List, Gantt, and Kanban views in CWM
Summarize
Summary of List, Gantt, and Kanban Views in CWM
The CWM Board offers three views—List, Gantt, and Kanban—to help teams manage and visualize work effectively. Customers can switch between these views seamlessly while retaining their data, allowing for tailored displays that fit their workflows.
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Key Features
- List View: Displays work items in a grid format for easy status review and inline updates. Supports up to 1,000 work items.
- Gantt View: Visualizes work items alongside a calendar timeline, facilitating scheduling and rescheduling. Also supports up to 1,000 work items.
- Kanban View: Organizes work into columns and rows based on chosen attributes, providing a visual overview of distribution and status with support for up to 50 lanes.
- Quick Filters: Allows users to focus on specific attributes, with counters for active filters; filters can be saved in templates for future use.
- Work Item Indicators: Kanban cards show indicators for scrum tasks and relationships, providing instant visibility into work item connections.
- Formula Column Lanes: Enables grouping tasks by output values from formula columns, aiding prioritization based on criteria like overdue status.
- Card Layout Options: Personalize Kanban cards by selecting fields to display, with options for compact or full layouts.
- Connected Work: Allows grouping and filtering of connected work items through vertical and horizontal lane combinations.
Key Outcomes
By utilizing these views, customers can enhance their project management capabilities, improve visibility into work status, and better allocate resources. Personalization options ensure that teams can adapt the board to meet their specific needs, leading to increased productivity and streamlined workflows.
Switch between List, Gantt, and Kanban views to manage and visualize work on a CWM Board in the way that best fits your team's workflow.
Each CWM Board supports three views: List, Gantt, and Kanban. You can switch between views at any time without losing data, and each view can be personalized to show the columns and attributes most relevant to your team. For more information, see Personalize List, Gantt and Kanban display for CWM Boards.
List view
The List view displays all work items on a Board in a grid format. Use this view to review the status of work items at a glance, update fields inline, or assign items to team members quickly. The List view displays up to 1,000 work items by default.
Gantt view
The Gantt view displays work items in a grid alongside a calendar timeline, making it easy to visualize schedules and reschedule items based on changing priorities. The Gantt view displays up to 1,000 work items by default.
Kanban view
The Kanban view organizes work items into columns and rows based on attributes you choose, such as State and Assigned to. Vertical lanes represent one attribute and horizontal swimlanes represent another, giving teams a visual overview of work distribution and status. Each axis supports up to 50 lanes by default.
- Quick filters
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Use quick filters to focus the Kanban board on a specific sprint, state, or other column attribute. Multiple filters can be active at the same time, and a counter at the top of the board shows the number of active filters. For example, use quick filters for sprint-specific information during daily standups or sprint reviews.
You can save these filters to a Board view of your choice and when you save this Board as a template, these filters get saved in the template.
- Work item indicators on Kanban cards
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Kanban cards display indicators that give teams at-a-glance visibility into scrum tasks and relationships associated with a work item, without opening the item.
- Scrum task indicator: Appears on a story card when the story has one or more scrum tasks. Selecting the indicator opens the right side panel showing the scrum tasks for that story. For more information, see Scrum tasks for stories in CWM.
- Relationship indicator: Appears on a work item card when the item has one or more linked relationships, such as a prerequisite, dependent, or related-to item. Selecting the indicator opens the right side panel showing the related work items and their relationship types. For more information, see Task dependencies and relationships in CWM.
- Formula column lanes
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Use a Formula column as your vertical or horizontal lane to group tasks by the column's output values. Formula columns with conditional, string, or numeric outputs are supported.
For example, consider a formula column named Overdue? that outputs Yes or No based on whether a task's due date has passed. Set this column as the vertical lane and Priority as the horizontal lane. The board then groups tasks by overdue status and priority, giving you a quick view of which critical tasks need attention.
- Kanban card layout options
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Personalize Kanban cards to surface the information most relevant to your team using card layout settings. Select up to five fields to display on each card. Use the Compact layout to show only the work item name for a focused view, or the Full layout to show all selected fields for more context directly on the card.
- Kanban view with Connected work
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If the Board includes Connected work items, you can use vertical and horizontal lane combinations to group and filter them. For example:
- Set the vertical lane to State and the horizontal lane to Task type to view all epics grouped by state, then filter to show only epics.
- Set the vertical lane to Sprint and the horizontal lane to Task type to view connected stories grouped by sprint.