Onboarding/Project Plan
Detailed view of your onboarding or project plan
The onboarding/project plan displays complete details of all types of projects.
The onboarding/project plan contains three views:
Kanban View - A quick drag-and-drop task view
List View - The classic task list view
Milestone View - Tasks under milestones, as per the selected project type.
Task View
A breakdown of all tasks related to the project
The task views (Kanban and List) helps teams track what needs to be done, who’s responsible, and when it’s due, all organized by status and milestone. Tasks are grouped under clear categories such as Not Started, In Progress, Completed, etc., helping prioritize what needs immediate attention.
Both table and the Kanban view come with two filters:
Subtasks nested under tasks where the filter is applied only on the task level
Subtasks and tasks nested together where the filter is applied on both levels.
Kanban View
The Kanban View offers a visual, drag-and-drop layout of tasks across various stages of progress. It helps teams quickly assess workload distribution, identify bottlenecks, and keep projects moving smoothly.
This view shows tasks grouped under stages with the following details:
Task Title: The specific work to be done (e.g., Multi-Language Support, AI Interface).
Due Date: Optional deadline field; helps plan sprints or delivery.
Other details like Assignee, and tags.
Refer to the 'Add Task' section on this page for details on how to add a new task. Simply drag and drop the tasks to update the status.
List View
Each task row provides essential details, including:
Task Title: The specific work to be done (e.g., Multi-Language Support, AI Interface).
Task ID: A unique identifier for each task.
Milestone: Indicates the week or phase the task is planned for (e.g., Week 33).
Status: Shows the current progress state (e.g., Not Started).
Due On: Optional deadline field; helps plan sprints or delivery.
Refer to the 'Add Task' section on this page for details on how to add a new task. Click on a task to update the status.
Milestone View
In this view, the onboarding/project plan is split into multiple milestones, each containing a list of tasks.
The details of the milestone view are as follows:
Milestones
Each column header is the the milestone name colour coded for easy understanding.
The card contains the task count and progress bar.
Tasks
The tasks belonging to each milestone are are arranged below each other as a list.
The task card contains the task status, task name, tags, assigned user, and attachment lists.
Task Action
Click on the task action icon to mark the task as 'Risk' or 'Blocked.'
Click on the task name to view task details.
Add tasks
To add tasks, select the milestone the task belongs to and scroll to the end of the task list. Alternatively, you can use the 'Add New' to add a task.
Read 'Add Task' section for more details.
Add Task
Tasks can be added in two ways:
Quick Add - Add tasks in the selected milestone
Use the 'Add New' button and add the following details
Task Status
Select the status of the task
For example, Not Started.
Task Title
Add a task title/name.
For example, CRM Org Setup.
Due Date
Add a due date for the task.
User
Assign the task to a user.
Tasks can be assigned to internal users or customers.
Attachments
Click to add attachments relevant to the task.
Add Task option
Click on the 'Add Task' on the Onboarding Plan page and add the following details:
Task Title
Add a task title/name.
For example, CRM Org Setup.
Task Description
Add a small description for your task
Task Status
Select the status of the task.
Tag
Add or select an existing tag for the task.
Tags help in grouping and filtering the tasks.
Users
Add user to assign them to the task
Tasks can be assigned to internal users or customers.
Linked Tasks
Use the '+' to link the new task with other tasks from the same milestone.
Check List
You can add a checklist for each task. Each action item can be added in the checklist to track the progress.
Checklists can be used to ensure the task's goal is met efficiently.
Attachments
Use to add documents related to the task
Task details are auto-saved. Once you add the details, click Close.
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