Board
Board is an alternate way to view and edit plans that have already been created on the Gantt. Projects in Board can be viewed in one week intervals only.
Create a view in Board to match your preferences precisely, save your configuration, and share it with your team or specific users if needed. Views in Board view are separate from views on the Gantt.
Add Task
Users automatically become the Task's Owner when they create a Task.
By default, the new Task will be a one-day Task created on the Monday of the selected week in the top group, unless the Task is added to a specific day.
New Tasks will have the Project's default calendar selected, and be set to a Day Shift.
The dates and grouping of a Task can be modified with drag and drop.
Milestones cannot be created from Board.
Filters
By default, the new Task will be a one-day Task created on the first working day (of the Project's default Calendar) of the selected week in the top group, unless the Task is added to a specific day.
If you have filters selected, these will be pre-assigned to new Tasks that are created:
Where there are more than one active filter for a single-select property, the first selected filter will be used on the task
If an active filter would be an invalid property on the task (eg a locked package), nothing will be pre-populated
Any pre-assigned resources will be allocated a quantity of 1 by default
Group
You can choose how tasks are organised in Board view by setting the Group.
The Primary and Sub-Groups you can pick from are:
Owner
None
Package
Owner
Folder
Subcontractor
Subcontractor
Shift
Shift
Location
Location
Folder
Package
Tasks can be dragged and dropped between groups.
Task Properties
You can choose which Task properties are visible or hidden in Board view. The order of Task Properties under each Task depends on the order chosen from the Task Property Selector.
The Task properties you can pick from are:
Assignees
Calendar
Dates
Labour
Location
Materials
Notes
Owner
Package
Plant
Progress
Shift
Status
Subcontractor
Folder
Tags
Blockers
The visible Task Properties also dictate what properties are immediately available to assign to new Tasks created in Board View.
Layout
By default, Board has the Masonry layout and 7 day week selected. This is user-customisable and will be remembered when Board is next opened.
There are two layout options:
Masonry
Tasks are condensed into the smallest amount of vertical space
Waterfall
Each row has only one Task
There are 3 options for how the week can be viewed:
5 day
Monday - Friday
6 day
Monday - Saturday
7 day
Monday - Sunday
Relationship Links can be visible in Board View but are toggled off by default.
Scale
The scale toggle has two options:
Zoom
Days are a set size and can be scrolled between, the proportion visible depends on display size
Fit
Days are condensed to fit within the browser window
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