Creating boards

Use Kanban-style boards to manage issues. Create a new board from scratch or use an existing board as the basis for the new board.

About this task

You can create a board that is visible to you or one that is public, that is, visible to anyone in the organization.

From the main menu, click Monitor > All Issues.
From the Issues grid, from the secondary menu, click Boards.
Click All Issues to open a board.
On the secondary menu, click Actions > Create New Board. Note: To create a copy from an existing board, click Save Board As.
Set these fields to refine the issue types that can display on the board.
- Required: Assign a name to the board.
- Enter a description.
- Enter a summary. The board is filtered to show only those issues that match the summary.
- Select a process to filter the board to match an issue type. For example, select Data Capture and Data Anomaly.
- Further refine the board by selecting a category and sub category.
- Refine the board to include issues from specific assignees and reporters.
- Select a priority to focus on high priority issues.
- Select a date in Issues created to focus on recent issues.
- Reduce noise by hiding issues that are older than a specific number of weeks.
- Issues updated (last event) is most useful for issue types where multiple alerts are linked to a single issue.
- In Potential Savings Greater Than, focus on the most valuable issues by setting a value threshold.
- Select a ranking to prioritize issues.
- Limit the number of issues on the board.
- In the Sharing field, limit the board to be visible by you or seen by anyone in the organization, that is, public.
Click Save.