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⚙️ Task Board Administration – General

In this article, you will learn how to adjust the general settings of the task board—such as sorting, column headers, labels, categories, or the planning view. This configuration is done per team by team administrators and is essential for a structured, shop floor–oriented way of working.

🔍 Content
How it works
Tips & Best Practices
FAQ

🛠️ How it works

Accessing the settings:
➡️ In the task board, click the small ▼ arrow next to the “Task Board” tab.
➡️ Select “⚙️ Settings.”

You will find the following configuration areas:

🧾 General

  • 📝 Name of the view (e.g., “Team XY – Weekly Tasks”)

  • 📑 Name column headers individually (e.g., “To Do,” “Today,” “Done”)

  • 🔃 Define default sorting logic:

    • 🔺 Priority

    • ✅ Status

    • ⏰ Due date (end plan)

  • 👥 Arrangement of team members:

    • Alphabetically

    • By Go & See 👓

    • By Feedback ⏰

📸 Screenshot: Settings > General > Define sorting

🗂️ Categories

  • ✅ Activate or deactivate categories

  • 🌐 Make system categories visible as “Global”

  • 🚫 Hide unused categories

📸 Screenshot: Category management open

🏷️ Labels

  • 🎯 Activate or deactivate specific labels:

    • 📧 “Email”

    • ⚠️ “Attention”

    • 🔒 “Locked”

    • 🆘 “Immediate”

  • 🎨 Label colors and meanings are displayed consistently across the team.

📸 Screenshot: Label selection in the configuration area

🗓️ Planning View

  • 📅 Enable or disable the planning view display

  • 📏 Define takt length (e.g., 7 days = 1 week)

  • 🕘 Choose takt start day (e.g., Monday)

  • 🔢 Set number of displayed takts (e.g., 4 or 12)

  • 🟩 Mark and name gates/milestones in color (e.g., “Delivery Date,” “Deadline”)

📸 Screenshot: Planning view > Takt settings

ℹ️ Info

  • 🔐 Settings always apply per team, not system-wide.

  • 👥 Only team administrators can make changes within their own team.

  • 🛠️ System administrators can adjust settings across teams.

✨ Tips & Best Practices

  • 🧩 Use consistent column names for better cross-team coordination.

  • 🔺 Set priority as a sorting criterion to make daily control easier.

  • 🏷️ Use labels for visual grouping and quick classification.

  • 🧭 Use planning view settings to align with your takt requirements.

❓ FAQ
Who can change the settings?
→ 👤 Team administrators (only in their own team)
→ 👥 System administrators (across teams)

Do changes affect other teams?
→ No—all configurations are team-specific.

Can I create my own categories?
→ No—categories are maintained centrally but can be activated/deactivated per team.