Customize the look and feel of a task board
By default, the visual task board inherits the look-and-feel from the user's Theme preference. You can, however, configure several options in the Visual Task Boards to customize the look-and-feel of the board.
Before you begin
Role required: none
Procedure
- From the task board tools, click the menu icon (
Menu icon\).
Click Advanced Settings.
In the Theme section, select a color from the palette.
The selected theme is applied to the background of the board, lane header, add card button, quick filter, tab header, quick panel, and board header. It also appears as the color for the board on the My Task Boards page. This setting applies only to the boards of the user.
Visual Task Board color palette
In the Quick Panel section, toggle the options to customize the quick panel.
Note: Unless otherwise noted, these settings apply to the current user only.
| Option | Description |
|---|---|
| Show Panel | Option for making visible on the board. |
| User Names | User names that appear next to user avatars in the quick panel. |
| Show Labels | Labels that appear on cards and in the quick panel. Note: The setting applies to all users. |
| Label Names | Label name that appears beside the colored icon for that label in the quick panel. Note: This setting is available only when you enable Show Labels. |
When all these options are enabled, a quick panel resembles the following illustration.
Sample quick panel
In the Card Configuration section, toggle the options to customize the appearance and information of cards.
Changes to the cards apply to the current user only.
| Option | Description |
|---|---|
| Show Compact Cards | Decreases the lane width and card information. Thumbnail images do not appear on the card. |
| Show Card Info | Displays card information on each card. Card information typically includes details like the task state, date opened, and last user to update it.This setting is available only when Compact Cards is disabled. |
| Show Card Attachment | Cards display the first image attached to that card as a thumbnail.This setting is available only when Compact Cards is disabled. |
| Show SLAs | SLA status indicators appear on cards and alerts appear when one or more card has a breached SLA. SLA status indicators are hidden when Compact Cards is enabled.This setting is available only when SLAs are associated with the tasks on the board. |
Under Advanced Settings, in the Lane Configuration section, show or hide lanes by selecting or clearing the check box for each lane.
This setting is a user preference.
Parent Topic:Customizing and configuring Visual Task Boards
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