Managing work using Boards in CWM

Use Boards in Collaborative Work Management to define and organize tasks. With views such as List, Kanban, and Gantt, configure your workspace based on the way you and your team work.

[Omitted video] Description: Overview of Boards in the CWM workspace.

Using the following sections, get started with Boards in the CWM workspace.

• Create a Board in CWM
  Manage work assigned to your team as tasks and track them to completion using customizable Boards for your shared Spaces in Collaborative Work Management.
• Duplicate a Board in CWM
  Save time by duplicating an existing Board to copy all the task and collaborator details without having to copy the information manually in the Collaborative Work Management workspace.
• Add tasks to a CWM Board
  Start planning work on your Board by adding tasks and assigning them to team members in Collaborative Work Management workspace.
• Create and manage custom work item types in CWM
  Create custom item types for Boards in Collaborative Work Management, so that you can organize and manage multiple types of tasks from a single location, regardless of the workflow.
• Add custom columns for tasks in a CWM Board
  Create custom fields in a Board so that you can organize all details of tasks at a single location, thereby improving task management and saving time by reducing dependency on system admin.
• Add a formula column in CWM Boards
  Gain deeper insights into your work by adding formula columns to your List view in CWM Boards. Create calculations that automatically compute values for your tasks, such as summing hours, calculating date differences, or deriving metrics from existing fields.
• Add a goal to CWM Board
  Associate a goal to your Board so that you can plan and track all the tasks and activities that contribute to this goal directly from the Collaborative Work Management workspace.
• Board views in CWM
  Create, customize, and switch seamlessly between Board display preferences such as column display, sorting, and filtering based on the audience and purpose in Collaborative Work Management (CWM).
• CWM Board preferences
  Reduce cognitive load and focus on the most relevant and actionable tasks by filtering work items on Boards in Collaborative Work Management (CWM).
• Export a CWM Board to CSV or Microsoft Excel
  Export the list view of Collaborative Work Management (CWM) Boards to CSV or Microsoft Excel so that you can use the data to obtain insights, share with stakeholders, and prepare for analysis or presentations.

Parent Topic:Using Collaborative Work Management