Card View

The Card View displays your Tasks in a visual card format, making it easy to track, manage, and update them. Each card shows key details such as:

  • Task Name

  • Duration

  • Status

  • Assigned Hours

  • Other selected fields

Creating a New Task


You can create a new Task directly from the Card View:

  1. Click the New Task button.

  2. In the General tab, enter the Task details.

  3. In the Resources tab, select users, assign hours, and click Add.

  4. Add comments in the Comments section if needed.

  5. Return to the General tab and click Save.

The Task will now be created and assigned to the selected users.


Editing Tasks


You can edit Tasks in two ways:

  • Click the Task Name – Opens the Task in a new tab, where you can update Start/End Dates, Assigned Hours, or reassign/deassign users.

  • Click the Pencil Icon – Quickly edit the Task inline and save your changes.


Task Status Management


Tasks appear in columns such as Backlog, In Progress, Testing, Done, and Uncategorized. You can drag and drop Task cards between columns to instantly update their status.


Additional Options

  • Quick Refresh – Click the refresh button on the right-hand side to reload the Task list.

  • Filters – Narrow down Tasks by Status, Assigned User, or other criteria.

  • Customize Fields – Click the hamburger icon (☰) to add or remove fields displayed on the Task cards. Select/deselect fields and click Apply to save your view.