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How To: Manage Smart Task Lists

Smart Task Lists help automate the flow of tasks through your Kanban board. They also provide a more detailed overview of the state of all tasks within your projects.

Configure Smart Task List

  1. Select the Task List by clicking on the task list name
  2. Under Options select the desired Smart Task List option
  3. Click Save

Smart Task List Options

Any

All tasks in an Any list are considered in progress unless marked complete. Select this option when you prefer to have manual control over the flow of tasks through your Kanban board.

  • When a task is started it will remain within the Any
  • When a task is marked complete it will remain within the Any
  • When a completed task is moved into an Any list it will remain marked complete.

To Do

All tasks in a To Do list are waiting to be started by a team member.

  • When a task is started it will be automatically moved to the top of the first Doing task list.
  • When a task is marked complete it will be automatically moved to the top of the first Done task list.
  • When a completed task is moved into a Doing list it will be automatically marked incomplete.

Doing

All tasks in a Doing list are considered to be in progress.

  • When a task is marked complete it will be automatically moved to the top of the first Done task list.
  • When a completed task is moved into a Doing list it will be automatically marked incomplete.

Done

All tasks in a Done list are considered to be completed.

  • When a task is marked incomplete it will be automatically moved to the first To Do task list.
  • When a task is moved into a Done list it will be automatically marked complete.
  • When a new task is added to a Done list it will be automatically marked complete.

 

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