Use Case – Cross Functional Team Collaboration

By June 22, 2015 July 11th, 2015 Sample Boards

Coordinating a Cross Functional Team requires significant collaboration.  The following Use Case demonstrates how Kanbans can be used to enhance collaboration on a HR System Replacement Project so all project members can understand the big picture.  This example has members from various departments working together to accomplish a major company initiative to replace their current HR System.

Following is a screenshot of sample board used for a HR System Replacement Project.   It would be simple to modify the board in order to map to your internal Cross Functional  Team needs:

Key Columns to support Cross Functional Collaboration on a HR System Replacement Project Includes:

Backlog:  Items to be worked on but are not ready to be started are placed in the Backlog column.

To Do: Items that are ready to be worked on are placed in the To Do column and assigned to cross functional team members.

High Priority To Do:  Items that are high priority are placed in the High Priority To Do column and assigned to cross functional team members.

In Process: Team members will move items from To Do and High Priority into the In Process Column.  This gives everyone visibility into what is being worked on.  Comments, Documents, Checklist items can be added to each card to further communication with the rest of the team.  This eliminates the problems with email overload.

On Hold: Items that need to be placed on hold are placed here.

Done:  Once tasks are finalized, team members move the card to done.


Sorting and Filtering:

To see what tasks are assigned to a particular team member, activate the search bar and easily filter on many elements such as users, priority tags, recent updates or due dates.  You can also search the board and view reports.


If you would like to brainstorm about your board layouts or other aspects of Kanbans please contact us at