Board Settings in Zymmr

Overview

Board Settings provide powerful configuration options to customize your Backlog and Active Sprint Board. By tailoring columns, filters, swimlanes, and sorting rules, you can create a board that perfectly visualizes your team's unique workflow and helps you manage work items more effectively.

Accessing Board Settings

1. Navigate to your project's Backlog page, Board, or Active Sprint Board.
2. In the top right corner of the board, click the settings icon (represented by ...) to open the Board Settings configuration page.

Configuring Board Settings

The settings page is divided into several sections, allowing you to configure different aspects of your board.

Board Title

You can set or change the title of your board here. A descriptive title is useful when managing multiple boards.

Filter Options

Choose which work items are visible on the board. This helps in focusing on specific work items.

Order By

This section determines the default sorting order for work items in each column.

• Field: Choose the attribute to sort by (e.g., Rank, Priority, Key Number, Created On).
• Direction: Choose Ascending or Descending.

Impact on Drag-and-Drop

If you select any sort order other than:

• Field: Rank
• Direction: Ascending

You will NOT be allowed to manually drag and drop cards to reorder them. The board will strictly enforce the sort order you have chosen (e.g., always sorting by Priority). To enable manual ranking, you must set the Order By configuration back to Rank - Ascending.

Board Columns

This is where you map your project's workflow statuses to the board's vertical columns.

• Select Columns: Choose which columns will appear on your board. You can add (+ Add Board Column), remove, or reorder columns to match your team's process.
• Map Statuses: For each column, drag and drop the relevant workflow statuses into it. For example, your "In Progress" column might contain the statuses In Development, Code Review, and Testing.

Swimlanes

Swimlanes are horizontal lanes that group work items across all columns, providing another layer of organization. You can configure swimlanes to group work items based on attributes like:

• Assigned To: Creates a separate lane for each team member.
• Project: Useful for boards that show items from multiple projects.
• Priority: Organizes work into lanes based on priority level (e.g., High, Medium, Low).
• Work Item Type: Sorts work items into lanes by their type (e.g., Bug, Feature, Task).

Saving and Applying Settings

1. After making your desired configurations, click the Save button (there are Save buttons for each major section).
2. Navigate back to your board to review the updates and ensure it reflects your new settings correctly.

Note

Customizing Board Settings is key to tailoring the board to your project’s specific needs. For details on how to adjust the content displayed on individual cards, please refer to the Board Customize Documentation.

Limitation

Some advanced configurations, especially those involving project filters or workflow status mapping, may require administrative permissions. If you are unable to access certain options, please consult with your system administrator.