Guide to Using Boards in Hashio

Created by Customer Success, Modified on Tue, 23 Sep at 1:01 PM by Customer Success

Guide to Using Boards in Hashio

 

1. Introduction to Boards 0:01

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  • Boards are used to keep track of tasks in specific groups.

  • Access the boards page to view and manage your boards.

 

2. Creating a New Board 0:12

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  • On the boards page, you can create a new board.

  • A simple click will create the board.

 

3. Editing and Deleting Boards 0:24

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  • You can edit or delete a board as needed.

 

4. Adding a Task to a Board 0:30

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  • Click on the 'Add Task' button at the top of the screen.

  • Fill in the task details: 

    • Task name (e.g., 'Demo Task')

    • Select the board to add it to (e.g., 'Demo Board')

    • Optionally add a batch, status, priority, due date, and description.

 

5. Navigating to a Board 0:53

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  • Click on the board card to navigate to that specific board.

 

6. Managing Tasks on a Board 1:01

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  • View the created tasks on the board.

  • Move tasks between statuses (To Do, In Progress, Done) by dragging and dropping.

  • Close or delete tasks directly from the board.

 

7. Viewing Closed Tasks 1:20

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  • Use the button at the top left to show closed tasks.

 

8. Switching Between Boards 1:29

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  • Use the dropdown button to switch between different boards.

 

9. Viewing All Tasks 1:38

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  • Navigate to 'All Tasks' to see a comprehensive list of tasks.

  • This includes both closed and in-progress tasks.

 

10. Filtering Tasks 1:53

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  • Filter tasks by: 

    • Name or title

    • Status

    • Priority

    • Visibility (open, closed, or all tasks)

Link to Loom

https://loom.com/share/13d730ea3c4646f6aa0c19bde3931389

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