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Project Boards
27 articles
Board Menu/Settings
Last Updated: February 18, 2025Mainflow offers a comprehensive menu for managing your boards, providing you with options to customize and update your boards as needed. Here’s a step-by-step guide on how to navigate and set these options. Start by going to the Mainflow Dashboard and selecting the Boards from the navbar. Then, open your specific board to access the...
Creating and Managing Tasks
Last Updated: February 18, 2025You can effortlessly add and manage tasks in your boards using various features. Mainflow simplifies the task creation process, allowing you to efficiently organize your work. This guide will walk you through adding and managing tasks in your board. Adding a New Task Navigate to the board where you want to add a task. You...
Task Actions Explained
Last Updated: February 18, 2025The task creation pop-up includes several task actions that provide additional options for better task organization. These actions make task management easier and more effective:
Using Task Templates
Last Updated: February 18, 2025Mainflow allows you to create task templates from either an existing task or by setting up a new template directly from the board stage. This guide will walk you through both methods. Creating Template from Task Navigate to the task you want to use as a template. Open the task card and click on the Make...
Time Tracking for Tasks
Last Updated: February 18, 2025Mainflow’s Time Tracking feature allows you to log work hours on tasks and track progress with detailed descriptions. This helps improve project management by providing insights into effective work hours. This guide will walk you through enabling and using the Time Tracking feature. Enabling Time Tracking To activate time tracking for your board tasks, go...
Recurring Task
Last Updated: February 18, 2025A Recurring Task is a task that repeats at specific intervals—daily, weekly, monthly, or yearly. Once the set interval is reached, Mainflow will automatically recreate the task, eliminating the need for manual task creation. This guide will walk you through enabling and setting up a Recurring Task. Enable Recurring Task First, go to the Settings of mainflow...
Adjusting menu Position
Last Updated: March 26, 2025You can personalize the position of the menu in your dashboard, allowing you to organize your project management tool according to your preference. You can either keep the menu in the left sidebar or integrate it into the Mainflow CRM menu for seamless access. In this guide, we’ll walk you through how to customize the...