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- A visually-friendly view of your taskswork items
- Ability to drag and drop tasks items from one lane to another .
How card view works:
- Only tasks appear as cards in this view; summary tasks are not shown.
- You can filter tasks, highlight tasks, or select lanes depending on your requirements.
- You will not be able to drag-drop task between the lanes when you used computed fields like: Schedule Health, Budget Health, etc.(when lane is based on custom field)
To create a Card view:
- From the main menu, click Reports > All Reports.
- From the New Report drop-down list click on the type of report you wish to create (This view is available for Task, Project, Bug, Risk, etc.)
- In the new pop-up, enter the name of the report in the Name* box and the Description (if reqd.) box.
- From the Visible to Users drop-down list, select the appropriate option with whom you want to share the report.
- In the Output section, select Card.
- You can now pick the option depending on the lanes in which you wish to view the tasks like Schedule Status, custom fields, etc.
- Click Save to save the report. The following report will be shown :
