Panel My Tasks
With release 17 of PLANTA
pulse, the panel
Dashboard has replaced the panel
My Tasks. The two views
Overview and
Pinboard are still available.
Access path
-
My Tasks
- Pressing the key T.
Information
- In the panel My Tasks, the user can display the cards he/she was assigned to in various individual views and rearrange them, if needed.
Details
- Via the button
, the view (Overview, Pinboard or Dashboard) can be switched.
- By default, the view Pinboard is selected.
- By default, all views only display the cards of the user with the status “Open”, i.e. cards which have not been marked as Completed.
- Via the button
all completed tasks can be shown as well.
Overview
Information
- The Overview offers an overview of the cards to which the user was assigned.
- The cards are listed vertically within their boards, sorted by their start dates.
- The boards are listed horizontally.
Details
- Using Drag&Drop, the boards and their cards can be moved within the overview.
Pinboard
Information
- On the pinboard, the user can create a personal overview of the cards to which he/she is assigned.
Details
- The view is divided into two areas.
- On the left, all the assigned cards which have not been marked as Completed are displayed sorted by boards.
- The cards are sorted by due dates, but can be rearranged within their boards using Drag&Drop.
- On the right, the cards can be arranged into individual lists.
Edit pinboard
- Click Add List.
- Enter a list title.
- Save.
- Move the selected cards from the left area to the list in the right area using Drag&Drop.
- Since the cards are moved, they are now not being displayed in the left Tasks area anymore.
- The moving can be reversed.
- To do so, move the card from the right area back to the left area using Drag&Drop.
- The card is automatically moved to the board it belonged to.
- When the list is deleted, the cards are moved back to their boards in the left area.
Dashboard
Information
- When the view Dashboard is selected, the panel Dashboard is opened.
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