Taskboards
The taskboard provides visualization of data in the form of cards and lanes instead of lists and forms. This graphical interface allows you to manage, edit, and track tasks from the Task table and its child tables.
Taskboard structure
All board types share the same structure.
| Element | Description |
|---|---|
Lane  | A vertically organized group of records that contains cards with the same values. Usually, the lanes represent states, for example, Draft, Analyzing, In progress, or Completed. One lane contains cards in the one state. When you drag a card between lanes, the record changes its state to the corresponding state lane. |
Cards  | A visual representation of a single task that contains basic information about it. The changes of a card cause changes in the related record. |
Board header  | The taskboard name. To change the header, complete the following steps:
|
In the taskboard example above, the states are Draft, Analyzing, In progress and Completed.
- If you move a card from the Draft lane to In progress, the task state will change to In progress.
- If you open a record by clicking the card, change the state in the State field and click Save, the card will automatically move to the corresponding lane.
Create a taskboard
To create a taskboard, complete the following steps:
- Navigate to Taskboards → Create New.
- Fill in the fields.
- Click Save or Save and exit to apply changes.
Taskboard form fields
| Field | Mandatory | Description |
|---|---|---|
| Name | N | Specify the taskboard name. |
| Source table | Y | Specify a table that contains source data for the taskboard. |
| Source filter | N | Specify the filter that is applied to the source table to limit the task records. Only tasks that meet the specified conditions are added to the taskboard. Use the condition builder to build a filter that fits your needs. You can create |