Configure the task board

The board configuration menu provides several options that affect the look and feel of the board.

Before you begin

Role required: none

Procedure

  1. From the task board tools, click the menu icon ().
  2. In the Background Color section, select a background color from the palette.
    The background color surrounds the lane area of a board. It also appears as the color for the board on the My Task Boards page. Changes to the background color apply to all users.
  3. In the Quick Panel section, toggle quick panel options as necessary.
    Table 1. Quick panel options
    Option Description
    Show Panel When enabled, the quick panel is visible.

    This setting applies to the current user only.

    User Names When enabled, user names appear by user avatars in the quick panel.

    This setting applies to the current user only.

    Show Labels When enabled, labels appear on cards and in the quick panel. This setting applies to all users.
    Label Names When enabled, the label name appears beside the colored icon for that label in the quick panel. This setting applies to the current user only and is available only when Show Labels is enabled.
    When all the options are enabled, a quick panel looks like this:
    Quick panel
  4. In the Configure Cards section, toggle card options as necessary.

    Changes to the cards apply to the current user only.

    Table 2. View options
    Option Description
    Compact Cards When enabled, the lane width is decreased and card information and thumbnails do not appear on the card.
    Show Card Info When enabled, card information appears on each card. Card information typically includes details like the task state, date opened, and last user to update it.

    This setting is available only when Compact Cards is disabled.

    Show Card Thumbnail When enabled, cards display the first image attached to that card as a thumbnail.

    This setting is available only when Compact Cards is disabled.

    Show SLAs When enabled, SLA status indicators appear on cards and alerts appear when one or more card has a breached SLA. SLA status indicators are hidden when Compact Cards is enabled.

    This setting is available only when there are SLAs associated with the tasks on the board.

  5. In the Configure Lanes section, show or hide lanes by selecting or clearing the check box for each lane. Rearrange lanes by dragging and dropping them in the list.