The Board View in Kosmic Task Manager offers a visual, kanban-style representation of tasks organized into columns based on their status. These columns include categories such as "To Do," "In Progress," and "Done". Each task is represented as a card within its respective column, providing a streamlined way to track progress and manage workflows.
How to Interact with the Board View
Step 01: Viewing Tasks in the Board View
- Navigate to the Board tab at the top of the Task Manager interface.
- The Board View will display tasks arranged in the following columns:
- To Do: Tasks that are yet to begin.
- In Progress: Tasks currently being worked on.
- Done: Tasks that are completed.
Step 02: Moving Cards Between Columns
You can update a task's status by moving its card to a different column:
- Drag-and-Drop:
- Click and hold on a task card in any column.
- Drag the card to the desired column (e.g., move a task from "To Do" to "In Progress").
- Release the card to drop it into the new column.
- The task's status will automatically update to reflect its new column.
Step 03: Adding a New Task
Step 03-A: Click the "+ Add Task" Button
- At the bottom of any column, click the + Add Task button to create a new task.
Step 03-B: Open the "Add Task" Window
- The Add Task window will appear, prompting you to fill out the required fields.
Step 03-C: Fill in the Task Details
- Task Name: Enter a clear and descriptive name for the task.
- Assignee: Assign the task to a team member using the dropdown.
- Priority: Set the priority level (e.g., High, Medium, Low).
- Status: Choose the initial status for the task (e.g., To Do, In Progress, Done).
Step 03-D: Set Task Dates
- Start Date & Time: Select the start date and time using the date picker.
- End Date & Time: Similarly, choose the task deadline.
Step 03-E: Add a Description
- Provide additional details about the task in the description box (e.g., instructions, requirements).
Step 03-F: Save the Task
- After entering all details, click Save.
- A confirmation message will appear: “Task created successfully.”
Step 04: Viewing Task Details
Step 04-A: Open Task Detail View
- Click on a task card to open its detailed view.
The detail view displays:
- Task Name
- Assigned Team Member(s)
- Priority Level
- Start and End Dates
- Task Description
- Comments Section
Step 04-B: Editing Task Details
- In the task detail view, click Edit Task.
- Update fields such as task name, assigned team members, dates, or priority level.
- Click Save to confirm changes.
Step 04-C: Adding Comments
- Use the Comments tab to communicate with team members.
- Type your comment in the text box and click Post.
- You can reply to specific comments or edit/delete your own comments if necessary.
Next Steps
- Explore How to Use the Calendar View for Task Management.
- Learn How to Create a New Task.
- Discover How to View, Edit, and Comment on Tasks.
For additional assistance, contact support@kosmic.ai or visit the Help Center.