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Boards and Workstreams keep work organized

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. Workstreams contain action items, and they can have a workstream lead, a start and end date, a long description or narrative, and other attributes.  

Workstreams can be ongoing activities like Month End Close for a Finance team, or New EU regulations compliance for short-term projects with specific completion dates. Use Boards to visualize and organize your workstream with the same flexibility as you would organize sticky notes on a whiteboard. Screen-Shot-2018-04-19-at-1.16.08-PM.png

When you create a Workboard account, your team will have a default or sample workstream to get you started, and you will also have a personal workstream.   All members of the team can see the action items in a team's workstream. Only you can see the action items in your personal workstreams. Many users track their personal to-do list in their personal workstream so everything they need to do is in one place.

See a list of all the teams and workstreams you're included in from the side pane on the Boards page.  As you first get started in Workboard, it's helpful to keep the side pane open so you always have easy access.  Re-order the list to what's most convenient to you by clicking and dragging either a team name or a workstream.

Team managers or creators can change the workstream name and add more workstreams; they can enable other members of the team to add shared workstreams too.  

Already tracking work in Excel or a Google sheet?  

Moving out of another task or project app? You can import to do items directly into Workboard and the right workstreams. Export the data in CSV format, and import as you would an Excel file.   It's fast and easy; here's how.

Manage Team Work, Access Team Files, Link Work to Goals and More!  

Use the tabs at the top to see:

Boards: a customizable view of all the action items in the workstream. There are two types of boards: Completion Flow boards automatically track action item progress by status, while create-your-own custom boards allow you to add and remove columns as needed, and group actions in different states in each column. Personalize your board by changing column names or background image, and drag-and-drop action items between columns or to sort them within columns. Click on individual actions to make comments or updates.

List view: a list of all of a team's action items. Make changes inline to individual action items, or use the Bulk Change link to make changes to several action items at once. Sort and filter the list by date, status, priority or owner. 

Recent Activity, which is a handy list of who's updated, added, commented or completed something in the workstream.   

If your workstreams align to Objectives, you'll find a tab with those OKRs and their status.   

Files attached or linked to any action items in workstream are collected in one place making it easy to share files with the team. Don't remember what the doc was attached to?  Filter on file type, person or action status to find it quickly.  If everyone needs the same template, roadmap or video, just drag and drop to the workstream file area.  ** This is a Workboard Elite and Enterprise feature.

If you're the team owner or a team admin with permissions, you have more workstream management options in the kebab (three dot) menu: 

Manage Workstream Lifecycle: Close and Archive workstreams when they're no longer active.  All the actions, comments and links will be filed away, where you can access them later if you need to.  (Managers or someone with team admin permission can close and archive.) 

User Permissions: Exclude team members from this workstream, or include other teams or people to collaborate across functions easily.  

Workboard Elite also offers a Priorities & Risks dashboard which collects all high priority and red flag action items from across all of your workstreams in a centralized place for easy follow up and status updates.

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