Kanban Board

Overview

Board (Kanban) View is designed to show a quick overview of tasks so that the user can make quick actions without the need to go into the details of each task. Tasks are displayed as cards in a multi column board, which supports drag and drop.

By default, Board View is grouped by Priority.

Create task

Click the + button on top of a column to add a task with that group by value.

Group By

Similar to Group by in Grid View, except when user picks Assign To, they can choose which user they want to see !

Task card

1. Task title: click to open task form view.

2. Assigned to (Note: only Appvity eSource and Microsoft Planner tasks can have multiple assignees on Board View).

3. Due Date:

• If the task is overdue, it will turn to red.
• If the task has no Due Date, it will be empty.

4. Status: Follow the status color in Settings.

Action menu

• Edit: open task/bug form to edit.
• Pin: pin the task to pin list.
• Clone: clone that task.
• Get link: copy link for sharing.
• Delete: delete the task permanently.

Drag and Drop

Drag a task from one bucket to another to change its value (depending on current group by setting). For example, if currently grouped by Priority, dragging a task from the “Low” priority bucket to “High” will in effect change the Priority value of the task from Low to High.

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