Default task boards

Helix ALM projects include the following default task boards:

• Default - Folders & Users—Allows grouping cards in folder or user swimlanes.
• Default - Relationships & Users—Allows grouping cards in relationship or user swimlanes.

Note:  The default task board names may be different if Folders or Relationships were renamed in the project.

The Default - Folders & Users task board is the default for all folder types in new and upgraded projects. You can change the default task board for folder types. See Editing and deleting folder types.

New projects created from templates copy all existing task board configurations to the new project. The default task boards are only available in the new project if the existing project did not include any task boards.

Columns

Columns organize cards vertically in task boards. Both default task boards have Not Started, In Progress, and Completed columns. Workflow states for each item type are mapped to task board columns. You can change the columns and states on the Columns tab in the Edit Task Board dialog box. See Configuring task board columns.

Not Started

The Not Started column displays items in initial workflow states. Initial states are set on the Transitions tab in the Add or Edit Workflow dialog box for each item type. See Configuring workflow transitions.

In Progress

The In Progress column displays items in open workflow states. Open states have the Attribute field in the Add or Edit State dialog box set to Open. See Adding workflow states.

Completed

The Completed column displays items in closed workflow states. Closed states have the Attribute field in the Add or Edit State dialog box set to Closed. See Adding workflow states.

Cards

Cards represent items in the task board. Each item type can have a different card color to differentiate the items in the task board. The default task boards use the following card colors. You can change colors on the Cards tab in the Edit Task Board dialog box. See Configuring task board cards.

Item type	Color
Documents	Dark Purple
Issues	Dark Yellow
Requirements	Dark Blue
Test cases	Dark Beige
Manual test runs	Dark Orange

Swimlanes

Swimlanes group items horizontally in task boards. The default task boards use the following default swimlane settings. You can change the settings on the Swimlanes tab in the Edit Task Board dialog box. See Configuring task board swimlanes.

Default - Folders & Users task board

Group by option	Field	Value
Group by Folder	Group by Folder	<Selected>
	Show swimlanes for empty folders	<Selected>
	Rollup field	Percent Done
Group by Relationship	Group by Relationship	<Not selected>
Group by Document	Group by Document	<Not selected>
Group by User	Group by User	<Selected>
	Rollup field	Remaining Hours

Default - Relationships & Users task board

Group by option	Field	Value
Group by Folder	Group by Folder	<Not selected>
Group by Relationship	Group by Relationship	<Selected>
	Show swimlanes for items of the selected types with no children	<Selected>
	Rollup field	Percent Done
	Show only the selected item types as swimlanes	<All item types selected>
Group by Document	Group by Document	<Not selected>
Group by User	Group by User	<Selected>
	Rollup field	Remaining Hours