Use the visualization of the Daylite plugin Boards to better structure your project and opportunity-related tasks. Tasks are shown as tickets in a Kanban board. Grouping in Boards enable you to use drag & drop to delegate a ticket to another Daylite user, change the category or even the ticket's status with ease.
Get more information about Grouping at this article:
How do I work with grouping in Boards?
Create a ticket in Boards
Follow these steps to create a ticket in Boards:
- Select a project or opportunity with a board for this you would like to create a new ticket
- Click the Add Ticket button in the desired column (please note that this button is located beneath possibly existing tickets)
- Add additional information to the ticket such as title, category etc. as desired
- Confirm your entry by clicking Save
You can edit the ticket again at any time or delegate it to another Daylite user.
Learn how to customize columns in a board in this article:
How do I manage columns in Boards?