Working with Card Wall Lists

Overview

Lists are a key component of the card wall; this is where all active cards are organized. Each list represents a stage or step in a process, workflow, or area of the particular initiative, and cards move from one stage to the next by being dragged to the next list. There is no limit to the number of lists that can be added to a card wall.

When a new card wall is created, it will be pre-populated with placeholder lists: Archive, New, In Process, Completed, and On Hold. These can be modified (e.g., renamed), and additional lists can be added as required.

What materials do I need?

• Internet access
• Web browser
• A valid University of Alaska (UA) identity
• Access to ESM TDWorkManagement
• Access to applicable ESM Project Application
• Assigned as Project Manager, or Alternate Project Manager for the desired project

How do I use this technology?

Create a New List

1. Login to the UA ESM system.
2. Click View Applications.
3. Click desired Project Application.
4. Open desired Project.
5. On the left nav menu click Plans.
6. Click the name of the desired Card Wall plan.
7. Scroll all the way to the right of all the lists, then click the +Add a List button.
8. Proceed to the Configure/Customize Card Wall List Settings section below.

Configure/Customize Card Wall List Settings

1. In the List window, enter a Title that will appear on the list header. This should be the name of the stage/step in the process that this list will represent.
   • Suggested list title format: include a numeric value representing this list’s place in the process. You could also include the percent complete.
   • Since each list in the card wall represents a step in the process, a default percent complete can be set for each list, representing how far through the overall process the task card is. In the far-left column, the percent complete would be 0%; in the far-right column, it would be 100%. The steps in between would increment the percent complete based on the number of steps.
   • For example, if there were five total steps in a card wall, they could be configured like this:
     • List 1. Ready, 0%
     • List 2. Planning, 25%
     • List 3. In Progress, 50%
     • List 4. In Review, 75%
     • List 5. Complete 100%
2. Optionally, set the Percent Complete for this list. Whenever a card is moved into the list, the task's percent complete, as represented in the card, will be updated to match the list's percent complete.
3. Select a Status Type from the dropdown.
   • These are standard types that classify what type of step in the process the list represents. There will probably be multiple lists in your card wall that use the same status type, especially "In Process".
4. Optionally, configure the Work In Progress (WIP) Limits by setting the Minimum and Maximum number of cards that should be in the list at any one time. 
   • WIP limits are constraints on the number of work items (cards) that can be actively worked on at any given time. Each list in the card wall can have its own WIP limit. When WIP drops below the target level, the project manager will look to add additional work into the process. When WIP exceeds targets, the manager may look to remove work from the process. 
   • The WIP values will appear in the list header. If the number of cards in the list exceeds or falls below the limits, the list header will be highlighted in red.
5. Click Save.

Need additional help or have issues

For support, requests may be submitted anytime using the appropriate Enterprise Service Management form. Requests generate a Ticket which will be worked in order received and urgency by IT Employees with the knowledge and permissions to assist with the request.

For immediate assistance please review the Contact Us page for the appropriate support group.