Using task boards

Swimlanes group items horizontally in task boards by folder, user, relationship, or requirement document. See Changing task board swimlane groupings for information about each grouping.

You can perform the following actions on swimlanes.

• To change the swimlanes used to group items, select a Group by option.
• To expand a swimlane to display all cards, click in the swimlane header. Click to collapse the swimlane. Click to expand all swimlanes or click to collapse all swimlanes.

• To perform actions on the item or folder used as the swimlane, click in the swimlane header and choose an action. For example, on item swimlanes, you can view or edit the item used as the swimlane, add related items, or enter workflow events. On folder swimlanes, you can add new or existing items to the folder. You cannot perform actions on user swimlanes.
• To open the item used as the swimlane, click the item tag in the header. Only available if swimlanes are grouped by relationship or document.

You can easily change the status of items in task boards. Moving a card to another column changes the status and adds a workflow event to the item. See Adding workflow events to items.

• To change an item's status, drag the card to a different column. If you drag a card to an invalid column based on the workflow, the column is red and you cannot add the card to it. You cannot drag cards to other swimlanes.
  • If more than one resulting state is available, the Select Event dialog box opens. Select an event and click OK.
  • Depending on the workflow, you may be prompted to enter information for the event. Enter the information and click OK.
• To change the status of multiple items, Ctrl+click the cards, choose Workflow, and select the event to enter.
• To change the status of the item used as a swimlane, click in the swimlane header, choose Workflow, and tchoose an event. Only available if swimlanes are grouped by relationship or document.

You can enter hours on items in task boards if time tracking is enabled in the project.

The remaining hours to complete the item and a percent done bar are displayed on the card. Mouse over the bar to view the percent done.

• If no time has already been entered on the item, click Enter Hours, enter the information, and click OK.
• If time was already entered on the item, click the remaining time, enter the information, and click OK.

Note: If more than one event with time tracking fields is available, a list of events is displayed. Choose the correct event and then enter the information.

You can perform a variety of actions on one item or multiple items at the same time in task boards. To perform actions on multiple items, Ctrl+click the items.

• To view or edit an item, click the tag on the card or swimlane header. You can also click on the card or swimlane header and choose View or Edit.
• To add an item to a folder, move it to another folder, or remove it from the folder, click on the card and choose an action. You can also click the Add or Remove buttons above the task board to add items to or remove items from the folder.

You can add folders or items to the selected folder or rank items in the folder from task boards.

• To add a folder or items to the selected folder, click Add above the task board and then click the item type. You can also click on the swimlane header. See Adding items to folders.
• To rank items in the selected folder, click Rank. See Ranking items in folders.