Workboard

Workstreams & Actions

Edit
If you're the manager or co-manager of a team, you can edit the workstream's name or purpose, its priority level, health &amp; pace, ...

Edit, Copy, Move, and Delete Workstreams

Overview
If a project or initiative is complete, the team's manager or co-manager can close or archive the workstream. 


Closing - the wo...

Close and Archive Workstreams

Publishing Workstreams
Publish any workstream to print, email or Slack by clicking the kebab (three dots) icon at the top right of any wor...

Publish & Export Workstreams

Workstream Lifecycle

Overview
Timelines offer a clear, visual way to track projects, milestones, and dependencies for a workstream, or across Workstreams withi...

Using Timelines in Workstreams

Overview
You can use the Teams Module to import data from Jira Cloud*, GitHub, and Asana into WorkBoard Workstreams. Then, use the Sync op...

Import Jira, GitHub, or Asana Data to a Workstream in the Teams Module

Overview
Column Automation helps to streamline your Workstream flow. Automaton can set Action fields such as Ownership, Status, Rating, Pr...

Automate Workstream Columns

Overview
Completion Flow (kanban) Workstreams make managing to-do lists and simple projects a breeze with a standard flow based on the sta...

To-Do Lists and Simple Projects with Completion Flow Workstreams

Overview
Custom Workstreams allow you to specify columns according to phases of a project, type of work, or both. Custom Workstreams give ...

Manage Projects with Custom Workstreams

Workstream Basics
A workstream is a body of work or a project -- an easy way to organize work you do or that a group of people does. Works...

Workstreams: Keep Work Organized

Overview
If you are working on a project with people from different departments, teams, or functional areas (such as Grow marketing and sa...

Working on cross-functional projects with Workstreams

Overview
WorkBoard offers several different types of boards to help you manage execution of strategic initiatives. There are two basic typ...

Workstreams and Visual Boards

A manager or co-manager can choose to include or exclude certain members of the team or organization on a Workstream. This will allow your...

Who can see a workstream?

The Files tab is available on Workstreams for all users. Here you'll find a consolidated list of all the files that have been uploaded to ...

Share files and assets in workstreams

Using Workstreams to manage projects

Overview
Action can be tasks, deliverables, notes, forums for discussion, key milestones, replacements for email, and more. You can add fo...

Anatomy of an Action

Overview
There are several ways to capture your own actions and route actions to colleagues in Workboard: through the Web and mobile apps,...

Add Actions

A private request is an action delegated to you that does not belong to a team Workstream. Only the person who delegated the action and th...

Private Requests

Overview
There are a variety of actions that can be completed on Actions. Most actions can be found by accessing the kebab menu (3 dots) i...

Managing Actions: Copying, Mirroring, Repeating, Delegating, and Pinging for Updates

Action owners, team managers and co-managers, and team members who delegated an action can edit or update it.
Edit in list view
To edit ac...

Edit actions

Add stakeholder to an action item by bringing them in the loop, so they are automatically notified of status changes and the conversation ...

Keep stakeholders in the loop

Workboard's Chrome Extension allows you to view, add, and check off completed tasks on your daily Action Item list without switching brows...

Chrome Extension

I can't find my actions. Where did they go?
Double check if you have set a Filter on your action lists. Click Filter at the top right of a...

Actions FAQs

Do and Delegate Work

Overview
If you're already tracking work for yourself or a team in a spreadsheet, or you have projects that tend to follow the same proces...

Import Actions from Excel

Import, Email and Text Actions to Workboard

Overview
My Work is a great place to start and end your work week, allowing you to see all of what you're responsible for, across all of y...

My Work

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