The advanced project board functions like a regular board but offers advanced project management features. With this powerful tool, you can track the overall project status, identify potential risks, and much more. Additionally, you can link this board, along with any other advanced project boards you create, to your Portfolio for a comprehensive overview of all your projects in one place.

 

Adding an Advanced Project

To add an advanced project, click on the + icon select "project" as below: 

 

Alternatively, you can also convert any of your boards into a project board. To do so, go to your board and click on the three dots menu located on the upper right corner. Next, select "Convert board to project":

 

Your board data will remain unchanged, but you will notice additional columns and new project management features. Keep reading to discover these features. 

 

Built-in Project Overview

The project overview is built directly into your board and provides a high-level snapshot of the project's current status. When you open the overview, you'll have access to key project details, including any changes in RAG status, project progress and overall project information. You can add additional widgets and customize the overview to fit your specific needs.

 

Project Health Status

You can manually update your project's health by selecting the health option. This option includes three categories: Off Track, At Risk, and On Track, providing a quick overview of your project's status. Any changes to the health status will be reflected in the RAG status section of the project overview.

 

Automatic Project Health Status

Enhance your project board with the Automatic Project Status integration. This feature allows you to set rules that automatically update your project's health based on task statuses. For example, if more than 50% of tasks are marked as "stuck", the project's health will automatically change to "At Risk".

 

To add it, click on the integrations icon located on the upper right of your board and then search for "Automatic Project Status". Next, you'll be able to tailor the automation to suit your specific needs.

 

Predefined columns 

When creating a project board, it will automatically include pre-defined columns such as a Timeline, Dependencies, Effort and more. These columns are designed for optimal project management and can be customized to your needs.  

 

Connect your advanced project to your portfolio

After creating your advanced project board, you can link it to your portfolio board for a comprehensive overview of all your projects in one place. Please note that only advanced project boards (not regular boards) can be connected to the portfolio. Check out this article for more info on the portfolio solution. 

If you have any questions, please reach out to our team right here. We’re available 24/7 and happy to help.