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The board will be the primary interface for all team members, tasks can be sorted based on status into one of five columns:
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Tasks can be dragged and dropped (by members or by leads) into the respective columns depending on the status of the task.
Task Cards
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To open a task, go to either the Roadmap or the Board and click on it to display the task details. The title of the task will be at the top left, and beneath that are some actions you can perform to the task card.
Attach: Add a file from your computer to the card (e.g. CAD file, word document, picture, etc.)
Add a child issue: Used to break down a task into further subtasks, each with their own status and assignee as needed.
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Link issue: Reference other task cards that have a dependency or relation to the task card.
Arrow Dropdown (beside link issue): Used to link a website or confluence page to the task card.
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Description: Using the template in the photo shown (Task Description, Tools/Resources Required, Approvers), an accurate description of the task should be provided in the description box. The Tools/Resources Required is a section to outline what the assignee needs to complete that task (software(s), physical tools, data/information). The Approvers section should have a list of the people (typically leads) who can approve, review, and validate the task (they will be the ones to review the task in the To Be Reviewed column on the Board).
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Child issues: A list of subtasks that are required to complete before the task card can be completed.
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Comment Section: Intended for the assignee to give brief updates on the status of the project (e.g. Aidan Commented at 9:00am on Thursday: “Li-Sulfur and Li-polymer cells have been compared and work is published to confluence, working on solid state cells now.”)
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Task Details: Use the Details section of the task card to specify details of the task to the assignee.
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Status Bar (top left of photo): Used to indicate the column the task is in.
Start Date: The day that the task was created/starts (pick a date on the calendar when prompted).
Due Date: The day that the task needs to be completed (pick a date on the calendar when prompted).
Assignee: The directly responsible individual for the task, this assignee will be updating the task card as needed based on the progress made for their task.
Additional Assignee: Optional, the other responsible individuals for the task.
Labels: A series of labels can be assigned to a card to help sort and organize the task type within the Epics.
Development: N/A
Reporter: The person who created the task (automatic).