🔧 Creating and Editing Tasks
This article explains how to create, edit, and manage tasks in ValueStreamer® — including special features like T-Cards, drag-and-drop linking, and takt closure.
🔍 Content
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Creating tasks
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Editing tasks
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Recurring tasks (T-Card)
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Linking to other elements
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Task status & visualization
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Takt closure
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Tips & Best Practices
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FAQ
✅ Creating tasks
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Open your team’s Task Board.
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Click the ➕ icon in the top right to create a new task.
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The Create Task form opens.
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Fill in all required fields:
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📝 Title
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👥 Team
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👤 Responsible person
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🗂️ Category
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📅 End (Planned)
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⏳ Effort (Planned)
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Optional fields:
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📆 Start (Planned / Actual), End (Actual)
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⏱️ Effort (Actual)
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🏷️ Label, 🔺 Priority, 🔁 T-Card, 🔗 linked process
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Click Create or Create Another Entry to save.
📸 Screenshot: "New Task" form
✏️ Editing a task
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Click an existing task (📋 card or 📄 list view).
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The detail view opens in focus mode.
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You can edit:
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📝 Title
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📅 Time data
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🖊️ Description
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🏷️ Labels, 🔺 Priority
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Don’t forget to save changes! ✅
🔁 Recurring tasks (T-Card)
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When creating a task, check the T-Card box 🔁.
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When moving it to “Done,” a dialog appears:
“T-Card Rescheduling” with option to copy all contents. -
Clicking OK automatically creates a new task in the 📦 backlog.
📸 Screenshot: T-Card rescheduling
🔗 Linking to other elements
Drag and drop one of these icons onto the task:
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⚠️ Deviation
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⭐ Top Topic
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🗨️ Feedback
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👀 Go & See
The corresponding input form opens automatically.
After saving, the link is active.
📸 Screenshot: Drag & Drop linking
📊 Task status & visualization
Each task shows its status via a colored marker:
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🔴 Created
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🔵 Planned
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🟢 In Progress
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⚫ Completed (archived)
Also visible on the card:
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📝 Title
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👤 Responsible person
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🏷️ Label
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🔺 Priority
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⏳ Hours
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📅 End date
📦 Takt closure
When closing a takt:
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✅ Tasks with status Done are archived.
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🔁 Unfinished tasks move automatically to the next takt.
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Archived tasks remain visible in other teams until their takt is also closed.
📸 Screenshot: “Close Takt” dialog
ℹ️ Notes
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👥 Tasks are always team-specific.
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🔒 Only one responsible person per task.
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🔁 T-Cards do not automatically update the end date.
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✍️ Only users with write permissions can create or edit tasks.
✨ Tips & Best Practices
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🏷️ Use labels for better organization.
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📆 Plan realistic start/end times — important for capacity tracking.
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🔁 Use T-Cards for recurring routines.
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🔗 Link tasks to deviations or actions for more context.
❓ FAQ
What if I forget the end date?
→ The task cannot be saved without it — it’s a required field.
Can I assign multiple responsible people?
→ No — only one person can be responsible.
Where can I find archived tasks?
→ Use the “Archive” quick filter in the Task Board.
How do I spot overdue tasks?
→ Tasks with past-due end dates that aren’t completed are marked red.