You can do this to get an even better overview of your tasks and to-dos 1Tool Use Board's module. You can find it under Organization – Boards.
Working with boards
You can create a new board by clicking the button “Create new board” click. Then enter the name of your board and add board.
On the board overview page you can see all your created boards. For a better overview, you can change the background color of each individual board. To do this, click on the three dots on the right in the desired board and click on “Change color” or if a board is to be deleted, just click “Archive board” . click
Create new phase
- By clicking the button "boards" you get back to the overview page.
- With the button “Create new phase…” you can create your desired phases of each individual board.
As soon as you have created your desired phases, you can start working with them.
At each stage you have the option to "Add" to click. Here you can create a link to existing tasks or create a new task or a new note.
Create new task
- Enter the desired title for your task.
- Here you have to directly link the task to a project, opportunity, contact or order. Provided the project, opportunity, contact or order has already been created.
- You can also assign the task to a colleague. To do this, select the desired person under “Task for”.
- In the last larger field you can enter a detailed description of the task.
Then select the desired storage variant and you have already created your task.
Create new note
You can create a note at
- enter a title for the note and
- a deadline with a date and
- assign time.
You can also enter an exact description of your note and then select one of the three storage variants.
Link existing task
You can link an existing task directly on boards, go to "Link" and then enter the desired ticket number or the name of the task. You will now see a selection and can then select the corresponding task.
Edit the task
There is a pen at the top right of the task. You can click on this to edit the task. After that you go "Details".
In the detailed view you can (1.) assign the task to another colleague. To do this, you simply have to double-click on the name and then the assignment can be changed. By clicking on the (2nd) arrow you can edit the task in the task view. You can find out how to mark a task as done here.
Move note or task to another stage
You can easily move the task or note from one phase to another by clicking on the title of the task so that the mouse pointer changes. Now hold it down - a striped background will appear under the task. Now drag the task/note into another phase until this striped background also appears here and then stop pressing the mouse.