Tasks Panel and Views

The Board View

Summary: ![](assets/uploads/2016/02/boarddetail.png)

[contentblock id=1 img=html.png] The

Board View

is for visually managing the flow of work through different states As scale increases, the value of the board helping you understand the state of the work, team, group or organization increases. In larger projects we suggest you enter and plan your work on the Outline View, and use the Board View to manage it through completion In smaller projects we suggest you use the Pad View, for sketching our your work, and the Column View to manage it through completion.

What Is It's Purpose?

A visual representation of the flow of the work in progress.

The Idea

We human beings are very good at doing complex things if we break them down into chunks we can determine are 'finished', and then move onto the next.

We are also very good at understanding a two dimensional representation of just about any process.

The board is analogous to a timeline.

The number of things on the board sort of different sized boxes moving along the line.

By looking at the board we can all sort of understand what we are working on, and what everyone else is.

A public "board" makes it very easy to show successful people and groups, and very hard for unsuccessful people and groups to 'hide'.

If we put on the board, only those things we are working on, then we tend to have an easier time focusing on getting them done.

It is very hard for ... ahem... managers, executives, customers, to ask you to do 'bad' things for the organization when this very simple board view is available to all.

So the purpose of boards is to use a simple visual representation of the work IN PROGRESS.

More... See Wiki on Kanban Boards

How is it Different From The Columns View? Scale.

The columns view does not show Swim Lanes. The Board view does.

The column view's single-stack of cards provides a simple way of showing of steps or priority from top to bottom. The board view can be ordered yes, but it's purpose is to show lots of work.

The column view uses large cards and presents a limited amount of information. The Board view uses all sizes of cards and can display thousands of tasks if you want it to.

Note: In the smallest size card, selecting an organizational node, and all the active programs, will allow you to see the entire part of your business moving through its steps. It's amazing to see all these little 'chicklet' cards moving through different parts of the organization. Its kind of a Sim-City view of your universe.

The Board View ....

Why Are Some Columns Different Colors?

Because the View you choose might hide Cards in a column from the board.

A darker Column's (State's) Cards are hidden in the current filter. A lighter Column (State) means that cards for that column are visible.

If you drag and drop on a light column, then the card will remain visible.

If you drag and drop on a dark column, the card will disappear from the board.

So for example, if you use the Work View, the Trash column will be visible unless you hide it using the Filter Menu. If you drag and drop a task to the Trash column, then the card will be placed in the Trash state, and disappear from the board. So in this screenshot, notice that in the Work Filter, Backlog and Active Stages are visible, and Trash is not.

But if we select the Trash Stage, we see that there are indeed cards in the Trash.

What Fields Do I see?

Each card's contents are specified in the Program Profile -> Settings -> Card Configuration Tab.

We won't cover the default configuration here.

More... See the Card Configuration Tab for more information.

What Actions Can I Take?

Select

Selecting a card will display it in the Task Detail Panel.

Tip: Selecting a card will also ask +Task to clone it's properties when creating a new Card.

Open

Double Click on a card to open a sliding page for the Task or Select the Task's Identifier to open a sliding page for the Task.

Add A Card (Task)

Use +Task

• Select +Task. A sliding panel will open for the New Task.

Note: Runcible will fill in whatever fields it can by using the Sections on your board.

• Enter the Task Name.

The other fields should be optional unless you've created restrictions on in your workflow.

More... See Using +Task for more information

• Press Save.

A sliding page will open with your new Task. The server will send your browser a message adding the new Task's Card to your Board. Runcible will add it to the first available State and Stage - that will most often be the 'Backlog'. Then you can move the card to whatever state you want to.

Hint: When you create a state you can determine whether it's a Start, Normal Work, or End state. You can only create a Task (card) in a start state. Why? So people (not you of course) don't bypass the business rules for moving from backlog into the Normal (Work) states. That's why you can't add cards to individual states. More... See Using Workflows for more information.

[Select a Card and Use +Task]

Selecting a Card and then using +Task, will tell the +Task panel to clone the selected card's values, in the new Task.

You can then just add a title and change any necessary settings.

Important Tip: Selecting and cloning cards is the fastest and easiest way to create new Cards(Tasks) on the Board View and Column View.

Edit A Card

To Edit a Card

Select a card to display it in the Task Detail Panel, then select "Edit". or Double Click on a card to open a sliding page for the Task, then select "Edit". or Select the Task's Identifier to open a sliding page for the Task, then select "Edit".

Drag and Drop to Change State

Select a card and start to drag it.

The board will show you which states are available to that card in the current workflow.

Note: If you can't move it where you think you want to or should, then Open the card in a sliding page, and from the workflow's button bar, select the [?] icon. It will tell you what you need to do to change states.

Issue: A task cannot be started unless all its parents have been started. This is the most common reason why you can't change a Task's State.

[Drag and Drop to Change Properties (Swim Lanes)]

To change properties, select a card to display it in the Task Detail Panel, or double click on a card to open a sliding page. Change the properties there. When you save the changes the board will be updated via websocket. (It's cool.)

Note: We have not implemented vertical drag and drop between swim lanes to change properties of tasks. Why? Because until we implement the Deck, we found it wasn't helpful. When we implement the Deck, you will be able to drag items to the deck, scroll up and down, and then drop where you want to, and change properties. You will then be able to drag and drop horizontally to change states. We do not anticipate supporting both operations at the same time.

Change Swim Lanes

What is a Swim Lane?

They're those horizontal bands that cross the board when you select a Swim Lane in the Tasks Panel Filters Menu.

Use Swim Lanes group Cards (Task) by one of the Panel Properties.

More... See Wikipedia on Swim Lanes

I See Duplicates when I use Swim Lanes, Don't I?

Yes, a Card can appear in multiple places on the board if say, you organize by something that allows multiple values like tags, assignees, or teams