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OpenProject Action boards is a Premium Feature and can only be used with [Enterprise cloud](../../enterprise-guide/enterprise-cloud-guide/) or [Enterprise on-premises](../../enterprise-guide/enterprise-on-premises-guide/). An upgrade from the free Community Edition is easily possible. -| Topic | Content | -| --------------------------------------------------------- | ------------------------------------------------------------ | -| [Create new boards](#create-a-new-board) | How to create a new Agile board. | -| [Choose between board types](#choose-between-board-types) | What is the difference between the available board types? | -| [Give the board a title](#give-the-board-a-title) | How to name a board. | -| [Add lists to your board](#add-lists-to-your-board) | How to add lists to a board. | -| [Remove lists](#remove-lists) | How to remove lists from a board. | -| [Add cards to a list](#add-cards-to-a-list) | How to add cards to a list in a board. | -| [Update cards](#update-cards) | How to update cards. | -| [Remove cards](#remove-cards) | How to remove cards. | -| [Manage boards](#manage-boards) | How to manage permissions for boards. | +| Topic | Content | +|-----------------------------------------------------------|----------------------------------------------------------------------------------| +| [Create new boards](#create-a-new-board) | How to create a new Agile board. | +| [Choose between board types](#choose-between-board-types) | What is the difference between the available board types? | +| [Give the board a title](#give-the-board-a-title) | How to name a board. | +| [Add lists to your board](#add-lists-to-your-board) | How to add lists to a board. | +| [Remove lists](#remove-lists) | How to remove lists from a board. | +| [Add cards to a list](#add-cards-to-a-list) | How to add cards to a list in a board. | +| [Update cards](#update-cards) | How to update cards. | +| [Remove cards](#remove-cards) | How to remove cards. | +| [Manage boards](#manage-boards) | How to manage permissions for boards. | | [Examples for agile boards](#agile-boards-examples) | Best practices for using the basic board and status, assignee and version board. | @@ -33,7 +33,7 @@ Our Agile boards can be for anything you would like to keep track of within your The new Boards are tightly integrated with all other project management functionalities in OpenProject, i.e. work packages or Gantt charts. This makes it so easy and practical to include the Boards in your daily project management routines and to gain a much quicker overview of important topics in your project. -![openproject-board-overview](openproject-board-overview-1364050.png) +![this is a kanban board](this-is-a-kanban-board.png) ## Create a new board @@ -43,7 +43,7 @@ If you haven't done so yet, [activate the Boards module](../projects/project-set Click on the green **+Board** button to create a new Board view. -![OpenProject-Boards_create-new](OpenProject-Boards_create-new.png) +![create a new board in the boards module](create-a-new-board-in-the-boards-module.png) ## Choose between board types @@ -96,7 +96,7 @@ Please note: This will only display one hierarchy level below the displayed work Choose a meaningful title for your Board so that it is clear, e.g. for other team members, what you want to do. -![OpenProject-Boards_title](OpenProject-Boards_title.png) +![boards title](boards-title-2111905.png) ## Add lists to your board @@ -105,13 +105,13 @@ Choose a meaningful title for your Board so that it is clear, e.g. for other tea **Action boards lists**: The available lists depend on the [type of board you choose](#choose-between-board-types). Remember: if you change a card between the lists, the respective attribute (e.g. status) will be updated automatically. **Basic board lists**: You can create any kind of list and name them to your needs. Remember: No updates to the attributes will happen when moving cards between the lists. -![OpenProject-Boards_lists](OpenProject-Boards_lists.png) +![this-is-a-list-in-a-board](this-is-a-list-in-a-board.png) Click **+ add list** to add lists to your board. -![OpenProject-Boards_new-lists](OpenProject-Boards_new-lists.png) +![add-list-to-a-board](add-list-to-a-board.png) **Basic board lists:** Give the list any meaningful name. **Action board lists:** The list's name will depend on the type of Action board you chose, e.g. "New", "In Progress", etc. for the Status board. @@ -120,17 +120,19 @@ Click **+ add list** to add lists to your board. ## Remove lists -To remove lists, click on the three dots next to a list's title, and select **Delete list**.![OpenProject-Boards_delete-lists](OpenProject-Boards_delete-lists.png) +To remove lists, click on the three dots next to a list's title, and select **Delete list** + +![OpenProject-Boards_delete-lists](OpenProject-Boards_delete-lists-2119696.png) ## Add cards to a list You can add cards to a list. Cards represent a [work package](../../user-guide/work-packages/) in OpenProject. They can be any kind of work within a project, e.g. a Task, a Bug, a Feature, a Risk, anything. -![OpenProject-Boards_cards](OpenProject-Boards_cards-1568639967764.png) +![OpenProject-Boards_cards](OpenProject-Boards_cards.png) Click **+** under the lists' title to add a card: create a new card or choose an existing work package and add it as a card to your list. - ![OpenProject-Boards_add-cards](OpenProject-Boards_add-cards-1568640084027.png) +![OpenProject-Boards_add-cards](OpenProject-Boards_add-cards.png) **Add new card**: enter a title and press Enter. **Add existing**: enter an existing title or an ID and press Enter. @@ -143,15 +145,17 @@ You can update cards in the following ways: **Move cards with drag and drop** within a list or to a new list. Remember: Moving cards to another list in an Action board will update their attributes, e.g. status. -![OpenProject-Boards_update-cards](OpenProject-Boards_update-cards-1568640157240.png) +![OpenProject-Boards_update-cards](OpenProject-Boards_update-cards.png) + +Apart from the Status board you can **update a work package's status** directly in the card. -Apart from the Status board you can **update a work package's status** directly in the card. +![boards-select-status-from-card](boards-select-status-from-card.png) - ![OpenProject-Boards_update-status](OpenProject-Boards_update-status-1568640175105.png) +A **double click on a card** will open the work package's **fullscreen view.** The **arrow** on top will bring you back to the boards view. -A **double click on a card** will open the work package's **fullscreen view.** The **arrow** on top will bring you back to the boards view. ![OpenProject-Boards_card-details](OpenProject-Boards_card-details-1568640191629.png) +![back-to-boards-view-button](back-to-boards-view-button.png) Clicking on **Open details view** (the blue "**i**") will open the work package's **[split screen view](../work-packages/work-package-views/#work-package-split-screen-view)**. You can close it by clicking on the **"x"** in its upper right corner. @@ -175,7 +179,7 @@ To **create new** boards, **open existing** boards, or **delete** boards, naviga Verify and **update roles and permissions for boards** in the [system's administration](../../system-admin-guide/users-permissions/) if necessary. -![image-20201006120925442](image-20201006120925442.png) +![roles and permissions](image-20201006120925442.png) diff --git a/docs/user-guide/agile-boards/add-list-to-a-board.png b/docs/user-guide/agile-boards/add-list-to-a-board.png new file mode 100644 index 0000000000..3273a7880f Binary files /dev/null and b/docs/user-guide/agile-boards/add-list-to-a-board.png differ diff --git a/docs/user-guide/agile-boards/back-to-boards-view-button.png b/docs/user-guide/agile-boards/back-to-boards-view-button.png new file mode 100644 index 0000000000..235f9281e8 Binary files /dev/null and b/docs/user-guide/agile-boards/back-to-boards-view-button.png differ diff --git a/docs/user-guide/agile-boards/boards-select-status-from-card.png b/docs/user-guide/agile-boards/boards-select-status-from-card.png new file mode 100644 index 0000000000..6e726bd280 Binary files /dev/null and b/docs/user-guide/agile-boards/boards-select-status-from-card.png differ diff --git a/docs/user-guide/agile-boards/boards-title-2111905.png b/docs/user-guide/agile-boards/boards-title-2111905.png new file mode 100644 index 0000000000..0110efbde8 Binary files /dev/null and b/docs/user-guide/agile-boards/boards-title-2111905.png differ diff --git a/docs/user-guide/agile-boards/create-a-new-board-in-the-boards-module.png b/docs/user-guide/agile-boards/create-a-new-board-in-the-boards-module.png new file mode 100644 index 0000000000..14829ffec6 Binary files /dev/null and b/docs/user-guide/agile-boards/create-a-new-board-in-the-boards-module.png differ diff --git a/docs/user-guide/agile-boards/openproject-board-overview-1364050.png b/docs/user-guide/agile-boards/openproject-board-overview-1364050.png deleted file mode 100644 index f6a58ecd5a..0000000000 Binary files a/docs/user-guide/agile-boards/openproject-board-overview-1364050.png and /dev/null differ diff --git a/docs/user-guide/agile-boards/this-is-a-kanban-board.png b/docs/user-guide/agile-boards/this-is-a-kanban-board.png new file mode 100644 index 0000000000..47f7a5dfc2 Binary files /dev/null and b/docs/user-guide/agile-boards/this-is-a-kanban-board.png differ diff --git a/docs/user-guide/agile-boards/this-is-a-list-in-a-board.png b/docs/user-guide/agile-boards/this-is-a-list-in-a-board.png new file mode 100644 index 0000000000..f90e8855f1 Binary files /dev/null and b/docs/user-guide/agile-boards/this-is-a-list-in-a-board.png differ