A board is a secure workspace of your project work items. It gives you a flexible way of creating, updating and monitoring the ongoing work. It keeps the whole team informed about only relevant work items which are shown according to your board type and project selection.

Boards are designed to keep your work items information on a specific shelf according to your needs. At the same time, it gives freedom to users to view the same work items differently. For example, single release contents can be part of multiple sprints of a project where release top priority item could be a medium level priority item in project backlog. To manage release efficiently, you can prioritize and view these release items by using Order By “Sequence” on release board. It will remember each item position for future use on the release board, without changing its position and priority in the project backlog and relavant Sprints.

1. Yodiz Board Types

Yodiz offers various types of boards to fulfill the needs of your project lifecycle. Supported board types vary for different Yodiz package.

  • Backlog, Epics, Sprint, Release, Issue Tracker, Planning and To Do boards are available with Yodiz Agile Lifecycle management.
  • Issue Tracker, Planning and To Do boards are available with Yodiz Issue Tracker package. Planning Board will show related panels though.
  • Sprint Board
  • To set a target for a short time interval and manage planned work, teams use scrum or kanban boards. Both boards facilitate users to follow one particular agile methodology but at the same time, they are made flexible enough to give users a way to blend with other methodologies like XP, Lean, SAFe etc. Learn more about Sprint board features and differences.

    • Scrum: A board designed for the teams, who follow Scrum rules and flexible enough to blend with XP and other agile practices. Item Workflow is defined accordingly, that you can edit and personalize. On Scrum board, left most panel shows User Stories and Independent Issues. Progress of User Story is determined by its underlying work items status.
    • Kanban: Teams following Kanban and lean practices get benefit from this board where you can set maximum limit of items in a specific status. On Kanban board, progress of a user story is followed by dragging the user story to another panel.
  • Release Board
  • A board designed to manage releases and track items progress per release regardless of their Sprint dependencies. You can still see from the same board that your work item belongs to which sprint. Learn more

  • Issue Tracker
  • To keep track of all issues of a project at one place, regardless of their sprint and releases. Teams with simpler needs can use Issue Tracker as a standalone board as well. Details of Issue Tracker

  • Product Backlog
  • A place to keep all your project requirements in form of User Stories. At the same board, you can add User Stories, prioritize and sort them. Built-in filters are provided to assess your project in one click. Learn more about Product Backlog

  • Planning Board
  • Single place to plan with maximum flexibility by moving contents from one project to another. You can look into multiple project backlog, issues, sprints and releases and plan with ease. Learn more about Planning Board

  • To Do Board
  • Your personal board, where you can organize work items that are assigned to you. At this board, you can prioritize your work items in your way and it will not impact project-level item priority. You can look at your work items at one board even if they belong to more than one project. Learn more about To Do Board

  • Epics Board
  • To manage project or organization level features, use this board. Teams implementing complex requirements, get the benefit of global epics as well. Teams also use this board to track project level epics and monitor the progress of underlying user stories. Learn more about Epic Board

2. Access a Board

Main Navigation menu is designed on board names. To access a board:


Select its board type and it will open board, where you can select a project from the project dropdown to start working.

3. Decide Default Board Layout At Project Creation

At creation of a project, you can define workflow and board layout of following boards:

  • Scrum
  • Kanban
  • Release
  • Issue

Your selection of layouts here will set these layouts as your project default layouts. You can still make changes in individual board and switch to another layout later.

4. Create New Board Layout

To create a new board layout, you have to mention Project for which you are creating new board.

Note: New board layout options are available for Issue Tracker, Scrum, Kanban and Release boards only.
  1. Go to Yodiz Navigation menu, top leftmost icon Menu-Hamburg-Icon > Manage All Boards
  2. Click on Create New Board button located on right top of the page
  3. Select the project, for which you want to create this board. Selecting project will automatically fetch its related workflow and will show statuses accordingly.
  4. Select Board Type from given options in dropdown.
  5. Make changes in the board name and drag statuses in, panel and setting default status/panel
  6. Save the changes to use this board.

4.1 Edit Board Layout

In the middle of a Sprint, if you want to add a new status, then Board Layout Editor is made available to do so. Editing a board layout is available for: Scrum, Kanban, Release, and Issue board.

Note: Board editing global permission are handled at individual user level.

To edit a board layout, navigate to the board:

  • Select the project and specific parameters like sprint/release from board drop down options

You can add a status, customize board cards and edit panels using this editor, learn more. You can also add a status in workflow directly using Configurations > Workflow pages.

4.2 Duplicate a Board Layout

You can copy an existing board layout via board layout editor and make changes in the duplicate layout afterward.

  1. Open the respective board and go to its board layout editor by clicking on board
    Right Navigation Panel > Settings > Customize Cards and Panels
Note: You can duplicate a board via Administration > manage all boards section too.

4.3 Switching To another Board Layout

Each existing board layout can be shared and used within your organization. Board layout options are dependent upon Workflow scheme that you have configured in Project settings. User is given only relative board options, that are valid for that workflow. If you want to use another available layout then:

  1. Select the project and specific parameters like sprint/release from board drop down options
  2. Navigate to right navigation panel, Settings > Switch Board Layout > Edit
  3. Drop down list will show all available board layouts that can be linked.
  4. Select an option from drop down or create a New Board Layout to link it with your project.
  5. Save the changes by clicking on Apply button. New board layout will take effect instantaneously.

4.4 Delete a Board Layout

A board layout can only be deleted when it is not used by any project. A Board Layout can not be deleted if it is used by a project. A board layout cannot be deleted if it is used by an archived project or a deleted project that is still recoverable through recycle bin.

Note: Deleting a board needs “Board Configurations” rights handled under Global permissions.
Note: Default Layouts cannot be deleted. Delete option is shown only for custom board layouts.

4.5 Archive a Board Layout

Archiving a board will store a board layout settings for later but it will not be shown under available board list. You can Un-Archive a board, if you want to reuse it later. A board layout cannot be archived if it is used by an archived project or a deleted project that is still recoverable through recycle bin.

Note: Archiving a board needs “Board Configurations” rights handled under Global permissions.
Note: Default Layout cannot be deleted. The delete option is shown only for custom board layouts.