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Edit a Board

In this article

Only Administrators of the board can edit a board or make changes as explained below.

Access

From the Kanban Zone, click the ‘Settings’ icon on the top right corner, and then the ‘Board Designer’ option in that menu.

screenshot of the board designer menu

If you’re new and you’re confused with the navigation, take a look once more at our Getting Started Guide. Don’t worry, we know it can be too much when you’re just getting started!

Use

Expanding/Collapsing the Columns

screenshot of the collapsed columns

Once you enter the Board Designer, all your columns will be collapsed by default, like in the image above.

You can expand each column by clicking on the chevron in each column.

Or you can go into the menu (the three dots) in the top right corner to expand or collapse all columns at once. There are three options: ‘Collapse All Columns’, ‘Collapse Only Card Containers’, and ‘Expand All Columns’.

screenshot of the collapse menu

Working with collapsed columns 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.

Navigation

Let’s start with the navigation in this window.

screenshot of the top navigation

In the top left corner, next to the Kanban Zone logo, you can:

In the top right corner, there are:

  • a green button labeled ‘Done Editing’ to save all your changes and return to the board view,
  • the question mark that opens the help area,
  • and the three-dots menu to see the history of all your edits, as well as the ability to perform these board actions: copy, archive, and delete.

We recommend new users to leverage our extensive list of board templates and start with a board that already has the basic foundation. Once you feel more comfortable, you can start a board from scratch.

Editing the Container

In the screenshot below we have expanded all the columns, so that we can explain all the functionalities within the Board Designer.

screenshot of the board editor interface

In each column, as numbered in the image above, you can see:

  1. The title of the column, which you can edit.
  2. The minimum and maximum WIP Limits. Read more about WIP limits here.
  3. The State of the column. Read more about state columns here.
  4. The column width, which you can set.
  5. The Explicit Agreements. Read more about it here.

screenshot of the duplicate and delete menu

You also have the option to duplicate or delete the container, which can be accessed from the three-dot button in each container.

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 the 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.

Adding new containers

Next to the Backlog and next to the rightmost container, you will always see a + (plus) drop area to add a new container. No container can be added to the left of the Backlog.

screenshot of adding new containers

screenshot of the add new container menu

kanban zone - knowledge base - board designer - add containers

As shown in the screenshot above, once you click a + drop area, you will be shown 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. The containers inside this container will be displayed in a series of vertical columns.
  • Add a Container that displays Rows – This container can’t hold any cards, instead, it’s used to contain other containers. The containers inside this container will be displayed in a series of horizontal rows.

screenshot of switching to rows

As shown in the image above, when you click the three-dots menu on a container that displays Columns or Rows, you will see an option to “Switch to Rows” or “Switch to Columns”, depending on the type of container you have.

This option can be very helpful to consider different ways 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.

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