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Tracking and Updating Tasks from the Taskboard

This feature is available in all editions.

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Overview

On the Taskboard, Task Cards display in status columns (for example, Future, Design, In Progress, Completed) and show the task title, owner, and total work estimate. Task cards are color-coded by type (such as Design, Code, Admin) to give you a high-level view of the balance of work across project work functions. Click the Legend button at top right of the board to see the color representation and/or to customize the color-coding scheme by task type.

Steps

  1. On the main menu, click Team > Taskboard.

    • Select the project for which you want to review team summaries from the project tree at the top of the page.

    • Select the sprint you want to track from the Sprint drop-down list.

    • Select the team you want to track from the Team drop-down list.

  2. Open the Filter drop-down menu and select a filtering option to focus on a subset of backlog items (i.e., view by Backlog Group, Portfolio Items, Owner, Status, Priority, Story, Defect, or closed items). To focus only on tasks assigned to an individual owner, select the owner name in the Highlight Owner field at the top of the board. This action fades out all tasks not assigned to the highlighted owner so you can see where that task owner fits into the overall project/sprint picture (as opposed to selecting Owner from the Filter drop-down, which isolates the view to show only that owner's tasks, removing all others from the board).

  3. Hover over any Task Card title to see a detailed description of the task. To update a task, click the vertical ellipsis vertical_ellipsis_icon.png icon at the top-right corner of the card and select the appropriate action. To indicate a change of task status, click and drag the Task Card to the appropriate status column in that row.

  4. As work progresses, enter Effort and update the remaining To Do estimate for each task by clicking the vertical ellipsis vertical_ellipsis_icon.png icon followed by the Edit option on the Task card.