The board helps you neatly set up and show your project visually. It's great for any type of project, whether it's personal, work-related, sports, a diet plan, or planning your career. Each board column is like a small list of tasks that are easy to see and review together.
The board works well for projects that:
- have clear steps, like a 'Home Renovation' project with steps such as 'Inspiration', 'Design', 'Planning', 'Actual Work', and 'Final Touches'
- involve different kinds of tasks, like a 'Learn English' project with categories like 'Teacher Lessons', 'Homework', 'TV Shows', and 'Books'
- require sorting tasks by importance, like making columns for 'Important', 'Urgent', 'First Priority', and 'Work Order'
- follow a business process, like many IT projects with stages like 'Draft', 'Ready to Start', 'In Progress', 'Testing', 'Review', and 'Completed'
In SAU, the board lets you easily move tasks where they need to go, change or add columns as you like, and see everything clearly to finish your project successfully.
Statuses or columns on the Board view allow you to group project tasks by a certain characteristic. This can be a stage of execution ("In Progress," "Doing," "Done," "Accepted"), grouping by content ("Books," "Videos," "Audio") or division into major blocks ("Work," "Study," "Sports"). Thus, it is always visible on the project board how tasks are being executed and what the overall state of the project is.
By default, 3 columns are created in each SAU project: 'New', 'Urgent', and 'Important'. For most new projects, these are the most necessary and convenient categories. Columns can be deleted, renamed, rearranged, and new ones created. There must always be at least one column in the project. New columns will always appear at the end of the board.
You can change the position of a column using the 'Move to the left
' and 'Move to the right
' arrows, which are available in the menu next to the column name. You can also do this through the column card by selecting a new sequence number in the 'Order' field.
- Open the project panel and select the project
- Select 'Board' under the project name
- Tap on the button near the column name
- Select the new position
- Click 'Save'
Each task is displayed as a separate row or pane in the view. The task always has a name and a checkbox to quickly mark it as completed. The color of the checkbox (or the circle) indicates the current status of the task. If the colour is red, the task has not been completed on time and needs attention. Click on the task name to open its full task card.
The line with the task also shows its due date. You can easily change the date by clicking on it and selecting another day in the calendar that opens.
To the right of the task name you can see a picture of the task's assignee. You can (almost always) change that too: a click on the picture will show the list of the project's team.
If the task has attachments, checklists, descriptions, etc., the corresponding icons will also be displayed here.
The task bar in most views displays icons that show whether the task has additional information or certain special properties:
There are links or files attached to the task. If you hover the cursor over this icon, the number of attachments will be displayed. If you click this icon, the task card will open on the attachments tab.
There is a checklist in the task. If you hover the cursor over this icon, the number of items in the checklist will be displayed. If you click this icon, the task card will be opened on the checklist tab.
The task has a description. If you click this icon, the task card will be opened on the description tab.
The task is recurring. If you tick such a task in the view as completed, it will be considered as completed only for today.
There is a chat in the task. The red dot next to this icon means that there are new unread messages.
There is a chat in the task, but notifications are disabled.
Each task in SAU has a specific indicator that allows you to quickly see the status of the task. The indicators take into account the deadline and the completion of the task. If the deadline for a task is today, the task is not considered overdue. If a future task is completed, it will be highlighted in green and will be considered completed. All indicators are updated on the fly and always show the actual information.
the task is marked as completed.
the task is marked as completed, but the deadline has not yet arrived.
the task is overdue: the due date has arrived, but the task is still not marked as completed.
Tasks that are displayed as red blocks on dashboards or highlighted in red in other views require attention and completion.
In every view, the field for selecting the task's due date and the task's checkbox are highlighted in a certain color: grey, red or green. This color corresponds to the task indicators and shows its current status. Of course, you should pay attention to all tasks marked in red, because they have not been completed on time.
Tasks are displayed in the same order in which they were added to the project. Completed tasks are displayed in the order in which they were completed.
You can change the order of both active and completed tasks. Simply click on the task bar (without hitting the text and buttons) and hold down for 2 seconds, then you will be able to move the task up or down, between columns and groups.
Completed tasks are always moved to the bottom of the task list. They are displayed in order of completion, i.e. the most recently completed tasks are at the top of the list. You can manually move such tasks within the completed list by pressing and holding the task bar for 2 seconds.
If you select "Don't show completed tasks" in the project, you can still view all completed tasks by pressing the "Show completed" button. They will be displayed at the bottom of the list.
A task can be completed with a single click in any view. All you have to do is click on the circle to the left of the task and it will be marked as complete!
The task's completion status can be reversed with a single click. Find a completed task in any view — in a ToDo list, on the Dashboard, through search, etc. Then just click on the check mark to the left of the task and it will become active again!
Completing a recurring task is no different from completing normal tasks — you can quickly do it in any view (not just in the tracker) or in the lists on your personal dashboard. To mark its completion, click on the circle to the left of the task and it will be marked as complete for the day!
Set a deadline with a single click. In any view, in the lists on the personal dashboard, even in the search view, you can always quickly pick a due date for a task (or remove it, or change it). To do this, click on the calendar or on the date under the task name and select the desired date from the calendar. You can do it even faster by picking one of the presets: Today, Tomorrow, Next Friday, etc.
You can pick an assignee in two clicks.
In any view, you can quickly change the assignee of a task. All you have to do is click on the circle to the right of the task (there may be a user photo there) and select an assignee.
The task can be deleted via the task card or by simply swiping to the left in the project view. Read more about deleting in the
Archive and Bin article.
Important: Only the project owner, the task owner or the assignee can delete a task.
