Creating work items and tasks. Deleting work items and tasks. Archive items.
How do I place content on a board?
On the board, you can place so-called ‘work items’. These are actions, activities, findings, improvement suggestions or whatever you want to register and monitor. These work items can, in turn, be subdivided into smaller tasks.
Creating work items
Click on ‘+ Add’ at the top left of the application and - if several types of work items are present - select the work item you want to create.
The work-item form will open and you can start filling in the details. The fields with a red asterisk after the name are mandatory fields.
Creating tasks
Within a form of a work item there is often, depending on whether it is so configured, the option to create tasks. Depending on the board, tasks may be named differently. Click the ‘Add’ button to open the task form. You can now enter the required data.
How do I delete content from a board?
Both created work items and subsequent tasks can be deleted. However, this works in two different ways, which we briefly explain below.
Deleting work items
Deleting a work item is a two-step process. Right-click on a card or on the table line depending on which view you currently have. Then select the ‘Archive’ option.
The work-item has disappeared from the board, but has not really been deleted yet. This is because all archived work items end up in the archive and from the archive you can then permanently delete the work items. This is explained below under ‘Archive’.
Deleting tasks
Deleting tasks is quite simple. To do so, open the form of the work item by, for example, double-clicking on the card itself. Then click on the red cross to the far right of the task you want to delete.
Note!
Deleted tasks are permanently deleted. They do not end up in an archive first. After deletion, you will be asked whether you really want to delete the task. If you click ‘Yes’, the task will be deleted and cannot be moved back.
Archive
Archived work items are placed in the archive. You can view the contents of the archive by clicking on the hamburger icon in the top left. Now click on ‘Show archive’. In the window that opens, you will find archived work items listed. To the far right of the line are a number of icons, namely:
From left to right:
- Show details: select the work-item's line and press this button to open the corresponding work item form containing the completed details.
- Restore from archive to the board: select the line of the work item and press this button to restore the work item to the board.
- Delete from archive: select the line of the work item and press this button to permanently delete the work item.
Note!
Deleted work items are really deleted. After deleting, you are asked whether you really want to delete the work item. If you click ‘Yes’, the work item is deleted and cannot be placed back using, for example, <Ctrl> + <Z>.