Delivery · Work streams
Sub-boards
Track unplanned work found during a stage on its own side board, without disrupting the work stream's main board.
Track unplanned work found during a stage on its own side board, without disrupting the work stream’s main board.
Work rarely goes exactly to plan. A bug turns up during testing, or a fix is needed that nobody planned for. A sub-board gives that unplanned work its own small board, branched off the stage where it was found.
A sub-board runs independently and doesn’t affect the work stream’s main pipeline. The stream can carry on through its stages while the sub-board’s tasks are worked on alongside.
Before you start
Open a work stream, select the Board tab, then select Sub-boards in the switch below the tabs.
Create a sub-board
Sub-boards are branched from a stage’s board.
- Open the Board tab and select the stage where the unplanned work turned up.
- Select the Board actions button (⋮).
- Select Branch sub-board.
- Enter a Name and, optionally, a Description of what surfaced.
- Select Create sub-board.
See Work stream board.
Understanding the list
Each sub-board has a header row. Select the header to show or hide its board.
| Part | What it shows |
|---|---|
| Name and status | The sub-board’s name and its status, such as In progress or Complete. |
| Pending approval | The sub-board is waiting for the project owner to approve it. |
| Branched from | The stage it was branched from. |
| Description | What it is for. |
| Progress | How many tasks it holds, and how much of the work is done as a bar and percentage. |
Approve a sub-board
When a sub-board is waiting for your approval, its header shows Approve sub-board.
- Select Approve sub-board.
The Pending approval label disappears.
Work on a sub-board
A sub-board uses the columns of the stage it branched from.
- Drag cards across the columns. Column rules apply here too.
- Select + on a column to add a task. Type a title and press Enter.
- Select a card to open the task. See Working on a task.
Rename, complete or delete a sub-board
- Select the Sub-board actions button (⋮) on the sub-board’s header.
- Choose an action:
| Action | What it does |
|---|---|
| Rename | Change the sub-board’s Name and Description, then select Save. |
| Mark complete | Mark the sub-board as finished. |
| Delete line | Permanently delete the sub-board and all of its tasks. Select Delete sub-board to confirm. |
What to expect
If the work stream has no sub-boards, you see No sub-boards.
Active sub-boards also appear on the Pipeline tab, under the stage map, and on the project’s Work streams tab, marked with a bolt. See Pipeline and approvals and Project work streams.