Taskframe - Using Multiple Boards

Taskframe grants the ability for users to create and manage different boards.

• Taskframe supports multiple boards. Each board has its own lists, background color, and users (with variable permission levels).
• When Taskframe is opened, a message may display stating that you do not currently have access to any boards. If so, click “Create Board”, fill out the board name and background color, and finally click “Save” to create your own board. You will automatically be added with admin-level permissions to any board that you make.
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• Otherwise, Taskframe will automatically load your last visited board. To choose a specific board, click on the drop-down just under the “Taskframe” page title and select the board you want to load.
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  • The colored circles here show the background color of that board.
• To create a new board, click on the “Plus” symbol next to this drop-down. You will see the same “New Board” dialog shown above.
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• To manage the currently loaded board, click on the “Manage” button in the top-right. Note that this button will only appear if you have admin-level permissions or permission to manage lists on this board.
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  • There are two new options here: Manage Users and Board Settings. Both of these options will only appear if you have admin-level permissions on this board.
• To Manage the users who have access to this board, click on “Manage Users” in the above list. This will open the “Manage Users” dialog.
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  • On the left is displayed a list of users and groups that currently have access to this board, as well as their permission level on the board. Clicking on the “User” or “Permissions” headers will sort the list, allowing you to more easily locate specific users.
  • On the right is a form that can be used to add users or groups to this board. To do so, simply choose whether to add a user or a group, select the specific user or group, and then select what permission level you would like to give to this newly added user or group. Note that these changes will show on the list to the left, but will not actually be saved until the “Save” button is clicked.
  • To update the permissions of an existing user on the board, click on a row in the list on the left to select a user or group. You can then select a permission level on the right and click “Apply” to apply the changes made. Again, these changes will be shown on the list on the right, but will not be saved until the “Save” button is clicked.
  • If desired, multiple users can be selected at once to change all of their permissions.
  • To remove a user from the current board, either click on the “X” icon in the list on the left or click the “Remove” button displayed on the right after selecting one or more users/groups. Once again, these changes will only be saved if the “Save” button is clicked.
• To change the settings of the current board, click on the “Board Settings” item in the Manage actions list.
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  • Here, you can set the board name and the board’s background color. Click “Save” to apply these changes.
  • You can also delete the current board by clicking the “Delete Board” button. Be certain that you want to delete the board before clicking this button, because this deletion is irreversible.
• If you have permission to manage lists on a board, you can now add a new list by clicking on the “Plus” icon on the “Add New Lists” header you will see to the right of all existing lists.
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  • You will be simply be prompted for a name for the new list.
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  • If you have permission to manage lists on a board, you can also now delete a list by clicking on the “three dots” at the top of a list and clicking the “Delete this list” option
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• The “Edit Task” dialog has been somewhat reorganized. Now the information and save button will be on the left panel, while all the other action buttons will be on the right panel.
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  • To remove this card from Taskframe (but not delete the task entirely), click the “Remove Card” button.
  • To move a card from one list to another (even a list on another board), click the “Move Card” button. This will open up the “Move Card” dialog.
  • Note that “Matter” is now an editable field on the card. This control functions just like normal Centerbase lookup controls, but will only appear if you have an “Matter Lookup Field for Activity” setting set in your System Settings by a system administrator.
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    • To move the card, select a Board and a List, and click the “Add” button. The card will be added to the top of the selected list.