Use the Task Board

During a sprint, TeamForge project members can use the Task Board to view tasks, create tasks for backlog items, edit tasks and drag and drop tasks across swimlanes as they progress.

1. Click TRACKERS from the Project Home menu.
2. In the List Trackers, Planning Folders and Teams page, click TRACK.
   
   A Task Board for the current project context is displayed.
3. Select a planning folder from the drop-down list. The Task Board is populated with backlog items and their tasks.
   • If a selected planning folder has subfolders, the artifacts within the subfolders are not displayed.
   • Cards have a color-coded bar to visually identify the priority. In addition, the open and closed cards' background is color-coded to uniquely identify the status.
   • For each card, the artifact ID, title, priority, assigned to and effort (in terms of 'Points' for backlog items and 'Hours' for tasks) are displayed. Status information is shown on backlog cards only. Relevant tooltips appear when you hover your mouse over these data elements. You can also hover your mouse over the tracker icon in backlog and task cards to know the tracker name.

Add new tasks

4. Click the '+' icon.
   

   The Create Task window appears.

   

5. Type a title and description and click Submit.
   Tip: To use the title you type as the description, select the Use Title as Description check box.

To edit a backlog item or task using the task ID link:

6. On the List Trackers, Planning Folders and Teams page, select the planning folder.
7. From the listed backlog items and tasks, click the artifact ID link you want to edit.
   
   The View Artifact page appears.
8. Modify the backlog item or task and click Update to update the artifact and return to the Task Board.

To quickly edit a task

9. Click the edit artifact button in a task. The Edit Task window appears.
   Note: To be able to edit tasks, you need to have the required permissions.

   Edit task button

   

   Edit Task window

   
10. You can edit the following on the Edit Task window:
    • Artifact title
    • Artifact description
    • Primary and secondary attributes
      You have two expandable frames, Primary Attributes and Secondary Attributes, that list fields you can edit. Primary attributes include Priority, Status, Assigned To, Estimated Effort, Remaining Effort, Actual Effort, Points and Team. The expandable frames and the fields listed in them depend on your application configuration that you set in Tracker Settings. For example:

      • Configurable fields which are enabled. For more information, see Enable or disable fields.
      • User-defined fields (flex fields) with the field type Text Entry and Single Select and set as Required (Tracker Settings > Tracker Administration > Create Field). For more information, see Create your own tracker fields.
      • Fields which are workflow configured. For more information, see Create a tracker workflow.

    By default, the following field types, which you select while creating a user-defined field (Project Admin > Tracker Settings), are non-editable from the task board's Edit Task window: Multiple select (Multiple Select), Date picker (Select Date) and User picker (Select User(s)).

    • Comments

      In this expandable frame, in addition to adding comments, you can view the last five comments for an artifact.

11. After editing an artifact, click Update.

Move tasks across swimlanes

12. To move tasks across swimlanes, drag a task card from the source swimlane and drop it on the destination swimlane.
    Note: You need to have task tracker 'edit' permission to move cards across swimlanes.

View both 'open' and 'closed' backlog items

13. Note: When you select a planning folder, the Task Board shows only 'open' backlog items by default.
    Click the 'Show/hide closed artifacts' toggle button to view both 'open' and 'closed' backlog items.

    Show/hide closed artifacts toggle button

    

Refresh the Task Board

14. Click the following 'Refresh' button to refresh the Task Board.
    

Auto assign task

15. Select the Auto Assign Task to Me check box and drag the artifact from one swimlane to another (from one status to another) and the artifact is automatically assigned to you.

Position artifact cards

16. If you have the requisite permission, you can drag and drop a card above or below the other cards within a swim lane to position it in the order you want the artifact addressed.
    Note: The positioning of cards is retained when you switch between the list and board views (planning, task and kanban).

    For related information on ranking artifacts in the list view, see Reorder the contents of a planning folder.