Getting started with task boards

Task boards are more visual, interactive views of folder contents that give you real-time visibility into your team's work. Whether you use Waterfall, Agile, or another product development methodology, task boards help with planning and collaboration during stand-ups, retrospectives, issue triage, and other team meetings.

See Organizing items with folders for information about using folders.

Perform the following tasks to start using task boards.

1. Get familiar with task boards

If you have not used Helix ALM task boards, learn about the different parts of a task board: cards, columns, and swimlanes. See Task board components.

2. Configure a task board

The task board configuration defines the task board name, columns, swimlanes, and card color for organizing cards in the task board. The administrator or another high-level user generally configures task boards in the Helix ALM Client. See the Helix ALM Client help for information about configuring task boards.

3. Enable task boards for folder types

Task boards must be enabled for folder types. You can also select a default task board for each folder type that is automatically selected when new folders of that type are added. Folder types are managed in the Helix ALM Client. See the Helix ALM Client help for information about configuring folder types.

4. Select the task board to use for a folder

Before you can view a task board for a folder, you must select the task board to use in the folder settings. See Setting the task board for a folder.

You can view task boards for both public and private folders. You can also edit the folder settings to change the task board or remove the task board setting for a folder.

5. View the task board and perform actions

You can view task boards from the Folders list. The items in the selected folder are displayed in the task board. You can drag cards between columns to change item status, perform actions on items, enter hours for work performed, and view project information. See Using task boards.

6. Share the task board with others

You can easily share task boards with others. You may want to show a task board on a screen during a meeting so others can view it. You can expand a task board to maximize the space for it on the screen.

You can also copy a hyperlink to a task board and share it with other team members who have access to the project.