How To Manage Works On Tracup Board View?

June 30 15:18 2022
Board view is ideal for agile teams due to its fast and powerful drag-and-drop interface. Here’s how to use Board view to advantage in Tracup and provide some pro tips to help move faster right away!

One of the most special views in Tracup is the board view, and the board view is also known as a Kanban board. Board view is a special way to manage their tasks and teams. And it is also a visual way for them to manage tasks and drag and drop anything through a workbench.

Instructions in details

If users want to enter the board, they need to click the board option in the view selector at the top of the Tracup page.

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At the top of the view board, there are a bunch of types of tasks that exist on board. Here they can see each status for this group of tasks. And they also can customize status at the folder or list level.

By default tasks in the board view are grouped by status and arranged vertically by their order.

Tracup_board_grouped_by_bottom

If they would like to convert something different such as assignee, tags, due date, or priority, they can click the bottom and make their own decisions.

How to add new tasks? – Three ways to add new tasks to the board.

Users can also add new tasks in the board view in a couple of different ways.

Firstly, they can click the new task button in the lower right-hand corner of the screen to add a task directly into a column.

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Also, Tracup supports clicking on the new task option at the bottom of any column and this option is great for quickly adding multiple tasks to their board.

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Users can also click the plus sign at the top of each status and create a task within the specific status.

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Task Moving Function in Board

The key benefit to using the board view is moving a task to a different column. Users can change the status by dragging and dropping a task into the relevant status column.

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Task Edits Function

Inboard, users can edit some of the data of the task and edit details like the tags, assignee, and more to help them to manage their tasks inside of the board. And users can also easily change the priority in board view by clicking the flag under the task name and choosing the priority that they need.

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How to Manage Projects In Board

Inboard view when users click on the name from the task card, the whole task will open. And users can edit names, descriptions, statuses, attachments, and more.

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Subtasks In Board View

Users need to move their mouse to see the hidden subtasks because subtasks do not automatically show on the board. Tips: Subtask does not automatically inherit the same content from the main task including status or any other group by characteristics.

How to find hidden task cards on the Tracup board?

Once users have more than a handful of task cards in a column, they will start to fall out of their view to scroll up and down to see them. Users must hover over that column and the scroll bar, then everything will appear for their use.

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In this article, Tracup helps users make a summary for board view operation, at the end of the article, hope users will give Tracup more suggestions about our article. Tracup has a powerful board to support users’ work and helps them to achieve the best project management. 

Read more: https://tracup.com/blog/How-To-Manage-Works-On-Tracup-Board-View

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