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Planview Customer Success Center

Board Menu Options

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The following menu options are available:

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  • Tasks selector is only shown when the Task Plan Gantt is configured in a specific way and allows the user to roll-up and view Summary Task levels. Please refer to the later section on viewing Summary Tasks.
     
  • Check Out / Check In – the plan can be checked out if you need to make changes such as editing the description, effort or attaching a document. Otherwise the plan can be left checked-in, in order to move the Task by drag and drop.

    Note: if the plan is left checked out, you will prompted to check back in when navigating away from the Board.

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  • Add new Task – allows a new Task to be inserted. Not available when viewing Summary Tasks.

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  • Days/Hours selector – to toggle duration and effort related fields between Days and Hours. This setting is retained on a per-user basis.

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  • Refresh button – updates the Board with the latest changes, for example if being worked on by other users.

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Additionally, the standard Tasks Filter is available and can be used to further restrict the view of Tasks by filtering on the available list of standard and custom Task Fields, subject to permissions.

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Examples of Task filters could be:

  • Tasks that are Provisional or Confirmed
  • Tasks with a Resource Assignment (or specific Resource)Tasks with a Document Custom Field attachment

Tip: use this syntax to return any Tasks with a Custom Field attachment:
[Document Custom Field] < > blank