Team Board

This feature is currently in Beta. Select the yellow Feedback button and let us know how we could improve your experience.

The Team Board is easy to set up and empowers teams to own their process. You can see all of your team’s work in one place. Team members and editors can create new cards, edit cards, and move cards on the team board. Select the Formatted ID to open a quick detail page.

You can customize how your board looks by renaming flow states (columns) and defining what you want to show on your cards.

team-board-screenshot

The section includes:

Note: The Team Board only displays work items from the current project.

View the Team Board

Follow these steps:

  1. To navigate to your Team Board from the navigation bar, select Track, Team Board.

Add a New Work Item from the Team Board Page

You can add a new work item from the Team Board page.

Follow these steps:

  1. Select Track, Team Board.
  2. Select Add New to add a new user story, defect, test set, or defect suite card to your board.

Change the State of a Card on the Team Board

You can change the state of a card.

Follow these steps:

  1. Select blocked or ready on your card to show the state. Selecting ready will change the card background color to green. Selecting blocked will display a field to input a reason for the block. Learn more about blocked work.

Customize Your Team Board Display

You can filter what displays on your team board as well as change the way it displays.

Filtering

Select Filters to open the filtering tray. You can work with quick filters or advanced filters. You cannot combine the two.

Learn more about filtering.

Customize Your Cards

You can customize the fields that display on your cards. Select Show Fields to display a pop-up and select the fields to display. Select Apply to save your selection.

Collapse or Expand Displayed Columns

You can collapse columns to increase screen real estate and to customize the focus of your board. You must have at least one column expanded. Keep in mind that you cannot drag-and-drop cards to a collapsed column. If you want to drag-and-drop a card to a collapsed column, hover the card over the column to expand the column.

Follow this step:
  1. Select double-arrow-icon (the double arrow icon) in the column header to collapse or expand a column.

Add Swimlanes

Swimlanes are horizontal rows that can be applied to a board for a team to easily visualize work items by category or sub-process. They show different types of demand more clearly. A swimlane helps to visualize a specific attribute, such as expedite.

You can select the following fields/attributes when creating a swimlane view:

  • Blocked
  • Expedite
  • Iteration
  • Owner
  • Parent
  • Ready
  • Release
To add swimlanes to the Team Board:
  1. Select Swimlanes.
    Team Board, Swimlanes button
  2. Select the type of swimlane to add from the drop-down list.

    For Blocked, Expedite, and Ready, two rows are added to the board - one for the attribute "Yes" state, one for the attribute "No" state.

    Team Board swimlanes

    For the other swimlanes, rows are added to the board based on the value of the attribute.

    Team Board swimlanes (parent)

Move a Card Between Swimlanes

Drag-and-drop between swimlanes on the Team Board is not yet available.

Follow these steps:

  1. Display the desired field on the cards (the Ready and Blocked icons already display in the upper-right corner of the card).
  2. Change the value of the attribute to change swimlanes.

View Charts

Select the Charts icon to view cumulative flow, throughput, and cycle time metrics. We will be updating these charts in the future to provide more detail.

Cumulative Flow

The Cumulative Flow chart only shows changes made to columns within the last 30 days. Any items that were moved more than 30 days ago are not included.

Throughput

The Throughput chart shows the last twelve months of data (the last completed month plus eleven more). It shows work for the selected Team, and parents or children depending on your scoping selection in the navigation.

Cycle Time

The Cycle Time chart shows the last twelve months of data (the last completed month plus eleven more). It shows work for the selected Team, and parents or children depending on your scoping selection in the navigation.

Change Team Board Settings

Team members and project administrators can edit the settings of a board from the Settings page. You can determine the name for each column and map it to a schedule state, set up work-in-progress (WIP) limits, decide whether to display the age of the card, as well as add your own exit agreements.

The board display the schedule states of your workspace. By default the board has four schedule states — Defined, In-Progress, Completed, and Accepted. Each flow state is mapped to a schedule state. Learn more about schedule states here.

Follow these steps:
  1. Select Track, Team Board.
  2. Select the gear icon to open the page.

Change Settings from Gear icon

Flow States (Columns)

You can customize which columns or flow states you want to use. You can rename them or delete them if you are not using them. Changing the name of the column does not affect the mapped schedule state.

Edit the Name of a Flow State (Column)

Follow these steps:
  1. Select Track, Team Board.
  2. Select the gear icon to open the page.
  3. Select the title field of any column to change the name of the flow state.
  4. Select Save when finished.

Move or Delete a Flow State (Column)

You can delete flow states if you are not using them. If a flow state is mapped to a schedule state with cards in that state, you will not be able to delete it.

Follow these steps:
  1. Select Track, Team Board.
  2. Select the gear icon to open the page.
  3. Select the ellipsis to view the move and delete options.
  4. Choose Delete, Move Left, or Move Right.
  5. Select Save when finished

Set Up Work In Progress (WIP) limits

Set up work in progress (WIP) limits. The WIP value for each row in the table represents a work in progress limit for each column on the board. This value is the maximum number of cards that the team agrees should be in a column at any given time. When this limit is exceeded, the column will turn red. Leave the field blank for unlimited WIP. An infinity symbol will display.

Follow these steps:
  1. Select Track, Team Board.
  2. Select the gear icon to open the page.
  3. Enter the WIP limit for each flow state (column).
  4. Select Save when finished.

Determine How Long to Display Cards

You can choose when to display the age of a card per column, and when to archive (hide) cards that are in the far right column. To show cards indefinitely or to view cards that have been archived (hidden), remove any value entered into the Age field and an infinity symbol will display. Archived cards continue to display in Search and other pages in CA Agile Central. These settings will only hide the cards on the Team Board.

Age of cards field

The age displays at the bottom of each card.

Days display on bottom of each card

Select Save at the bottom of the page to save your changes

Use Exit Agreements

You can use Exit Agreements to document the criteria that needs to be met before a card can move into the next column. You can integrate your board exit agreements with your team board.

In each column, the exit agreement is the team's commitment to complete a certain list of activities before allowing work to be pulled into the next column. This list typically takes the form of a set of testable statements, such as Code review comments resolved or Installed in staging environment. When observing the board, you can look at a single card's position and be assured that every policy to the left of this card has been met and act safely on that information.

As a result, exit agreements answer the question: What does it mean for work to be in this state? These per-column policies help convey clear expectations to stakeholders and anybody else viewing a team's board. This goes a long way to resolving misunderstandings between the team and their stakeholders, creating a stronger, more trusting relationship.

Using exit agreements as a checklist allows individuals to focus on leveraging their skills to achieve the product's goals, and reduces the stress factor of having to remember each aspect of the team's commitment. This is also helpful to new team members as they learn the team's behaviors and norms.

View Exit Agreements

By default, the Exit Agreement fields are hidden from the Team Board.

To view the exit agreements:
  1. Select the ellipsis icon to show or hide exit agreements.

Show Exit Agreements

Edit Exit Agreements

After working with your team on what your team's exit agreements for each column should be, you can edit/add exit agreements to the board for everyone to reference.

Follow these steps:
  1. Select the gear icon at the top right of the page to view the Team Board settings page.
  2. Within each column, add or edit the exit agreement to state what your team has agreed to.
  3. When finished, select Save.

Save and Manage Views

You can set up and save your modifications to the Team Board page so you can view them later and share them with team members.

Save Your View

Follow these steps:

  1. Set up your Team Board page.
  2. Select Manage Saved Views.
  3. Select + Add New.
  4. Enter a name for the view, then select Create.

    Create a View

Manage Saved Views

Access all your saved views from the drop-down. You can also manage your views from the drop-down.

Saved views

You can make changes to the view and update the view or save it as a new view.

Update With Current View

You can rename the view by selecting the checkbox next to the view, then entering a new name.

The Sharing value determines whether the view is User only (Not Shared), project shared (Shared with project), or workspace shared (Shared with workspace).

Note: Sharing a view with your project or workspace requires that you have project or workspace administrator privileges.

Feedback

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