Navigation on project board
1. Vertical menu on the left shows a list of projects that you have access to.
2. Select needed project by clicking on its name.
3. After that, Kanban board of selected project will open with columns: "New", "In progress", "Under review", "Verified", "Completed".
Note: You can have different access rights in projects: "Author", "Editor", "Participant", "Guest" or "No access". For more information, see section "Access rights".
Creating and editing tasks
Creating a new task
1. On project board, find and click "+" button (at the top of the board in each column).
2. The task card will be displayed on board.
3. On the task card, click on three dots
4. Select “Edit Task” from the list
A task creation window opens.
5. Fill in all necessary fields:
Task name: Briefly and clearly describe the essence of task.
Description: Use text formatting panel to describe task in detail, highlight important points, and add lists and tags.
The more detailed the description, the faster the task will be completed.
Task priority: Select a value from drop-down list (from 1 to 10) where 10 is the most urgent task to do and 1 is the least urgent.
Contractor: Assign task to a project participant from the list.
Attaching files: Click on the matching button and upload necessary files (videos, photos, layouts, documents). Please take note of file size limit.
Access rights: In "Access rights to the task" section, assign roles to participants: "Author", "Editor", "Participant", "Guest".
For more information about rights, see “Access rights”
6. Check all fields once again. To save, click "Save" button. To close the window without saving, click Cancel.
Important! In task editing window, you can change task status by selecting another column from the drop-down list.
Task management in Kanban board
Has been just created: new task will appear in "New" column.
Taken to work: When performer starts the task, they must move the task card from "New" column to "In progress" column. This signals to the team that the task is in progress.
Submit for review: After completing work, performer drags the task to "Under review" column. Before that, in task card, they must indicate in "Performer" field participant responsible for verification (for example, a supervisor or tester). By this action, work is submitted for review.
Verification: responsible person checks the quality of work. If everything is done correctly, he moves card to "Verified" column. If there are any comments, he can move the task back to "In Progress" by leaving a comment describing edits needed to be done.
Finish: Final step is to move the task from "Checked" to "Completed" column. At this stage, the task is considered fully completed and closed.
Editing and managing an issue
To change task, click on its card on the board to open data window. Make necessary changes and click "Save".
Deleting issues
To delete an issue, open it and find "Delete" button (or click on three dots on issue card), then confirm your action.
To add a comment, click on the arrow at the bottom of the card to open a window for entering a comment, where you can also attach files.
Access rights
Author of the team / Creator of the project
Project and settings:
- Can create projects.
- Can view tasks, columns, and lists of participants.
- Can change project settings (name, color, team, access rights).
- Can delete project.
- Can buy/extend project's tariff.
- Can buy/extend project's tariff.
- Can NOT leave team.
Board management:
Сan create and delete columns, change their names and order.
Tasks:
- Can create tasks and subtasks.
- Can change and delete any tasks (both his own and those of other participants).
- Can move all tasks between columns.
- Can change performers in tasks.
- Can move tasks to another project.
Comments and files:
- Can add comments to tasks.
- Can delete any comments (both their own and those of other participants).
- Can upload, download and delete any attached files.
Team Member / Editor
Project and settings:
- Can NOT create team projects (without purchasing a pricing plan).
- Can view tasks, columns, and lists of participants.
- Can NOT change project settings (name, color, team).
- Can NOT delete projects.
- Can leave team.
- Can buy/extend project's tariff if they have received rights from the Author.
Board management:
Can create and delete columns, change their names and order.
Tasks:
- Can create tasks and subtasks.
- Can change and delete any tasks (both their own and those of other participants).
- Can move all tasks between columns.
- Can change performers in tasks.
- Can move tasks to another project.
Comments and files:
- Can add comments to tasks.
- Can delete any comments (both their own and those of other participants).
- Can upload and download files.
- Can delete its attached files.
Team member / Participant
Project and settings:
- Can view tasks and columns.
- Can NOT view lists of participants.
- Can NOT change project settings.
- Can NOT delete project.
- Can NOT delete project.
- Can leave team.
- Can NOT manage pricing plan and access rights.
Board Management:
Can NOT create, delete, or edit columns.
Tasks:
- Can create tasks and subtasks.
- Can only edit and delete their own tasks.
- Can NOT change or delete tasks of other participants.
- Can move all tasks between columns.
- Can change performers in tasks.
- Can NOT move tasks to another project.
Comments and files:
- Can add comments to tasks.
- Can only delete their own comments.
- Can NOT delete comments from other participants.
- Can upload and download files.
- Can only delete its own attached files.
Team member / Guest
Project and settings:
- Can view tasks and columns.
- Can NOT view lists of participants.
- Can NOT change project settings.
- Can NOT delete project.
- Can leave team.
- Can NOT manage pricing plan and access rights.
Board management:
Can NOT create, delete, or edit columns.
Tasks:
- Can NOT create, edit, delete, or move tasks.
- Can NOT change performers.
Comments and files:
- Can NOT add or delete comments.
- Can NOT upload files.
- Can download attached files.
- Can NOT delete files.
Team member / No access
Project and settings:
- Can NOT view project, its tasks, columns, or participants.
- Can NOT change any settings.
- Can NOT delete a project.
- Can leave the team.
- Can NOT manage the pricing plan.
Board management:
Can NOT have access to board and can NOT control participants.
Tasks:
Can NOT perform actions with tasks (create, view, edit, delete, move).
Comments and files:
Can NOT work with comments and files.