Card View
The Card View displays tasks in a visual card format, making it easy to track, manage, and update them. The tasks are automatically sorted based on their status, allowing you to quickly see their progress.
Each card shows key details such as:
Task Name
Duration
Status
Assigned Hours
Other selected fields
You can add or remove fields related to a task by clicking the Hamburger icon and then selecting or deselecting the fields you want to display in the Task Card.
Creating a New Task
Creating a New Task from the Card View
Click the “New Task” button in the Card View.
In the pop-up window, enter the Task details under the General tab.
Switch to the Resources tab to:
Select users
Assign hours
Click Add
(Optional) Add any relevant notes in the Comments section.
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.
