Board Hierarchy: Overview

Board Hierarchies lets you be more organised when running more complex projects. Board Hierarchies are useful when you want to separate work out for a different team or workstream. This can be necessary if you are delivering work across different phases, or into different locations/sites or across different products.

When Boards are grouped into a Hierarchy the overall Percentage Complete and Status Overview is counted for all related Boards in the Hierarchy.


To enable Board Hierarchy

Salesforce Admins will need to enable follow the Board Hierarchy feature and how to make it visible to users so that they can add the parent Taskfeed Board - the support document is here board Hierarchy Set Up

Status Overview on a Parent board Board

The parent board status overview calculation shows the status of all tasks across all parent and child boards. You can see examples of how this works on this knowledge article - Parent board status Overview

Assign to Related Boards

When adding a Board Team Member you may want that person to be assigned to multiple Boards. This can be achieved by assigning the Board Team Member to all related Boards. When a Board Team Member is assigned to related Boards if the original Board Team Member is removed or updated then all related Board Members are also updated.

When adding a Board Team Member choose the option "Assign to all related Boards" from the Advanced Options section.

There is an option in Application Settings to set the to be checked by default.

Board Hierarchy in the Plan View

Each Board now shows as an expandable option in the Plan view. You will also see the percentage complete of each Board.

Board Hierarchy in Externally Sharing

When using External Sharing you will also give visibility to any child boards and tasks which are also set to public view.

Note: If you share the external URL for a child board, it will only give visibility to the related boards and public tasks within that board.


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