Task Board

Overview

The Task Board is a part of the Operations module in Caddayn Biller. It is used to provide a visual representation of tasks and their current status.

The Task Board helps users organize, monitor, and track tasks in a structured board-based view. It allows users to quickly understand which tasks are pending, in progress, completed, or in another configured stage.

Accessing Task Board

To access the Task Board:

  1. Log in to Caddayn Biller.

  2. From the main navigation panel, click Operations.

  3. The Operations menu is displayed.

  4. Select Task Board.

  5. The Task Board page opens.

Purpose of Task Board

The Task Board can be used to:

  • View tasks in a visual format.

  • Track the current status of tasks.

  • Monitor pending and ongoing work.

  • Identify completed tasks.

  • Organize tasks according to their workflow stage.

  • Get a quick overview of operational activities.

Task Board Structure

The Task Board organizes tasks into different sections or stages based on their current status.

A typical task board may contain stages such as:

Pending → In Progress → Review → Completed

The actual columns or stages displayed on the Task Board depend on the workflow and task status configuration in Caddayn Biller.

Each task is displayed within the relevant stage, allowing users to identify its current position in the workflow.

Viewing Tasks

Users can open the Task Board to review the tasks currently available in the system.

Each task can provide information about the work that needs to be completed and its current status.

The board allows users to visually identify:

  • Backlog

  • Todo

  • In progress

  • On hold

  • Waiting for approval

  • Blocked

  • completed

  • cancelled

  • Closed

Tracking Task Progress

The Task Board helps users monitor task progress from one stage to another.

As the status of a task changes, the task can be reflected in the corresponding stage of the board, depending on the system configuration.

This provides a clear visual representation of the progress of operational activities.

Task Board and Tasks

The Tasks section is used to create and manage individual tasks, while the Task Board provides a visual way to monitor those tasks.

For example:

Tasks → Created → Displayed on Task Board → Status Updated → Completed

This allows users to manage individual activities while also monitoring their overall progress.

Task Board and Workflow

The Task Board can work together with Workflow Templates to organize tasks according to predefined business processes.

A workflow may define different stages, while the Task Board provides a visual representation of tasks moving through those stages.

The exact workflow and stages depend on the configuration of the application.

Notes

  • Task Board is one of the options available under the Operations module.

  • It provides a visual representation of tasks and their current status.

  • Tasks can be organized according to different workflow stages.

  • The Task Board helps users monitor pending, ongoing, and completed work.

  • The stages displayed on the board depend on the configured workflow and task statuses.

  • Task Board works together with the Tasks and Workflow Template features.

  • It provides a quick way to monitor operational work without reviewing each task individually.

  • Available actions may depend on the user's permissions and application configuration.