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Taskboards

LeanKit's step-by-step guide on how to manage tasks using taskboards within cards.  

LeanKit lets you create tasks within cards so that you can track the more granular details related to each work item. You can also quickly track progress toward completion of the entire card, the proportion of tasks completed versus total tasks, within the card.

Taskboards function much like mini boards within cards. Each taskboard contains its own tasks.

Tasks can be any card type that exists on the parent board, and they can be moved through three, pre-determined lanes: To-Do, Doing, and Done.

Just like any other LeanKit board, you can create new tasks, move them between lanes to update their status, and assign tasks to specific users.

 

Accessing Tasks

To access a card's tasks, click the card to open Card Details, then click Tasks to go to the Tasks tab.

 Task_Board_.png

 

Adding Tasks

Click Create Task to create a task card.

Create_Task_.png

 

Editing Tasks

You can add or modify many of the same details for a taskcard as you can a normal card in LeanKit, including: Title, Description, Type, Size, Tags, Card ID, Priority, Blocked/Unblocked, Card Type, Start/Finish Dates, and External Link.

Just like normal LeanKit cards, you can assign users to tasks as well as post comments, upload attachments, and view the complete card history.  

Assigned_Users_Task_.png

Comments_Task_.png

 

Configuring Task Types

Just like cards, tasks have types.

Task types for a board are available in the Board Settings window (opened by clicking the gear icon in the upper right when viewing the board) on the Card Types tab.

board_settings.png

 

Convert Cards to Tasks

You can move one or many cards on and off a taskboard.

To convert cards to tasks, select one or many cards with Multi-Select. Once you’ve made your selection, right-click and select Convert to Task.

Convert_to_task_.png

Next, click the card that you would like to move the task into:

Card_Destination_.png 

The new task will automatically be moved into the To Do lane of the taskboard on the card you have selected. If no taskboard exists, LeanKit creates one.

To move cards off an existing taskboard, follow the same steps. Select the task(s) you’d like to move from a taskboard. Then right-click and select Convert to Card.

Convert_to_Card.png

This will move all selected card(s) onto the parent LeanKit board into the same lane as the card it was in.

Convert_to_Card_2.png 

 

See How Many Tasks are Done 

On the face of a card with tasks, you will see the proportion of tasks which are in the taskboard's Done lane. For example, “3 of 10” would indicate that there are 10 tasks on this card's taskboard, and three of them are done. If you hover over the indicator, you will also see that expressed as a percentage.

 

Note: This feature is not available in all editions. To compare LeanKit editions please go here.

 

 

 

Doc ID: 1191981338

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