Board Views (Kanban)
In this tutorial, you’ll create a board — a Kanban view of your model — and use it to manage element status by dragging cards between columns.
Prerequisites: You’ve completed Catalogs & Tables and have several Application Component elements in your Farquind project. The element type needs an enumeration property to group by — for example, a Lifecycle Status with literals like Active, Retiring, and Retired.
What you’ll build: A board showing Farquind’s applications as cards, arranged in columns by lifecycle status.
1. What is a Board?
Section titled “1. What is a Board?”A board is the third way to look at your model, alongside diagrams and catalogs. It shows the instances of one element type as cards, arranged in columns — one per literal of an enumeration property. Moving a card to a different column writes that property’s value onto the element.
Boards are useful for:
- Tracking status or stage across many elements (application lifecycle, initiative progress, request triage)
- Managing work-in-progress with a visual, drag-driven workflow
- Seeing at a glance how elements are distributed across a set of states
Like diagrams and catalogs, a board is a live view of the model — there’s no separate save. A card you drag updates the element immediately, and the change shows up in catalogs, the Properties panel, and other collaborators’ boards.
2. Create a Board
Section titled “2. Create a Board”- Right-click the M1 Farquind Applications package in the Explorer
- Select New Board…
- In the New Board dialog, choose the element type for the cards — Application Component
- The name fills in as Application Component Board 1. Type over it if you want something else
- Choose the group-by property — Lifecycle Status
- Click Create Board
The board opens straight away.
The type list only offers types that can actually form columns — those with an enumeration property, their own or inherited. The dialog says so above the list, so a type you expected to see but don’t is explained rather than simply missing. If a type has exactly one such property it is chosen for you, so step 5 is already done.
3. Read the Columns
Section titled “3. Read the Columns”The board creates one column per literal of the group-by property, plus a leading (No value) column:
| Column | Contains |
|---|---|
| (No value) | Cards whose Lifecycle Status isn’t set yet |
| Active | Cards with status Active |
| Retiring | Cards with status Retiring |
| Retired | Cards with status Retired |
Every Application Component appears as a card, tinted with its type’s notation colour. Components you haven’t classified yet sit in (No value).
4. Move Cards
Section titled “4. Move Cards”Drag a card from (No value) to Active. That’s it — the element’s Lifecycle Status is now Active. Drag it to Retiring and the value updates again. Dropping a card back onto (No value) clears the property.
Open the same element in a catalog or the Properties panel and you’ll see the value the board set. The board isn’t storing anything of its own here — it’s editing the model.
5. Order Cards
Section titled “5. Order Cards”By default, cards sort by name. Use the Order by control in the board toolbar to change this — Name, Newest first, Recently updated, and so on.
Choose Manual to arrange cards by hand: drag them up and down within a column to set an explicit order. Manual order is remembered with the board. (In the automatic sort modes, dragging a card within its column doesn’t stick — it snaps back to the sort.)
6. Set a WIP Limit
Section titled “6. Set a WIP Limit”Work-in-progress limits give you a gentle nudge when a column gets crowded:
- Right-click the Active column header
- Choose Set WIP Limit…
- Enter a number — say, 8
The column header now shows a count like 6 / 8. When the count goes over the limit, the badge turns amber. The limit only warns — it never blocks a drop.
7. Tune the Board
Section titled “7. Tune the Board”The toolbar and column controls let you shape the view:
- Group by — switch to a different enumeration property (this resets the column layout)
- Card fields — choose which property values show on each card
- Column chooser — show, hide, and reorder columns
- Add card — the + at the foot of a column asks for a name, then creates an element already set to that column’s value
What You’ve Learned
Section titled “What You’ve Learned”- What a board is and how it relates to diagrams and catalogs
- How to create a board and choose its element type and group-by property
- How dragging a card writes an enumeration property value
- How to order cards, including manual ranking
- How to set work-in-progress limits and tune columns and cards
Next Steps
Section titled “Next Steps”- How to configure a board view — A task-focused reference for columns, grouping, and WIP limits
- Catalogs & Tables — The same elements as a sortable, editable table