Board

Nektion boards are useful for displaying data divided into a few groups. For example, a use case could be displaying Features divided into categories based on their states.

Picture 16: A board view

Start by creating a board view (you can call it “Kanban”) as instructed in chapter “Creating Views” and open its details view in front of you. Enter the following formula to the Items fields:

NODE()->> ”Product Context”:1234569 _|TYPE(“Feature”:1234572)

The operator _| is used to filter out from all the items we have in Product Context the ones that meet our criteria, in this case the items that are of type Feature.

From the “Views” section, click the “Add” button and add a “Board dynamic columns” item. You could name the item “Feature States”, for example. Dynamic columns allow the amount of columns to be dynamically changed depending on the situation. Here, the aim is to include every Feature State, and, if need be, to automatically add any new ones to the board should you create any.

Into the dynamic columns’ items, enter the following formula:

ITEMSOFTYPE(“Feature State”:1234571)

Next, in the dynamic columns’ details view, add a “Board column” item under the dynamic columns you just created. Its name could be, for example, “Features Per State”. For its items, enter the following:

NODE()->”State Context”:1234573
Picture 17: Board setup

Now open the board. You should see a view like this, if you don’t yet have the Feature States created

Picture 18: Adding a column

You can create the Feature States by right clicking the column title. A useful way to divide the states could be:

  • New
  • Validation
  • Next up
  • Development
  • Done

Now if you have done all this you will have … an empty board. The thing is that the Features you created in the tree view don’t yet have any state set for them. Right click on the tree view tab (“backlog” if you named it as was suggested) and select “open to right”. Now you should have both the board and the tree view open and you can close other views that are open.

You can now drag-and-drop Features from the tree view to the Board and thus set the state to whatever you want. And of course you can drag-and-drop the Features you have on your board to change the state again. You can also create new Features in the board by hovering your cursor on the bottom of a column – the Features that you create in the board are also automatically visible in the tree view.