The Daylite Plugin Boards allows you to easily organise and visualise your tasks from projects in Daylite as Kanban-Boards via drag and drop . You and your team keep track of relevant tasks and can respond to shortages in time.
Use the Project Pipelines view of Boards to get an overview of all projects per Daylite Pipeline. The projects are shown in the respective stages of the pipeline as tickets.
Choose a Pipeline and Pipeline stage
Using the drop-down menu to the right of the filter icon, you can select the Daylite Pipeline whose associated projects you would like to see. The columns show the pipeline's stages. This way you can see which project is in which stage of the chosen pipeline.
View of Project Pipelines
When you did select a pipeline to see its projects, choose whether you want to see the projects, shown as tickets, in Minimal View or Standard View.
The Minimal View shows the project's title, the category, the priority and the details. The length of the project title and detail text is limited to two lines when using this view.
By using the Standard View, you can see the due date and open tasks in addition to the information from the Minimal View. The length of the project title and the detail text is limited to three lines.
Group your pipelines by user, category or priority for an even better overview.
Filtering in Project Pipelines
Use the filter icon next to the drop-down menu to filter within the selected pipeline by projects with specific criteria and refine your search.
Working with Project Pipelines
Drag and drop projects, shown as tickets within the board, to move a project to another pipeline stage. The related tasks of this pipeline stage will automatically created.
Board column "No Stage"
When projects are shown in the No Stage column, their pipelines have not yet been started in Daylite. Due to this, they are not yet assigned to a pipeline stage.
Related articles
What is Boards?
What are Opportunity Pipelines?
Can I use Activiy Sets for Boards?
Where can I get an overview of all boards?