Using the Task Board

This guide explains how to use the Kanban-style task board in OneClickWorker to visualize and manage your tasks.

Accessing the Task Board

1. Log in to your OneClickWorker account at https://app.oneclickworker.com/
2. Navigate to the Tasks section from the main navigation menu
3. If you're not already in the board view, click the columns icon in the top right corner to switch to the Kanban board view

Understanding the Task Board

The task board is organized into three columns representing the different stages of a task's lifecycle:

1. To-do: Tasks that have not yet been started
2. In Progress: Tasks that are currently being worked on
3. Done: Tasks that have been completed

Each column displays:

• The column name
• The number of tasks in that column (in parentheses)
• A "+" button to quickly add a new task to that column
• Task cards for all tasks in that status

Task Cards

Each task is represented by a card that displays key information at a glance:

• Task Title: The name of the task
• Priority Badge: Color-coded badge showing High (red), Medium (yellow), or Low (blue) priority
• Client: The associated client (if any)
• Job: The associated job (if any)
• Tags: Any tags associated with the task
• Comments Count: Number of comments on the task (if any)
• Attachments Count: Number of files attached to the task (if any)
• People: Avatars of people associated with the task

Working with the Task Board

Adding a New Task

There are two ways to add a new task:

1. Using the main "Add Task" button:

   • Click the "Add Task" button in the top right corner of the page
   • Fill out the task form
   • The task will be added to the appropriate column based on the status you select

2. Using the column "+" button:

   • Click the "+" button in the header of the column where you want to add the task
   • Fill out the task form
   • The status will be pre-selected based on the column you chose

Moving Tasks Between Columns

You can update a task's status by dragging and dropping it between columns:

1. Click and hold on a task card
2. Drag it to the desired column (To-do, In Progress, or Done)
3. Release to drop the task in the new column
4. The task's status will be automatically updated in the system

This drag-and-drop functionality provides a visual way to update task status without having to open and edit the task details.

Viewing Task Details

To view or edit the full details of a task:

1. Click on any task card in the board
2. The task details form will open
3. View or edit any information
4. Click "Save Task" to save any changes or "Cancel" to close without saving

Filtering and Sorting Tasks

The current task board does not provide direct filtering or sorting capabilities. Tasks are displayed in their respective columns based on status.

Task Board Best Practices

• Regular Updates: Move tasks between columns as their status changes to keep the board current
• Balance Workload: Keep an eye on the number of tasks in each column, especially "In Progress"
• Prioritize Visually: Use the priority levels to help team members identify what to work on next
• Clear Completed Tasks: Regularly review the "Done" column and archive completed tasks if necessary
• Team Collaboration: Encourage all team members to keep the board updated with their progress

Next Steps

After becoming familiar with the task board, you may want to:

• Add a new task
• Manage task information
• Navigate the task list