Big organizations that have many priority boards, a universal prioritization framework for all the boards, and regularly make similar changes for the boards, can manage the criteria in one place.
Similar changes that affect many boards in the organization won’t be done in each board separately as it can be labor-intensive, monotonous, and time-consuming.
Admins can still manage the criteria at the board level. Any changes made at the board level will not affect other boards.
Accessing the Settings
The Global Criteria Management settings can be accessed from:
- The dashboard.
- Criteria settings within a board.
On this page, you can find a table with all the criteria in your organization.
Columns included on the table are the name of the board a criterion is in, and all the criterion properties.
Quick Search
If you have a long list of criteria, you can quickly search for a criterion – Click the search icon, and start typing the name of the criterion you want in the search box found in the top right corner.
Add a Criterion
When creating a criterion under this page, you have to choose the boards you want to add this criterion to.
To start creating a criterion, click the Add Criterion button found in the top right corner.
Read more on how to create criteria.
Editing
- Select the criteria that you want to edit.
- Click the top box to select all the criteria.
- The editing options will appear at the bottom of the page. Among the editing options are the criterion properties (name, estimators, type, weight, scores, description), the option to archive criteria, and the option to copy criteria to another board.
- Select the editing option that you want, for example, Scores – you can either adjust the existing scoring option or choose another scoring method altogether.
Reverse Edits
Just seconds after making your edit, an option to undo your action will appear for you to reverse your action if you want to.
Old Versions Backups
Previous configurations are backed up in Ducalis. You can access the backups and restore them if you want. The latest previous version for each field is kept indefinitely, and any versions before it are kept for ten days.
Click Version History
A list of all the previous versions and when the changes were made.
Select the configurations you want to restore
Then Click X backup(s).
