Add and manage tasks

This article explains the ways in which you can add and manage tasks within the Kanban layout.

Important

After you add, edit, duplicate, delete, or move tasks between stacks, select Save to Database to save your changes to the database.

Use Discard Changes if you want to discard all the changes you made.

Select Preview Changes to preview all changes you made. You can select the ones you want to discard and save the remaining to the database.

View tasks

Each Kanban card displays the task title and the assigned user. Cards are organized into stacks based on the selected Stack by field.

You can:

• Scroll vertically to view more tasks within a stack.

• Select Load More Tasks to add more stacks to the display for your viewing.

• See the number of tasks in each stack from the count displayed next to the stack header.

• Scroll horizontally to view more Kanban stacks or workflow stages.

Add a task

To add a new task:

1. Select Add Task on the toolbar. The form editor opens.

1. Enter the task details in the form editor.

1. Select Apply. The new task is added to the appropriate Kanban stack based on the entered Stage.

2. Select Save to Database to update the database table.

Alternatively, select the + icon on the required stage stack to add a new task in that stack.

Note

Use Customize Form in the form editor to customize the form.

Edit a task

To edit a task, follow these steps:

1. Select the vertical ellipsis on the required task card, and then select Edit. The form editor opens.

1. Update the required fields in the form editor.

2. Select Apply to save the changes.

3. Then, select Save to Database to update the changes in the database table.

Tip

You can also open the Form Editor for a task card by simply selecting anywhere on the card and then starting to edit the task details.

View history

View the audit trail of changes made to a specific task using the History tab.

To view task history:

1. Select a task in the Kanban layout.

2. In the Record Details side panel, select the History tab. The following image shows the History tab for a recently added task, displaying the changes recorded for the task.

1. The History tab displays operations performed on the task record, including:

   • The task that was inserted or modified.

   • The field that was modified.

   • The previous and updated values.

   • The user who made the change.

   • The date and time of the change.

   The image below shows the updates made to an existing task along with all these details.

1. Use the History tab to review task updates and track changes throughout the task lifecycle.

2. Within the tab, you can:

• Use Search to find specific history entries.

• Use Filter to filter the history and display specific changes based on action type (Insert, Update, or Delete), who made the change, when the change occurred, or who approved the change (if approvals are enabled).

• Use Export to export the available history records.

• Use Audit logs to review changes made to the task in detail. For more information, see Audit logs.

Move stacks

You can rearrange stacks using drag and drop. Drag a stack to the required position to rearrange the stacks.

Move tasks between stacks

You can rearrange task cards within a stack or between stacks.

• Drag and drop a task card within a stack to reposition the task visually.

• Drag a task card from one stack to another to update its Stage. After drag-and-drop, select Save to Database to update the changes in the database.

For example, when work begins, drag a task from To Do to In Progress. The task's Stage is automatically updated to In Progress.

Alternatively, select the vertical ellipsis on a task card and use Move To to move it to another stage.

Duplicate a task

To duplicate a task, select the vertical ellipsis on the task card and then select Duplicate.

PowerTable duplicates the selected task and opens the form editor. You can edit the details you want in the form editor and select Apply to save changes.

Delete a task

To delete a task, select the vertical ellipsis on the task card and then select Delete. Alternatively, right-click on the card and select Delete.

Note

The Manage Access menu controls the user's delete access. If Delete is disabled, select Manage Access to update the delete access settings.