Kanban View

Created by Emily A, Modified on Wed, 4 Jun at 6:02 PM by Emily A

When a user clicks on Task Management, they are greeted by the Kanban board, which serves as the default view of the system. The Kanban board provides a visual representation of tasks, making it easy for users to track and manage their work in a simple, intuitive way. Below is how it works:


Default Kanban Display: The system's default view is a Kanban board, where tasks are visually represented in columns. The columns include:

  • To Do: Tasks that need to be completed.
  • In Progress: Tasks that are currently being worked on.
  • Completed: Tasks that have been finished.

These column names and statuses can also be edited, allowing teams to customize the workflow according to their project needs. 


Add Column Feature

         Users can add additional columns to the task board. This feature allows for greater customization, letting users tailor the workflow to meet their specific needs

Filters & Search Fields: The system includes powerful filters and search fields, allowing users to quickly find tasks by criteria such as

  • Status
  • Assignee
  • End date
  • Priority

Add Task Button: A prominent add task button is available for users to add new tasks.

In addition to creating tasks manually, users can also add tasks using predefined task templates for faster and more consistent task creation.

Adding a Quick Task

You can easily create a new task using the Add Quick Task button.

  • Click the Add Quick Task button to instantly create a new task 

  • You can edit key fields directly within the task card, including Task Name, End Date, Assignee, and Priority.

  Kanban is a visual task management method designed to help teams manage work            efficiently by visualizing their workflow. 

 

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