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:

Primary Group	Sub-Group
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:

Layout	Description
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:

Option	Days
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:

Scale	Description
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