Track the progress of your projects in Taskfeed during Onboarding, Implementation and beyond.
|⚠️ Taskfeed Board Stages will be introduced with the Summer ‘19 release of Taskfeed|
Here is what you need to know about Board Stages:
Q.What are 'Board Stages' and how do they work?
A: Board Stages are similar to Opportunity Stages, where you can identify with one word the overall progress or phase of your project at that point in time. You will also be able to identify the Board progress visually, by tracking and updating the Board Stage from a path at the top of each Board.
Taskfeed Board Stages work one of two ways: Manually or Task-Driven.
When working with stages manually, Board members manually update the Board Stage through the path or by editing the Board and selecting a stage for it.
When working with stages that are task-driven, each Task is mapped to a Board Stage value (this can be done from the Task Template). As Tasks move to a list on the Board that is "Active" (see: List Type, below), the Stage of the Board will be calculated.
Q.What happens when stages overlap? (E.g. 2 tasks left in Stage 2 that will take another week, but we are already 1/4 of the way into Stage 3; what does the Board Stage display as?)
A: If multiple Tasks are “Active” at the same time but they belong in different stages, then the earliest Stage will be automatically selected. You can, however, override this and manually update the Board to a different stage.
Taskfeed Tasks are always contained within a List on the Board. Taskfeed provides a set of default lists (shown in the table below), but they can be renamed and customized to suit your own business process.
As Tasks move from one list to another on the Board, the List Type identifies whether the Task is currently Active, Inactive or Complete, no matter what the Lists are actually named. Whether it is named “Not Started” or “To do”, “In Progress” or “Doing” or “Kickoff”, each List will have a corresponding Type.
Taskfeed Default List Name / List Type mapping:
Based on the table above, when a Task is moved from the Not Started list to the In Progress list, Taskfeed marks the task as “Active”, as well as setting a timestamp showing when the task became Active.
When A Task is moved from an “Active” list to another List on the Board of the “Inactive” type (such as the “Waiting” List), then it would no longer be considered “Active”.
Likewise, once a Task is moved to a “Complete” list, it is also no longer active.
Q. What happens when a Task goes from an Inactive List (such as Not Started) straight to Complete? Will it have the “active” timestamp on it as well?
A: In this case, when a completed Task did not spend any time in any “Active” lists, the Active Date for that Task will be the same as the Complete Date and the Active Duration will be 0.
Q. Should a List called “Scheduled” be of the “Active” or “Inactive” type? E.g. A list named Scheduled would be used when tasks such as Customer Calls and Meetings have been scheduled but not completed. They should be moved from Not Started, but they are neither Waiting nor In Progress.
A: In this case, a list such as “scheduled” should be of the Inactive type.
Q. Can Board Stages progress automatically? How do we set that up?
A: Yes, Board Stages can be task-driven, which means that as tasks get completed on the Board, the Board stage will be updated accordingly. To set this up, simply add a column for Stage on your task template and map each task to its corresponding stage on the Board.