When there are hundreds of moving parts across your project portfolio, it’s hard to get the big picture while also keeping an eye on the details.
For visual thinkers who might resort to cluttering office walls with sticky notes, or filling up white boards with workflows, we created Card View as a more three-dimensional way to process data and cycle through projects. For tech teams that like using Kanban boards, Card View provides an online solution that automatically stays up-to-date.
Card View is a simple way to manage the execution of projects and tasks using a board display. It’s a perfect fit for your Agile process because it makes it easy to categorize and prioritize items, giving you visual control over your work.
The best part is that Card View is seamlessly integrated with LiquidPlanner’s Timeline view and other popular features.
Let’s first talk about how it works.
Create your own Custom Fields
To get the most out of Card View, the first step is to set up custom fields that are relevant to your team’s processes. These fields are global settings for the whole workspace that can be added by workspace owners and co-owners. The custom field values you create will correspond to the columns you see in Card View (i.e., Ready, In Progress, In Review, Complete).
See your work in Card View
You can jump into Card View from the View menu on the Projects tab.
In this view, you’ll see your work organized into columns. The columns can represent actual phases of work or they can act as buckets or holding bins for different categories of work.
Here’s an example of task cards that are organized by Risk: High, Medium, Low.
This next example shows my entire portfolio of active projects, organized by Initiative—Business Development, Customer Retention, etc.
Move your cards around
Each card represents a plan item (project, task, event, or milestone) in LiquidPlanner and any change you make in Card View will dynamically update the items in your plan.
So let’s say that my tasks go through the following cycle: Ready, In Progress, In Review and Complete. When the status changes, I can drag a task card (or a set of cards) from In Progress to In Review. This automatically changes the Status custom field value in the Edit Panel for the items that I moved. If one of those tasks doesn’t pass the review stage, I can just as easily drag-and-drop it back to In Progress to update its status.
You can even prioritize items in Card View. Just drag a card up or down within a column or over to the Navigator panel on the left to re-prioritize it.
Card View ultimately provides a new dimension of transparency for all members and helps teams visualize the sequence and interconnectedness of their tasks and projects. So what are you waiting for? Log in to your workspace and see it for yourself!
For more information and best practice tips on Card View, visit the help guide.