How can I create my own Teamboard?

When creating a new Teamboard, several templates are available. These templates provide a solid starting point, but often require adjustments to better fit your organisation’s way of working.

To support this, Engage Process provides Board Settings, allowing you to fully configure your Teamboard.

Opening Board Settings

You can open Board Settings by clicking the cog icon at the top of the application, next to the name of the currently opened Teamboard.

Board Settings are divided into the following sections:

General
Fields
Actions*
Tasks*
Views

* The names shown may differ depending on the template used when creating the Teamboard. In this example, the Action List template is used.

General

In this section, you define what the Teamboard is used for, such as:

Actions
Notifications
Improvement proposals
Projects

When changing names here, they are immediately updated throughout the application.

Linking processes

A Teamboard can be linked to one or more shared and published processes. As a result:

Actions can be linked to processes or specific process steps
Only processes available in the Viewer (App) can be selected

Note:
Linking tasks to a process version that is still in progress (Modeler only) is possible only when using Findings in the Modeler.

At the bottom of the General settings window, you will see whether the Teamboard is suitable for use with Findings.
If not, click “What does this mean?” to receive guidance and recommended adjustments.

Fields

This section shows an overview of all fields used on the Teamboard.

You can:

Add fields using the Add button
Delete fields using the red cross (if allowed)

Some standard fields cannot be deleted, as they are required for Teamboard functionality. These fields can be renamed to better match your organisation’s terminology.

Fields also form the basis for creating forms.

Actions

Here you configure the forms used to register actions.

Key options:

Create multiple action forms
Assign each form its own name, colour and icon
Select which fields appear on the form and in what order

Field order can be changed by dragging the six-dot icon next to each field.

Tasks within actions

Actions can be split into individual tasks:

Tasks have their own form
A list of tasks can be displayed on the action form
Visible task columns are configured on the right-hand side of the window

Tasks

In this section, you configure the task form.

Please note:

Only one task form can be created
You can configure the name, colour and icon
Select which fields appear and define their order

Views

Views determine what information is shown on cards displayed on the Teamboard.

Cards provide a compact overview of action or task information and can be moved easily using drag-and-drop.

You can switch between views by clicking the downward triangle next to the view name.

Views with cards

Default
Kanban
Task board