Kanban board - manage property values of asset sets

A Kanban board is an agile management tool that helps you visualize your work and your work progress. Typically, you manage publication cycles of articles on a censhare Kanban board. As a specific use case, a censhare Kanban board can also visualize the property values of a set of assets.

Target groups

Users - Consumers

Context

Kanban boards can be accessed under Content - Newsroom in the Side navigation of censhare Web. The Kanban board is available in Subject assets on the Article status tab. Depending on your customization, Kanban boards can be available in different asset types and pages.

Introduction

As a special use case, Kanban boards in censhare Web can provide you with quick overviews of your assets and their assigned properties. Your board has the appropriate customization to display a set of assets and the values of a property that is defined for this asset set. To visualize the assets on the board, predefined asset searches are used. 

Kanban board basics

A Kanban board is an agile tool to manage work projects and monitor marketing or publication cycles. Kanban boards visualize work projects at various stages of a cycle. The board uses cards to represent each work item and columns to represent each stage of the work cycle. Cards are moved from left to right to visualize the progress of the project. Kanban boards can help to shorten the cycle time of a work project. Bottlenecks, delays and empty workflows can be identified and mitigated to keep the work in a continuous flow.

censhare Kanban board - overview of asset property values

Kanban board - overview of asset property values for a set of assets

Your board is customized to display the resulting assets of these search queries. The columns display the values of an asset property and assets are listed in the columns according to the value that is set for them. For example, a Kanban board can visualize the following contexts:

• Display the Product assets that are in your censhare system, according to their product categories. Categories are displayed as columns and the assets display in the columns according to their category. For example, your products are bikes. The product assets display in columns such as City bikes, Mountain bikes or BMX bikes.

• Display the address types of all persons in your system. The address types display as columns. The person assets display in the columns, according to the address types that are defined for them. For example, check for which persons a shipping or billing address is provided.

You can drag-and-drop assets between columns to assign different property values to them. You can preview assets and open assets directly from the board. You can add or remove assets from the board.

Your administrator takes care to provide you with meaningful board customizations. If assets do not display as expected, see Visibility of articles on the Kanban board. Or contact your administrator.

Access a Kanban board

1. In the Side navigation of censhare Web, select Newsroom. The Overview tab displays the assets that contain a Kanban board.

2. Filter with Me in Created by for Kanban boards that are assigned to you.

3. Select the asset that you want to open. You can click the arrow to display its contents.

4. Double-click to open the desired asset.

The Kanban board page of the asset opens directly.

Drag assets between columns

To change the value of a property assigned to an asset on a Kanban board:

1. Select the desired asset. Multi-selection is possible.

2. Drag the assets to the desired column.

This assigns the property value of the new column to the asset.

Note: A Kanban board can be read-only. Drag-and-drop is then not possible.

View, open and edit assets on a Kanban board

You can perform standard asset actions for assets on the board. You do not have to open the asset first.

• Preview an asset: Select the asset and click Preview

  

   . The content of the asset displays.

• Open an asset: Double-click the asset or select it and click Open

  

   .

• Access standard asset actions: Select the asset and click

  

   . The standard asset actions menu opens. Select an action.

Visibility of assets on a Kanban board

Your assets may not display on the Kanban board as expected. In this case, check if the appropriate requirements are met. In case of doubt, contact your censhare administrator.

• You have the appropriate permissions for the assets.

• Property values can only be displayed for properties with value lists.

• Asset property values need to map the Property value options set for the Kanban board. Otherwise, they do not display on the Kanban board.

• The respective columns are not hidden from the board (configurable). Ask your administrator for help.

Kanban board options

A Kanban board in censhare Web is very flexible. Your administrator can customize it for other use cases. A typical use case, for example, to manage article workflows of themes and stories. If your Kanban board is customized in this way, see Kanban board - manage publication cycles. If you need any changes to your Kanban board, contact your censhare administrator.

Result

You know how to manage assets and their states on a Kanban board.