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144 lines
8.2 KiB
144 lines
8.2 KiB
---
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sidebar_navigation:
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title: Agile Boards
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priority: 860
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description: How to get started with agile Boards for Kanban, Scrum and Agile Project Management.
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robots: index, follow
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keywords: agile boards, Kanban, Scrum, agile project management
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---
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# Boards for Agile Project Management (Premium feature)
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Boards support agile project management methodologies, such as Scrum or Kanban.
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Boards can be for anything you would like to keep track of within your projects: Tasks to be done, Bugs to be fixed, Things to be reviewed, Features to be developed, Risks to be monitored, Ideas to be spread, anything!
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<div class="alert alert-info" role="alert">
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**Note**: OpenProject Boards is a Premium Feature and can only be used with the [Cloud Edition]( ../../cloud-edition-guide/) or OpenProject [Enterprise Edition](../../enterprise-edition-guide/). And upgrade from the free Community Edition to the Cloud or Enterprise Edition is easily possible.
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</div>
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| Feature | Documentation for |
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| ------------------------------------------------------------ | ------------------------------------------------------------ |
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| [Create new Boards](#create-a-new-board) | How to create new agile board. |
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| [Basic board and Action board](#basic-board-and-action-board) | What is the difference between Basic boards and Action boards. |
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| [Give the board a title](#give-the-board-a-title) | How to name a board. |
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| [Add lists to your board](#add-lists-to-your-board) | How to add lists to a board. |
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| [Remove lists](#remove-lists) | How to remove lists from a board. |
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| [Add cards to a list](#add-cards-to-a-list) | How to add cards to a list in a board. |
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| [Update cards](#update-cards) | How to update cards. |
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| [Remove cards](#remove-cards) | How to remove cards. |
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| [Manage boards](#manage-boards) | How to manage permissions for boards. |
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<iframe width="560" height="315" src="https://www.youtube.com/embed/dvmS4tOHVcw" frameborder="0" allow="accelerometer; autoplay; encrypted-media; gyroscope; picture-in-picture" allowfullscreen></iframe>
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## Agile Boards in OpenProject
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The new Boards are tightly integrated with all other project management functionalities in OpenProject, i.e. [work packages](#work-pages) or [Gantt charts](#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.
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## Create a new Board
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You can create as many flexible boards in a project as you need and configure them to your needs. First, you need to create a new Boards view.
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If you haven't done so yet, [activate the Boards module](../projects/project-settings/modules) within your project. Also, we recommend to verify [Roles and Permissions](https://www.openproject.org/help/administration/manage-roles-permissions/) within your system's Administration.
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Click on the green **+Board** button to create a new Board view.
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## Choose between Basic board and Action board
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Next, you need to choose if you want to create a Basic board or an Action board.
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**Basic board**: You can freely create lists, name them and order your work packages within. If you move work packages between the lists, there will be **NO changes** to the work package itself. This allows you to create flexible boards for any kind of activity you would like to track, e.g. Management of Ideas.
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**Action board**: Create boards with filtered lists on a single attribute, e.g. Status. Moving work packages between the lists will update the attribute, e.g. Status. You can choose between Action boards for **Status**, **Assignee** or **Versions**. More to be added soon.
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## Give the board a title
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Choose a meaningful title for your Board so that it is clear, e.g. for other team members, what you want to do.
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## Add lists to your board
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**Lists** usually represent a **status workflow**, **assignees**, a **version** or **anything** that you would like to track within your project. You can add as many lists that you need to a Board.
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**Action boards lists**: can be for Status, Versions, Assignees and more to come. Remember: if you change a card between the lists, the respective attribute (e.g. Status) will be updated automatically.
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**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.
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Click **+ add list** to add lists to your board.
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**Action board lists**: choose an attribute which the list shall represent, e.g. Status "In specification".
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**Basic board lists**: give the list any meaningful name.
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## Remove lists
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To remove lists, click on the three dots next to a list's title, and select **Delete list**.
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## Add cards to a list
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You can add cards to a list. Cards represent a [work package](https://docs.openproject.org/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.
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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.
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**Add new card**: enter a title and click Enter.
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**Add existing**: enter an existing title or an ID and click Enter.
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## Update cards
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You can update cards in the following ways:
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**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.
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**Update status** in a Basic board directly in the card.
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A **double click on a card** will open the **details view.** The **arrow** on top will bring you back to the boards view.
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## Remove cards
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To remove a card from a **Basic board** hover over the card and press the **X**.
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Cards from **Actions boards** will be removed automatically from a list as soon as the respective attribute (e.g. Status) is changed.
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## Manage boards
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To **create new** boards, **open existing** boards, or **delete** boards, navigate to the main Boards menu item.
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Verify and **update roles and permissions for boards** in the system's Administration.
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## Frequently asked questions (FAQ)
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### How can I activate Boards in OpenProject?
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The boards module is a premium feature of the Enterprise And Cloud Edition. You can upgrade your Community Edition installation by entering a valid subscription token in the application administration. You can purchase the token on our [website](https://www.openproject.org/enterprise-edition/).
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In addition, you need to activate the boards module in the project settings.
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