The moment a task is on the Planboard, there are a number of actions that you can perform with the task.
Adding information to a task
Click on 'View' for a task to edit it. You can then select a number of change basic settings such as name, description, supplier and contract. You can also change the Planboard (move the task to another Planboard), change the status (these are the tracks), the assignee and the execution date.
When you assign a person to a task, that person receives an email about that.
There you can also see the backlog (edit history) of the task under the tab 'Backlog' and optionally upload attachments to the task under the 'Files' tab.
Add a comment
You can add a comment to a task. You can use this to task, or to take notes/notes. Click on 'View' at a task, then you can add a comment under the 'Comments' tab.
Change track/status of a task
The moment a task needs to be moved to another status, you can you can do this in two ways.
- Click on 'View' on the tile of a task, and adjust left in the pop-up window the status on.
- Drag the task on the Planboard overview to another track.
Run a task
When a job is in the last track (the rightmost track on the Planboard) the task has been completed. You can drag the task there, or a open task manually via the 'View' button on the tile of the task, and click on it click the 'Run' button.
Completed tasks can also be recognized by the green border around the tile: