You can assign a parent task to this task-thereby creating a new task hierarchy-by selecting an existing task from the Parent Task drop-down. Note: The ability to track time for tasks will depend on your account's time and expense settings. Select and pin task custom field options. In the Task Cards section, you can perform the following actions: Each card represents a task that needs to be completed by yourself or a team member and is identical to the task on the Task Tracker side.Ĭlick on an individual card to view the Task card details. In the Task cards section, you can add, edit, and organize individual Task cards. To remove a task custom field from the Lanes drop-down, you will need to hide the task custom field. Note: After the Boards feature is enabled, all existing task custom fields that fit the above criteria-single-select Choice option with a maximum of 20 options-will automatically appear in the Lanes drop-down menu. Please note that if the Status lane set is selected and you move a card to a new lane, this will also update the task's status. You can reorganize the Task cards manually by clicking and dragging each one to a new lane. Due Date-Organizes the Task cards by due date: No Due Date, Overdue, Today, This Week, This Month, and Future. There is an additional lane in this set called Completed for all completed tasks that no longer have an active due date.Status-Organizes the Task cards by status: Not Started, Started, Needs Info, and Completed.There are two available lane sets to select from: The lanes are grouped into individual lane sets, which can be accessed from the Lanes drop-down. The Tasks Board has individual Lanes that visually separate and organize Task cards based on specific data. The following filtering options appear in the Fields section of the Filters modal:įor more information about the Filters modal, see the Filters Overview article. You can save any combination of chosen filters for future use as a Saved View. filtering to only view tasks that have specific Assignees). Click the Filters button to open the Select Filters modal, where you can combine various elements to create a filter that fits your needs (e.g. When the To Do Boardis enabled, you can quickly switch back and forth between the Tasks Board and To Do Board by clicking the corresponding options in the toolbar.įilters are useful for viewing only the tasks or resource information you are interested in and hiding the rest. Note: Saved Views are member-specific, meaning the team member that creates a Saved View is the only one who can access it.
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