Having standardized columns across your account is a great way to align boards on your account, ensure process integrity with a closed list of uneditable labels, centralize updates, and streamline setting up your boards. Our Managed Column is the perfect solution to ensure this level of efficiency and productivity 🙌

 

What is a Managed Column

A Managed Column is a key element in standardizing workflows. It allows the owner of the column to create, own, and manage columns with predefined labels that cannot be edited by members . By using the Managed Column, teams can maintain consistent terminology in columns across the account.

 

 

 

How to use a Managed Column

Once a Managed Column has been created, you can easily add that column to your board to support your workflow and align your board with other boards on the account.

To add a Managed Column, click on the "+" icon to add a new column to your board, and click on the "Managed columns" tab in the bottom left-hand corner of the dropdown menu. The Column Center will open with a list of all available Managed Columns on the account.

 

 

 

You will see a description of the column beneath the column name. Click on the "Add to board" button next to the Managed Column that you would like to add to your board.

 

 

The column will then be added to your board with all the predefined labels ready and waiting for you to use. You cannot change or edit the labels within the Managed Column, even once you have added the column to your board.

 

Managed Column permissions 

Admins on the account can grant specific members permission to create, edit, delete, and deactivate a Managed Column, via the Administration section. Click on your profile icon in the top right-hand corner of the page, and select "Administration".

 

Click on the Permissions tab on the left-hand panel of the Administration page and select the "New role" button under Custom account roles. Under "Role name", title the role you are creating, i.e. "managed column admin". Under "Based on role", select "Members" from the dropdown list.

Once the role is created, you can set permissions for that role. In the account roles, scroll down to "Admin privileges", and select the checkbox next to "Create and edit managed columns".

 

You can now select which members on the account you would like to assign this newly created role to. Click on the Users tab on the left-hand panel of the Administration page. Scroll to the user you would like to assign this role to, click on the dropdown menu under "User role" and search for the new role under "Custom Roles".

By changing the users role to the new custom role, the member will still have all other member permissions on the account, with the additional permission to create, edit, delete, and deactivate Managed Columns on the account.

 

Create a Managed Column

As a managed column admin you can create Managed Columns on the account and determine what information is available in these standardized columns.

To create a Managed Column begin by adding a column to your board using the "+" icon, and selecting the type of column you would like to create. Set up the column by inputting the labels you would like to make available for that column.

 

 

Once the column is set up, click on the three dots in the top right-hand corner of the column and select "Save as managed column". From the window that opens, add a name and description to your column to make it easily identifiable by users.

 

Click "Next" and review the labels you have set for that column. You can add new labels in the "Search or create" bar, or delete labels by selecting the three dots to the right of the label name. When you are satisfied with the column details, select the blue "Save" button in the bottom right-hand corner.

 

 

Edit a Managed Column

Column details can also be edited on the board by clicking on the column and selecting "Edit managed column".

 

From the window that appears, in the customization tab, you can add and deactivate labels, as well as see how many boards the column is connected to.

 

By selecting the "Info" tab in the top left-hand corner, you can edit the name and description of the column, and see the activity log for the column.

Click the "Save changes" button in the bottom right-hand corner to save any changes you have made to the column.

 

Delete and deactivate a Managed Column

When a Managed Column is no longer needed across the account, managed column admins can either delete or deactivate the column.

 

• Deleting a Managed Column

In deleting the Managed Column, it will no longer appear in the Column Center and cannot be reactivated. For existing boards that have this column, the column will remain on the board, however it will no longer appear in the Managed Column list and cannot be added to new boards.

To delete a Managed Column, open up the Column Center, select the three dots in the top right-hand corner next to the Managed Column name and click on "Delete". From the window that appears, click on "Delete and unlink".

When the Managed Column is deleted, the column becomes unlinked and therefore users with existing boards that have this column will be able to edit the column as a normal column.

 

 

• Deactivate a Managed Column

By deactivating a Managed Column, the column will appear greyed out in the Column Center, and users will not be able to add the column to their boards. The column will remain on existing boards that had the column prior to deactivation.

To deactivate a Managed Column, click on the three dots next to the column name, and select "Deactivate".

Deactivating a Managed Column does not remove the column from the Column Center, and the column can be reactivated at any time by clicking on the three dots next to the column name, and selecting "Reactivate".

 

 

 

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