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Defining Portfolio Kanban Board Policies

This feature is available in Ultimate edition only.

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Overview

Follow the instructions to learn how to define team, status, and board policies on the Portfolio Kanban board. Policies can include information such as entry or exit criteria for each status value, set up reminders for scheduled meeting times, and define standard practices and expectations of the team. When defined, policies are visible to anyone who views the board.

How To

  1. Go to Portfolio Planning > Portfolio Kanban.

  2. Click the wrench icon to the right to open the action menu and select Customize. The Customize Portfolio Kanban window opens.

  3. Click on the Board Options tab, then scroll to Policies.

  4. Enter free-form text in the Policies box, and then click Save.

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