Day to Day

Status Board & To-Do Board Views

These board management views are an extension to our Project Status and To-Do list pages within your FunctionFox account, giving you the flexibility to manage projects & assignments in a view that suits your workflow.

Project Status Board

The Project Status Board view gives you the flexibility to manage your Projects in a way that suits you best, with the same filtering options found on the Project Status page, and the added ability to place your projects into different groupings:

• Project Status
• Project Type
• Project Manager

The columns are arranged in alphabetical order within your selected group (if status is selected as the column type it will first order by open/closed status types and then alphabetical), with projects within the columns arranged by due date.

Project Item Details

1. Project Name Header
2. Project Details:
   • Client
   • Project Name
   • Current Status
   • Project Type
   • Start & Due Dates
3. attach_file Access Files attached to the project¹
4. comment Comments made against the project²
5. info Access the project info modal. This will allow you to view and edit all project details (visible on hover).
6. JF Project Manager Icon/Image¹

Click on any of the project item details to open the project info modal. This will allow you to view and edit all project details.

¹Uploading a profile image or attaching files to a project requires our file upload feature Flink learn more

² Available with our new Comments and Blog feature learn more

Board Features

• Hide Columns: Based on your selected column grouping, you can choose to hide/show specific columns.
• Filters: Use the filters to refine project board items visible within your selected column type. You can filter by Clients, Projects, Project Manager, Status and Project Type. The filters will apply to all project items visible on the board.
• Drag & Drop Updates:Click and drag a project board item to reassign it based on your chosen column type. For example, if Status is selected, you can click and drag a project to quickly move it from one status to another.

Action To-Do Board

The To-Do Board view gives you the flexibility to manage your Action Assignments in a way that suits you best, with the same filtering options found on the To-Do List, and the added ability to place your Actions into different groupings:

• Action Assignee
• Action Priority
• Action Status

The columns are arranged in alphabetical order within your selected group (when Status is selected as the column type it will first order by action status type: to-do, in progress, complete - then alphabetical). Within each column the actions will be arranged by due date.

Action Item Details

1. Action Header
2. Status Type Indicator
   • To-do
   • In Progress
   • Overdue
   • Complete
3. Action Assignment Details:
   • Client
   • Project Name
   • Task
   • Action Due Date
   • Action Note
4. Track Time against your action:
   • access_time Click to add time or start a timer against the action through the timesheet modal
   • watch_later Indicates that an active timer is running against the action
5. attach_file Access Files attached to the action¹
6. comment Access comments made against the action²
7. info Access the action info modal which allows you to view all action assignment details (visible on hover).
8. JF Assignee Icon/Image¹

Click on any of the action detail items to open up the project info modal to view additional details about the project.

¹Uploading a profile image or attaching files to an action or project requires our file upload feature Flink learn more

² Available with our new Comments and Blog feature learn more

Board Features

• Hide Columns: Based on your selected column grouping, you can choose to hide/show specific columns.
• Filters: Use the filters to refine the actions visible within your selected column type. You can filter by Clients, Projects, Tasks, Assigned By, Assigned To, Priority and Status. The filters will apply to all action items visible on the board.
• Add An Action: QAssign new actions by clicking on the [+] Add Action link below the filter options
• Drag & Drop Updates:Click and drag an action to reassign it based on your chosen column type. For example, if Status is selected, you can click and drag to quickly move the action from one status to another

What’s Next

Learn more about tips and features to help you manage your day to day activities within FunctionFox.