From the Kanban zone, click the Settings icon, and then the Board Designer option in that menu.
Once you enter the Board Designer, all your columns will be collapsed by default.
You can expand each column by clicking on the chevron, or go into the ooo menu in the top/right to expand or collapse all columns at once. Working with collapsed column will permit you to see more columns in the board Designer, so that you can focus only on the area of the board that you need to edit. Please note that you can use that drag & drop icon (four arrows), which is situated next to the collapse chevron, to move columns around even if they are collapsed.
In the screenshot below we have expanded all the columns, sot hat we can explain all the functionality within the Board Designer.
In the top/left, next to the Kanban Zone logo, you can edit the Title of the board. If you have Groups created for your organization, you can assign this board to a specific group that you have predefined under your organization settings.
In the top/right, you will see the green button labelled “Done Editing“. Once you click this button, all your changes will be saved and you will return to the board view to see all your changes. Next to this button is the (?) that opens the help area and lastly the ooo menu to see the history of all your edits, as well as the ability to perform these board actions: copy, archive and delete. The last section of this menu has been covered above in the section covering the ability to expand/collapse the containers of your board.
We recommend for new users to leverage our extensive list of board templates and start with a board that already has the basic foundation for the board you are looking to create. Once you feel more comfortable, you can start a board from scratch. We guarantee that Kanban Zone’s board designer can create the most complex boards you can imagine. If you need help, you can schedule a coaching session with one of our Kanban coaches who will guide you through the best way to create your board.
Adding new containers
The first container on the board is your Backlog column. You can edit the name of this column, set a Minimum WIP limit and enter explicit agreement, but you can’t move this container, set a Maximum WIP limit, or modify the state of this column. Only one column can act as a Backlog. Next to the Backlog you will always see a + drop area to add columns to the right of the Backlog. No container can be added to the left of the Backlog.
You will also find + drop areas on the right of each container. Don’t forget that the board itself is a container, so on the right of all your containers, you will see a + drop area.
As shown in the screenshot above, once you click a + drop area, you will be show three options:
Add a Container that holds Cards – Only this type of container can hold cards, so you can build a board just by using this type of container. The other two types of containers (described below) are used to organize these Card containers to create the board layout that you need. Don’t forget that only this container can hold cards.
Add a Container that displays Columns – This container can’t hold any cards, instead it’s used to contain other containers. You can nest containers to create the layout you desire, but you will need to make sure to have a container that can hold cards as a container within this one. Choosing this container will permit to display containers inside this one in a series or vertical columns.
Add a Container that displays Rows – This container can’t hold any cards, instead it’s used to contain other containers. You can nest containers to create the layout you desire, but you will need to make sure to have a container that can hold cards as a container within this one. Choosing this container will permit to display containers inside this one in a series or horizontal rows.
As shown in the screenshot above, when you click the ooo menu on a container that displays Columns or Rows, you will see an option to “Switch to Rows” if you are currently using a column container that displays Columns, or “Switch to Columns” if you are currently using a column container that displays Rows. This option can be very helpful to consider different way to visualize your board. It can also save you a lot of time by quickly seeing what the other way of organizing your containers may look like, without having to recreate all these containers.
Please note that clicking on the ooo menu for a container that holds Cards will not offer this switch option. All containers can be duplicated or deleted from this ooo menu.
We explained above the Backlog container, as being different than all the other containers. Now we will explain how all containers can be edited.
Containers that displays Columns or Row – Since these types containers can’t hold cards, they are used strictly to create your ideal layout. They have less options than the Card container that we will explain next. You can edit the Title, the WIP Limits (Minimum and/or Maximum and the Explicit Agreements.
Container that holds Cards – The containers can do everything that the containers explained in the bullet above (Title, the WIP Limits and Explicit Agreements), but these must also be associated with a State (To Do, Buffer, In Progress, Done, None). These column states are critical in Kanban Zone as they drive metrics and are used in many areas to visualize your data. Learn more about these card container states here…