Set up the Task Board

TeamForge project administrators can configure one Task Board per project. Once that is done, project members can use the Task Board.

  • During Task Board configuration:
    • Select one or more backlog# trackers.
    • Select a task tracker. You can select only one task tracker for a project.
    • Select at least two and up to seven statuses. The number of task swimlanes in the Task Board is equal to the number of statuses you select.
    • Select the unit of effort for backlog and task trackers.
  • For more information, see What are Planning, Task and Kanban boards?
  1. Click TRACKERS from the Project Home menu.
  2. In the List Trackers, Planning Folders and Teams page, click Track.
    A Task Board for the current project context is displayed with the following message.

    Task Board is not configured for the project.

  3. Click the Task Board configuration icon.
    The Settings window appears.
  4. Select one or more backlog trackers and a task tracker.
    Note: You can always revisit your backlog and task tracker settings for Task Board and change them if required at any future point in time.
  5. Click Next.
  6. Select at least two and up to seven statuses from the Available list box. Press and hold the Ctrl key to select multiple items.
  7. Click the forward arrow to add the selected statuses to the Selected list box.
    • You can always revisit your status settings for Task Board and change them if required at any future point in time.
    • Use the forward and backward arrows to move statuses to and fro the Available and Selected list boxes.
    • Use the up or down arrows to move statuses up or down within the Selected list box.
  8. Click Next.
  9. Select the task effort field and backlog item size field.
    Note: If the effort field is disabled for the backlog and task trackers, it is not possible to select the task effort and backlog item size fields and the value is set to 'None'.
  10. Click Finish. The following success message appears: Task Board preferences saved successfully.
You have now successfully configured the Task Board for your project. Project members can start using the Task Board to manage their tasks.
# Backlog trackers are tracker items such as epics, stories, defects and so on, for which tasks can be created.