Create a Task board for a project
In PSOhub, you can create a task board for a project directly from the project or choose from the menu Tasks and Boards.
Create from a project
When creating a project directly in PSOhub you can select a task board template once you have chosen your contract template.
Note: That this will be possible only if there is a task board for that contract template.
Click Next and then Create to finish creating your project.
Next, navigate to the TASKS tab. You will now see all the tasks related to the task board previously selected, grouped under their respective task lists.
If you have created your project without pre-selecting a task board template, in your project, navigate to the TASKS tab. From here, you will also be able to create a Board.
To create a task board from a template, click on Template and use the drop-down list to select the one you want ,then click Save.
PSOhub will now display the task board based on the template you selected.
If you do not have an existing task board template for this contract you can leverage the Add Task list button to build this task board. You can decide to replicate your contract lines as task lists and add a series of tasks and sub-tasks under them or you can decide to create a different structure of task lists - however in case you won't be able to book time towards the tasks as they need to be related to a contract line.
Note: When you want to create your task list based on the contract lines of your project, you first need to navigate to the CONTRACT tab and check the box Add as task list in tasks (then click Save) for each contract line you wish to create as a task list.
When doing so, PSOhub will automatically create a task list for the contract line and display it as such in the TASKS tab. This feature is also the one to leverage when you add a new contract line to an existing project and want it to be included in your existing task board as a task list.
To view the task board in a "full" screen view you can hide the left panel by clicking the corresponding black arrow at the top of the screen (just below the menu).
From here you can:
Once you are done creating your tasks, you can move them around with the drag and drop functionality - within the same task list or across task lists within the task board.
Note: whatever the stage or your project, as soon as you click on the TASKS tab, PSOhub will automatically generate a task board (whether there are tasks created or not) under the Tasks menu and Boards. This will also allow you to create your task lists and tasks from there.
Create a task board for a project via the Boards menu
Choose from the menu Tasks and Boards.
By default, you will find all active task boards displayed:
Task boards related to a project at the following stages:
You can work on the task board from here.
Task boards related to a project with the status Closed.
Task boards related to a project with the status Archived.
Projects marked as a favorite in the Project settings (found in the left-hand pane of an opened project).
Task boards created by yourself.
Boards with overdue tasks
A display of task boards containing overdue tasks.
Here, each card represents a task board and shows the name of the task board, the customer name, total number of tasks, tasks completed and tasks overdue. Finally, you can go directly to the task board's project by clicking on the Task board name at the top of the card.
To create a task board related to a project, click Create.
PSOhub will open the following dialog box for you to complete.
The table below explains the fields:
Enter the name of this task board.
Note: The task board name must not contain the apostrophe character (').
Select a project (optional)
Use the drop-down list to select the project for which you wish to create this task board.
Based on task board template
This field is optional. You can decide to select a task board template here or to create a new task board for this project.
Click Save. PSOhub will now display your new task board.
From here, you can perform the same actions as within a project.