How to Create and Manage Task Cards on the Dashboard.

In this article, you will learn how to create and manage Task Cards on the Dashboard.

Warning:

To create or manage Task Cards, staff members need to have Kanban Permissions.

Create Task Cards

 

Note:

  • Staff can create Task Cards for managing hostel tasks on the homepage as Kanban Cards.
  • These cards have a summary, priority, and due date.

 

Steps to Create Task Cards:

  • Open Goki Dashboard.
  • Press the "+ New Card" button, below the "Todo" Kanban column on the Homepage.

  • The "+ New Card" button will be changed as an input button and it will be ready to type the summery.
  • After typing the summary press Enter on your keyboard or click anywhere out of the Task Card, and the Task Card will be saved.

create-to-do-card.gof 

Manage Task Cards

 

Note:

You can manage Task Cards as Kanban Cards, for more information you can use Kanban Card's Guide.

     

Steps to View, Fill, and Edit Task Card's Information:

  • Press on "Open Edit" sign at the right corner of the box while creating New Task Card, or after creating it, press on the Task Card.
  • Then the Task Card information window will pop up, where you can view, fill, or edit any of the information.  
     

manage-to-do-cards.gif

Warning:

  • Summary is the only mandatory field, so without it, you can not create Task Cards.
  • Limitation of summary: you can not type more than 160 characters.
  • When the due date of a task is passed, it is shown in red.

 

Congratulations, you have learned what Task Cards are and how to create and manage them on the Dashboard.