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🧭 Working in the Control View

The Control View in the Task Board displays tasks per person for each team member. It helps visualize workload and allows you to reassign tasks via drag-and-drop.

🔍 Content

  • How it works

  • Tips & Best Practices

  • FAQ

🛠️ How it works

1. Understanding the view

📸 Screenshot: “Control” tab is active (default view)

  • Each row represents a team member.

  • Under the name, you can see the workload, e.g., 32/40h and 80 %.

  • If the planning view is disabled, all tasks are shown in this view.

  • If the planning view is enabled, only tasks with a Planned End date within the next two takt periods are displayed.

Example:

  • Today is Tuesday, 13 May.

  • Takt length: “Week” (per Planning View settings), starting Monday.

  • Control View shows all tasks due before the end of the second upcoming Sunday (Planned End date until Sunday 25 May).

2. Viewing tasks

Each task card shows:

  • 📝 Title

  • ⏰ Due date

  • 👤 Responsible user

  • ⏳ Effort

  • ✅ Status

  • 🏷️ Labels

  • 🔺 Priority

  • 🏷️ Form ID of the parent process activity

3. Displaying task cards

  • Click the expand/collapse icons to open or close all cards.

  • You can also expand/collapse individual columns or rows via the arrow in the top right.

  • Default state: Columns Backlog, Next Takt, and Current Takt are expanded; Done is collapsed.

📸 Screenshot: Display and changing of card view

4. Moving tasks

  • Drag and drop tasks to another person to reassign them.

  • Only expanded cards can be moved.

5. Archiving task cards

  • Cards in the Done column remain there indefinitely and are not auto-archived.

  • Clicking Close Takt removes these tasks from the Control View (still available in List View under “Closed”).

  • The Close Takt action is closely linked to KPIs like Hitrate and Disturbance Rate (see related articles).

ℹ️ Notes

  • 🔢 Only tasks with planned effort appear in the Control View.

  • 📦 Unassigned tasks remain in the backlog.

  • 🔐 Only authorized roles can change the permanent sorting logic.

  • 📝 Only expanded cards can be moved by drag-and-drop (cards in Done must be expanded first).

✨ Tips & Best Practices

  • 🎯 Use the Control View for workload balancing during bottlenecks.

  • 📅 Set due dates and priorities carefully—they influence sorting logic.

  • 🖱️ Use drag-and-drop with intention—accidental reassignment is possible.

  • 👁️ Use during daily or weekly meetings to instantly see workload distribution.

❓ FAQ

Can I permanently sort tasks by status?
→ Yes, via Taskboard → Settings → Default Sorting Logic.

Why does my sorting disappear after reloading?
→ Because the sort icon applies a temporary sort only.

What does the percentage below the name mean?
→ The workload: ratio of planned effort to available capacity.

Can I move cards from the Done column back?
→ Yes! Only expanded cards can be moved by drag-and-drop.