About the Board view

The Board is an interactive view that allows you to quickly prioritize and manage all your assigned schedule tasks for all the schedules in which you are a participant. You can drag and drop tasks from Not Started to other status columns, such as In Progress, Needs Attention, Late, and Complete.

Note: The task statuses are set by your administrator and may differ from those described in this documentation.

The order in which tasks are listed in the view is based on different factors depending on which column they are in:

• Not Started — tasks are listed in order of priority, start date (earliest to latest), and then work estimate.
• In Progress — tasks are listed in order of priority, finish date (earliest to latest), and then work estimate.
• Complete — tasks are listed in order of actual completion date.

Each task card on the Board displays some task information, such as the name of the task, the related schedule, the finish date, and more. You can view more task details by selecting a task card and then clicking Information. This opens the Information panel, where you can click through the different tabs at the top of the panel to view more information on the selected task.

You can also perform the following actions from the Board view:

• Assign a task deliverable.
• Limit the number of tasks displayed per column on the board.
• Edit the task properties from the Information panel or the task properties overview.
• Submit a timesheet entry.
• Open the task from the Board view by selecting the task and then clicking Open from the task card.

Configure what information displays on the task card

Your administrator can configure the ScheduleTask.CellProperties preference to control the list of properties displayed in a schedule task card on the Board.

Modify the Board view

You can modify the default Board view by collapsing or expanding columns as needed. As you expand or collapse the columns, the board automatically resizes the remaining expanded columns.

• Collapse a column: Click on the column header, such as Not Started or Complete, to collapse the column.
• Expand a column: Click on the collapsed column to expand it back to its normal size.

Note: If you modify the Board view and then navigate to a different area in Active Workspace, when you return to the Board view, all the modifications are lost and you see the default view with all columns expanded.