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Edit a Board

In this article

Access

Click the Board Designer icon in the top/right navigation.

Use

Expanding/Collapsing the Columns

board designer - collapse column

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’.

board designer - collapse expand columns

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.

board designer - 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,
  • and the three-dots menu to see the history of all your edits, as well as the ability to copy and delete your board.

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 a Card Container

In the screenshot below, we have expanded a card container (grey column), so that we can explain all the functionalities associated with a card container.

board designer - card container

In each card container, 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.

board designer - card container 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 Card or Layout containers

Everywhere you can add a new container, you will always see a + (plus) drop area to add a new container.

board designer - plus areas

As shown in the screenshot below, once you click a + drop area, you will be shown the ability to add a Card Container or Layout Containers of type Horizontal or Vertical:

board designer - add a container

Card Container

  • Add a Card Container – 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.

board designer - add card container

Layout Containers

  • Add a Horizontal Layout container – 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.

board designer - add horizontal container

  • Add a Vertical Layout container – 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.

board designer - add vertical container

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

board designer - switch layout container

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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