Board

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

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 to hide specific values within that property from view

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

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

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

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

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 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