4me Help

Agile Board

Kanban, Scrum and other agile methodologies all rely on the ability to organize work on agile boards. Organizations that want to take an agile approach to managing their workload, can set up agile boards in 4me.

The agile board functionality can be activated for a 4me account by its account owner in the ‘Account Settings’ section of the Settings console. Once activated, the agile boards can be accessed and maintained in the Records console.

Any person who has the Specialist role of an account can create and maintain agile boards in that account.

The Agile Board Fields page provides field utilization guidelines for each field of the Agile Board form.