# Board {% hint style="info" %} **Who can use this feature?** Project Users with Full Planner Access can create and open Board Views. {% endhint %} Board View gives you a whiteboard-style layout of the week ahead, automatically powered by your lookahead plan. Drag and drop Tasks, record progress, make note of a delivery - any changes you make update the schedule instantly. ## How Tasks are Grouped on Board *** Board Views can be organised into different swim lanes, depending on what type of set up you need.
#### To change the Grouping: * Click at the top of the Board View * Select how you want to group tasks * Use **`⋮⋮`** to drag your Groups in the order in which you want them to be displayed * Tasks and Groups will reorganise automatically
Grouping Options | Primary Group | Sub-Group | | ------------- | ------------- | | Owner | Folder | | Package | Owner | | Folder | Subcontractor | | Subcontractor | Shift | | Shift | Location | | Location | Assignee | | Assignee | None |
## Set Visible Task Properties *** Choose what Task details appear on each Task Card in Board View. Show only the properties that matter for the week and hide all the rest.
#### To hide or reveal properties: * Click at the top left of the Board * Toggle any property you'd like to display on the Task Cards * Use the **`⋮⋮`** drag handles to reorder the properties on the Task Cards * Optionally, click the `>` beside the property to open more options * Use the ![](https://2273109354-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLu0mYklsCTm7XQm3ZGqv%2Fuploads%2FtmKa0esyx9sHu9S2hGQX%2FVisibility.svg?alt=media\&token=3947542b-038d-492c-a254-3ea86e810728) to hide specific values within that property from view #### To change the visible days: * Click * Select `Days` * Pick from `5 Day`, `6 Day` or `7 Day` #### To switch the Board Layout: * Click * Select `Layout` * Pick between `Waterfall` or `Masonry` ## Recording Task Progress from Board *** Use Board to record how each day went and keep your plan up to date. Every update feeds into reporting and the wider schedule, with changes reflected instantly across all other Views.
#### To record a Delay or Improvement: * Open and toggle `Progress` * Click the progress bar on the day you want to log an update * Choose to mark it on track or improved, or to record a delay * The progress bar will turn green or red based on the update type See also: Progress Updates ## Filtering the Board *** Filters in Aphex let you show only what matters, whether that’s Tasks with certain properties, or ones that are missing something. Keep it simple or build something more detailed, it's up to you.
#### To filter a Board View: * Click at the top of the Board * In the dropdown that appears select and choose the property you'd like to filter by * Change the logic from options like or to or to hide or reveal the relevant Tasks * Click to swap between and See also: creating & sharing Views
Filter Logic & Rules * All Task Properties as well as Unresolved Issues can be applied as a filter * Archived values that are still in use will appear as filter options. Unused archived values will be hidden from the filter options * Tasks that do not match the filter criteria will be hidden from the Board
## Navigating Between Weeks *** Board View shows one week at a time, helping you focus on what's happening now, next or later. #### To change your week: * Locate the at the top of the Board * Use the `<` arrows `>` to move forward or back by a week ## Customise the Board Layout *** Tailor your Board View to suit the way you plan & communicate. Adjust the layout, colour coding, visible days of the week and more.
#### To colour code Task Cards on Board: * Click * Select `Card Colour` * Pick from `Owner`, `Subcontractor` or `Shift` See also: Print Board
Board View Options | Layout | Description | | --------- | -------------------------------------------------------------- | | Masonry | Tasks are condensed into the smallest amount of vertical space | | Waterfall | Each row contains only one task | | Colour | Description | | ------------- | ----------------------------------------------- | | Subcontractor | The colour of the Tasks allocated Subcontractor | | Shift | The colour of the Task Shift | | Owner | The user colour of the Task Owner | | Day | Description | | ----- | -------------------------------------------------------------- | | 5 Day | Monday, Tuesday, Wednesday, Thursday, Friday | | 6 Day | Monday, Tuesday, Wednesday, Thursday, Friday, Saturday | | 7 Day | Monday, Tuesday, Wednesday, Thursday, Friday, Saturday, Sunday | * Relationship links can also be hidden or displayed by toggling the property on and off in the View Options menu. * Relationship links will be turned off when grouping by assignee.
## Create & Edit Tasks on Board ***
#### To drag and drop Tasks on Board: * Change dates: Drag task to a different day * Reorder: Drag task up or down in its group * Reassign: Drag task between groups #### To edit a Task on Board * Click on any visible Task Property * Pick a different option from the dropdown that opens * Changes are automatically saved #### To Create a Task on Board: * Click the in the bottom left-hand corner. * Complete the Task Details * Click ![](https://2273109354-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLu0mYklsCTm7XQm3ZGqv%2Fuploads%2F3LBi2Gi6gkdbZ9Aip1Vd%2FText%20Buttons%20Aphex%20Design%20System.svg?alt=media\&token=63699487-9a83-4edb-b483-96809b8c87b9) to add it to the plan *** ## Board Scale Changing the Board Scale lets you choose how much of the week you want to focus on. #### To zoom in on Board: * Locate in the bottom right-hand corner * Choose between Zoom or Fit
Scale Options | Scale | Description | | ----- | ----------------------------------------------------------------------- | | Zoom | Days remain in a fixed size, and scrolling adjusts the visible portion. | | Fit | Days are condensed to fit within the available space. |