Manage teams, boards and projects

As a portal user with the "Manager" role, your main function is to create and manage teams, boards, and projects. You can create new teams, for example, and specify which portal users with the role "User" should be members of a team. You also define how many statuses the team board should have. This allows you to determine how many steps each task should go through. Furthermore, you can create projects to which team members can assign tasks. Finally, you can archive tasks that should no longer be processed.

Below you will find detailed instructions on how to perform all the activities related to teams, boards and projects...

Create a team

Step-by-step guide

To create a team, proceed as follows:

  1. Go to the "Task scheduler" page.

  2. Click on New.

    The "Team" dialog box is displayed.

    Title

    Enter a title for the team.

    Icon

    You can store an icon or even a picture for the team. The image can be up to 150px x 150px.

    Description

    Enter a description for the team.

    Members

    Using the arrow buttons you can move the portal users from the left pane ("Select members") to the right pane ("Selected members") and thus make them team members.

    In the left pane ("Select members”), every portal user with the role "User" is displayed.

    Pictures of team members

    If you have stored images for the team members in the user administration, they will be displayed in the team board.

    In the Portal Manager, the images are stored in the "Users" module for each user under "Personal information".

    Board Template

    Select one of the board templates displayed by clicking the corresponding icon.

    By default, the application contains three board templates. These differ in the number of statuses that the tasks pass through.

    Board with two statuses

    Board with three statuses

    Board with four statuses

  3. Click on SAVE.

Edit or delete team

Step-by-step guide

To edit or delete a team, proceed as follows:

  1. Click on the Team tile.

    The team board is displayed.

  2. Click on the icon (Options) ().

    The dialog box with the options is displayed ().

  3. Click on "Edit Team".

    The "Team" dialog box is displayed.

  4. Make the desired changes to the team.

    Or

  5. Click DELETE to delete the team.

Create a project

Step-by-step guide

To create a new project, proceed as follows:

  1. Click on the Team tile.

    The team board is displayed.

  2. Click on the icon (Options) ().

    The dialog box with the options is displayed ().

  3. Click "Manage projects".

    The "Projects" dialog box (1) is displayed.

  4. Click on New.

    The "Projects" dialog box (2) is displayed.

  5. Enter a title for the project.

  6. Click on SAVE.

    You will return to the "Projects" dialog box (1).

  7. (Optional) Enter the title of the project in English.

  8. Close the dialog box by clicking "X".

    You will return to the team board.

    The PROJECTS selection field is displayed.

  9. Open the PROJECTS field.

    The new projects are displayed.

    Filter tasks by project

    You can view the tasks for a project by clicking on the project.

 

Adjust status

Step-by-step guide

To adjust or create a new status, proceed as follows:

  1. Click on the Team tile.

    The team board is displayed.

  2. Click on the icon (Options) ().

    The dialog box with the options is displayed ().

  3. Click Manage Status.

    The "Status" dialog box (1) is displayed.

  4. Click on the pencil icon (edit).

    The "Status" dialog box (2) is displayed.

  5. Enter a title for the status.

  6. Adjust the color.

  7. Click on SAVE.

    You return to the "Status" dialog box (1).

  8. Close the "Status" dialog box (1) by clicking "X".

  9. You will return to the team board.

    The statuses you have edited are displayed.

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