1. Introduction
With the Related Board feature, users can connect Cards' workflows across the account for better management and visualization.
The miniature maps of all boards' workflows that you choose to relate will show up in a side panel, allowing you to easily create and track linked cards between them.
Note: this action is available only to users with the Account Owner or Workspace Manager roles.
2. How to use the Related Boards feature?
Step 1: Open the Board that you want to relate with the other boards' Cards workflows.
Step 2: Select the Related board's icon, located in the Sidebar to the right of your board interface.
Step 3: The system will notify you that the current board has no related boards yet.
It will prompt you to select the boards you want to connect. To select boards, click the plus icon or follow the link at the bottom of the message.
Step 4: The Board Lists panel opens up. It contains a list of all boards in your account.
Checkmark the Board name to relate its respective Cards Workflow. If the Board contains multiple Team workflows, you will be able to select a specific one.
Click Select at the bottom of the panel to relate the boards.
The Cards workflows of boards you relate get visualized in the dedicated Related Boards panel (Img.1 - right side panel).
Moreover, the panel displays all cards from the respective boards that are linked to any card on the board that you have currently opened.
(1) use the arrow at the top right corner to open the related board in a new tab.
(2) use the delete icon if you want to remove a related board from the panel.
(Img.1)
* Open the image in a new tab to get a closer view.
Important:
Once the boards are related you can use the panel to create new cards into the related boards' flows and to establish a relationship between the cards. You can perform this using the Related board panel capabilities. Just drag & drop a card from the currently open board into the related board's workflow that is visualized in the side panel. Select the type of relationship that you want to establish and name the new task.
Check the short video below.
In addition, you can use the side panel to create further dependencies between the existing cards in the related boards. Drag а card in the related board panel over another card and establish the dependency between the two items.
Select Ctrl and click over a card in the currently opened board to instantly filter out the cards in the side panel and display only those that are linked to it.
