Feature

See every project schedule as a board

Switch any Workamajig project schedule between List and Board. Each assignment becomes a card in your company's status columns, and you can move work forward by dragging it.

At a glance

The board adds a List / Board switch to the project Schedule. Cards show the task, due date, percent complete, assignee and hours. Dragging a card changes the assignment's status using the same call as Workamajig's Today board. Clicking a card opens its details: description, to-dos, team and conversations.

The board view on a project schedule: one card per assignment in status columns. Illustration with sample data.

One card per assignment

Workamajig keeps status on each person's assignment, so the board does too.

  • Columns are your company's statuses, in their Workamajig colors
  • A Not assigned column for open tasks with nobody on them
  • Due date with overdue and due-today flags, percent complete, hours logged versus planned
  • Collapse columns you don't need; the choice is remembered

Card details without leaving the board

Click a card to see and work on the task in one window.

  • Change the status from a dropdown
  • Read the task description, or add one if it's missing (with the right to edit tasks)
  • Tick, add and remove to-dos
  • Read the task's conversations and start a reply
  • Open the full assignment, here or in a new tab, and copy task or assignment links

Filter to what matters

The board uses Workamajig's own Search box, so List and Board share one search.

  • Filter by person
  • Show only tasks with open to-dos or with conversations
  • A line always shows which filters are on, with Clear filters

What it changes in Workamajig

Assignment status (when you drag a card or pick a status), task descriptions you add or edit, and to-dos you add, tick or delete. Each uses the same call as Workamajig's own screens.

You can only change what your own Workamajig permissions allow. MagicusPM never posts conversations for you.

FAQ

Board View: common questions

Does the board replace Workamajig's schedule?

No. It's a second view of the same schedule. Switch back to List at any time; Gantt, templates and column sets stay in List view.

Why is there one card per assignment, not per task?

Because Workamajig stores status on each person's assignment. A task with two people has two cards, each with its own status.

Who can edit descriptions from the board?

Only people with Workamajig's right to edit tasks. Everyone else can read them and request details in a conversation.

Keep every project current.

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