How can I look at Teamboard content in different ways?

If you are familiar with the Engage Process Modeler, you already know that processes can be viewed from different perspectives, such as swim lanes based on roles, applications, or other metrics.

This same principle is available in the Engage Process Teamboard. Teamboard offers multiple views that allow you to visualise board content in different ways, depending on your information needs.

In this article, we explain:

• Which views are available

• How to group and sort work items and tasks

• How filtering helps you focus on what matters most

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Available Views in Teamboard

Within Teamboard, the following views can be available (depending on the board configuration):

Standard view

The default Teamboard view.
Work items are displayed as cards. Tasks can be shown by expanding a work item using the black triangle in the top-left corner of the card.

Kanban view

Similar to the Standard view, but:

• Tasks cannot be expanded on the board

• More information can be displayed directly on the work item cards

Task Board view

The first column shows work items.
Tasks are displayed to the right, including their execution status.

Table view

Work items are shown as rows in a table.
Rows can be expanded to display underlying tasks. This view is comparable to a Microsoft Excel-style overview.

Calendar view

Displays work items and tasks on a calendar.
You can switch between yearly, monthly, 1-week, or 2-week views.
Under Use (top left), you can select which date field is used to position items on the calendar.

Note
Not all views are available on every board.

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Switching and Managing Views

• The active view is shown top left, directly below the main menu.

• Click the view name to switch views.

• Change the order of views by dragging them using the six-dot handle.

• The topmost view is opened by default when launching Teamboard or opening a board.

Using the three dots next to the view name, you can:

• Add a new view

• Rename a view

• Duplicate a view

• Delete a view

When adding a new view, a step-by-step dialog guides you through the setup.

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Structuring Work Items and Tasks

To stay focused on the most relevant work, Teamboard offers several ways to structure board content.

Grouping

In the Standard, Kanban, and Task Board views, work items and tasks can be grouped.

By default, grouping is based on Status (e.g. To do, Doing, Done).
To change this:

1. Click the field name next to Group by

2. Select another available field

You can group work items by:

• Pick List fields available on the work item form

Tasks can be grouped by:

• Drop-down list fields on the task form

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Sorting

Sorting is available in the Standard and Kanban views.

1. Click Sort (top of the board)

2. Choose:

   • Ascending or descending

   • The field to sort by

Examples:

• Text field + ascending → alphabetical order

• Date field + ascending → earliest to latest

Click Sort again to disable sorting.

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Filtering

Filtering helps you focus on specific work items or tasks.

Filter by owner

At the top right, next to Owner, click All and select a user to view only their work items and tasks.

Advanced filters

1. Click Filter (top right)

2. Enable filtering

3. Add one or more filter rules

4. Click Apply

Only items matching the criteria will be shown.

Search

Use the search field (top right) to find work items and tasks containing your search term in any text field.