Customize Task Cards

Customize Task Cards Video

The Work Plan page and the Hand-offs page support the display of multiple task card types. The basic task card shows a task's name, type, and status icons. The color of the card indicates the company assigned to work on the task. When the size of the planning board columns are decreased, a smaller, more generic task card may be shown. You can also enable configurable task cards to display task information most important to you. Customize configurable task cards with task fields and status icons. Just like basic task cards, configurable task cards are colored according to their assigned company. See Task Icon Reference.

When configurable task card are enabled, you can double-click a basic task card to display configurable task information. Quickly rename a task by editing the task name in the card header. Select a status icon on the card or select a field with an edit icon to modify its value. On non-touchscreen devices, this icon is shown when you hover over an editable field. On touchscreen devices, this icon will always be shown on editable fields. Read-only fields will not have this icon. The right-click menu functions the same for both basic and configurable task cards. Configurable task cards do not support group selection functionality.

If you want to access all of a task's information, you can select the Task Details icon in the card header to open the Task Details dialog box. When configurable task cards are disabled, double-clicking a basic task card will open the Task Details dialog box directly.

To customize basic and configurable task cards:

  1. In the object selector, select ﱆ Project, select View Projects List, and then select a project name.
  2. From the Main Menu, select Tasks, and then select Work Plan or Hand-offs.
  3. Select Settings.
  4. In the Manage Views panel, select the Task Cards tab. Modify task card settings and view the changes in each Preview section.
  5. In the Basic Task Card section, select any of the following:
    • Show Task Icons: Display icons on basic task cards on the planning board. This setting is enabled by default for all views.
    • Wrap Text on Tasks: Wrap long task names to the next line of a basic task card.
  6. In the Configurable Task Card section, select Enable Configurable Task Card, and then do any of the following:
    • Select Add section to add a blank section to the task card. You can add up to eight sections.
      • In each section, select up to three fields. Each field can only be used once.
      • Select Hide Label to hide the selected field's name. Some labels cannot be hidden.
      • Click and drag section dividers to resize the height and width of each section.
      • Select Delete to delete a section.
  7. In the Icons list, choose to show task icon at the top of the card, bottom or the card, or not at all.
  8. In the Font Size list, choose to show a standard font size across all fields or enable each field value to fit the available cell space.
  9. Select Apply.
  10. All changes made to this page are saved automatically.

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