Project Boards Guide ​

Master the Kanban board functionality in Task Manager Pro with this comprehensive guide.

🎯 Overview ​

Project Boards (Kanban boards) are visual project management tools that help you organize tasks into columns representing different stages of your workflow. Task Manager Pro provides a powerful, drag-and-drop Kanban board interface for efficient project management.

Key Benefits ​

• Visual Task Management: See all tasks at a glance
• Drag & Drop Interface: Move tasks between statuses easily
• Real-time Updates: Changes reflect instantly across all users
• Project Filtering: Focus on specific projects or view all
• Mobile Responsive: Works perfectly on all devices

🚀 Getting Started ​

Accessing Project Boards ​

1. Navigate to Boards

   • Go to Boards in your WordPress admin menu
   • You'll see the main Kanban board interface

2. Understanding the Interface

   • Header: Project selector, statistics, and quick actions
   • Board Columns: Different task statuses (To Do, In Progress, Completed)
   • Task Cards: Individual tasks with key information
   • Add Task Button: Quick task creation

First-Time Setup ​

📋 Board Management ​

Understanding Board Structure ​

Default Board Columns ​

• To Do: Tasks that haven't been started
• In Progress: Tasks currently being worked on
• Completed: Finished tasks
• Custom Columns: Additional statuses you can create

Task Cards Display ​

• Task Name: Clear, descriptive title
• Assignee: Person responsible for the task
• Priority: Visual priority indicators
• Due Date: Deadline information
• Project: Associated project name
• Labels: Custom tags and categories

Project Filtering ​

Filter Options:

• All Projects: View tasks from all projects
• Specific Project: Focus on one project only
• My Tasks: Show only tasks assigned to you
• Overdue Tasks: Highlight tasks past their due date

🎨 Task Management ​

Creating Tasks from the Board ​

Moving Tasks Between Columns ​

Drag & Drop Features:

• ✅ Visual Feedback: Cards highlight when hovering over valid drop zones
• ✅ Real-time Updates: Changes save automatically
• ✅ Status Updates: Task status changes based on column
• ✅ Notifications: Team members get notified of changes

Task Card Interactions ​

Click Actions ​

• Single Click: View task details in popup
• Double Click: Quick edit mode
• Right Click: Context menu with options

Task Details Popup ​

When you click on a task card, you'll see:

• Complete Task Information: Description, comments, attachments
• Edit Options: Modify task details
• Time Tracking: Start/stop timer
• Comments: Add and view comments
• Attachments: Upload and manage files

⚙️ Advanced Features ​

Board Customization ​

Column Management ​

Column Options ​

• Rename Columns: Click on column header to edit
• Reorder Columns: Drag column headers to reorder
• Delete Columns: Remove unused columns
• Column Colors: Customize visual appearance

Task Filtering and Search ​

Advanced Filters ​

Search Functionality ​

• Quick Search: Type in the search box for instant results
• Advanced Search: Use multiple criteria for precise filtering
• Saved Searches: Save frequently used filter combinations

Bulk Operations ​

Multi-Task Selection ​

Bulk Actions Available:

• ✅ Change Status: Move multiple tasks to different columns
• ✅ Reassign Tasks: Change assignee for multiple tasks
• ✅ Update Priority: Set priority for multiple tasks
• ✅ Add Labels: Apply labels to multiple tasks
• ✅ Delete Tasks: Remove multiple tasks at once

📱 Mobile Experience ​

Mobile-Optimized Interface ​

Mobile Features ​

• Touch-Friendly: Optimized for touch interactions
• Responsive Layout: Adapts to different screen sizes
• Swipe Gestures: Swipe to move tasks between columns
• Mobile Menu: Collapsible navigation for small screens

Mobile Best Practices ​

• Portrait Mode: Best experience in portrait orientation
• Zoom: Pinch to zoom for better visibility
• Touch Targets: Large buttons for easy tapping
• Offline Support: Basic functionality works offline

🔧 Configuration and Settings ​

Board Preferences ​

Display Options ​

Notification Settings ​

• Task Updates: Get notified when tasks change
• Assignment Changes: Know when you're assigned tasks
• Due Date Alerts: Reminders for upcoming deadlines
• Comment Notifications: Stay updated on discussions

Performance Optimization ​

Large Dataset Handling ​

Optimization Tips:

• Use Filters: Limit visible tasks for better performance
• Paginate Results: Load tasks in batches
• Disable Auto-refresh: For very large boards
• Clear Cache: Regular cache clearing for optimal performance

🎯 Best Practices ​

Board Organization ​

Column Design ​

• Keep It Simple: Don't create too many columns
• Logical Flow: Arrange columns in workflow order
• Clear Names: Use descriptive column names
• Consistent Colors: Use color coding consistently

Task Management ​

• Descriptive Names: Use clear, actionable task titles
• Regular Updates: Keep task status current
• Assign Responsibility: Always assign tasks to someone
• Set Deadlines: Use due dates for accountability

Team Collaboration ​

Communication ​

• Use Comments: Add context and updates
• Mention Team Members: Use @mentions in comments
• Update Status: Keep team informed of progress
• Share Attachments: Upload relevant files

Workflow Management ​

• Define Processes: Establish clear workflows
• Train Team Members: Ensure everyone understands the system
• Regular Reviews: Hold periodic board reviews
• Continuous Improvement: Refine processes based on experience

🚨 Troubleshooting ​

Common Issues ​

Tasks Not Moving ​

Solutions:

• Check browser compatibility (modern browsers required)
• Disable browser extensions temporarily
• Clear browser cache and cookies
• Try refreshing the page

Performance Issues ​

Solutions:

• Use project filters to reduce visible tasks
• Clear browser cache
• Check internet connection
• Contact support if issues persist

Missing Tasks ​

Solutions:

• Check project filter settings
• Verify task assignments
• Refresh the page
• Check user permissions

Error Messages ​

Permission Errors ​

• "Access Denied": Check user permissions
• "Cannot Edit": Verify edit permissions
• "Cannot Assign": Confirm assignment permissions

Data Errors ​

• "Task Not Found": Task may have been deleted
• "Invalid Status": Check task status configuration
• "Database Error": Contact support for assistance

💡 Pro Tips ​

Efficiency Tips ​

• Keyboard Shortcuts: Use keyboard shortcuts for faster navigation
• Bulk Operations: Select multiple tasks for bulk actions
• Saved Filters: Save frequently used filter combinations
• Quick Actions: Use right-click context menus

Advanced Usage ​

• Custom Fields: Add custom fields to task cards
• Automation: Set up automated status changes
• Integrations: Connect with external tools
• Reporting: Generate board performance reports

🎉 Next Steps ​

After mastering Project Boards: