Depending on your access level, you can customize the settings and the overall experience for all users of a board. You can use boards to manage different work management methodology—Hybrid agile, Kanban, Scrum, or Scaled Agile for Enterprise (SAFe).
The following views are included in the different board types:
| Board list | Board item Details | |
| Details | Portfolio, Project, Milestone, Task, bug, request, risk, and issue | |
| Grid | Portfolios, Project, Milestones, Tasks, and Cases | Portfolio, Project |
| Card view | Cases, Tasks | Portfolio, Project |
| Roadmap | Portfolio, Project |
Boards
Boards can be renamed, or deleted only if you are the Owner or Editor. When it is renamed, it will impact all the users that have access to the board. However, a Viewer can always duplicate a shared board.
|
|
Owner |
Editor |
Viewer |
|---|---|---|---|
|
Rename |
Enabled |
Enabled |
Hidden |
|
Create |
Enabled |
Enabled |
Enabled |
|
Delete |
Enabled |
Enabled |
Hidden |
|
Duplicate |
Enabled |
Enabled |
Enabled |
|
Board settings |
Enabled |
Enabled |
View only |
Details View
The details view is integrated with the Property card of your profile. Access to the fields and functionality is based on your profile field sets and data access. Note that users that are associated with multiple profiles have access to all of the fields from all of the associated profiles regardless of the profile they are currently using. Learn more about the Details view.
|
|
Owner |
Editor |
Viewer |
|---|---|---|---|
|
View |
Enabled |
Enabled |
Enabled |
|
Search |
Enabled |
Enabled |
Enabled |
|
Edit |
Enabled |
Enabled |
Enabled |
Flat Grid
The Flat grid view is integrated with the Property card of your profile. The list of columns you can add to the grid is based on your profile field sets and data access. Users associated with multiple Profiles will have access to all of the allowable fields from all associated Profiles regardless of what Profile they are currently using. Learn more about the Flat Grid
|
|
Owner |
Editor |
Viewer |
|---|---|---|---|
|
Sorting |
Enabled |
Enabled |
Enabled |
|
Group by |
Enabled |
Enabled |
Enabled |
|
Customize grid |
Enabled |
Enabled |
Hidden |
|
Add/hide/reorder columns |
Enabled |
Enabled |
Enabled |
Card View
The Card view shows items for each entity that are available for the board. Note that Only the Card Owner can edit the cards (update details, move to a different columns, delete).
- Tasks for the Task entity
- Milestones, Tasks, and Projects for the Project module
- Projects for the Portfolio module
- Bugs, requests, risks, and issues for the Case module
Based on permissions, you will be able to move and edit cards (managers etc - settings supported. Learn more about the Card view
|
|
Owner |
Editor |
Viewer |
|---|---|---|---|
|
View |
Enabled |
Enabled |
Enabled |
|
Group by |
Enabled |
Enabled |
Enabled |
|
Sort by |
Enabled |
Enabled |
Enabled |
|
Customize card |
Enabled |
Enabled |
Hidden |
Roadmap View
Roadmaps provide managers and executives with an interactive visualization tool to review and assess their strategies. The Roadmap can be set by the Owner or Editor for the board. It is available in Projects, and Portfolios. Learn more about the roadmap view
|
|
Owner |
Editor |
Viewer |
|---|---|---|---|
|
Zoom and scaling |
Enabled |
Enabled |
Enabled |
|
Legend |
Enabled |
Enabled |
Enabled |
|
Key dates |
Enabled |
Enabled |
View only |
|
Group by |
Enabled |
Enabled |
Enabled |
|
View project details |
Enabled |
Enabled |
Enabled |
|
View dependencies |
Enabled |
Enabled |
Enabled |
|
Refresh |
Enabled |
Enabled |
Enabled |
|
Roadmap filters |
Enabled |
Enabled |
Enabled |
|
Customize roadmap |
Enabled |
Enabled |
Hidden |
|
Add View |
Enabled |
Enabled |
Hidden |
|
Delete View |
Enabled |
Hidden |
Hidden |
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