Work items Kanban board

The Kanban board provides a visual representation of work items in different stages of progress. It allows you to easily track the status of work items and manage their workflow by moving cards between columns and swimlanes.

Kanban board elements

The Kanban board consists of three main elements:

• Cards - visual representations of individual work items
• Swimlanes - horizontal lanes used to group work items
• Columns - represent different groupings based on the selected column grouping option

Cards

Each work item is represented by a card that displays the following information:

• Customer name
• Project name
• Start date (displayed in blue if overdue)
• Due date (displayed in red if overdue)
• Title of the work item
• Assigned resource (shows Unassigned in grey if unassigned)
• Recurring icon (if the work item is recurring)
• Checklist completion (shows completed/total number of checklist items)

Swimlanes

On page Work Item Kanban there is action group Swimlanes from which you can choose desired swimlanes view.

Swimlanes group work items based on the selected grouping option:

• No swimlane - all work items are shown in a single lane
• By Resource / Assigned-to - work items are grouped by the resource they are assigned to
• By Project - work items are grouped by the project they belong to
• By Customer - work items are grouped by the customer associated with the work item

Columns

On page Work Item Kanban there is action group Columns from which you can choose desired columns view.

Columns are displayed based on the selected grouping option:

• By Stage - columns are all stages in the work processes used by the work items shown (the stages are displayed in the order of their priority in the work process)

  Example

  Some work items might use the DEVELOPMENT work process with stages: “To-Do”, “Develop”, and “Release”, while others use the MARKETING work process with stages: “To-Do”, “In Progress”, and “Done”. The Kanban board will show “To-Do”, “Develop”, “In Progress”, “Release”, and “Done” as columns, in the priority order defined by their respective work processes.

• By Progress - columns are all possible progresses (Not Started, In Progress, Completed)

• By Due Date - columns are Overdue, Due today, Due tomorrow, Due this week, Due next week, Due later and No due date (Due this week only shows work items due after tomorrow within the current week)

• By Start Date - columns are Overdue, Starting today, Starting tomorrow, Starting this week, Starting next week, Starting later and No start date (Starting this week only shows work items which are supposed to start after tomorrow within the current week)

Working with the Kanban board

To reassign a work item to a different resource

1. Drag the card to the swimlane of the target resource.
2. The work item’s assigned resource is updated automatically.

To move a work item to a different column in By Stage view

1. Drag the card to the desired column.
2. The work item’s stage and progress are updated automatically.

To move a work item to a different column in By Progress view

1. Drag the card to the desired column.
2. The work item’s progress and stage (if work process stages are used) are updated automatically.

To move a work item to a different column in By Due Date view

1. Drag the card to the desired column.
2. The work item’s due date is updated automatically to the first date of the target column:
   • Due today = today
   • Due tomorrow = tomorrow
   • Due this week = first remaining day in this week after tomorrow
   • Due next week = Monday of next week
   • Due later = Monday of the week after the next week
   • No due date = clears due date

To move a work item to a different column in By Start Date view

1. Drag the card to the desired column.
2. The work item’s start date is updated automatically to the first date of the target column:
   • Starting today = today
   • Starting tomorrow = tomorrow
   • Starting this week = first remaining day in this week after tomorrow
   • Starting next week = Monday of next week
   • Starting later = Monday of the week after the next week
   • No start date = clears start date

To add a new work item

1. Choose the New action.
2. Choose the Project the which Work Item will be related to.
3. Fill in the remaining fields of work item as necessary.
4. The Kanban board refreshes automatically, and the new card appears in the appropriate column and swimlane.

Learn more about creating work items at Create work items.

To edit a work item

Do one of the following:

• Double-click a card.
• Right-click a card and choose Edit.

The Work Item page opens for the selected work item where you can edit fields of work item as necessary.

To delete a work item(s)

Do one of the following:

• Select one or more cards, right-click a card and choose Delete.
• Select one or more cards and press the Delete key on your keyboard.

Filtering and views

You can filter work items using the standard Business Central filters available on the Work Item Kanban page.

The following predefined views are available:

• All - shows all work items
• My Work Items - shows only work items assigned to your resource
• Unassigned - shows only work items that are not assigned to any resource

Accessing the Kanban board

From the work items

1. Choose the 🔎 icon, enter Work Items, and then choose the related link.
2. Apply any filters if needed.
3. Choose the Kanban action.

The filters applied to the Work Items page are also applied to the Kanban board.

From a project

1. Open the Project Card page for the project you want to view.
2. Choose the Kanban - Work Items action.

The Kanban board shows only work items for the selected project.

From a resource

1. Open the Resource Card or Resource List page.
2. Choose the Kanban - Work Items action.

The Kanban board shows only work items assigned to the selected resource.