Create Kanban boards for your projects and opportunities with the Daylite plugin Boards to get a better control and visualization of your tasks (tickets). Boards lets you filter the columns Done and Cancelled so only the most recent completed or canceled tickets are shown.
Find out how to see in no time for which projects and opportunities a board has already been created:
How do I know that a board has been created?
How to filter in a board
To filter in a board, please proceed as follows:
- Choose a project or opportunity in Daylite for that already contains a board
- Select the tab Tasks / Boards -> Board (alternatively click the Boards icon next to integrations)
- Click the filter icon displayed above the columns Done and Cancelled
- Select a time period for which tickets should be shown in the corresponding columns (example: column with task status Done, period Last 7 days)
Related articles
What is Boards?
How do I create a ticket in Boards?
How do I work with grouping in Boards?
How do I manage columns in Boards?