Tasks Panel and Views

The Pad View

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

The

Pad View

is a simple list. With two views:

• Grouped by Stage • Not grouped by Stage

Note: The Pad View is not available in the beta

In this hierarchy of complexity:

A Task A Page View

A Simple list The Pad View

A List with Subtasks The Outline View

An Ordered List with States The Column View

An Unordered Bucket with States The Board View

Lists on a schedule The Timeline View

Lists and Buckets on a Schedule with dependencies The Gantt View

What Is It's Purpose?

A clean, distraction-free task list for simple workflows. Especially where you don't need to perform estimating.

How is it Different from the Outline View?

• Subtasks and Counters are not shown. • The only fields shown are the name, assignee if present, and the current state. • The Pad view uses Click-To-Edit, instead of opening an Editing Panel. • Rearrange to change State • Drag and Drop on the Stage Selectors to change state. • Or open the Profile Page to change state.

What Fields Do I see?

• The Task Name • The Workflow State • The Assignees (if present)

That's it.

What Actions Can I Take?

Toggle Views

Open the Filters Panel Use the "Organize by Stage" option to to toggle between:

• a simple list of tasks, and • a simple list of tasks organized by stage

Hover

Hover over a task and it will be hi-lighted.

Select

Select a task. It will remain hi-lighted.

Tip: The currently hilited task reflects the content of the Task Detail Panel. If you change the contents of the Tasks detail panel using the next and previous icons, the currently hilited task will also change on the Tree View. Tip: The +Task Panel will use the values in the currently hilited item as its defaults.

Display a Task in the Detail Panel

Selecting a Task will Refresh the Task Details Panel displaying that Task.

Tip: For a Distraction-Free Task Detail Panel, hide the Info Section by selecting the > icon.

Open a Sliding Page for the Task

Double-Click to open a sliding page with that task.

Add a Task

1) Select an open Task position.

Scroll until you see ” + Task “

Tip: The default Task Type shown may vary depending upon the choices available for that spot. The most common is just “Task”.

Select it. The Cursor will move to the Right of the text.

Select a Task Type. Either:

1) Click on the Task Type. The list of tasks types that are possible in that location will appear.

–OR–

2) Type a few characters of the task type and hit tab. Runcible will understand your intentions and change the task type and erase the letters you just typed. For example, if you type “exp”-Tab, Runcible will change the task type to “Expense”, and start you with a blank Task Name again.

Tip: The task type you can enter is determined by the level in the hierarchy, the parent task, the deliverable and the project. You don’t need to understand all the choices available. Most of the time they’ll be obvious. (Really).

Enter the Text, then select “Enter“.

Tip: A new task will open as soon as you start typing. Press enter to save the current task and move immediately to the next. Runcible will create new tasks and save them as fast as you can type. Tip: You can activate the Data Entry Mode by selecting “Hide Empty Deliverables” from the [icon-gear ] Tasks Panel Filters Menu.

2) Use Right-Click to open the Context Menu. Runcible will display the context menu.

The three menu choices are:

Insert Child: adds a subtask under the selected task. • Insert Above: adds a sibling task above the selected task. • Insert Below: adds a sibling task below the selected task.

Select one of the choices, and a new Task position will open. Click on the new task to enter a task name. Press “Enter” to save. The cursor will move to a new task.

Edit a Task

Edit a Task in place

Click on the name to edit-in-place. Press Enter or change focus (click somewhere else) to save. Press Escape to cancel.

Display a Task in the Task Detail Panel

Select a Task to display it in the Tasks Detail Panel and edit it there.

Open the Task for Editing in a Sliding Page

Double Click on the Task to open it in a Sliding Page and edit it there.

Alt + D

Display Current Item in the Task Detail Panel, in Edit Mode

Alt + W

Display Current Item in Wide Format, then select "Edit" to edit it there.

Alt + E

Open Current Item for Editing in Wide Format - it will already be in edit mode.

Reorder Tasks:

There are two methods of rearranging tasks:

1) Drag and Drop

Use the Edit Menu/Handle to rearrange tasks by dragging and dropping them. The default behavior of most drag and drop user interfaces is to make a space for your item as you move it. We found this disorienting. instead, Runcible displays a colored line (a border) as you drag the task.

• Dark Grey Line: “You can drop it here” Red line: “You cannot drop it here.”

To Cancel a drag event, drag the task off the top of the page. Return the task to its original position. Or press the Esc key.

2) Use the Context Menu

Use Right-Click to open the Context menu. The context menu choices are:

Send to Top: to quickly move this task to the top of the list. Send to Bottom: to quickly move this task to the bottom of the list. Indent: to make a child of the task above. Unindent: To raise a child to a sibling (peer).

Change Stage

You can change stage by Dragging and Dropping a Task on the Stage Selectors.

If you have chosen the option to organize your tasks by State, you can change State by dragging and dropping between states in the list.

Note: when you Drop Tasks on a [label_badget type="badge" style="default"]Stage Selector[/label_badget] , Runcible will try to put them into the first available State. So if you have this arrangement: BACKLOG STAGE BACKLOG STATES: Backlog, Reviewed, Approved, Scheduled WORK STAGE WORK STATES: Current Queue, Assigned, Accepted, In Progress, Complete, Pending Review, Accepted, Closed Note: If you drag and drop from the Backlog Stage: Approved State, to the Work Stage Selector at the top of the Tasks Panel, Runcible will move it to the Work Stage: Current Queue State, because that's the first available State in the Work Stage for that workflow. (Runcible tries to be smart when possible.)