How to Customize Scrum and Kanban Settings and Add Agile Widgets to the Dashboard

Introduction

This guide explains how to configure Scrum and Kanban boards and how to add Agile widgets to your personal and project dashboards in Easy8.

Target Audience

Administrator

Prerequisites

Scrum/Kanban modules enabled
Admin rights for customizing settings and dashboards

Customize Scrum and Kanban Board Settings

Step 1: Access Board Settings

Open the Global menu
Click either Scrum Boards or Sprint Dashboard to open the board overview
Select a specific sprint and click Settings from the sidebar to adjust board configuration

Step 2: Configure Status Columns and Behaviors

Add new Kanban states (columns) or rename existing ones
Define which task statuses will automatically move to which columns ("contains these task statuses")
Set automatic task status and assignee updates when moving between columns
Choose what information is displayed on cards:
- Subtitle: shows under the task name
- Value info: numerical data for burn down charts and column volume
- Additional visuals: avatar, dates, tracker icons
Enable or disable workflow logic
Click Recalculate statuses (Scrum only) to apply settings immediately
Finish with Update to save changes

🛈 Recommendation: Use Estimated time or Story points as Value info for accurate Scrum planning. Avoid "Estimated - Spent time" unless for specific custom use cases.

Add Agile Widgets to a Dashboard

Widget Configuration Options

Custom Kanban Board

Allows full control over column definitions, filters, sorting, and visuals on task cards
Can define statuses, assign behavior per column, and display avatars, dates, and trackers

Project Kanban Board

Displays a board per selected project with optional swimlane breakdowns
Checkbox to show only tasks assigned to the logged-in user

Project Scrum Board

Similar to project kanban board, but tailored for sprints
Offers swimlane options and personal task filtering

Sprint Overview

Displays aggregated sprint metrics and values across projects
Allows sorting, grouping, filtering, and choosing how to visualize task and sprint data

Step 1: Open Edit Mode

Go to My Dashboard or a Project Dashboard
Click Customize in the bottom-left corner

Step 2: Select an Agile Widget

In the widget selector, scroll to the Scrum/Kanban section
Available options:
- Custom kanban board
- Project kanban board
- Project scrum board
- Sprint overview

Step 3: Add Widgets in a Project Kanban Tab

In a project-level Kanban tab, available widgets include:
- Custom kanban board
- Noticeboard (for instructions, team notes, etc.)

Step 4: Save Changes

After placing your widget, click Save page and go back

Conclusion

Scrum and Kanban settings let you control how tasks move and how information appears in Agile boards. Dashboards allow you to monitor progress through a range of dedicated widgets tailored to team needs and project structure.