Project Views - Status Board Explained

An overview of the Project Status Board view in PI. This is a Kanban view that is meant to move task cards forward in the Work Status phases to "Done."

Transcript:

[Music]

Hi, this video will teach you about the project status board found on Project Insights.

In this combined board, you'll notice some similarities to the planning board and the assignment boards. You have the resource name, the task name, and the task start and end date found on each of the task cards. Like the assignment board, you can filter the status board view in many sophisticated ways. You can set when the tasks are going to start and not see tasks outside of that time frame. You can also hide certain kinds of tasks, show only tasks assigned to certain people, or for specific departments or resource types.

You can add additional projects to view multiple projects at once, not just one project at a time, allowing you to look across projects. You can include tasks that I am assigned to, and you can even decide on the statuses that you'd like to display. Perhaps you don't want to include everything that is not started; you just want to focus on things that are already in progress. You can group by certain elements as well, sort by other items, and decide whether you want to see them in ascending or descending order. There are all sorts of ways to control what you're looking at in the status board. We are giving you many superpowers to view your work in a status state.

In this example, we're going to take a status look at one of these tasks and move it forward in the work status pages, which is the intended purpose of project status boards. I could take this customer admin training task and move it from "not started" to "started." Let's take a look at what happens to that on the task list. Once you're looking at the task list, you can see that the task we just moved from the status board now says "started." Any change that you make to any of these tasks, whether forward or backward in progress from the status board, will also change automatically across all of the other views.

Just like in the assignment and planning boards, you can still drill into each of these tasks, opening them up to show the task display. This will provide a little more information about the tasks or allow you to add a comment. You can always drill into the task and the task display page as well. You could add time, start a timer, or change the status from that task display.

For more information about the additional project views that are in the giant project view menu we have, please see our additional documentation about those individual pages. That's it for the project status board in Project Insights. We hope this guide helps you make the most of our powerful tool. Thanks for watching!