Board

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

Use the arrow controls, zoom slider and scrubber to move through your timeline and adjust how much of your plan is visible at once

• Click to move forward or backward by one week

• Click to jump to the current period

• Shows one week in detail

• Shows two weeks for a broader view

• The highlighted shows what’s currently visible

• Drag the highlighted section to move through your plan

Board Views can be organised into different swim lanes, depending on what type of set up you need.

• 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

• Click the in the bottom left-hand corner

• Complete the Task details

• Click to add it to the plan

Tasks created from the Board use your current view to pre-fill details like Group and date.

• Click on any visible Task Property

• Select a new value

• Changes are saved automatically

• Change dates: Drag to a different day

• Reorder: Drag up or down within a Group

• Reassign: Drag between Groups

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.

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.

• 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

See also:

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

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.

• 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

See also: creating & sharing

Tailor your Board View to suit the way you plan & communicate. Adjust the layout, colour coding, visible days of the week and more.

• 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

• Click

• Select Days

• Pick from 5 Day, 6 Day or 7 Day

• Click

• Select Layout

• Pick between Waterfall or Masonry

• Click

• Select Card Colour

• Pick from Owner, Subcontractor or Shift

See also: