FAQs - GUIDE 2.0

General Board View Functionality

Legacy Board

Plan View - GUIDE 2.0

Add Phase/Template Shortcut

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Phase Menu - Save as Template

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Add Milestone

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Milestone Menu - Edit, Duplicate, Delete

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Milestone Menu - Save as Template

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Add Task

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Task Kebab Menu - Edit/Details, Tags, Duplicate, Delete, Resend Assignment Email

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Task Kebab Menu - Messages (Notes), Enter Time, Attachments, Checklist

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Task Kebab Menu - Assignee, Status, Dependencies, Save as Template

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Gantt View

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Coming Soon

Board View, List View

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Add Team Member

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Project Menu - Project Settings, Project Details, Edit Template, Archive Project, Enter Time on Project, Delete Project

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Coming Soon

Project Sub Tab Navigation (Overview, Team, Custom Fields, etc.)

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Filter

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Bulk Edit

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Coming Soon

Expand/Collapse Task View

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Coming Soon

Condensed Milestone Column Upon Completion

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Auto Horizontal Scroll to Current Milestone

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Use of Library Units

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Project Summary Bar

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Task Card Visibility

Legacy Board

Plan View v2

Task Name, Assignee, Status, Responsibility, Due Date, Dependency

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Project Action Items, Notes, Attachments, Checklists

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Participant Count

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Hidden Task Indicator

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Task Drawer Attributes

Legacy Board

Plan View v2

Task Name, Assignee, Status, Task Instructions, Responsibility, Visibility, Start Date, Due Date, Dependency, Task Custom Fields

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Subtasks

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Breadcrumb Navigation

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Notify if task is not started by a specific date toggle

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Priority

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❌- Use Custom Field

Estimated Hours

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Points

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❌ - Use Custom Field

Require Sign Off toggle

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Notes

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Messages

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Attachments

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Checklist

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Coming Soon

Tags

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Watching

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Milestone Drawer Attributes

Legacy Board

Plan View v2

Milestone Name & Description

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Send CSAT survey upon milestone completion toggle

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Send Message upon milestone completion toggle

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Attachments

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