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🧩 Editing the Task Board

This article explains how, as a Team Administrator, you can customize your team’s task board. You can adjust columns, sorting logic, categories, labels, and planning view—tailored to your team’s way of working.

🔍 Content

  • How it works

  • What can be configured

  • Tips & Best Practices

  • FAQ

✅ How it works

  1. Open the Task Board

    • Navigate to the desired team and select the Task Board tab at the top.

  2. Open settings

    • Click the small ▼ arrow to the right of the tab name and select Settings from the dropdown menu.

📸 Screenshot: Dropdown menu with “Settings”

  1. Edit tab

    • The Task Board Settings window opens with the following tabs:

      • General

      • Categories

      • Labels

      • Planning View

📸 Screenshot: Settings window with tabs

⚙️ What can be configured?

🔧 General

Field Meaning
View name Rename the tab
Order of team members Sort order of rows/team members (alphabetically by first name or custom)
Column headers Titles for the “Current Takt” and “Next Takt” columns (e.g., “Current Week” and “Next Week” OR “Today” and “Tomorrow”)
Default sorting logic Up to 3 criteria for automatic task sorting
 

🗂 Categories

Here you define which categories are displayed on the task board. You can:

  • Show or hide categories

  • Rename team-specific categories (not possible for globally defined categories)

  • Identify locked categories (cannot be changed)

📸 Screenshot: Category overview

🏷 Labels

Labels provide visual tagging and quick filtering.

  • Simply check or uncheck to activate/deactivate labels.

  • Label names cannot be changed at the team level—only in System Administration globally for all teams.

Examples:
Attention, Blocked, Need Support, Waiting for Decision, Delete

📸 Screenshot: List of available labels

📅 Planning View

This view enables takt-based task planning.

Setting Function
Show planning view Enable or hide takt planning
Show gates & milestones Enable or hide display
Takt length Week or day (with/without weekends)
Takt start Define start day of the takt (e.g., Monday)
Number of takts Default number of takts shown (e.g., 10 weeks)
Gates & milestones Set planning points or import from process activity
Color selection for gates & milestones Choose color coding
 

📸 Screenshot: Takt and planning options

ℹ️ Notes

  • 🔐 Only for Team Administrators: Editing is only possible with the appropriate role.

  • 🛠 Changes are team-specific—they do not affect other teams.

  • 💾 Changes must be actively saved to take effect.

✨ Tips & Best Practices

💡 Use categories and labels strategically—they help with prioritization and filtering.
💡 Hide categories and labels selectively to maintain clarity for team members.
📌 Set a clear logic for column names (“Takt 1”, “Review”, etc.) so everyone in the team understands them.

❓ FAQ

Can I create multiple task boards per team?
→ No, there is only one central task board per team.

Who can activate categories and labels?
→ Only Team Administrators.

Are changes immediately visible to everyone?
→ Yes, once saved, all team members see the new settings.