To create a new Kanban board use a quick add menu by clicking + icon near the search bar.
On the pop-up menu fill in the board’s details:
- Board name;
- Board type;
- Board projects and/or collection.
If you don’t assign the board to a project or collection, the board will be automatically created in Boards Folder.
To manage the board, open the board menu in the upper right corner. The following options are available:
- Background color;
- Custom Fields;
- Quick filters;
- Show Time;
- Create Swimlane;
- Released Tasks;
- Archived Items;
- Copy board;
- Close Board;
- The integration list (Slack, GitHub, BitBucket, GitLab and Harvest).
Let’s inspect all the options closer.
To add a new member on the board use the Add button . You will see the list of all company members together with those, who are already on the board. Remember, that if a board belongs to a project(-s), the list will consist of project members.
If the board is public to a project, you don't need to add each project members. By default the board will be available for all Regular Employees who are assigned to this project.
To remove a member from the board, click her/his avatar and click Remove from Board.
Or open the list of members and click on the user's name to remove the checkmark.
By default, Hygger board has a blue background, that you may change to another color. There are 9 different colors to customize Hygger board.
If you read our article about Backlog you may know that Backlog is a Kanban board with switched on prioritization in Hygger. In this section you are able to choose one of the 6 available prioritization techniques: The Eisenhower Matrix; Value/Risk Matrix; Value/Efforts Matrix; Weighted Scoring; ICE; RICE.
Later the Eisenhower Matrix, Value/Risk and Value/Effort Matrix will be grouped into 2x2 Priority Matrix in the list on the Board menu.
To customize your tasks you can use Custom Fields. Hygger has 4 different custom fields: Text, Date, Number and Drop-down. Once you create the custom field it’ll appear on the board tasks.
On the Projects tab you can manage the list of the projects belonging to the board. Add a new project by clicking the Add button. To remove a project simply uncheck the checkmark near its name.
Collection is boards grouped by certain criteria. You make the same steps to add or remove a collection as you've done with the project.
To ease your work on the board, you can use quick filters to promptly sort and search for tasks. You can use default filters and create your own filters. To create a new quick filter, choose the corresponding option and fill in the details about a new filter:
There are default filters on the board:
- Recently Updated;
- My Tasks;
- Overdue Tasks;
- Projects(it's appeared once you add a project to a board);
Default filters can be neither modified nor deleted. You can apply more than 1 filter at a time.
- Recently Updated - to see which board tasks were modified, use Recently Updated.
- My Tasks - to check the task where you are a member, use My Tasks filter.
- Overdue Tasks- to see the tasks with the expired due date, use Overdue filter.
- Projects - to see tasks assigned to one of your projects, use Projects filter.
- Members - if you need to check the tasks assigned to a certain board member, use Members filter.
- Labels - if you want the tasks with the particular label, use Labels filter.
Show option shows you how much time your tasks are situated on the current board and column.
Swimlane is used to visually categorize your tasks on the board. Basically, it’s a field within a board with tasks grouped by a certain feature, project, company sizes, etc.
To sort and categorize the tasks you can use labels. Hygger offers you a default set of labels, but you can also create your own labels if needed.
Here you will see a list of all released tasks. In case you need to return the task back, you can send it to the board, but the version will be unassigned from this task.
Use this tab to look through the archived tasks or columns. You can restore any element by clicking Unarchive.
To keep track of all the events happening on the board, use Subscribe button and get a notification anytime something is changed on the board.
Copy board allows you to create the same board, even with the same tasks (a board copy can be also without tasks).
You may notice two options on Export section:
- Export as CSV.
- Sync to Calendar
Export as CSV allows you to export the board with main data in the spreadsheet format.
Sync to Calendar allows you to synchronize your board with calendar of iCalendar format.
You close board with all tasks on it. To re-open it you should have the Administrative rights (to be Company Owner or Admin).
Board Activity Feed.
You can track all the changes happening on the board on the activity feed. Activity Feed displays the following events:
- Board creation;
- Column creation;
- Task creation;
- Add / Delete a member;
- Add / Delete an attachment;
- Add / Delete a checklist;
- Close / Reopen Board;
- Swimlane created;
- Task archived/unarchived, etc.