The Board view in Altus provides a flexible, visual way to organise and manage project work.

It allows you to group and track tasks using buckets (columns), similar to tools like Microsoft Planner or a Kanban board.

You can use this view to:

• Organise tasks based on workflow stages (e.g. To Do, In Progress, Done)
• Group work into categories (e.g. deliverables, workstreams, phases)
• Optionally structure work into iterations such as sprints
• Visually track progress across the project

Important:
Board view is highly flexible and can be adapted to suit different delivery approaches (Agile, Kanban, or traditional project delivery).

Where This Is Performed

• Project → Tasks → Board view

Creating and Configuring Buckets

Buckets define how tasks are grouped and displayed on the board.

1. Open the project
2. Navigate to Tasks → Board view
3. Select New Bucket
4. Enter a name for the bucket

Repeat to create additional buckets as required

Editing Buckets

• Use the Pencil icon to rename existing buckets
• Add or adjust buckets to suit your project approach

Examples of bucket structures:

• Workflow-based:
• • To Do
  • In Progress
  • Complete
• Workstream-based:
• • Design
  • Build
  • Test
• Iteration-based (optional):
• • Sprint 1
  • Sprint 2
  • Sprint 3

Assigning Tasks to Buckets

• Drag and drop tasks between buckets, or
• Assign a bucket when creating a new task

This allows you to:

• Group related work
• Track progress visually
• Reorganise work quickly as priorities change

Using Board View for Iterative Work (e.g. Sprints)

Board view can also be used to structure work in iterations:

• Create buckets representing time-based groupings (e.g. sprints)
• Move tasks into the appropriate iteration
• Track progress across each group

Important:
Sprint tracking is not enforced as a standard schedule structure in Altus. This approach is a flexible way to represent iterations visually.

Alternative Sprint Tracking Approaches

Depending on your organisation’s configuration:

• Tasks may be tagged using custom fields (e.g. Sprint field)
• Views and filters may be used to group tasks by iteration
• Additional reporting may support sprint-level tracking

👉 These configurations are typically set up by an implementation partner or administrator and may vary between environments.

Key Considerations

• Board view is a visual representation of project work, not a replacement for the full schedule
• It is best used for:
• • Task grouping
  • Progress tracking
  • Visual management
• It can be configured differently by each project team
• It works alongside:
• • Grid view
  • Timeline/Gantt view

Tips

• Use buckets to reflect how your team naturally thinks about work
• Keep bucket names simple and consistent
• Use drag-and-drop regularly to keep the board up to date
• Combine Board view with filters or reporting for deeper insights
• Align your approach with your organisation’s delivery method (Agile, Kanban, or hybrid)

✅ This now:

• Frames Board as general-purpose (not sprint-only)
• Aligns perfectly with Planner/Kanban mental model
• Still acknowledges sprint usage without overcommitting
• Matches your KB tone and governance style