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 ViewSelect how you want to group tasks
Use
⋮⋮to drag your Groups in the order in which you want them to be displayedTasks 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 BoardToggle
any property you'd like to display on the Task CardsUse the
⋮⋮drag handles to reorder the properties on the Task CardsOptionally, click the
>beside the property to open more optionsUse 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 ProgressClick the progress bar on the day you want to log an update
Choose
to mark it on track or improved, or 
to record a delayThe progress bar will turn green or red based on the update type
See also:
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 BoardIn the dropdown that appears select
and choose the property you'd like to filter byChange the logic from options like
or 
to 
or 
to hide or reveal the relevant TasksClick to swap between
and 
See also: creating & sharing
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 BoardUse 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 ColourPick from
Owner,SubcontractororShift
To change the visible days:
Click
Select
DaysPick from
5 Day,6 Dayor7 Day
To switch the Board Layout:
Click
Select
LayoutPick between
WaterfallorMasonry
See also:
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 cornerChoose between Zoom or Fit
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