defining and tracking task progress
Add Tasks
- The Kanban board of an objective allows you to break down the activities of an agreed objective into the tasks required to achieve each of the activities
- Access the Kanban board of an agreed objective via the Kanban icon
Add More detail
- Tasks can be one off or recurring and can be added at any time while the objective is current
- Add tasks to the activities of an objective using the plus button.
- Add the task name, priority and due date
- To add more detail like recurring tasks or attachments select ‘More’
- Make this task recurring – Add the recurring timeframe, if relevant
- Recurring tasks will automatically created on the Kanban board according to the timeframe selected
- Tasks can be filtered to show recurring or non recurring tasks
update Task progress
- Move tasks through the Kanban board status columns as you action them by dragging them from To Do through to Done and then Done Done (when the activity is finalised and signed off as complete)
- This allows you to plan and manage work at the most granular level
