Card view

The Card view presents your tasks in a board display form. With this view, you get

• A visually-friendly view of your tasks
• Ability to drag and drop 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 will not be able to drag-drop task between the lanes when you used computed fields like: Schedule Health, Budget Health, etc.

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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