#Change name of taskboard how to#

In this tutorial, I will explain how to install and configure TaskBoard on a Vultr Ubuntu 18.04 server. TaskBoard is easily customizable and works on almost any web host. It provides a user friendly web interface and minimal application for keeping track of tasks.

#Change name of taskboard free#

TaskBoard is a free and open source tool that can be used to keep track of things that need to get done. In the 'Fields' and 'Tags' tabs, you can edit your task attributes or create new ones.Are we missing a guide for your target system? Request one, or submit your own! Introduction You can also delete a board if you have more than one. In the 'General' tab, you can change the board name and choose an assignee for automatically created tasks. task participants (assignees and watchers).date created, start date, and task completion date.Use the filter to plan out the tasks by period, priority, and assignee’s workload and find tasks by deals or contacts faster.Ĭlick Filter, and select your filter conditions: You can filter the list of your deals displayed on the screen. To add a new stage, click + Add status, enter a name, and select a color. To add a new status, switch to the Kanban display mode, click +Add Status, enter a name, and select a color. For example, you can mark certain tasks as “On hold,” “Ready to Review,” “Ready to Send,” “Archive,' and so on. You can also add statuses based on the specific stages of your task progress.

If you have any questions or difficulties when completing a task, need help from other team members, or if this stage requires a lot of work, we recommend adding intermediate task statuses.ĭone: This status means that your assignee has completed the task, and the result meets the expected requirements. In Progress: This status means that your assignee has started working on the task.Īdding the 'In Progress' status to the tasks that no one is currently working on is not recommended. Your assignee has not yet started working on it, and it becomes pending. New: This status means that you have assigned a new task. Task status is the stage of your task progress. To do this, click on the three dots in the upper right corner of the list, and select the required fields. You can hide or display certain deal fields in the 'List' deal display mode. The columns display each task’s title, status, priority, assignee, watchers, and period. You can also display your tasks by statuses, select a list of tasks, change statuses, and delete your tasks. With this mode, more tasks can be placed and viewed on the page. The list is a task display mode that arranges them in one list without dividing them into columns. Kanban boards help you visualize your work on your project - each task on the board is displayed in a column along with its specific status. You can manage them by dragging them from one column to another. Kanban is the default task display mode that presents them as a board with columns (task statuses) where you place your task cards. To choose how to display your tasks, click on the view mode icon. You can edit and add all the missing information later.

Click Add a quick task, and enter a task name. You can create a task to add the following information: what action you need to perform, who will perform it, the deadline, and other details.

To add a board, click Add board in the left panel. You can also add an additional board and create up to 2 boards. Create tasks and statuses and customize settings for each pipeline.īy default, you have one board where you can create tasks. You can visualize and organize your workflow and track your team’s task performance using a board.