Taskboard

Introduction & best practice

Use the Taskboard to view all your open tasks as a To-do list or overview your team/supplier's task for e.g. an entire season. The Taskboard is your daily tool to make sure that all deadlines are met on your styles, items or certificates. 

Create tasks and link them directly to specific styles, items or certificates, or create overall tasks.

The Taskboard lives in the new beta version of Delogue 2.0. To access the beta site, simply click on the button called 'Try Delogue 2.0' after logging in to the platform. 

Click here to learn more about Delogue 2.0  

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Table of contents

• Video guide - Taskboard tutorial
  
  
• Step-by-step guide
  
• The Taskboard view
  • Search in your view
• Creating new tasks
• Link your task
• Assign your task
• Task priority
• Update single/multiple tasks 
  • Single task edit
  • Batch edit of tasks
• Copy tasks
• Delete tasks
• Set up filter in your overview
  • Clear all filters
    
    

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Video guide - Taskboard tutorial

 

Description

This video gives you a brief introduction to the main functionalities of the Taskboard, explaining:

• The general Taskboard view
• The column selector, using filters
• Add a task and add a task note
• Link, assign and prioritise a task
• Edit multiple tasks, search for a task
• Mark a task as read, copy and delete a task

 

Step-by-step guide

The Taskboard view

You will find the Taskboard in the navigation bar on the left-hand side of the screen. 

The first time you visit the Taskboard, you will see a standardized table with default columns selected. The overview will by default present 'your tasks'.

Any existing tasks assigned to you, will be presented in this view. 

 

Search in your view

In the Taskboard view you have a search field to quickly search upon specific data. 

It can be used for a quick search of style name/number, but it can also be used for searching for specifics notes added to the tasks. 

You find the search field in the upper right-hand side corner of the table view. 

 

Create new tasks 

In the Taskboard you can create tasks with or without a link to either styles, items or certificates.

1. Click on the 'add a task' button found in the upper right-hand corner or at the bottom of the task list. 

2. A new line will appear in the bottom of the Taskboard overview.

3. Start by adding the Task description.
You can select from the list of tasks from any Workflow or you can write the task description manually. 

4. Once the task has been created, you can link your task or add more information such as notes. 

 

Link your task 

It is not required to link your tasks to any specific styles, items or certificates. In the Taskboard you are allowed to create overall tasks that does not have any links. 

This could be used in case of more overall collection based tasks or personal tasks for your own To-do list. 

To link your tasks, simply follow these steps: 

1. In the column 'Linked to', click once to edit.

2. Start by adding '@' and type in the name or number of the style / Item / certificate that you want to link to. 

3. Select the correct option and see that the information from the selected option will automaticaly be filled out in the related columns. 

 

Assign your task

When creating a task, the task is automatically assigned to you. 

You can easily change who the assignee should be. 

1. Either click on the assignee name or at the 3 dots on the right-hand side to edit the assignee. 

2. In the drop-down list, you can select between brand users or the supplier contact. 

3. Select the correct person and the change is automatically saved. 

 

Task priority

Priorities the tasks that you are creating to make sure that the most urgent tasks are resolved first. You can also use the priority to prioritize your own tasks after receiving them from your colleagues. 

1. To set a priority, simply click on the field in the priority column 

2. Select between the 3 priorities: 

• Low
• Medium
• High

 

Update single/multiple tasks 

You can update the information on your tasks either in batches or single task edits. 

Information fields that can be edited: 

• Task description
• Linked to - (This will affect the columns with information related to the style / item / certificate that is linked to e.g. the image, name, number etc.)
• Assignee
• Priority
• State
• Deadline

 

Single task edit

To edit any data in a single task, simple click once on the field that you want to edit and update the data. You can also use the 3 dots on the right-hand side to edit the field.

 

Batch edit of tasks

When working on multiple tasks at the same time, the system allow you to update the tasks in batches. 

1. Start by selecting the tasks you want to edit by using the selector tool.

2. On one of the tasks, click on the data field you want to edit.

3. Update the data and click on 'enter' or click outside the field. 

4. A confirmation pop-up will appear. Click on 'Apply changes' to apply the update on all selected tasks. 

 

 

Copy tasks

With the task selector, you will be able to do select one or multiple tasks for additional editing such as copying the task(s).

1. Select the the task(s) that you want to copy. 

2. Above the table you now see some additional editing options. 

3. Click on the 'copy'.

4. A success notification will show, confirming the copy.

5. The task(s) will be copied and placed at the bottom of the task list. 

 

Delete tasks

With the task selector, you will be able to do select one or multiple tasks for additional editing such as deleting the task(s).

1. Select the the task(s) that you want to delete. 

2. Above the table you now see some additional editing options. 

3. Click on the 'Delete'.

4. A success notification will show, confirming that the task(s) will be deleted.
The success notification will automatically disappear after 8 sec.

 

Set up filter in your overview

In the top of the Taskboard you will find the 'filter' setting. The filter can help you sort out tasks related to e.g. a specific season, a specific supplier etc. 

1. Click on the 'Filter' button. 

2. In the drop-down, select the column you want to filter on. 

3. A new drop-down will appear. Select one or more values in the drop-down to include in the filter. 

4. If you need to add multiple filters, simply click on the plus in the bottom right-hand corner called 'Add a filter'. 

5. Repeat step 2-4 until you have setup all your filters. 

6. To close the filter setting, simply click on the 'Filter' button once again.

The 'Filter' button will be marked, when there is an active filter. 

 

Clear all filters

1. Click on the 'Filter' button. 

2. Click on 'Clear all filters'.

 

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Next steps

• Learn about Delogue 2.0