The Team cards view

The Team cards view is the consolidated Kanban of a resource portfolio: it gathers in a single board all the cards (stories, bugs, actions) from the projects the team is allocated to. It's the ideal tool to steer a team's work beyond a single project.

You reach it from the Team cards menu of a resource portfolio.

Don't mix them up

• Card & Story — the cards of a single project (project manager's view).
• Team cards — the cards of all projects of a team, consolidated (resource portfolio view).

If no card is attached to the team, FoxPlan shows: "No card for this team".

The five layouts

This is the view's specificity: five grouping modes, selectable via the toggles in the top right.

Layout	Icon	Grouping
Combined columns	▦	All cards in shared status columns, across all projects
By project	📂	One swimlane per project — to see the workload project by project
By owner	👥	One swimlane per assignee — to see who does what
By project, then resource	📂 › 👥	One group per project, and within each one swimlane per person in charge
By resource, then project	👥 › 📂	One group per person, and within each one swimlane per project

In the combined layouts, dragging a card into another swimlane changes its owner — and its project if the swimlane belongs to another project — just as in the simple layouts. The layout is remembered per portfolio, like the others.

The By project mode is specific to the team view: it does not exist in the Card & Story of an individual project.

Clicking a person's name — By owner swimlane, group or sub-heading of the combined layouts, section title of the List grouped by resource — opens a small menu: 👤 open the person's profile, ➕ create a card assigned to that person; under a project (By project, then resource layout), the card is also set on that project. The avatar still opens the profile directly.

Project actions

Clicking a project name opens an action menu: on a card's project chip, and on a swimlane label in the By project layout, on a group title in the List view grouped by project, and on a project name in the combined layouts (group header and sub-heading).

Action	Effect
✏️ General project attributes	Opens a quick edit panel: name, dates, status, priority and the other fields of the General tab of the project definition. The 💾 button saves, ✕ closes without saving. A read-only project opens in consultation mode, with no save button
🗓️ Open the project in a new tab	Opens the project schedule in a separate browser tab, without leaving the current view
💶 Open the project budget in a new tab	Opens the project budget summary in a separate tab
🎫 Open the project cards in a new tab	Opens the project cards (tickets) in a separate tab
➕ New card	Opens the New card dialog on that project. Greyed out if you only have read access to the project

The Esc key closes the menu, then the edit panel.

Creating a card

The + New card button in the toolbar, at the top right before the burndown toggle, opens the New card dialog:

• Linked project — only the projects of the team whose schedule you can edit are offered: read-only projects, ideas and archived projects are left out. If only one project qualifies, it is preselected;
• Card name — required: the Create button stays greyed out while it is empty;
• Description — optional;
• Column / status — the columns of the chosen project; defaults to the first "to do" column, or the one you start from;
• Type — Story, Bug or Action;
• Person in charge — among the members of the chosen project; defaults to you if you are a member.

The button is hidden when no project is editable.

The same dialog opens prefilled from:

Starting point	Prefilled
A project's action menu — ➕ New card	The project, fixed; under a person (layout or list grouped by resource, then project), the card is assigned to that person
A person's menu — ➕	The person, assigned by default; only their projects are offered (including those where they already have cards), the one where they have the most is preselected
The ＋ at the top right of a status section, in the List grouped by column	The column: the card is created, in its project, in the column bearing that name
A parent task heading, in the List with Sub-group by parent task checked — click its name, then ➕ Add a card to this task	The project and the parent task, fixed; in a list grouped by resource, the person of the group

The card appears straight away on the board, in its place; click it to fill in its dates and other fields in the edit panel.

Everything remains subject to write access on the project: on a read-only project, these actions are greyed out.

Kanban or List layout

The Kanban | List switch, at the start of the toolbar, shows the same cards as a task list, one line per card when there is room. Each row shows the card's project, parent task (except when sub-grouped by parent task, where the heading already shows it), dates and deadline (in red under the same rules as on the cards), points, indicator and assignee.

On Kanban cards, the same quick editing is available: click a date (start, end, deadline), the priority, the points or the owner's avatar to change them without opening the panel; a missing deadline or priority is offered when hovering the card — the deadline to the right of the end date, where it shows once entered; points, on a project that uses them, are edited by clicking their badge (even at 0). The ⋮ button at the end of the card, shown if you are allowed to edit the card, opens Comment and Edit card. Clicking the 💬 indicator of a commented card opens its comments directly; a card without comments offers ＋ 💬 in the same place, on hover, to add a first one. The status is still changed by dragging the card to another column.

In the List layout:

• the left pane lists the columns (statuses) with their card counts: click several to combine them, a second click removes one, All clears the selection. Your choice is remembered for each view (project, portfolio, My cards) and restored on your next visit;
• clicking a row opens the card in the edit panel; clicking the project name opens its actions;
• the checkbox closes the card — it moves to the first Closed column of its project — or reopens it;
• inline editing: click a row's status, a date (start, end, deadline), its priority, its points or the owner's avatar (members of the card's project, or Remove owner) to change them in place, without opening the panel. A missing deadline or priority is offered when hovering the row (＋ Deadline…); points, on a project that uses them, are edited by clicking their badge (even at 0). The 💬 indicator opens the card's comments, and ＋ 💬 adds a first one. The dates of a card that has sub-cards derive from them and cannot be changed here;
• the ⋮ button at the end of the row, shown if you are allowed to edit the card, opens its actions just below it, without hiding it: Comment (add a comment, mentions included) and Edit card (edit panel);
• when grouped by column, drag a row onto another section, or onto a column of the left pane, to change its status. If the card's project has no such column, a message says so and nothing changes.

Grouping uses the same buttons as the kanban — flat (one section per column), by project, by resource (one section per person, unassigned cards last), by project, then resource or by resource, then project (one section per first-level item, one sub-heading per second-level item). Outside the column grouping, each row shows its column as a badge, and the status pane filters cards within each group — for example each person's ongoing cards.

Sub-grouping by parent task: in every grouping — flat included, under each column — the Sub-group by parent task checkbox, at the bottom of the left pane, arranges each group's cards under a heading per parent task (with its card count). Cards without a parent task — or whose parent task no longer exists — come last, under No parent task. In the combined groupings, it thus adds a third level. The choice is remembered for all card views.

Latest comment: just below, the Show the latest comment checkbox shows the most recent comment under each card (author, date and time, two lines of text). If there are others, the N more link expands them, newest first. Once it is checked, Only from the person in charge shows only the latest comment written by the card's person in charge; a card they have not commented on shows nothing. Show the full comment displays its whole text instead of the first two lines. Clicking the comment opens the card's comment box, like the 💬 comment-count bubble. That bubble, like the + 💬 of a card without comments, sits right after the dates, where the comment is shown; it disappears when the comment is displayed. The choice is remembered for all card views.

Points: each card follows its project's setting — Use points checkbox in the Cards & Agility tab of the project definition, disabled by default. When disabled, points disappear from its cards, the list and the edit panel; values already entered are kept (see Card & Story).

Search, filters, favorites and burn down work the same way. The Kanban / List choice is saved in the favorite; the grouping is remembered like the kanban's.

As on Card & Story, only the 20 most recent closed cards of each column are loaded; the counters, the list and the burn down also count the older ones.

Search and filter

The toolbar offers the same levers as the project Kanban, widened to the team:

• Search by card, project or parent task
• Time filters: +0 (today), +7 (this week), +30 (this month)
• Cards to be started and Cards to be closed (alert icons) to spot delays at team scale
• Filter by assignee: click a resource's avatar to show only their cards
• Add a filter (⊕ button next to the favourites star): filter on any card field — status, indicator, card type, column, constraint, assignee, custom list… Each value is shown with its label in your language, and the filter is saved in the favourite
• Favorites: save a combination of filters and layout to recall it in one click

What is this view for?

• Cross-cutting overview: a team manager sees in one screen everything their resources have to handle, regardless of the project.
• Balancing: the By owner layout highlights workload imbalances between people.
• Multi-project tracking: the By project layout shows the relative progress of the team's different projects.
• Short-term prioritization: the +0 / +7 / +30 filters and delay alerts focus attention on what matters.

See also

• Resource portfolio — general overview of the resource portfolio
• Resource portfolio members — who can view and manage the portfolio
• Card & Story — the cards view at a project level

Good habit

Start the day in By owner layout with the +0 filter to distribute the day's work, then switch to By project for the multi-project progress check.