To be able to add tasks to existing boards created from the board template, you need to create tasks in a Board template ( In the Board template, from the Production Boards that were created). Once you have created a task when you click on the task name it will open a slide bar on […]
Article How to add tasks in diffetent Board views?
Aside from adding tasks in the grid view and from the navigation, tasks can also be added from the Table and Timeline view. To add a task in the Table view, scroll down to the end of the task list. By clicking on the plus in the bottom left corner, a new task is created. […]
Article How to add latitude and longitude to tasks?
Tasks with a set latitude and longitude are shown in the Map view of a Board. To set both of these parameters click on a task to open the Task overview sidebar. Click on the edit button at the top right corner of the Task Details section. Now add the desired values to […]
Article How and why to add document placeholders to tasks?
A new document place holder is created in the documents section of a task. We take the same steps as with uploading a document, except instead of uploading an actual document we name the field where a future document should be added. This is helpful to add while we’re creating a board template or if we’re assigning the responsibility […]
Article How to add Planned and Actual Assets to a task?
Both Planned and Actual Assets are added in the Assets section of the task. Start by adding the section to the task. First, click the wanted task to open the task sidebar and then click on the “+” icon in the top right corner. From the dropdown menu that appears, choose “Assets”. To […]
Article How to add a Task Template?
A task template can be added in two ways. The first is to add it by clicking on the “+” button in the navigation menu and then selecting “Task Template” from the drop-down list. A sidebar will open. Here we can fill out all the necessary information for defining a task template. […]
Article How can I add Cash Flow to my task?
This feature is only available for Professional and Enterprise users. The first step is to click on the task. A side bar will appear. The next step is to click on the “+” icon in the top right corner. Choose “Cash Flow” from the list that appears. To add […]
Article How can I add assets to my tasks?
This feature is only available for Professional and Enterprise users. The first step is to click on the task. A side bar will appear. The next step is to click on the “+” icon in the top right corner. Choose “Assets” from the list that appears. To add a […]
Article How to add labels to tasks?
When adding a label, the first step is to click on the task itself. A sidebar will appear. Labels are added by simply writing whatever label you deem as suitable in the text field of the Labels section. After you are done writing, the label is saved by clicking the check-mark. It must […]
Article How to add a task?
Every stage on a workboard consists of tasks. There are two ways these tasks can be added. The first way to add a task is by simply clicking on the “ADD A TASK” field, as shown below. After you are done naming the task, press enter and a new window will open. The […]