In the following video you will get an overview of how to create a task board for a project. To get a complete understanding, please take a look at the rest of the article below.
Create a Task board for a project
In PSOhub you can create a task board for a project directly from the project or from the Task Board menu under 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.
Once you hit Save and your project is created, simply navigate to the Task Board 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, once in your project navigate to the task board tab; from here you will also be able to create a task board.
To create a task board from a template here click on Template and use the dropdown menu to select the one you want then hit Save.
PSOhub will now display the task board based on the template you have selected.
If you do not have an existing task board template for this contract you can leverage the Add Task 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 - in which case however 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 hit Save) for each contract line you wish to create as a task list.
When doing so PSOhub will create automatically a task list for the contract line and display it as such in the Task Board 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 and right panel by clicking the corresponding black arrow at the top of the screen (just below the menu).
From here you can:
Add a task
Modify a task
Assign a task to one or multiple resources
Add a note and/or a document
Create milestones that can trigger an invoice upon completion.
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.
A final note: whatever the stage or your project, as soon as you click on the Task board tab PSOhub will automatically generate a task board (whether there are tasks created or not) under the Task board menu / Boards. This will allow you to create your task lists and tasks also from there.
Create a task board for a project via the Task board menu
Navigate to Task board menu and use the dropdown arrow to select Boards.
You will find here all your task boards displayed and grouped into three categories :
Active will display:
1. Task boards related to a project at the following stages: Proposal, Sent, Signed and Active - allowing you to work on your task board also from here.
2. Task boards not related to a project that are not closed.
Closed will display:
1. Task boards related to a project with the status closed.
2. Task boards not related to a project that are closed.
Archived will display: Task boards related to a project with the status archived.
Here each card here represents a task board and shows the current number of tasks as well as how many have been completed and how many are overdue. In addition to this it also gives you the total progress of the task board in a bar located at the bottom of the card. Finally you can go directly to the task board's project by clicking on the corresponding button at the bottom of the card.
To create a task board related to a project, click Create task board.
PSOhub will open a pop up window for you to complete.
Name: Enter here the name of this task board.
Note: The task board name must not contain the apostrophe character (').
Select a project (optional): use the dropdown arrow 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.
Hit Save. PSOhub will now display your new task board.
From here you can perform the same actions as within a project.