🗂️ Managing T‑Card Tasks in the Planning View

🔍 Contents

• What Are T‑Card Tasks?

• Selecting and Creating the Task Type

• Scheduling T‑Card Tasks (Recurrence Pattern)

• Display and Status in the Task Board

• Confirming and Rescheduling T‑Cards

• Overdue Column and Rescheduling

• T‑Cards in Other Views and Modules

• Tips & Best Practices

• FAQ

---

▶️ What Are T‑Card Tasks?

There are two task types in the task board:

• Regular tasks (as before)

• T‑Card tasks for recurring process confirmations

T‑Cards follow a fixed red/green logic:

• 🔴 Red = scheduled but not completed

• 🟢 Green = completed / confirmed

After confirmation, the T‑Card is automatically rescheduled.

📸 Screenshot: Task board with regular tasks and T‑Cards

---

➕ Select Task Type When Creating

When adding a new task, a split button is available:

• Click the T‑Card button (arrow next to it).

• Choose between Regular Task or T‑Card Task.

✨ Tip: The default task type can be defined in the task board settings.

📸 Screenshot: Split button for selecting task type

---

📝 Create a T‑Card Task

When creating a T‑Card, the following fields are available:

• Task title

• Team and responsible person

• Start (Planned End) – first scheduled due date

• Recurrence pattern:

  • daily

  • weekly

  • monthly

  • optional: takt length (e.g., incl. / excl. weekends)

• Description (rich-text editor with text, bullets, images)

At the end, choose:

• Create

• Create another T‑Card

• Cancel

📸 Screenshot: “Create T‑Card” modal

ℹ️ Note: T‑Card tasks cannot use additional statuses — they are either “Open” or “Done”.

---

📅 Display and Status in the Planning View

T‑Cards appear directly in the column for their planned date (Planned End). They are visually distinct from regular tasks.

📸 Screenshot: T‑Card tasks with icon in task board

Identifiers:

• T icon on the card body = identifies the T‑Card task type

• Status indicators:

📸 Screenshot: T‑Card with deviation (green + PDCA symbol)

ℹ️ Note: The PDCA icon indicates the task was done, but the standard was not fully met.

✨ Tip: Use visual cues to quickly see which process tasks are completed without deviation, with deviation, or not completed at all.

---

⚠️ Overdue Column for Late Tasks

Once a task’s planned end is in the past, the Overdue column is automatically shown.

• Applies to both regular tasks and T‑Cards

• Tasks can be rescheduled via drag & drop

📸 Screenshot: Overdue column with open tasks

ℹ️ Note: The Overdue column disappears once all overdue tasks are rescheduled.

---

✅ Confirming Tasks and Rescheduling T‑Cards

Clicking a T‑Card in the planning view opens the confirmation dialog.

📸 Screenshot: “Confirm T‑Card” dialog

Available options:

• ✅ Confirm → Marks task as completed

• 🌀 Confirm with deviation → Marks as completed with PDCA icon

• ✏️ Edit → Modify task before confirming

• 🔁 Enable/disable recurrence → Schedule next T‑Card automatically

After confirming:

• Task shows with green background (status: done)

• A new T‑Card is scheduled based on the current planned end

• If “Confirm with deviation” is selected, the card shows the PDCA symbol

✨ Tip: The PDCA icon helps leadership instantly recognize tasks completed with deviations.

---

📊 Use in Other Areas

T‑Cards are integrated throughout the system:

• ✔ Teamboard templates

• ✔ A3 module

• ✔ List views with T‑Card filter

• ✔ “My Dashboard” homepage

✨ Tip: Use filters to show only T‑Card tasks — ideal for leadership routines.

---

✨ Tips & Best Practices

• Define T‑Cards for all recurring leadership routines (e.g., safety walks, shift checks).

• Use clear task titles with purpose and area, e.g., “O&S Walk – Assembly Hall”

• Use recurrence patterns instead of creating new daily tasks

• Link T‑Cards to deviations to systematically document causes and actions

---

❓ FAQ

How do T‑Cards differ from regular tasks?
T‑Cards are for recurring tasks and are automatically rescheduled after each confirmation. Regular tasks are completed once.

Can I confirm T‑Cards in the Control View?
Yes — when you move a T‑Card to “Done” there, the confirmation dialog with recurrence options appears.

Why does the Overdue column sometimes appear?
It appears automatically when a task’s planned end is in the past. It disappears once all overdue tasks are rescheduled.