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Configure a task board

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Configure a task board

You can configure several options to customize the look and feel of the board.

Before you begin

Role required: none

Procedure

  1. From the task board tools, click the menu icon (Menu icon).
  2. Click Advanced Settings. In the Theme section, select a color from the palette.
    The selected theme is applied to the background of the board, lane header, add card button, quick filter, tab header, quick panel and board header. It also appears as the color for the board on the My Task Boards page. This setting applies to the user's boards only.
    Figure 1. Visual Task Board color palette
    Visual Task Board color palette
  3. In the Quick Panel section, toggle the options to customize the quick panel.
    Note: Unless otherwise noted, these settings apply to the current user only.
    Table 1. Quick panel options
    Option Description
    Show Panel Quick panel is visible on the board.
    User Names User names appearnext to user avatars in the quick panel.
    Show Labels

    Labels appear on cards and in the quick panel.

    This setting applies to all users.

    Label Names The label name appears beside the colored icon for that label in the quick panel. This setting 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 the options to customize the appearance and information of cards.

    Changes to the cards apply to the current user only.

    Table 2. View options
    Option Description
    Compact Cards Decreases the lane width and card information. Thumbnail images do not appear on the card.
    Show Card Info Displays card information 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 Attachment Cards display the first image attached to that card as a thumbnail.

    This setting is available only when Compact Cards is disabled.

    Show SLAs 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 SLAs are associated with the tasks on the board.

  5. Under Advanced Settings, in the Lane Configuration 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.
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