How do I use the Work Plan Board?
This article explains how to use the features of the Work Plan Board. The information in this article is applicable whether you created your schedule in the Grid page or published your schedule from another connected tool, such as Microsoft Project or Project for the Web.
Open the Work Plan Board
Navigate to the Work Plan Board page for your plan via the Work Plan drop down menu. All the work items/bookings show in the board columns (swim lanes) based on each item's status.
- Select the desired Work Type. You may only have a single work type, such as Tasks. You may have multiple, such as Tasks, Issues, Backlog, etc.
- Select the Group By field.
Drag & Drop to Update Booking Status
View & Add Comments
Click the comments bubble to view and add comments to that booking.
Use the gear on each item to update the assigned resource or delete.
View or Change Assigned Resource
If the booking is assigned, the bubble on the bottom will show the profile photo (or initials if generic or no photo) of the assigned resource. You can click the bubble to see who's assigned, or reassign to someone else.