Kanban Board for Project

Access Control  

• Kanban Board access control demonstrates our commitment to efficiency.  

Resource Subtab

• People listed under Resource Details in the subtab have access.  

Project Manager

• Edit access given to project managers listed in the body level fields.  
• Users listed under the Resource Details with the role of project manager also gain edit access.
• Those overseeing resources gain control to manage tasks efficiently.

My Own Task

• Tasks given to an individual automatically gain edit access.  
• It ensures that team members get direct control over their tasks.  
• This promotes individual accountability.  

Show All Tasks vs. Show My Tasks

• Kanban Board provides an option to either display all tasks or show the ones assigned to the respective user.  
• Tasks are customized and editable under the ‘Show My Tasks’ option.  
• It ensures that users focus only on their respective tasks.  
• ‘Show All Tasks’ offers an extensive view of all tasks.  
• Project Managers gain editing privileges.  
• Kanban Board access control features contribute to a more collaborative work eco-system.  
• Users get the information and editing capabilities they need to fulfill their roles.  

Parent and Child Tasks

• Board displays the relationship between parent and child tasks.  
• Enables users to track completion status of subtasks.

Status Tracking in NetSuite Tasks 

• NetSuite project tasks fall under three statuses.  
• They include ‘Not Started’, ‘In Progress’ and ‘Completed’.  
• Custom Label/bucket names are also included.  
• Board reflects statuses and provides real-time updates on progress.

View Task Option

• The board has a “View Task” option.  
• Click on it to swiftly open and access the task in NetSuite.  
• It enhances user experience and promotes efficient task management.

Create New Tasks Through Kanban

• Users can create new tasks via Kanban Board.  
• Click on the new task creation option to navigate to the NetSuite page.  
• This enables users to quickly create new tasks.  
• This ensures seamless workflow.
• Clicking the + button to add a new task takes user to NetSuite.

Default Board Configuration  

• Kanban Board starts with a default configuration in the initial stage.  
• Board is generated based on the status of project tasks.  
• The status of project tasks is classified into three buckets.  
• They are “Non-Started” color coded in black, “In Progress” in blue and “Completed” in green.  
• Tasks are additionally classified into low, medium and high priority.  
• Classification ensures a structured approach to task management.  
• Kanban Board streamlines task status updates.  
• No editing is possible in default board.  
• In the default board, task status adjustments are easily done.  
• It provides a versatile interface by moving tasks to desired buckets or allowing status modification by clicking on the task. 

New Board Creation

• Kanban Board provides the flexibility to create customized custom boards.  
• The “Create New” option permits the user to define the board name, column/bucket names and other options.  

Edit Custom Boards

• By clicking on the “Edit Board” option, users an easily modify custom boards.  
• While clicking the option, a pop-up comes up enabling users to make changes.  
• The changes include altering the board name, adjusting bucket names and changing bucket orders.  

Unassigned Bucket for Enhanced Organization

• An “Unassigned Bucket” is automatically generated during custom board creation.  
• It accommodates tasks that are not yet assigned to specific columns.  
• Ensures systematic organization of tasks.  
• Allows users to drag tasks from the “Unassigned Bucket” to designated columns.  
• Custom Boards also offer dynamic management capabilities.  
• Once tasks are removed from the “Unassigned Bucket” to the new buckets, the former gets automatically removed from the board.