Setup using Connect boards columns

Table of Contents

• 1. Create reference items board

  • 1. (Optional) Create new workspace to keep the new boards
  • 2. Create new board
  • 3. Delete unnecessary columns
  • 4. (Optional) Add people to Persons column
  • 5. Add some example tasks
  • 6. (Optional) Assign people to tasks

• 2. Create main board setup

  • 1. Create new board
  • 2. Add columns
  • 3. Connect reference boards
  • 4. Remove items and unnecessary group
  • 5. Create Time Reporting view

1. Create reference items board

1. (Optional) Create new workspace to keep the new boards

2. Create new board

Create new board containing items which will be referenced from the main board, for example Tasks.

3. Delete unnecessary columns

• delete Status
• delete Date

4. (Optional) Add people to Persons column

Assign people to Persons column if certain Tasks are only available for certain people. Rename column to "Allowed Persons"

5. Add some example tasks

6. (Optional) Assign people to tasks

2. Create main board setup

1. Create new board

2. Add columns

• Time (Numbers)
• Note (Text)

3. Connect reference boards

Create Connect boards column and connect it to previously created reference board. Create as many Connect boards columns as there are levels of references.

4. Remove items and unnecessary group

You can remove all the items and groups to start with empty board. All the items here will be created by the Time Reporting or Planning view, so items here should not be created manually.

Items will be created and managed by Time Reporting view

5. Create Time Reporting view

You can also configure Note column (other columns - Level 1, Time, Date, Status - should get configured automatically)

Once you've set up the reference boards, you can start adding time entries. Read more in Basic usage.