One of the most common Boards built and used by our customers is a basic Board intended to tell each user about their own work. It’s often simply called “My Board.”
This Board makes heavy use of the “Current User” filter - that means that whenever a user logs in and looks at this Board, they will see information and data pertaining solely to them - without having to change any filters!
For general information on creating a new Board, check out this support page.
For general information on adding new Cards, check outthis support page.
How is the Board built out?
This Board often has a two column (⅓, ⅔) layout.
What Cards are included?
Our customers typically include the following Cards, although you can configure the Cards to reflect the precise interests of your team.
- My Tasks
This Card displays all of the in-progress Tasks for which the current user is the Responsible Person or a Collaborator.
- My Projects
This Card displays all of the in-progress Projects for which the current user is on the team. The Card is often put into the Tree View so that people can quickly get an understanding of the Project hierarchy.
- My Charts
This Card displays all of the Charts for which the current user is on the team.
- My Improvements
This Card displays all of the Improvements for which the current user is the Responsible Person or a Collaborator. The Card is often put into the Kanban View so that people can quickly get a feel for how loaded each stage of the improvement process is.
- My 2018 Impact Summary
This Card displays the Impact Summary of the current user’s improvement efforts for the current year. At the start of each year, you should update the date range to represent the next year.
Be sure to use the advanced filters to filter by the current user.
- My 2018 Improvement Curve
This Card displays the current user’s Improvement Curve for the current year. At the start of each year, you should update the date range to represent the next year.
Be sure to use the advanced filters to filter by the current user.
NOTE: Boards have a maximum card limit of 16. Once a board has 16 cards users cannot add or copy additional cards to that board.