Project Views - Planning Board Explained

An overview of PI's Planning Board view, found as one of the basic Project Views. This is a Kanban view and allows users to drag and drop task cards based on a weekly basis.

Transcript:

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Hi there! This video will walk you through the Project Insight Planning Board view, which is found in the Views dropdown of any project. You'll note that the most common views in Project Insight are the Task List view and the Status view. This video will talk specifically about the Planning Board. Please look for other videos that we have about these additional views; there are many, and we have individual documentation for each one.

The Planning Board of a project acts as a Kanban board, where each tile on the Planning Board represents a task. You'll note that on each task tile, there's an indicator for what the resource is, the task name, and the start and end date of each task. The Planning Board always includes the first column as behind or in the past of the current date, and then, in addition, it will include a week basis for each date going forward from today’s date.

You'll also note that in each of these columns going into the future, there's a plus icon that allows you to add a new task for that date range. So, if I want to add a new task between the range of April 7th through April 13th, I can just click on the add button here, and then I can include my task name. I can assign a new resource for the task, add other details like whether it is a summary task, an appointment, or part of a certain sprint. I can write a description and then specify the duration, which will automatically calculate the work hours, or I can manually input the number of hours that I want for this task.

Now that this task is created, you can see that it shows up in the column in the date range we were discussing. If I want, I can move the task either forward or backward if I made a mistake or if I need to reschedule by clicking and dragging it into a different column. You'll note that by doing so, I can just move it into another area; wherever my mouse is located in this new box is where the task gets dropped.

This has been an overview of how to use the Project Insight Planning Board. You'll note that the display options are always static for past dates and then each week going forward from there. And that's it for the Project Planning Board! We hope this guide helps you make the most of this powerful tool.

Thanks for watching!