Explore the Board view for task management
In this step, you will explore the Board view feature in Workfront, which offers a Kanban-style interface for managing project tasks. You will learn how to sort, group, and move tasks within or between columns, and how these actions automatically update task statuses. Additionally, you will discover how to create new tasks directly in the Board view and configure columns and cards to suit your project needs. This step will enhance your ability to manage tasks flexibly and integrate changes seamlessly with the task list view.
Key takeaways
- Board view Overview: The Board view in Workfront offers a Kanban-style interface to view and manage project tasks, providing an alternative to the traditional task list view.
- Task Management: Tasks can be sorted, grouped, and moved within or between columns, with status updates applied automatically when tasks are moved.
- Task Creation: New cards can be created directly in the Board view, which generates new tasks in the project. These tasks can be edited and assigned immediately.
- Customization: Columns and cards in the Board view can be configured to suit project needs, enhancing flexibility in task organization.
- Integration with Task List: Changes made in the Board view, such as task status updates or new task creation, are reflected in the task list view, ensuring seamless integration between views.
Next, you will learn how to log and review hours for your project, ensuring accurate tracking and approval of time spent on tasks.