To implement your task management in Communications Control in the best possible way, you can customize the Kanban board.
You can group the buckets (columns) in the kanban board according to different categories. Choose from these categories:
-
Status
-
Assigned to
-
Priority
-
Created by
-
Related entity
By default, grouping is done by status. Here, you have the buckets Open, In Production, and Done.
To create a new status, follow these steps:
-
Click on the gear symbol to the right of the search function to create additional buckets.
-
A dialog to manage the task status opens. Click on the pink plus button, give the status a title, and click on the check mark to the right of the new status to save it.
Info: Added task status are marked with a trashcan icon within the popup.
-
To adjust the positioning of the new bucket in the Kanban board, hold the icon to the left of the status and drag it to the desired position. Note that you can adjust the position of all states except Open and Done.
Using the filter within the Kanban view
In the remaining Kanban board groupings, you cannot create your own buckets, but you can still get very accurate results using the filter.
For example, to display only the tasks of selected users in the Assigned to grouping, apply the filter option Assigned to and enter the desired users. This way the buckets of the remaining users will be hidden and you will only see the tasks you are really interested in. The same principle applies to all other groupings.
Comments
0 comments
Please sign in to leave a comment.