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First things about taskboards

Managing taskboards

By default, each project comes with 5 pre-defined categories: task, issue, RFI, safety and guarantee. In each project, the project administrator can determine which categories will be used while creating new tasks.

To edit and/or add categories, click on the settings icon which is located next to "Taskboards". From there, you can change those pre-defined ones (both names and colors) and add new ones. In total, you can use up to 10 categories.

NB! We recommend using categories to describe the nature of that communicational part. Types — e.g. electrical works, drywall etc — might not be that useful since users can already be grouped into user groups and taskboards based on their work types. And in case you want to group your tasks by a certain word (e.g. "apartment2", "floor2" etc), you can do it by assigning tags to your tasks.