The Team Board is easy to set up and empowers teams to own their process.
The Team Board
Use the Board
To navigate to your Team Board from the navigation bar, select Track, Team Board. To navigate to your Team Board from Personalized Navigation, select ... Team Board listed under Track.
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. Drag and drop from one column to another to move your cards. Select the Formatted ID to open a quick detail page.
Select Add New to add a new
card to your board.
Select blocked or ready on your card to show the
. Selecting ready will change the card background color to green. Selecting blocked will display a
to input a reason for the block. Learn more about blocked work.
By default, the Exit Agreement fields are hidden from the Team Board. Click the ellipsis icon to show or hide exit agreements.
Select Filters to open the
tray. You can work with quick filters or advanced filters. You cannot combine the two.
Select Manage Filters to add or remove quick filters to refine the results on the page. Multi-select from the drop-down or enter search criteria to add filters. Once you have selected all applicable filter types, select Apply.
To clear selected filters, select the Reset button.
Advanced filters allow you to specify more detail than in the quick filter settings. Using advanced filters, you can:
- Specify a date range
- Use more operators when defining a filter (other than "=" or "contains")
When you switch to advanced filters, CA Agile Central ports your quick filter settings. You can then adjust the detail of the filter.
To clear the advanced filters, select Clear All.
Switching back to quick filters displays the message "Returning to Quick Filters may change your results. All operators will be converted to either '=' or 'contains'."
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.
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
, such as expedite.
The Team Board has the following swimlanes available:
To add swimlanes to the Team Board:
- Select Swimlanes.
- 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.
For the other swimlanes, rows are added to the board based on the value of the attribute.
Select the Charts icon to view cumulative flow, throughput, and cycle time metrics. The charts show the last twelve months of data (the last completed month plus eleven more). They show work for the selected Team, and parents or children depending on your scoping selection in the navigation. We will be updating these charts in the future to provide more detail.
Change Settings on Team Board
Team members and project administrators can edit the settings of a board from the Settings page. Select the gear icon to open the page.
The board will display the schedule states of your
. By default the board has four schedule states — Defined, In-Progress, Completed, and Accepted. Each flow state is mapped to a
. Learn more about schedule states here.
You can move and delete columns when there are no cards in that flow state. If you try to edit a flow state with cards in that state you will get a warning message:
Click the Title field of any column to change the name of the flow state.
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 sign will display.
To document what criteria needs to be met before a card can move into the next column, use the Exit Agreement field. Learn more about exit agreements here.
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 sign 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.
The age displays at the bottom of each card.
Select Save at the bottom of the page to save your changes
Save and Manage Views
You can set up and save your modifications to the Team Board page so you can view them later.
Save Your View
- Set up your Team Board page.
- Select Manage Saved Views.
- Select + Add New.
Enter a name for the view, then select Create.
Manage Saved Views
Access all your saved views from the drop-down. You can also manage your views from the drop-down.
You can make changes to the view and update the view or save it as a new 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).