Kanban Card
Kanban Card has these elements:
- Task related process step name (1) .
- Context record name (2). Clicking on record name allows to open record page.
If needed user can change default Name field to any other text field of the context record. In process builder open Process Settings > Data Source Settings and select field in "Name" picklist. Selected field value will be displayed next to the Step name.
Currently Work-Relay doesn't support adding/removing fields on Kanban card.
- Process - name of current process. Click on name link if needed to open the process details page.
- Start Date of the task.
- Due Date of the task (date is based on task start date and task duration).
- Assignee - task assignee. Click on assignee link if needed to see profile of assignee.
Icons:
- Assignee (3). When task is assigned to multiple users, role, profile ect. multiple users icon is displayed. Otherwise it will be single user icon.
- Priority (4). Clicking on icon allows to update priority of the task.
- Status (5). Indicates if task is on track, late or due. Icon is displayed for tasks with due date.
- "Assign to me" icon (6). Clicking on this icon reassigns task to the current user.
Note: "Assign to me" buttons are shown only if task is assigned to group of users (several users, some group. role, profile, etc).
Click on card layout (7) to open card details sidebar (8).
Card details sidebar has these subtabs:
- General (9)- contains step basic information (depending on step status).
- Assignee (10) - allows to view and edit step assignees and managers.
- Feed (11)- displays current step or whole process feed entries, and allows to add, comment and like or dislike posts.
- Layout (12) - by default displays details for Data Source object record process has been started at. Layout can be set different for particular steps in the proper way.
- Content (13)- allows to manage, view and download files related to current task (step).
- Checklist (14)- allows to manage, check and complete the checklist related to current task.
- Time (15)- allows to log and manage time spent on the current step working on.
- Tasks/Issues (16)- allows to add, edit and manage tasks and issues.
- Data (17)- shows a list of Custom Data Fields (except connection points) added to the step while process configuring, and allows to edit them.
- History (18) - shows a History for the process and allows to see additional information by clicking step name links.
Click on arrow button (19) to close sidebar.
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