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Global Boards

By Jennifer Goodsell | Updated
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Overview

The Global Tasks and To Do Board shows a high-level card view of all your project’s tasks and To Do items. The ability to see everything in the same place helps you better organize and manage several tasks and other trackable items as you’re contributing to multiple projects.

Note: Private tasks are not visible to clients in Boards.

Global Boards.png

Global Boards offer customized lanes, commenting options, and the ability to separate project tasks from smaller To Do items, enabling your team to visualize and prioritize tasks more effectively and ensure every project is completed on time, every time.

To access the Global Board, hover over Tasks in the left navigation and then click Boards. From here, you can select Tasks or To Dos in the toolbar to display the Global Tasks Board or Global To Do Board.

Global_Board_toggle.png

Global Boards Toolbar

Both the Global Tasks and To Do Boards have various actions and tools available in the Boards toolbar:

  • Views
  • Board Selector
  • Filters
  • Lanes

Tasks_toolbar.png

Views

With Views, you can use different combinations of the Board selector option, filters, and lane selection to determine how Board information displays, and then save these configurations for future use. This way, you can switch between different views and get the information you need without having to manually re-configure the Board every time you use it.

INFO: A Saved View is specific to whichever Board it was originally saved on. For example, if you save a view on the Global Tasks Board and then update that view while on the To Do Board, that view will be replaced by the Global To Do Board’s configuration.

After saving one or more views, you can access them from the Views drop-down menu. Click on the More icon to access the Views actions menu: Rename View, Set as Default, Delete View.

Set_as_default.png

Note: Saved Views are member-specific, meaning the team member that creates a Saved View is the only one who can access it.

Board Selector

When To Dos are enabled, you can quickly switch back and forth between the Global Tasks Board and To Do Board by clicking the corresponding options in the toolbar.

Board_Selector.png

Filters

Filters are useful for viewing only the task or To Do information you are interested in and hiding the rest. Click the Filters button to open the Select Filters modal, where you can combine various elements to create a filter that fits your needs. You can save any combination of chosen filters for future use as a Saved View.

Filters in Global Boards.png

The following filters are available for Boards:

Filters Tasks Board To Do Board
Assignees ✔ ✔
Due Date / Task Due Date ✔ ✔
Groups ✔ ✔
Project Status ✔ ✔
Projects ✔ ✔
Roles ✔ ✔
Start Date / Task Start Date ✔ ✔
Tags ✔ ✔
Task Level ✔  
Task Status ✔  
To Do Due Date   ✔
Type ✔  

Lanes

Both Global Boards have individual lanes that visually separate and organize cards based on specific task or To Do data. 

Lane dropdown.png

There are two available lane sets to select from:

  • Status—Organizes the cards by status
  • Due Date—Organizes the cards by due date: No Due Date, Overdue, Today, This Week, This Month, and Future. There is an additional lane in this set called Completed for all completed tasks that no longer have an active due date. 

Additional lanes can be created by creating a task custom field set that has a single select Choice option with a maximum of 20 options.

Note: After the Boards feature is enabled, all existing task custom fields that fit this criteria will automatically appear in the Lanes drop-down menu. To remove a task custom field from the Lanes drop-down, you can hide the task custom field.

You can move a card to a specific lane by clicking and dragging it to the new lane. Please note that moving a card to a new lane will update the task or To Do's data to match that lane’s specifications. For example, if you move a task card from the Started lane to the Needs Info lane, the task’s status will update from Started to Needs Info.

Global_change_task_status.png

Note: While you can move cards back and forth between different lanes in Global Boards, you cannot adjust the card order within a single lane.

Global Card Sections

In the Global Tasks or To Do card section, you can add, edit, and organize the individual cards. Each card represents a task or To Do that needs to be completed by yourself or a team member in the various projects you are contributing to.

Global Boards section.png

At the top of each card is the project title and project color (if enabled), which helps you to quickly differentiate which card belongs to which project. Click on an individual card to view the task or To Do card's details.

Task card details.png

Card Section Actions

Note: The project permission add-on Edit To Dos is required to view and edit the To Do Board.

In a Tasks Card section, you can perform the following actions:

  • Add description
  • Add due date
  • Track time
  • Add estimated hours
  • Add assignees
  • Add an associated To Do
  • Add a tag
  • Assign a parent task
  • Create and reply to a post
  • Select task custom field options
  • Duplicate a task
  • Delete a task

In a To Do Card section, you can perform the following actions:

  • Add assignees
  • Add due date
  • Add estimated hours
  • Edit the To Do's status
  • Associate to a task
  • Track time to the associated task
  • Add a tag
  • Create and reply to posts
  • Select task custom field options
  • Duplicate a To Do
  • Delete a To Do
Note: If you delete a To Do card, all existing card posts and post replies will also be deleted from the project's Activity Feed.

You can add a card by clicking Add To Do or Add Task in the lane you want to add it to.

Add Task button.png

To learn more about the card section actions, see the Tasks Board Overview and To Do Board Overview articles.

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By Jennifer Goodsell
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