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2. Design your boards and lanes

Whether the rollout works is mostly decided here.

A board is a playing field where tasks sit. The default rule: slice by the group of people who look at it every day.

Slice by Good when
Team You have standing teams. The safest default
Project Several time-boxed engagements run in parallel
Area / feature Ownership is fixed and cuts across engagements

Note that projects exist as a separate concept. If you want to group work inside one board, use a project rather than another board.

Add and switch boards from Switch board in the header. In the sidebar you can put boards into groups and pin the ones you use most.

A new board starts with three lanes.

Lane Kind Role
TODO System Not started
DOING System In progress
DONE System Finished

These are system lanes and cannot be renamed, because completion logic and analytics use the distinction.

Add your own lanes in between. Drag lane headers to reorder, and change lane colors.

Worth adding: stages where waiting happens.

  • Awaiting review
  • Awaiting confirmation
  • Awaiting approval
  • Awaiting release

With these as lanes, one look at the board tells you how many items are stuck where. Lowering your synchronous share starts with making that visible.

Not worth adding: lanes per person. Assignees are a field on the task, and the header filter can narrow by them. Filling lanes with people hides the stages.

For a team working together from writing to publication, use a Customer Experience board and a Help Center Launch project. Start with these four lanes.

Lane Example task Next action
TODO Collect common support questions Turn support questions into article ideas
DOING Draft the getting-started guide Write the steps for a new user
Review Review the account setup article Try the steps and return feedback
DONE Agree on the article outline The outline has been agreed

Review is a custom lane placed between DOING and DONE. When moving a task into review, pass the ball to the reviewer too, so the next person to act is clear.

Customer Experience board with sample tasks in TODO, DOING, Review, and DONE

Lanes show the stage of work. Help Center Launch is the project; Documentation and Bug are labels.

3. Move your first task