# 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 your plan, powered by your lookahead. Drag and drop Tasks, record progress, and adjust your plan as work progresses - all changes update instantly across your schedule. ## Setting Your Date Range *** The date picker lets you choose how many weeks to display on the board, from one week up to four.
#### **To set a date range:** * Click the date range * Select your preferred range at the top of the picker: `1 week`, `2 week`, `3 week` or `4 week` * Click any start date in the calendar, the end date calculates automatically
Multiple weeks Logic & Rules * Ranges span **forward** from the date you click, you only need to select a start date * Mid-week selections are supported (e.g., Wednesday to Wednesday) * Ranges shorter than one week are not supported * Your last selected range length is remembered across sessions
## Navigating the Board *** Use the arrow controls, zoom slider and scrubber to move through your timeline and adjust how much of your plan is visible at once #### To change the Timeframe : * Click to move forward or backward by one week * Click to jump to the current period #### **Zoom** * Shows one week in detail * Shows two weeks for a broader view #### Scrubber * The highlighted shows what’s currently visible * Drag the highlighted section to move through your plan
Navigation Logic & Rules * Click and drag anywhere on the board to pan * Hold Shift and use your mouse wheel to scroll horizontally * Both the zoom control and scrubber are hidden when your date range is set to 1 week only *
## How Tasks are Grouped *** 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 |
## Create & Edit Tasks *** #### 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 Tasks created from the Board use your current view to pre-fill details like Group and date. #### To edit a Task on Board: * Click on any visible Task Property * Select a new value * Changes are saved automatically ## Moving Tasks *** #### To drag and drop Tasks on Board: * Change dates: Drag to a different day * Reorder: Drag up or down within a Group * Reassign: Drag between Groups #### Reordering Tasks Tasks on the Board will always be sorted by Start Date - the earlier a Task starts, the higher it will appear within it's grouping. Aphex will hold the position of your Tasks while you make edits, and then when you're ready to re-apply the Sort Order, click in the bottom right corner. Refreshing your Aphex window will also trigger the sort order to be re-applied to your Board View.
Moving Tasks Logic & Rules * The Task stays exactly where you place it * Tasks will not automatically reorder after being moved unless tidy up has been clicked
## Recording Task Progress *** 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 ## **Monitor Daily Task Progress** *** See at a glance how many of your Tasks have been updated each day, with a live breakdown of what's on schedule, delayed or missing an update.
* Click * Toggle Show Task Update Compliance * Click , or to filter to just that day * Optionally, click to show all missing updates of tasks today/past within the view * Click to dismiss
Task Update Compliance Logic & Rules * Toggling on Task Update Compliance is per-user and won't affect anyone else's view * Compliance counts update in real time * Only Tasks visible in your current view and date range are counted * If a Task is assigned to multiple people and appears in multiple Groups, it's only counted once
## 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
## Customise Task Properties *** Tailor your Board View to suit the way you plan & communicate. Adjust the layout, colour coding, visible days of the week and more.
#### 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 ## Customise the Board Layout *** #### 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` #### To colour code Task Cards on Board: * Click * Select `Card Colour` * Pick from `Owner`, `Subcontractor` or `Shift`
Board View Options | 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 | * 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.
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