![]() After filling out the card, click the X in the upper left corner and your card will appear in the group. You can then fill in the value for the property.įigure G You can add as many properties as you need, which will be available for all cards. To add a new property, click Add a Property in the card creation window and then select a type from the drop-down (such as text, number, email, phone, etc), give the property a name ( Figure G), and hit Enter on your keyboard. By default, the template will be limited to what Mattermost assigns, based on the template you’ve chosen. One thing you should make sure to do is to create new properties as you build cards. To create a new card, click the New button under the target group and fill out the necessary information ( Figure F).įigure F Creating a new card allows you to add plenty of information. You can easily rename any of the groups by simply clicking on one, deleting the original name, and typing a new one. Mattermost will automatically build your board and populate it with groups (columns) and cards ( Figure E).įigure E Our new board is based on the Content Calendar template. Select one of your channels and you’ll find yourself in the template selection window ( Figure D).įigure D Here is where you select a template for your new board.įor my new board, I’m going to select the Content Calendar template. You should see any channels you’ve created listed here ( Figure C).įigure C Your channels are also part of your boards. To get to the kanban boards section, click the square icon in the upper left corner ( Figure A).įigure A Switching between features happens here.įrom the resulting drop-down menu ( Figure B), select Boards.įigure B This menu is also where you gain access to the other features in your Mattermost account. Log into your Mattermost account and you’ll find yourself on the default tool, Channels. How to create a kanban board in Mattermost Once you’ve obtained a Mattermost account, it’s time to create your first kanban board. I’ll be demonstrating on the cloud-hosted version (but will be writing a how-to on deploying Mattermost to your on-prem server soon). To work with Mattermost kanban boards, you’ll need either a self-hosted Mattermost deployment or one hosted on the Mattermost cloud. You can create kanban boards for the likes of content calendars, meeting agendas, personal goals, personal tasks, project tasks, roadmaps and even build your own templates. One of the best features of the Mattermost kanban solution is the ability to easily create kanban boards based on templates. ![]() ![]() But the feature I want to point out at the moment is the Mattermost kanban board option. Because Mattermost includes a powerful discussion tool (with channels and other collaborative features), as well as playbooks (to create and automate repeatable procedures). They do and it’s an outstanding option for anyone needing a highly functional collaboration platform. TechRepublic Premium editorial calendar: IT policies, checklists, toolkits and research for download Organizations are far more likely to realize value from AI when their workers do SEE: Hiring kit: Project manager (TechRepublic Premium) Must-read CXO coverageĭeloitte: The top tech trends on the horizon That hunt led me to Mattermost, a service I had no idea included kanban boards. I’m also constantly looking for more and where kanban boards can be used. Since then, I’ve employed them for all types of projects and needs (from fiction writing to home projects, and even client management). Image: Elnur/ShutterstockĪbout a year ago, I realized just how much more efficient my workflow could be when using kanban boards. Jack Wallen shows you how to use the feature to better empower your collaborative efforts. Mattermost includes a very powerful kanban board option.
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