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:

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, where 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 hide certain kinds of tasks and only show tasks assigned to certain people, for certain departments, or certain resource types. You can add additional projects, allowing you to look across multiple projects, not just one at a time. You can include tasks that are only assigned to you, and you can even decide on the statuses that you'd like to display. Maybe 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 and sort by other items, choosing 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, giving you superpowers to view your work in its current state.

In this example, we're going to take a status look at one of these tasks and move one of them forward in the work status pages, which is what project status boards are actually meant for. 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 backwards 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 display more information about the tasks. You can possibly add a comment, and you can always drill into the task in the task display page as well. From the task display, you could add time, start a timer, or change the status of that task.

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