click it to switch to another board.

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