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The Board Sidebar

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Kanbanize Help
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1. The Board Sidebar location

The Board sidebar is located to the right side of each board interface.
It provides quick access to the most frequently used features in Kanbanize. 

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 2. Overview of the Board Sidebar features

From the Sidebar, users can perform certain actions and access the following functionalities (from top to bottom):  

board_sidebar_descriptions.png

(1) Create New Card/Initiative - use the plus button on the top of the Sidebar to create а new card and/or an Initiative. 

(2) Card Tokens - from this tab, you control blockers and stickers. You can use a blocker to block cards or a sticker to additionally mark them with a certain label for categorization. For more information, check the dedicated article.

(3) Board Filter -  filter your board to instantly visualize only cards that match certain criteria (for example - Owner = John). For more information, check the dedicated article.
 
(4) My Queue and Worklog - use this feature if you want to quickly see at a glance all cards,  which are assigned to you across all workspaces and boards. The panel allows you to check how much time was logged on every task.  For more information, check the dedicated article.
 
(5) Related Boards - use this feature to connect boards and easily break down work or create cards relations. Drag & drop a card from "board X" onto a related board to create a new linked card.  For more information, check the dedicated article.
 
(6) Board Background - make your workflow more stylish by adding an image or set a color as a background of your board. For more information, check the dedicated article
 
(7) Import Cards - importing Kanban cards using Excel is the quickest way to populate your Kanban board in bulk without having to create and fill in each card manually. For more information, check the dedicated article.  
 
(8) Configure Card View - customize your card and decide which card properties to be visible at the closed card view. For more information, check the dedicated article.
 
(9) Invite users - Account Owners can invite users directly from their boards.  For more information, check the dedicated article. 

(10) Board Policies - Use the Board Policies panel to look at or write about the purpose of the board and the different exit conditions of stages in your workflow. When you open it, you will see 3 fields: “Board Rules”, “Column Rules” and “Lane Rules” in which the rules of each of them can be outlined.
 
(11) More Options (three dots icon) - this menu provides access to the following features:

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