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1. Overview |
The Task Kanban Board in Camms.Project will provide you with a convenient way to manage your tasks and update the task progress.
Task Kanban Board is available in the following application areas:
Task Planning object (Gantt) in the project.
Project Hub > Schedule tab.
My Quick Update > My Tasks.
Lists/Columns in the Kanban board represent the status of a task (i.e. Not Started, In Progress, Completed, Deferred, and Ongoing).
Cards represent the tasks in the Gantt. Only child tasks/milestones and standalone tasks/milestones in the Gantt will have a card in the Kanban board.
Tasks are grouped by the parent/summary tasks which they are linked to.
Each card displays the following information on the task:
Title.
Progress bar – Will display % complete of the task, and the colour of the slider bar will represent the performance of the task.
Timeframe (start and end dates).
Responsible person.
No. of attachments.
2. Navigating to the Kanban Board |
You can select the Kanban option in the toggle button in the Task Planning object, Schedule tab in the Project Hub, or in the My Quick Update > My Tasks areas to navigate to the Kanban Board.
3. Viewing the Kanban Board in Full Screen |
Click on the Full Screen button to view the Kanban board in a full screen view.
4. Updating the Progress of Tasks |
You can update task progress by dragging the progress bar on the card. The system will automatically save your progress updates.
You can further update the status of the task by moving the card across the columns. This can easily be done by clicking a card, dragging and dropping it on to the required column in the Kanban board.
5. Deleting Tasks |
Tasks can be deleted by clicking on the delete icon on the card.
6. Viewing and updating additional details of Tasks |
Click on the show details icon on the card to view/update more details of the task.
The Show Details pop-up will show all fields activated in the Task Planning object except for:
ID
Predecessors
History
Attachments
Responsible person
Reference tasks
Custom calculated fields
You will be able to update the timeframe (Start and End Dates) and duration of tasks which have no dependencies (i.e., standalone/independent tasks) from the Show Details pop-up.
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Note: The Timeframe and Duration fields will be non-editable for predecessors and successors. |
Once the updates are made, click on the Save button in the Show Details pop-up to save the updates. Upon saving, the updates will reflect on the Gantt.
6.1 Filters
The following filters are available to filter the Kanban board:
Task name
Responsible person
Start date and End date
Performance status (On Track, Off Track, and Monitor)
7. Kanban Board in the My Quick Update page |
The Kanban board in the My Quick Update page will show all tasks which are assigned to you.
Tasks will be grouped by the Project and Parent/Summary tasks which they are linked to.
The same functionalities mentioned above will be available in the Kanban board under My Quick Update.
The following filters are available for you to filter your Kanban Board using the following filters:
Project Name.
Task Name.
Task Start Date and End Date.
Task Status – By default, the Kanban Board in Quick Update will not show tasks which are in ‘Completed’ and ‘Deferred’ stages. If you wish to see completed and deferred tasks in your Kanban Board, select Completed and Deferred options within the ‘Show Task Status’ dropdown in the search panel and click on Filter button.
Task Performance Status (On Track, Off Track and Monitor).
8. Permission to the Kanban Board in the Task Planning object and Project Hub |
Users with ‘View’ permission to the Task Planning object will be able to view the Kanban board.
Users with ‘Edit’ permission to the Task Planning object will be able to move the cards and edit details of the cards in the Kanban board.
Users with ‘Delete’ permission to the Task Planning object will be able to delete cards in the Kanban board.
Users with ‘Can Edit After Sign Off’ permission to the Task Planning object will be able to move the cards and edit details of cards once the Task Planning object is signed off.
Users with ‘Can Edit After Terminate’ permission to the Task Planning object will be able to move the cards and edit details of cards once the project is terminated.
Users with Super roles (e.g., IPM Administrator and Project Manager) will be able to perform all the above actions.
