Tasks & Kanban Boards (+Video)

Issues are like big to do’s. They should contain only one specific task (as any good to do item on a list). But because they might be more difficult or complex than a to do, an issue needs some more explanation. That’s why you can write as many instructions as you want. You can also attach files and leave comments to discuss the issue with colleagues.
Because tasks are more complex than to do items, you can assign them to different users. Or the user, who works on the issue, might assign it to his colleague for review.
You can also set a deadline for the issue. This is super handy if you need something done fast or if you want to communicate that something is not so important and only needs to be completed to a very late date.
You can also add a “status” to each issue. Have a look at how kanban boards work below, to learn more about this feature.
To create an issue, simply press “t” on your keyboard or move your mouse or finger over the green button from within a project. From there chose the second entry with a document icon and a clock to add a task.
To delete a task, simply click on the “x” at the top right corner of the task card. But be aware: Deleting a task will also delete all associated comments and file attachments.

 

The Kanban board

If you have a bigger project, you will also have a big pile of issues to be resolved. That can make it hard keeping track. That’s what the kanban board is for. You can activate the board by chosing it from the view popup below the project menu on the task overview page. Three rows will appears labeled as “To Do”, “Review” and “Done” (you can change those labels in the backend). By default, all tasks will be within the first row “To Do”. Let’s say you have a task assigned to you. After you completed the task, you can re-assign it to you colleague who needs to check the result. After doing that you move the task card from the first row into the second called “Review”. Now everyone in the team can see that this task has been worked on and that it is now in “review” mode. This simple but effective way of organizing your work can save you hundreds of emails and chats. Everyone knows exactly what he has to do next and where to find the information necessary. Be aware to always re-assign the task to the person responsible for review. This will make it easy for everyone to figure out what has to be done next.

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