Microsoft 365
Office
Microsoft Support
Windows
SurfaceProducts
Xbox
Deals
Account & billing
Support
Devices
More
Templates
More support
Use task boards in Microsoft
Project Online Desktop Client
Project Online Desktop Client
If you're a Project Online subscriber, you can work with your projects in a more agile
way in the Project Online Desktop Client. If you are used to using Kanban for Scrum
methodologies to manage your projects, the Project Online Desktop Client allows you
to create and manage your projects in a familiar way through the use of task board
views of your projects and the ability to create sprints-based projects.
Important:
◾
The features described in this article are only available with the version of Project
available with a Project Online subscription. To check which version of Project you're
using, open Project, choose File, and then select Account. Under Product
Information, you have the subscription version if you see the following:
◾
Was this information helpful?
Yes
No
Additionally, some functionality is introduced gradually to organizations that have
×
◾ Add more information to task board cards
◾ Add sprints to an existing project
◾ Create a new Sprints project
◾ Plan your project with sprints
◾ Get agile reports
View your project in a task board
If you are used to working with projects with Kanban features such as boards, Project
lets you view and manage your existing traditional "waterfall" projects in a Task Board
view.
To view your project in a task board:
◾ Open your project, and then, on the View tab, in the Task View section, select Task
Board.
Your project tasks will display as boards in the Task Board view.
Was this information helpful?
Yes
No
×
Note: In order for a project task to display in Task Board view, the Show on Board
setting for the task must be set to Yes (the default setting).
To change the Show on Board setting for a task:
1. Open your project in the Gantt Chart View.
2. In the Gantt Chart for the project, select Add a New Column.
3. From the list, select Show on Board.
4. The Show on Board column will display the value for each task (Yes or No).
5. To change the setting, click the value for the task, and select the value you want to
change to.
6. Save your changes.
Add more information to task board cards
When tasks are displayed in Task Board views, task "cards" will by default show
Was this information helpful?
Yes
No
several base fields along with the task name (the resource assigned to it, and a
×
checkmark if the task has been completed). You can choose to provide more
information in the task cards for your project (such as custom field information) by
using the Customize Task Board Cards feature. This will allow you to display
information for up to five custom fields in each task card, as well as select the base
fields that will show.
To customize task cards for a project:
1. Select the Format tab, and then select Customize Cards.
2. On the Customize Task Board Cards page, in the Base Fields section, select the
Base Fields that you want to display.
3. In the Additional Fields section, click the drop-down menu and select the custom
field you want to display. You can select up to five custom fields.
Was this information helpful?
Yes
No
×
4. Click OK.
You should now see all task cards for the project display with the fields you
selected.
Note: Card customization settings are specific to the project in which they were set. If
you want to view the same customizations in other projects, you will need to configure
them for those projects as well.
Add sprints to an existing project
Now that you can view and manage your project through a Task Board, Project also
lets you add sprints to it. After adding more sprints to your project, the Sprints tab will
provide you additional sprints features.
To add sprints to your project:
1. On the Project tab, choose Manage Sprints.
Was this information helpful?
Yes
No
×
2. On the Manage Sprints page, your first sprint is added by default. You can edit the
Length and Start information provided for Sprint 1:
◾ Length: The duration of the sprint.
◾ Start: The date the sprint starts.
3. In the Add Sprint section, specify the information for additional sprints you want
to add:
◾ Sprint Start: The start date of the sprint you are adding.
◾ Duration: The length in time fo the sprint (for example, one week).
4. Select Add Sprint. This will add an additional sprint to your project.
Was this information helpful?
Yes
No
×
5. After you have added all your sprints, select OK.
After you have added additional sprints to your project, a Sprints tab will display in
the ribbon, allowing you to manage your sprint features in the project. Using these
features is described in the Plan your project with sprints section.
Was this information helpful?
Yes
No
×
Create a new Sprints project
Not only can you add sprints to an existing project, but you can also create new
sprints-based projects from the Sprints Project template.
To create a new Sprints project:
1. Choose the File menu, choose New, and in the Featured templates, select Sprints
Project.
2. The Sprint Planning Board will display, allowing you to add your project tasks and
move them to different sprint cycles.
Was this information helpful?
Yes
No
×
Plan your project with sprints
To run a project with sprints in Project, you first need to add tasks to your project, then
assign tasks to sprints, and finally move tasks across the board as your team works on
and completes them. You can then use sprints views to see tasks assigned to specific
sprints.
You can see all of your agile tasks in the Gantt chart view and manage them using
both traditional waterfall methods and with sprints. You can also run only a subset of a
traditional project using sprints. See manage your tasks with sprints in the Gantt chart.
Add tasks to your projects
The easiest way to add new tasks to your sprints project is:
◾ Task Board View: Select the New Task button on any of the Task Board views to
create a new task.
◾ Gantt Chart View: Tasks added through the Gantt Chart view will also add them to
the Task Boards as well.
◾ Task Board sheet view: You can similarly add new tasks through any Task Board
sheet view.
Each of the above methods will add the new task to the Not Started column in the
Task Board.
Was this information helpful?
Yes
No
×
Assign tasks to sprints
After you create the list of tasks for your project, you sort these tasks into sprints
according to when you want those tasks completed. First, you'll need to define sprint
length and dates, and then you can move tasks to specific sprints.
To define sprint length and dates:
1. Do one of the following to get to the Manage Sprints page.:
◾ On the Sprints tab, choose Manage.
◾ On the Projects tab, in the Properties group, choose Manage Sprints.
2. On the Manage Sprints page, your first sprint is added by default. You can edit the
Length and Start information provided for Sprint 1:
◾ Length: The
duration
of the sprint.
Was
this information
helpful?
Yes
No
×
◾ Start: The date the sprint starts.
3. In the Add Sprint section, specify the information for additional sprints you want
to add:
◾ Sprint Start: The start date of the sprint you are adding.
◾ Duration: The length in time fo the sprint (for example, one week).
4. Select Add Sprint. This will add an additional sprint to your project.
To move tasks to specific sprints:
1. On the Sprints tab, in the Views group, choose Planning, and then choose Sprint
Planning Board.
Was this information helpful?
Yes
No
×
2. On the Sprint Planning Board, drag tasks from the No Sprint column to
whichever sprint you want to accomplish them in.
Tips: You can also assign tasks to sprints in sheet view by changing the contents of the
Sprint column. To get to sheet view:
1. If you are in a board view, choose the Format tab.
2. In the View group, choose Sheet.
Move tasks across the board
As your team works on tasks within specific sprints, you can move them across your
Task Board to track their progress towards completion.
1. Do one of the following to go to the Current Sprint Board view:
◾ On the Sprints tab, in the Views group, choose Sprint, then Current Sprint
Board.
◾ On the Views tab, in the Task Views group, choose Task Board, then More
Views , and then choose Current Sprint Board.
Was this information helpful?
Yes
No
×
2. Project provides three columns to start you off: Next up, In progress, and Done.
◾ To change the name of a column, right-click the column name, choose Rename,
type a new name, and then press Enter.
◾ To add more columns, to the right of the last column, choose Add New
Column, type a name, and then press Enter.
3. Drag-and-drop tasks to the columns that match their status.
Tips: You can also change a task's status in sheet view by changing the contents of
theBoard Status column. To get to sheet view:
◾
On the Sprints tab, in the Views group, choose Sprint, then Current Sprint Sheet.
Was this information helpful?
Yes
No
×
◾
On the Views tab, in the Task Views group, choose Task Board, then choose Task
Board Sheet.
See tasks assigned to specific sprints
You can see all tasks assigned to specific sprints through Task Board views available on
the Sprints tab.
1. Select the Sprints tab to display the Sprints ribbon.
2. In the ribbon, select Sprint, and from the drop-down select the specific sprint that
you'd like to view.
For example, selecting Sprint 2 would show tasks for that specific sprint in the
Sprint Board.
You can also view tasks that are not assigned to sprints by selecting No Sprint.
Was this information helpful?
Yes
No
×
Manage your agile tasks in the Gantt chart
You can track your Project tasks in the traditional waterfall view and task boards at the
same time, without affecting either view. The task boards views add information to
tasks, but don't take away Gantt chart task details. You won't see all task details in the
Task Board views, but it will all still be there in other Project views.
You can limit which tasks appear in your Task Board views -- for example, if you have a
large project and only want to track a small part of it using sprints.
To manage which tasks show up in the Task Board views:
1. On the Task ribbon, choose Gantt Chart.
2. Choose the last column in your chart: Add New Column.
3. In the column list, choose Show on Board.
4. All tasks are set to Yes in this column automatically. To remove a task from your
agile views, change the Show on Board column value to No. This task will no
longer appear in Task Board views.
Get Task Board reports
Project provides built-in Task Board reports on task, work, and sprint status.
Was
this reports:
information helpful?
To find your Task
Board
Yes
No
×
1. On the Report ribbon, in the View Reports section, select Task Board.
2. Choose a report.
Example of one of these reports:
Expand your Office skills
Get new features first
EXPLORE TRAINING
JOIN OFFICE INSIDERS
Was this information helpful?
Yes
No
×
What's new
Surface Go 2
Surface Book 3
Microsoft 365
Surface Pro X
Windows 10 apps
Microsoft
Store
Education
Enterprise
Developer
Company
Azure
Microsoft
Visual Studio
Careers
Account profile
Microsoft in
education
Download
Center
Office for
students
Microsoft Store
support
Office 365 for
schools
Returns
Deals for
students &
parents
Order tracking
Store locations
AppSource
Windows Dev
Center
Automotive
About
Microsoft
Company news
Government
Developer
Network
Healthcare
TechNet
Manufacturing
Financial services
Microsoft Azure
in education
Privacy at
Microsoft
Investors
Microsoft
developer
program
Diversity and
inclusion
Channel 9
Accessibility
Office Dev
Center
Security
Retail
Buy online, pick
up in store
In-store events
Microsoft
Garage
English (United States)
Contact us
Terms of use
Privacy and cookies
Was this information helpful?
Trademarks
Yes
Safety & eco
No
© Microsoft 2020
×