Create a board

You don't need another slide deck for the portfolio question. In Studio, the conversation ends in a live Kanban board, such as initiatives across now, next, and later, with owners, health, and spend. The agent draws it on the Stage from your connected sources.

Get a board

1. In a chat, ask for the board you need: "Show our transformation portfolio as a now, next, later board, with health and spend." Connect the sources it should read first, such as your EA repository or delivery tracker.
2. Review it on the Stage. Steer until it answers your question: "Group by domain", "Only show red and amber", "Add the business owner to each card".
3. The board is saved under Artifacts. Come back to it, present it, or build a roadmap from the same portfolio.

To see the shape first, ask "Render a sample kanban board", or preview the Kanban app from Integrations → Apps.

Read and filter

• Filters across the top narrow the board by the fields on its cards, such as domain, investment type, strategic intent, health, or status. The eye icon beside a filter shows or hides that field on the cards.
• View switches how cards are tagged, for example by driver, objective, or risk.
• The summary line counts health and totals the money on the cards in view. Each lane shows its own totals.
• Select a card to open its details.
• Clear resets the filters and the view.

When the board is the answer, bring it to the next steering meeting instead of a deck. When the context moves, reopen it rather than starting again.

See also: Create a roadmap · Make a Decision brief.