🛠️ Settings for Planning View & Editing the T‑Card Board

📸 Screenshot: Task Board > Settings > Planning View

Standard View:
→ Choose between Planning, List or Delivery

Default Task Type:
→ Choose between Task or T‑Card

These settings determine what is selected by default when the board opens and when new tasks are created.

Takt Length:
→ Choose Week or Day (with or without weekends)

Takt Start:
→ Define the starting day for the first takt

Number of Takts:
→ Determine how many takts (e.g., weeks) should be displayed in advance

Show Gates & Milestones:
→ Optionally toggle on for projects with fixed handover points

T‑Cards are ideal for regular, recurring tasks such as rounds, audits, or cleanings.

T‑Cards automatically appear in the planning period with status indicators:

Automatic re‑creation is supported for daily, weekly or monthly frequencies.

📎 For more on usage, see article: 🗂️ Managing T‑Card Tasks in the Planning View

Set the number of takts generously (e.g., 10 weeks) for greater planning security
Use takt lengths without weekends if your team only operates on weekdays
T‑Cards are especially useful for visual process control following SFM logic
Changes in settings take effect immediately on the task board

In this article, you will learn how to activate and customize the planning view in the task board — with a special focus on working with T‑Cards. You will see which configuration options are available and how to optimally set up the board for your team.