Taskframe

The Taskframe feature will allow Centerbase users to to organize and manage tasks in a Kanban interface.

• To enable access to Taskframe, first add the Taskframe action button to the Navigation Bar in the System Settings.
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• Next, simply click on the Taskframe Navigation Bar item. This will bring you to the Taskframe page.
  
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  • To add new lists or manage existing lists, click on the “Actions” dropdown and then select “Manage Lists”.
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  • This will open up a dialog that will allow you to add, delete, and reorder Taskfame lists.
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  • To add a new list, give the list a name in the “Name” box, and click the “Add” button.
  • To delete an existing list, click on the ‘X’ at the end of the row for that list.
  • To rename an existing list, click on the cell in the “List Name” column and enter the new name.
  • To reorder existing lists, either drag and drop the rows, or click on the number to the left of the row and enter the desired list position.
    • To add a new card (or task) to a list, click on the three dots on the list’s header and select “Add new card”
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  • This will open up a dialog allowing you to set various fields for the new task.
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  • To edit any field, simply click on the box for that field and set the desired information.
  • Clicking the “Save” button will add this new task to the specified list.
    • Each card in a list will display various information about the task’s name, completion status, due date color, and scheduled users.
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  • To move a task from one Taskframe list to another, simply drag and drop the task’s card to the desired destination.
  • To edit an existing task, simply click on its card. This will open up a dialog allowing you to edit its various fields.
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  • To set the completion status of a task, click on the “Complete” button (or the “Reopen” button if the task has already been marked as complete).
  • To go to the item detail page of this task, click on the “Go to task” button.
  • To delete this task, click the “Delete” button.
  • To save the changes made to this task, click on the “Save” button (at least one field change must be made for this button to become enabled)
    • You can also add an existing task to Taskframe from the main Activities page. To do so, check the boxes of the tasks you want to add to Taskframe, and then select “Add to Taskframe” from the Actions drop-down
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  • Doing this will open a dialog on which you can choose which Taskframe list to add the selected tasks to. Note: this function will only be applied to Tasks. Any selected appointments will be ignored.
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  • Click “Apply” to add the tasks to the selected Taskframe list.