RELATED IDEAS
Kanban board showing daily tasks
the list view of tasks is too overwhelming, even when using the filter to narrow options.
Can a Kanban system be used in AM either as its own task tab or drop down option, showing 3-5 columns of tasks; 'overdue' 'todays tasks', with a future view shown on other columns, for either 'current week', 'next week/month' etc.
I am currently using the office whiteboard with PATboard cards to keep track of tasks but it would be great if AM could have this feature/overview.
We're pleased to share that we have begun exploring this. If you'd like an early preview, let us know in the comments, keen for your thoughts. Please bear in mind this is at a very early stage, and we're working through a number of improvements before release.
Thanks for the engagement on this, we agree on benefits of having this Kanban board. This is being actively discussed with the team. Not formally committed but will update on any new developments.
I agree with this, I have been trialling an alternative and generally Bright Manager always ends up being the best in the round, but on the other one I tested the Kanban view of tasks was excellent
@JonEllis what accountant doesn't love a good pivot view!
records received and service type is a great idea!
Could include multiple pivot views - including status Records Received>>>>>Complete etc by service