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Bring tasks & elements from other modules onto a board

Transfer tickets, work packages, contacts and more onto a board by drag & drop or automatically, and keep working with them there.

Prerequisites

A board does not only collect free-form notes. You can place any elements from the system – tickets, work packages, quotes, CRM contacts – directly on the board and keep working with them using the board logic. A board card then refers to the linked element; changes stay in sync everywhere.

Option A: individual elements via drag & drop

For individual items, drag & drop is the fastest way:

  1. Open the “Recently used” overview via the sidebar (or search for the element directly).
  2. Drag the desired element (e.g. a ticket, a work package or a note) from there onto the board via drag & drop.
  3. When the workflow status changes, simply drag the card to the next column.
Drag an element from the "Recently used" sidebar onto the board via drag & drop
Drag an element from the "Recently used" sidebar onto the board via drag & drop

Option B: fill open tasks automatically

If a board is to be filled continuously with open tasks, use the “Update pin board with open tasks” section in the master data:

  1. Choose the target object type: open tasks of a project, a project directory or an employee.
  2. Specify a user account – so that only tasks this user is also allowed to see appear. (For “employee”, this concerns that employee’s tasks specifically.)
  3. Set the update mode:
    • Automatic – new open tasks land on the board immediately.
    • Manual – you update via a green action on the board whenever you want.
  4. Set relevance and status for the transfer: at which priority and in which status (e.g. “Open”) the tasks appear on the board.
"Update pin board with open tasks" – configuration
"Update pin board with open tasks" – configuration

Option C: directly from the element

If you have already opened an element (ticket, work package, contact, etc.), you can place it onto a pin board directly from the detail manager – without opening the board first:

  1. Open the three-dots menu (⋮) at the top right of the detail manager.
  2. Select “Pin boards”.
  3. Choose the desired pin board – all boards you have permission for are available. The element is linked to the item as a card.

Using the pin icon at the top, you can instead quickly place the element onto your personal pin board.

Detail manager of a project with the pin icon marked at the top and the three-dots menu open, with the Pin boards entry highlighted
1 In the detail manager, open the three-dots menu (⋮) and select "Pin boards".
Pin board entry dialog with selection of the pin board (Kanban), relevance and status
2 In the dialog, select the pin board the element should appear on as a card.

You can also start the link from the board itself – using the plus you create a new card and connect it directly to an existing element:

  1. On the board, click the plus.
  2. Choose the type of the element (e.g. ticket, work package, contact). You get a selection box in which you choose the specific element to link.
  3. Alternatively, choose “Recently used” as the type – the selection box then shows your most recently used elements directly for quick selection.
Board with the Create new board entry dialog: type (e.g. Recently used), element selection, status and assignment
Use the plus to choose an element and link it as a card

Typical use cases

  • Support tickets – collect internal tickets or customer requests on a Kanban board and drag them from column to column depending on progress. See Ticketing.
  • Sales actions – drag the contacts of a campaign onto the board and move them depending on whether you have already followed up. See CRM.
  • Project tasks – transfer the work packages of a project (automatically if desired) and work through them in an agile way with Kanban or Scrum. See Project management.

Notes