How do I set up a board in Board Settings?

How can I configure the cards used in Teamboard?

To configure cards for a particular view select it in the combo box on top of the Views page of the Board configuration dialog.

You will see a list of cards on the left hand side, one card for each work item type and one for a task (if present).

Select the card you want to configure. In the middle you will see a list of all fields of the selected work item type or task. Check the fields that you want to see on the card, uncheck the fields that you want to remove from the card. The title field must always be selected here.

Notice that the size of a card for Combined kanban board and Task board is limited because they both are showing cards in a grid. In case you select too much fields for these boards you will get the warning:

If you select a field in the middle list then its presentation properties appear on the right hand side. You can decide here about the following:

• If the field on a card is read only or writable; this applies only to fields that the value you can change; however, the title field is never writable on a card.
• Maximum lines of the long text fields shown on the card.
• Positioning of the value and its caption in one line of a card, the following placement is possible:

Only value inline means that value does not occupy separate line but is appended to the value of the previous line.

 

 

How do I configure tasks?

In order to configure teamboard tasks press the  button on the top of the application window on the right hand side of the teamboard name. Then, select the fourth page in the dialog that appears.

We use a generic term "task" in this manual, but you would like to use different terms like "Job", "Work", etc. in particular teamboard applications. On this page, you can give the task your own name. This name will replace the term "task" in all dialogs and messages shown for the opened teamboard. Notice that while changing the text in the Plural box the name of this page is also changing. Consequently, while changing the text in the Caption box the name on top of this page is also changing.

See Configuring work items to learn how to configure the rest of the task properties.

Notice that although you can add or delete a work item type you can neither add nor delete add a task type. The existence of the task type is determined at the moment the teamboard is created from a template.

How do I configure table columns?

To configure table columns select the Table on the Views page of the Board configuration dialog.

You will see a list of all work item fields on the left hand side, and a list of all task fields on the right hand side.

Check or uncheck the boxes in the first column to decide what fields should appear in the Table view. The work items columns can be still reconfigured individually per user in the Table view itself.

Check or uncheck the boxes in the second column to decide what fields will be writable or read only in the Table view. Notice that you cannot do it for the system fields. They are always read only.

To change the order of the Columns drag the corresponding six dots button up or down.

What different fields can I configure on a teamboard?

In order to configure teamboard fields press the   button on the top of the application window on the right hand side of the teamboard name. Then, select the Fields page in the dialog that appears.

On the left hand side of this page there is a list of all fields used in the teamboard. The list has three columns. The first column contains an icon indicating the field type. The following icons are used:

 

The last column contains the delete button that you can use to delete a field. Notice that not all fields can be deleted. You cannot delete system fields and the title field (Short description in this example).

 

Select the field you want to adjust. The field properties that you can adjust appear on the right hand side. They depend on the type of the selected field.

All fields have the Caption property.

All fields, except the Attachments field, have the Field size property. It can take one the the two values: Normal that means that the field's width will take half of the width of the form and Wide that means that the field will take the whole width of the form.

Some fields have the Mandatory property. Fields of the special types User, Files and Process are never mandatory, system fields and the title field are always mandatory.

Other field types have the following additional properties:

 

 

To change a field caption, type a new caption in the Caption text box.

To make the field mandatory check the box Mandatory field.

To configure enumeration field follow the instruction in the Configuring enumeration.

To delete a field press the corresponding red cross button. If this field is already used in work items or tasks you will be asked for confirmation.

To add a new field press the Add button. The following dialog appears:

Type the caption of the new field, select its type and press OK.

The new field will be added to the list, its properties will appear on the right, so you can configure them.

There can be at most one field of type Tags in the teamboard.

There can be more fields of type User, but at most one field of this type can generate notification emails.

 

Note: After adding a new field you should also add it to at least one work item type or task, otherwise you will not be able to see or modify its value.

To add a Process or Process step field follow the instruction in the Adding process or process step.

Press the OK button when you are ready with the adjustments. The teamboard will be reloaded.

What data fields are available to include in a work item/task in Teamboard?

The following fields are always available in a teamboard. They all are read only and they cannot be deleted. Their values are generated by the system for all work items and tasks.