Summary: The Task Board is a visual management tool that helps you organize and track tasks through different stages of completion.

General Information

What is the Task Board?

The Task Board is a visual management tool that helps you organize and track tasks through different stages of completion. Tasks are represented as cards and organized into columns based on their status.

What are the available task statuses?

The Task Board organizes tasks into the following status columns:

• Not Started: Tasks that have been created but work hasn’t begun
• In Progress: Tasks currently being worked on
• Completed: Tasks that have been finished
• On Hold: Tasks temporarily paused
• Cancelled: Tasks that have been terminated
• Overdue: Tasks past their due date

Basic Usage

How do I view tasks?

Tasks are displayed as cards within their respective status columns. Each column shows the number of tasks it contains at the top. You can scroll horizontally to see all status columns and vertically within each column if there are many tasks.

How do I add a new task?

1. Look for the “Add New Task” card with a plus icon in the “Not Started” column
2. Click on this card to open the task creation modal
3. Fill in the required task details in the form
4. Click “Save” or “Create Task” to add the new task to the board

How do I move a task to a different status?

Simply drag and drop the task card from its current status column to the desired status column. The task’s status will be automatically updated in the system.

How do I update task details?

Click on a task card to open its details view or edit form. From there, you can modify various task properties such as title, description, due date, priority, etc.

Can I assign tasks to specific team members?

Yes, when creating or editing a task, you can assign it to specific personnel. The assigned team members will be visible on the task card.

Advanced Features

Does the Task Board update automatically?

Yes, the Task Board updates automatically. When other users make changes to tasks (status changes, assignments, updates), these changes will appear on your board without requiring a page refresh.

Can I see who’s working on what?

Yes, task cards display the currently assigned personnel, helping you see at a glance who is responsible for each task.

Troubleshooting

The board isn’t updating when my colleagues make changes

1. Check your internet connection
2. Try refreshing the page
3. Ensure you’re still logged in to the system
4. If the problem persists, contact your system administrator

I can’t drag and drop tasks

1. Make sure you’re clicking and holding on the task card
2. Ensure you have proper permissions to update tasks
3. Try using a different browser if the issue persists

I can’t see the “Add New Task” button

The “Add New Task” button only appears in the “Not Started” column. If you don’t see it, check if:

1. You have scrolled to view the “Not Started” column
2. You have permissions to create new tasks
3. Your browser window is large enough to display all elements

The task count doesn’t match the actual number of tasks

The task count should update automatically. If it seems incorrect:

1. Try refreshing the page
2. Filters might be applied that are hiding some tasks
3. Contact support if the issue persists

Best Practices

How should I organize my tasks efficiently?

1. Create clear, descriptive task titles
2. Keep tasks small and manageable
3. Use the “Not Started” column for planning
4. Move tasks promptly as their status changes
5. Complete or cancel outdated tasks to keep the board clean

How can our team use the Task Board effectively?

1. Update task statuses regularly
2. Review the board in team meetings
3. Balance workload across team members
4. Keep the board up to date
5. Create a routine for board maintenance