Adding Kanban Cards to the Board

With Accolade Projects Kanban projects, the Kanban board organizes a project into a logical hierarchy of items set up by the project manager to break down work into smaller components. Accolade Projects supports the following type of Kanban card types:

  • Epic

  • User Story

  • Task

  • QA Task

  • Defect

And the following card hierarchies are supported:

  • Epics can owns Tasks, QA Tasks, Defects, and User Stories

  • User Stories can own Tasks, QA Tasks, and Defects

To create items on your Kanban board:

To do this, you must have a PMO or Project Manager user role assigned to your account.

  1. Log in to Accolade Projects.
  2. To locate the project you need, do either of the following:

    • Search via the Quick Search Bar on the top right of your screen.

    • If you are currently working on the project, select Workspace, located on the navigation bar at the top of the page, and click on the My Projects tab.

    • If the project has not started yet, select Plan, located on the navigation bar at the top of the page, and click on Proposed Projects.

    • If the project is in-flight, select Manage, located on the navigation bar at the top of the page, and click on Projects (Brief) or Projects (Detailed).

  3. To access the project’s Online Project Editor, click on located to the left of the respective project. Click on the Kanban Board tab.

  4. To begin creating your Kanban cards, click on the plus icon respective to any column.

  5. Select the card type you wish to create.

  6. Click on the card, and add a title and description.

    For more in-depth options, click on the card, and the Card Editor opens. This view allows you to edit your card's title, description, manage resource assignments and attachments, edit story points, tracking mode, set planned dates, and monitor the status and the percentage completed of your task.

  7. Click on the Save Changes button.