A group's board

A group's board puts the tasks of all the group's projects in five columns, from Backlog to Closed. Tasks with the same name share one card, which counts them, so you see at a glance how far the group has got. Select a card to see that “task” on each project, and to act on many at once.

On Workflow Groups, select Board on the group's row. From the group's other screens, select Board at the top right.

At the top: the group's name, its key, Open or Closed, and how many projects are in it. On the right, a bar shows how the tasks spread over the five columns, with two counts beside it.

The purple bar at the top of the page ends with the group's name, here and on the group's other screens. Select Workflow Groups in it to go back to the list.

Under the board, Files holds the group's own documents, such as a quarter's closing calendar, and Comments its conversation, each comment with its replies under it. Everyone who sees the board reads them. A closed group's files and comments stay, read only, until it is reopened.

• Add files and comments to your work, under Files and Comments.
• Select a card to see that task on every project of the group: One task across a group.
• Move, skip or assign many tasks at once
• Rename the group: select Rename group at the top right, type the new name, and select Rename. This works only while the group is open, and the group's task board takes the new name too.
• Close or reopen the group, with Close group or Reopen group at the top right.
• Go back with Back to the list.

Anyone with a role in the department sees the board. Rename group, Close group and Reopen group show for a department manager or a company administrator only.

A contributor, a department manager and a company administrator add files and comments on an open group, remove the files they added, and edit or delete their own comments. An executive observer reads them only.

• The board counts the tasks that are part of the plan: active and done. A task that was skipped, removed, or is not applicable is not counted anywhere.
• Each task's column comes from its own project's template, at the stage the task is at. Projects on different templates share one board this way. See How stages map to board columns.
• Cards group tasks by name, whatever the capitals or spaces at either end.
• A closed group still shows its board. Nothing on it can be changed until the group is reopened.
• A member whose property or engagement was deleted is not counted, and its tasks are not on the board, until the record is restored. It stays a member.
• A rename changes the group's name on these screens and on its task board. If the task board does not take the new name, or cannot be reached, the group is not renamed and keeps its old name everywhere. A message says why, for example “The task board did not accept the new name, so the group was not renamed.”