The main buttons for managing tasks in the Board are located in the top toolbar, allowing users to customize views, filters, and layouts for efficient task handling in Doitify.
View Mode Button #
The View Mode button offers three display options: Grid, Vertical, and Horizontal, to change how tasks are shown on the board.
Filter Button #
The Filter button enables filtering tasks by two modes: Task and Trade, and by their Categories for targeted organization.
Sprint Mode Button #
The Sprint Mode button allows filtering tasks based on their dates and deadlines to support agile sprint management.
Columns Button #
The Columns button lets you create Columns and Class of Services (COSs) to organize tasks and establish a structured workflow.
Board Columns Settings
Task Categories Button #
The Task Categories button allows creating a new Category for tasks to improve sorting and classification.
Detail Dropdown #
The Detail dropdown, when set to On, displays all tasks with full details for comprehensive viewing.
Tasks Dropdown #
The Tasks dropdown has two options: All and Only Mine—Only Mine shows only tasks assigned to you.
View Options (Kanban, Table, Gantt, Calendar) #
The four view options—Kanban, Table, Gantt, and Calendar—change the task display mode to suit different project needs.
Frequently Asked Questions #
Doitify Board #
How do I log a daily report in a Board ?
From Notices drop down in the sidebar, select “Report Daily Works,” enter your work details and time, then submit.
How do I leave a Board ?
click “Leave Board” in the Members section. Owners should first transfer ownership.
How do I change Board settings ?
From the left sidebar, open Project Settings drop down and click on options like General, Package, or Automation.
How do I use Chat and Discussion on a Board ?
Chat for real-time team messaging with timestamps; Discussion for topic-based threads—use Advanced for voice, photos, or private messages, with sidebar toggle.
How do I track progress on a Board ?
Two progress lines show completion: one by task count (e.g., 6% done), another by start time to last deadline for estimated finish—view granular subtasks for detailed breakdowns.
How do I add members or teams to a Board ?
Click on Share button in header or open Project Settings drop down in side bar and click on Members , click add new members , assign roles (task manager, QC), and set permissions—groups allow bulk duty assignment for employer management.
How do I set up sprint mode on a Board ?
Click Sprint Mode in the toolbar to filter tasks by deadlines and dates, set sprint duration, and track velocity—perfect for agile techniques
How do I set up sprint mode on a Board ?
Click Sprint Mode in the toolbar to filter tasks by deadlines and dates, set sprint duration, and track velocity—perfect for agile techniques
Can I customize columns on a Board ?
Yes, click the Columns button in a board to open “board column settings”, add/edit columns or COSs, reorder by dragging, and delete unnecessary ones—default columns like “Pend” can be expanded for statuses like active or completed.
How do I add tasks to a Board ?
In the Board view, click Text, Voice, or More in the top toolbar—use Text for quick entry, Voice for dictation, or More for advanced details like subtasks, deadlines, assignments, and attachments.
How do I create a new Board ?
Click the + New Board in the Board page in Dashboard, enter a name , choose if it’s a child of an existing board (for hierarchy), and click on Create Board — it auto-sets up default columns like “Pend” for quick onboarding.
What is a Board in Doitify ?
A Board is a visual workspace for organizing tasks, subtasks, and workflows using Kanban or COSs, enabling drag-and-drop management, status tracking (active, under checking by QC, rejected, completed), and integrations with CRM, Gantt charts, and reports.
