Creating a New Task Board

🔑 ACCESS LEVEL: Account Owner

To create a new task board:

  1. Go to the Admin Area
  2. Expand Templates
  3. Select Tasks
  4. Click on New Task Template
  5. Create your template using the customizing form template and selecting field type articles
  6. Click Save

Selecting an Icon (Required)

Select an icon for the board. This icon will be used to represent the board in the menu and when tagged in the log. Click Show more to see more icons, and use keywords to search for the name of an icon.

Name (Required)

The app name will appear in the navigation menu and throughout the software. Choose a short name that ideally fits on a single line.

đź’ˇ TIP: Names should be unique and clear. Ideally it would be a name that encompasses the task lists and tasks such as "Immediate Actions", "Security Tasks", "Search Assignments", and "Requests".

Unique Name (Required)

The unique name is auto-generated. The unique name is used later to create relationships between modules and reference this module in custom expressions.

Tasks Statuses (Optional)

These statuses represent various stages within your task workflow. Additionally, you have the flexibility to incorporate custom status labels, enabling you to visualize the progress of your Task Boards lists according to your specific needs.

  • Not Started displays as grey
  • In Progress displays as amber
  • Complete displays as green
  • Not Applicable (removed from stats) will not be displayed. This option is useful when dealing with pre-configured task lists, allowing you to indicate that certain items do not apply to a particular incident.

You can expand the task progress bar to view a detailed breakdown of all custom phases containing tasks.

Default Status (Optional)

You can set a default status from the statuses above. You may want to set the default to 'Not Started' if you choose to keep this status.

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