Task Board

Overview

The Task Board is where you will spend most of your time in Astalty. Your Task Board is specific to you and your Tasks: it shows only the tasks you own. Admins, Managers and Team Members each have one.

Drag & Drop

Drag a task to another day to reschedule it, or move it within the same day to change its priority.

Dragging a task to another day changes its date, and the date of its charges. Drag and drop works on desktop screens only. A task with an invoiced charge, or one linked to a calendar event, can't be dragged.

Task Columns

The Task Board has one Task on each row, grouped by date if you're in the weekly view.

1. Participant Initials - the initials of the Participant attached to the Task
2. Task Name - the name of the Task
3. Charge Item - the reference of the Primary Charge Item for this Task
4. Duration - the duration of the Task in minutes
5. Billable - the blue checkbox indicates if this Task is billable. If the box is not checked, the Task is unbillable.
6. Completed - the green checkbox indicates if the Task has been completed or not.

Each day ends with an Add a new Task row for creating tasks, and that day's billable total. See Creating Tasks.

Billable Hours

The Billable Hours card shows the hours charged on your billable tasks for the 7 days starting from the date shown. When your user profile has a Billable hours target, the card shows the hours against that target.

Customising your Task Board

Click the sliders icon beside the date to open the view options: View Mode, Weekends, Daily Billable Totals and Completed Tasks.

Your choices are saved in your web browser, so they carry over each time you open the Task Board on the same browser, but not on another computer or browser.

Changing the Date

Week Starting
When the Task Board is in weekly mode, the date shows the Monday that starts the week you are viewing, and only Mondays can be picked. Use the left < or right > arrows to move a week at a time, or the This week and Next week shortcuts.

Date
When the Task Board is in daily mode, the date shows the day you are viewing. Use the left < or right > arrows to move a day at a time, or the Yesterday, Today, Tomorrow, Next week and Next month shortcuts.

View Mode

Switch between a daily or weekly view of your tasks by selecting either daily or weekly. The current mode will be indicated with a check icon (✓). The default is weekly.

Weekends

Decide if you want the weekends to be displayed on your task board. To make your workweek cleaner, you can hide the weekends by selecting hide. If you need to see the whole week, including Saturday and Sunday, choose show. Weekends are shown by default. While they are hidden, the board shows hiding weekends.

Daily Billable Totals

Choose to see your daily billable totals in minutes or hours. This changes the total at the bottom of each day. The default is hours.

The daily total counts only billable time: hourly charges on billable tasks that have a Participant.

Completed Tasks

Manage the visibility of completed tasks. If you want to focus only on pending items, you may choose to hide completed tasks. Otherwise, keep them visible to track your accomplishments. Completed tasks are shown by default. While they are hidden, each day shows how many are hidden.

Video Walkthrough

Watch the following video to see a visual guide on how the Task Board works.