Task Boards Module Overview

Within Incident Management (Operations Center platform) there are Task Boards which contain lists of tasks that get completed through a workflow. You can add as many task lists and tasks to a task board as you need. Behind each task (row) there is a form which can be configured in the Admin Area.

Customizing the Task Board Template

Each task board has a Template which outlines the layout of the form behind each task, and which columns should display on the list view of tasks. The articles below may help in customizing the task board templates: 

• Creating a New Task Board
• Customizing Form Templates
• Adjusting List Layout Columns
• Customize Conditional Formatting of a Field

Pre-Loading Collections Data

Collections are used to pre-load data into a task board. For example you might have a task board of 'Checklists' and you could enter all the initial response tasks into the collections in advance. They are then available pre-loaded to be available to import during an actual incident. The articles below may help in configuring and populating your task board data:

• Creating Collections
• Importing Collections into a Channel
• Including Collections in a Play
• Configure Collection Import Suggestion

Using Task Boards

When you come to use a Task Board during an event or incident you should first add it to your channel, or start your channel with a Play that includes it. The articles below may help in using the task board module:

• Adding a Task Board to a Channel
• Enabling / Disabling a Task Board in a Channel
• Archiving Tasks
• Displaying Tasks on the Map
• Filtering Items in the Log
• Filtering a Task Board
• Printing to PDF
• Exporting to a Spreadsheet
• Viewing the Audit Trail