📄 Task Board Administration – Planning View
This article explains how team and system administrators can configure the planning view of the task board. It covers takt definition, displaying gates/milestones, and visual cues for completed or active tasks—essential for takt-based shop floor control.
🔍 Content
How it works
Tips & Best Practices
FAQ
🛠️ How it works
The planning view can be opened via the three-dot menu in the task board:
👉 Open menu > Settings > Planning View tab
You can configure the following elements:
Enable display
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Activate the “Show Planning View” toggle
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Displays tasks per takt as a horizontal calendar view
Set takt definition
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Takt length: e.g., week, day, month
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Takt start: start day of the week (e.g., Monday)
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Number of takts: how many weeks should be displayed?
Gates and milestones
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Add your own gates and milestones at the bottom section
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Color coding:
▪️ Gates = Dark blue
▫️ Milestones = Gray
Visual cues in the planning view
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✅ Checkmark icon = task is completed (moved to “Done”)
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🔄 Spinning circle = task is currently in control (in the active takt/week)
ℹ️ Info
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The planning view is team-specific—each line/team can set its own configuration.
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System administrators can set global defaults, e.g., standard takt structure.
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Only team administrators and system administrators have access to these settings.
✨ Tips & Best Practices
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Use the planning view for forward-looking task allocation over multiple weeks.
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Gates & milestones help with milestone-oriented project control.
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Keep the number of visible takts manageable (e.g., 8–10).
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Clear takt definition = better shop floor communication!
âť“ FAQ
Who can configure the planning view?
→ Team administrators for their board, system administrators globally.
What happens if the planning view is disabled?
→ Tasks will only be shown in the control view.
How do I know if a task is completed or active?
→ Checkmark = completed, circle = active.