Managing tasks on Virtosoftware Guides & Docs

Cloning a task

Fri, 22 Nov 2024 20:15:25 +0000

You can clone selected tasks using the copy icon at the top of the tooltip. When you clone a task, the full-view form of the new task will appear. Please note that attachments and images cannot be transferred to a cloned task.

Cloning a task

Comments

Fri, 22 Nov 2024 20:15:18 +0000

You and other users can add comments to tasks. Click the comments tab on the short-view form (tooltip) and start typing to add a new comment. The comments history is also displayed in the short view.

Task watchers

Fri, 22 Nov 2024 20:15:11 +0000

Click the bell icon in the upper right corner of the task tooltip to assign task watchers.

The task watchers icon inside the Kanban card

Task watchers receive email notifications about any changes to this task.

Task watchers

Attachments / images

Fri, 22 Nov 2024 20:15:05 +0000

You can attach images to tasks and display them in full view by toggling the “List/Preview” feature.

You can also display attached images on the board. To do this, switch to “List” mode and click the image icon next to the task. If you want to show only selected images, click the image icon next to the desired image.

Adding image to a kanban card.

Kanban card with images

If the “Image” icon does not appear in a task tooltip, check that you have selected “Attachments” in the card settings.

Toolbar

Fri, 22 Nov 2024 20:14:59 +0000

The edit icon next to the board name allows you to adjust the board according to your needs. The eye icon hides empty swimlanes. The two-arrow icon collapses all swimlanes. The sorting buttons arrange the tasks in ascending and descending order.

The “View by” dropdown allows you to choose the board layout.

The red “Add New Task” button enables you to create a new task. The search bar lets you search for tasks by keywords. To the right of the search bar are icons for filtering, charts, board history, and downloading the board as a PDF.