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Workstreams Visual Overview support

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Workstreams Kanban board

Not to be mistaken for that sticky-note bulletin board in your office, a Workstreams kanban board gives you an instant real-time overview of work in progress based on relevant channel discussions - making it simpler, more timely, and more structured than competitors.

Even more importantly, the Kanban board provides the perfect compliment to the Slack and Microsoft Teams apps. Whereas the Slack and Microsoft Teams apps allow you to work on the task-level, the Kanban board lets you see the overall view of all your projects, all your tasks, and how each is progressing from left to right across your board, that is, towards completion which is what it is all about.


Horizontal scrolling on the Kanban

We made it easy to scroll left and right so you wouldn’t always have to squeeze your entire workflow into the confines of a single screen.

  • On the taskboard

TIP–You can use X on your keyboard to toggle between expanded and collapsed worksteps.

Customizable worksteps

Workstreams.ai kanban boards work best when their worksteps are named and arranged in a way that best reflects the real-life steps that your team takes to get work done. We have given you the flexibility to set things up in exactly that way.

One of the most powerful features of the Kanban board is the ability to customize the worksteps. planned, as well as the last step: completed. Everything in between is up for discussion. Every team tends to have their own unique process. With this in mind, the in progress steps between planned and completed are completely customizable.

PRO users TIP–While our standard plan lets you make up to five steps in between planned and completed, all of our PRO users can use up to 15. Amazing!

  • On the taskboard

For example, let’s revisit our Recruit Programmers task in our #recruit-development-team taskboard. What does it take to get this task to completion? In a larger company, there are typically several steps, such as:

  1. Prepare Qualifications List.
  2. Notify Recruiters in HR.
  3. HR Posts Recruitment Ads.
  4. Review CVs.
  5. Choose Interview Candidates.

Customizing your Kanban board to reflect these steps takes seconds. What? Yes, that is not a typo. You can set up an entire process in a project in mere seconds. Here’s the steps…

Customizing “In progress” steps

  1. Go to the taskboard on your Kanban board. For example: #recruit-development-team.
  2. Click the gear icon
  3. Replace "In Work"with "Prepare Qualifications List."
  4. Click the + Add new step button directly below "Prepare Qualifications List." A new step is added.
  5. Replace "Name of your work step"with "Notify Recruiters in HR."
  6. Click the + Add new step button again and add: "HR Posts Recruitment Ads."
  7. Click the + Add new step button again and add: "Review CVs."
  8. Click the + Add new step button again and add: "Choose Interview Candidates."
  9. Press the Save button. Like magic, you now have a 5-step process for recruiting the personnel you need for your project.

TIP–Notice that the HR department needs to get involved here. Just add the necessary people from HR to your #recruit-development-team and then you can assign them to tasks 2 and 3.


Workflow templates

We know that many internal procedures are similar in many workplaces. To save you time, we have created essential workflows that reflect these procedures - leaving you free to start with more than just a blank slate, but still able to edit things to fit your company’s needs.

  • On the taskboard

  1. Go to the channel on your Kanban board #recruit-development-team.
  2. Click the gear icon in the upper-right corner of the channel lane. The Configure channel dialog displays.
  3. Note the Use a workflow template dropdown menu.
  4. Select your desired workflow template.
  5. The graphic below previews how your taskboard will look like.
  6. Re-arrange and edit the columns if necessary.
  7. Click Save to use the workflow template.

TIP–In order to use a workflow template the "in progress" column of your taskboard must be empty, with no tasks on it.


Smart filters and color labels

The best part about sorting your tasks with colored labels is that you can then instantly pull up related tasks simply by filtering your board by the label’s name.

To help you narrow down what you are looking at, we provide smart filters. To help you visually identify related tasks, we provide color labels. We covered color labels earlier so let’s look at smart filters now.

  • On the taskboard

You access Smart filters in the upper-right corner of the Kanban board: in the search entry field that says "Type to filter tasks." This is a free-form entry field so you can just click on any text that you would like to filter on. Or you can use attributes and modifiers. Click in the search entry field and you see all of the attributes and modifiers you can use to filter:

  • assignee
  • description
  • due Date
  • humanTaskId
  • label
  • status
  • step
  • title

Yikes! That’s a lot to remember. Don’t sweat it. Smart filtering is very smart. It autocompletes as you type. Let’s look at a few examples.

Using smart filters to display a label

  1. Place the mouse cursor in the Type to filter tasks entry field in the upper-right corner of the window.
  2. Type the letter l (L as in labels). The labels attribute displays.
  3. Select labels:
  4. Type the letter r (R as in Recruiting). Auto-complete fills in "Recruiting" and all tasks labelled with "Recruiting" display.

Using smart filters on the web app to find an assignee

  1. Place the mouse cursor in the Type to filter tasks entry field in the upper-right corner of the window.
  2. Type "ass". Really! The word: assignee displays in the drop-down.
  3. Select assignee. In the entry field, assignee: displays.
  4. Type Joe Schmoe after assignee:. All tasks assigned to Joe Schmoe display.

Using smart filters on the web app to find any text

  1. Place the mouse cursor in the Type to filter tasks entry field in the upper-right corner of the window.
  2. Type: "CV". All tasks with the text "CV" in them display. What? Only two steps. Well it is that easy.

Configure the format of your task messages

The way you view Workstreams.ai tasks in Slack can be edited based on what is most important to you - maximizing the information you see about each task, or minimizing the space that each task takes up in your channel.

— Full view — The tried and tested version, loved by our users. It caters to the “in charge” crowd, to the users that need full control of every aspect of the task. All the information about the task is unfurled, in plain sight. The title and description are in full view, along with all the controls one might need.

— Basic view —  Get it down to basics. Block Kit enabled us to craft a message type that caters to those users who are in between. Those are the users who like some useful information and controls right at their fingertips without dealing with the clutter in the channel. For them, we’ve developed the basic view. It gives you the essential information about the task, everything you’d need to know, along with useful controls for setting due dates, assignees, and labels.

— Compact view — Things start to get compact! This format of our task message gives you and your teams the essentials only – nothing more, nothing less. By being only two lines long, it blends seamlessly into your channel’s communications. It provides the name of the task, it’s status and info about any labels, due dates or attachments. That’s it! Essential info without causing any distraction or clutter to your communication and work. Magical!

Of course, you and your team have total control over which format is used in your channels. Here is how to make changes:

  • On the taskboard

  • On Slack

  1. Go to the taskboard you want to configure.
  2. Click on the gear icon next to the channel name.
  3. Click on Slack messages.
  4. Choose your preferred format from the provided options.
  5. Click on save
  1. Go to the channel you want to configure.
  2. Type /workstreams and click Enter.
  3. Select Channel settings and a dialog will appear.
  4. Choose your preferred format from the dropdown menu. Easy!
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