Introduction to Board Policies
To improve the visualization of your process policies, you can use the “Board policies” feature.
When you open it from the sidebar menu, a window will pop up with 3 fields: “Board Rules”, “Column Rules” and “Lane Rules”.
1. Board Rules Properties
You can use the Board Rules description field to input a description of your board. For example, you can include specific guidelines that your team needs to follow when working on a given board. You can display images here too, so it can also be used as a type of bulletin board as well.
2. Column Rules Properties
The Column Rules provide additional information on the different columns/stages in your work process. Under every column, you will find what policies apply to it (if any). They are organized into 3 groups: “Description”, “SLEs” and “Business Rules”.
The Description window of the Column Rules works differently than the one for the Board Rules.
From the Column Rules Description menu (which can be accessed by clicking on the pencil icon), the following window will appear and allow you to edit the selected column settings:
- Column name - From here you can change the name of the column as it appears on the board
- Column limit - From here you can change the limitation of cards for the selected column. Whether or not this is calculated based on the cards' count or size can be changed via 'Edit workflows'.
- Cards per row - From here you can configure how many rows of cards would be visualized - by default, this is set to 1.
- Column description - Here you can outline specific instructions or procedures for your team regarding the intended usage of this column. They will be visible in the board policies tab or by clicking on the information icon next to the column name.
- Column type - You can change the type of the column from this window if needed.
From the Service Level Expectations menu (which can be accessed by clicking on the pencil icon), the following window (shown below) will appear. From the window, you can (1) Create a new SLE for the selected column or (2) change an existing one as well as enable or disable them. You can also search for SLEs from the filter at the top.
From the Business Rules menu (which can be accessed by clicking on the pencil icon), you can access the list of rules that are applied to the selected column. If there are no such rules applied, the business rule administration window (that contains all rules) will open instead. From this window, you can (1) add new rules, (2) edit existing rules, and (3) enable/disable rules. You can also search for a specific business rule from the filter.
There are two main ways we recommend utilizing the column rules:
- The description can be used to explain the process that happens in each column or outline the exit conditions of cards from said columns.
- Monitoring the policies, business rules, and SLEs applied to the columns in the workflow.
3. Lane Rules Properties
As the name suggests, “Lane Rules” visualizes the lanes in your process including the policies that apply to them. Just like the Column Rules, it gives you a summary of the existing description, SLEs, and business rules for a given lane and allows you to edit them. The only difference is the Lane Description window: