Goals, Steps, Epics, and Swimlanes
In the Portfolio Board, Goals, Steps, and Stories share a unified interface, each displaying key details:
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Issue name
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Issue type
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Issue key
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Status
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Assignee
You can drag and drop issues freely between Goals, Epics, and Stories, making it easy to organize and adjust your portfolio as needed.
Create a card
To add a new card, go to the area where stories are listed. Hover over the list and click the + button that appears.
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Enter the card name
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Select the issue type
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Choose the project for the card
Swimlanes
To create a new swimlane, scroll to the end of the swimlane list and click the Add new swimlane button.
A dialog will open where you can enter:
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Swimlane name
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Start Date
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End Date
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Swimlane Description
Swimlanes help organize your portfolio board by grouping work items into timeboxed segments like releases or sprints, making it easier to track and manage progress across multiple projects.