Levelling up Workboards
Over the last few months, we’ve been looking at ways to make it easier to manage the flow of work across the Cascade platform. Building on the recent launch of simple status, we’re unveiling some improvements to Workboards to help take your work to the next level.
Key highlights:
1. Drag-and-drop goals - with a few simple steps, Workboards can now be used as a Kanban board! In addition to the status picker, you can now update the status of a goal directly from Workboards by picking up a card and moving it to another column.
Here’s how goal drag-and-drop works:
- To get started, bring up the Workboard Column view and apply the Group By Status option. Note the status drop-down is disabled on this view.
- Click to pick up a goal card, and drag it to the desired column (status) - this will be indicated by an area bounded by a dotted line. Note you must have edit permissions for the goal to drag-and-drop.
- When dragged to a new column, goals will be sorted in ascending order based on the goal ID (unique identifier for a goal).
Remember that simple status allows you to manually set the status of your goals, independent of progress. This means your goal first needs to have the manual status method enabled, which allows drag-and-drop.
- If you move a goal with automatic status enabled to another column, you’ll be prompted to switch to the manual method.
- There are two options here:
- Accept the change and proceed with status update (card will move to new position)
- Reject the change by dismissing or closing pop-up - this maintains the goal’s current status (card will return to its original position)
- As with the status picker, a banner message will be displayed to confirm any change to the status method and provide the option to undo if required.
2. Goal card redesign
Key changes:
- Status picker and progress bar have been added
- Icons have been introduced to represent tasks (not completed), risks (unresolved) and alignment (1 level up and 1 level down)
- Goal owner is now indicated on bottom right of the card
- Status column design has been refined and is now fixed in place while scrolling so you always have the right context
- The height of cards has been reduced so more cards are visible at a glance
As always - to drill down into a specific goal, click the goal title to launch the sidebar.
Here are four ways the goal card re-design can help you level up:
- Instantly see where efforts are falling short - If the due date for a goal has passed, the due date and icon will be displayed in red.
- Connect ‘who’ with ‘what’ - hover over the goal owner to see how many co-owners are assigned to the goal. For more detail of co-owners, launch the sidebar by clicking the goal title.
- See your progress at a glance - the progress bar will gradually fill up as the target value is reached. If the target is reached or exceeded, the progress bar will become solid.
- See relevant details at a glance - If the number of incomplete tasks, unresolved risks or alignment (1 level up and 1 level down) = 0, the count will be displayed with a dash (‘-’)
I’d like to level up my Workboard - where to from here?
This feature is now live across all client instances, so give it a whirl. We’d love to hear your feedback!
Some other updates you’ll notice in this release:
🔧 Improvements
- Order of status values across platform has been refreshed to better reflect the goal lifecycle. Goals will now be displayed on Planner, Workboards, Dashboards (goal and table widgets), Snapshots, drop-downs and settings in the following order: Not Started > Behind > On Track > Nearly There > Overdue > Complete.
- Long goal titles (> 75 characters) will be truncated on smaller screens when viewed on Planner
