A kanban board is a workflow visualization tool that enables you to monitor the flow of work. In Synergist, a kanban board is represented by a number of columns – each one a kanban status.
Synergist will, by default, have three kanban statuses (To do, In progress and Complete) and one kanban board (Work tickets), though more can be added through file maintenance. You can also choose in file maintenance which task types will be shown on your kanban boards.
Each column represents a kanban status and can be assigned a colour in file maintenance. All cards in the current view are grouped by kanban status, and each card represents a Synergist ‘Task’ record. The user can drag a task from one kanban status to another.
Notice there are two display options available - the normal list view and the new ‘kanban’ board. In both cases, you will see the same tasks. You can switch from one display to the other using the buttons provided.
Kanban cards
In Kanban view, each card displays key information from the task record:
Header area
At the top of the card, it displays an avatar of the owner of the task and a unique reference for this card - clicking this opens the full input form for the activity. The pencil icon expands the card to show more fields without opening the full task input form. This allows quick changes to be saved to task type, subject, details, start / due date & time.
Main body
Under the heading area is other key information:
- The subject (short description) of the activity (mouse hover text to show more)
- The task details (mouse hover over text to show more)
- Client name (clickable)
- Job number & description (clickable)
- Info icon i - mouse over this to see number of comments (if any), watching / not watching, number of attachments, number of hours requested (if the task type is a work order), priority
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