Create a task board without a project.

In PSOhub you can create a task board that is not related to any project.

In this case however you won't be able to book time towards the tasks because their respective task list will not be related to any contract line.

To create a task board without a project, navigate to the 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 without 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): Leave this field blank

  • 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 from a blank slate.

Hit Save. PSOhub will now display your new task board.

From here you can:

  • Add a task

  • Modify a task

  • Assign a task to one or multiple resources (in this case since you are not within a project, you will have access to all the resources within your organization in PSOhub).

  • Add a note and/or a document

  • Create milestones (in this case they will not trigger an invoice upon completion since no contract line is related to the milestone).

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.

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