Boards View Overview

Boards are Kanban style boards used to visualize data in a workflow structure. Out in the world, you'll commonly see Kanban boards used for task management, but in Vitally, you can use them for managing a variety of objects. For example, you can create a board view of accounts by CSM, and drag and drop to reassign accounts.

How to Create Boards

How To	How To Visual
How to create a Board View: Select the + sign to 'Add a view inside' Select Board Select a Data Source Select what you want to Group By Select the Property Name your Board You could also search for Existing Views Select Create View
Supported Group By in Boards: You can group Boards by The object you've selected in the data source Account Organization From there you can select the property to group by. For example, if you've selected to group by the task object, you'll see options such as category, completed by, due on, status, etc... Alternatively, if you select to group by the Account you'll see options such as traits, subscription details, segments, etc... This gives you the ability to build out Boards that help you project manage or just keep yourself organized in a way that works for you or your team.

Board Use Cases

Boards can be used for many use cases. Below are just some ideas to help you envision the capabilities:

Grouping boards by dates: One example is grouping renewals by renewal month. The resulting board will have one column for each time unit (month in this example) within the specified range plus one column for all values before the range, and one column for all values after.
Manage Tasks by team members: Need insights into how many open tasks each member of your team has? Create a Board to get a quick and easy visual of tasks across teammates, and drag and drop tasks to reassign them as needed if someone is out of office.
Organize Tasks across your book of business: If you’re a CSM, managing tasks across your entire book of business can be overwhelming at times, and things can slip through the cracks. Creating a Board to visualize and manage tasks across your different owned accounts makes it easy to keep on top of all your to-dos in one place.
‍Visualize Opportunities throughout your pipeline: Using Custom Objects to bring deal information into Vitally from your CRM? Boards help you visualize Opportunities or Deals across your pipeline and even move a deal from one stage to the next by simply dragging and dropping.
Manage Tasks by status: Creating a Board View of Tasks grouped by status gives you a birds-eye view of all Tasks to see what's in progress, not started, and completed. Simply drag and drop a Task to its new status as you and your team work through daily to-do's.
Manage and track Custom Objects: Track Custom Objects like Jira tickets or Opportunity Stage!

Managing Boards

Now that you've created your Board there are a few other items you can do to manage and track your data.

Managing Boards	How To Visual
Drag and Drop One of the best features of Kanban Boards is being able to drag and drop tiles from one column to another easily. Depending on what you're grouping by, if you have access to edit the property you can drag and drop to another column which will then edit that property (aka trait)
Properties shown Each tile will display properties (aka traits) that you can pick and choose from on the top right within the eye icon. Don't forget to select Save Changes on the top right if you want to permanently save these changes!
More Options (editing your Board) Select the meatball icon (three dots) on the top right to be able to see more options. Here you'll be able to: Sort by: change the 'grouped by' Direction: sort by ascending or descending Overflow: Show items outside your current date range Displayed as: choose the timeframe between days, weeks, or months that your columns as displayed as

When cloning a board view, it will clone saved columns, display properties, filters, and sort options.

FAQ

Q: I can't use all fields in a Board view configuration, why?

A: Not every field can be used in board configuration, open text and date fields are examples of this.

January 2024 Releases