Card view

The Card view presents your tasks in a board display form depending on your Task Workflow or task attributes. With this view, you get

• A visually-friendly view of your tasks
• Change the task status by dragging and dropping tasks 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 can drag-drop tasks between lanes which then creates a status update against the task. When task is dragged to an last/end state, the tasks %Complete is set to 100%.
• When you mark a completed task as undone (< 100%), it will then move to the task state held by the task in the workflow.
  Similarly, when you move the task from an end state to a non-end state, the the %Complete is updated to the last held %Complete of the task.
• When the project's option: Default task %Complete method is either Weighted Avg... OR Auto-calculated from..., the you will not be able to drag-drop task between the lanes.

To create a Card view:

1. From the main menu, click Reports > All Reports.
2. From the New Report drop-down list click on Task.
3. In the new pop-up, enter the name of the report in the Name* box and the Description (if reqd.) box.
4. From the Visible to Users drop-down list, select the appropriate option with whom you want to share the report.
5. In the Output section, select Card.
6. You can now pick the option depending on the lanes in which you wish to view the tasks i.e depending on the workflow type or some task/project attribute like Schedule Status, custom fields, etc.
7. Click Save to save the report. The following report will be shown :

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