Manage teams, boards and projects

As a portal user with the "Manager" role, your main task is to create and manage teams, boards and projects. For example, you can create new teams and define which portal users with the "User" role should be members of a team. You also define how many statuses the team board should have. This allows you to determine how many steps each task should go through. Furthermore, you can create projects to which team members can assign tasks. Finally, you can archive tasks that should no longer be processed.

Below you will find detailed instructions on how to perform all the activities related to teams, boards and projects...

Create a team

Step-by-step guide

To create a team, proceed as follows:

  1. Go to the "Task planning" page.

  2. Click on New.

    The "Team" dialog box is displayed.

    Title

    Enter a title for the team.

    Icon

    You can store an icon or even a picture for the team. The image can be up to 150px x 150px.

    Description

    Enter a description for the team.

    Members

    You can use the arrow buttons to move the displayed portal users from the left-hand area ("Select members") to the right-hand area ("Selected members") and thus make them team members.

    All portal users with the "User" role are displayed in the left-hand area ("Select members").

    Pictures of the team members

    If you have stored images for the team members in the user administration, these are displayed on the team board.

    The images must be stored in the Portal Manager in the "Users" module for the individual users under "Personal information".

    Board Template

    Select one of the board templates displayed by clicking the corresponding icon.

    By default, the application contains three board templates. These differ in the number of statuses that the tasks pass through.

    Board with two statuses

    Board with three statuses

    Board with four statuses

  3. click on SAVE.

Edit or delete team

Step-by-step guide

To edit or delete a team, proceed as follows:

  1. Click on the Team tile.

    The team board is displayed.

  2. Click on the icon (Options) ().

    The dialog box with the options is displayed ().

  3. Click on " Edit team".

    The "Team" dialog box is displayed.

  4. Make the desired changes to the team.

    Or

  5. Click on DELETE to delete the team.

Create a project

Step-by-step guide

To create a new project, proceed as follows:

  1. Click on the Team tile.

    The team board is displayed.

  2. Click on the icon (Options) ().

    The dialog box with the options is displayed ().

  3. Click on "Manage projects".

    The "Projects" dialog box (1) is displayed.

  4. Click on NEW.

    The "Projects" dialog box (2) is displayed.

  5. Enter a title for the project.

  6. click on SAVE.

    You return to the "Projects" dialog box (1).

  7. (Optional) Enter the title of the project in English.

  8. Close the dialog window by clicking on "X".

    You will return to the team board.

    The PROJECTS selection field is displayed.

  9. Open the PROJECTS selection field.

    The new projects are displayed.

    Filter tasks by project

    You can view the tasks for a project by clicking on the project.

 

Adjust status

Step-by-step guide

To adjust or create a new status, proceed as follows:

  1. Click on the Team tile.

    The team board is displayed.

  2. Click on the icon (Options) ().

    The dialog box with the options is displayed ().

  3. Click on Manage status.

    The "Status" dialog box (1) is displayed.

  4. Click on the Pencil icon (Edit).

    The "Status" dialog box (2) is displayed.

  5. Enter a title for the status.

  6. Adjust the color.

  7. click on SAVE.

    You return to the "Status" dialog box (1).

  8. Close the "Status" dialog box (1) by clicking on "X".

  9. You will return to the team board.

    The statuses you have edited are displayed.

More information