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:
- From the main menu, click Reports > All Reports.
- From the New Report drop-down list click on Task.
- 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 :
