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Settings

Overview

The settings page is where you manage users and boards. For admin users, there is also an Activity Log that provides a view of actions that have taken place in your TaskBoard install.

Standard users can use Settings to change their password, select a default board, and change their username. They will also see a list of users, and a list of their boards.

Admin users get that and more. They are able to add, edit, and remove users and boards, and view the Activity Log. They also have the ability to add and remove Automatic Actions which allows for automated changes to items that meet specific criteria.

User Settings

Modify Your Account

The first section of User Settings is made up of three areas that allow the current user to modify their settings.

Change Password

To change your password, enter your current password into the "Current Password" input. Then enter your desired new password into the New and Verify inputs.

TaskBoard does not have silly password complexity rules. Your password is as secure as you decide to make it. The only requirement is that you must actually have a password.

Select Default Board

The dropdown in the upper right allows you to choose a board to automatically load after login. If "None" is chosen, you will see a list of boards you have access to instead. This setting is updated as soon as you change selection, no submit button.

Change Username

Any user can change their username at any time. The only restriction on usernames is that they must be unique.

TaskBoard Users Table

For standard users this is a list of all users in TaskBoard.

Actions

Admin users have two icons in the Actions column. The first () allows you to edit the user using a modal dialog much like the Add User dialog (see below).

The second icon () allows you to delete a user. This is a permanent action and cannot be undone. You are reminded of this and asked to confirm before deletion occurs.

Add User

Another admin-only feature is the "Add User" button below the table. Clicking this will open a modal dialog.

A unique username and matching password entries are all that is required to add a new user. However, you also have the option of assigning a default board, and making the new user an admin.

If you assign a default board when adding a user, you won't have to add them to the board yourself, as this is done automatically.

Keep in mind, when creating admin users they all have the same abilities. Any admin can edit any user, including other admins.

Board Settings

Board Settings is a table listing all the boards the user has access to (for admins, that's every board on the site).

The Name column gives the name of the board as a link to the board itself. The Columns column lists all columns in the board, in order, with a badge on each showing the total count of items currently in that column.

The Categories column lists any categories in the board, sorted alphabetically. The Users column lists all users assigned to the board (which includes all admins).

Finally, the Actions column contains edit and delete icons for admin users. Admins also have an Add Board button for creating new boards.

The first icon () allows you to edit the board using a modal dialog much like the Add Board dialog (see below).

The second icon () allows you to delete a board. This is a permanent action and cannot be undone. You are reminded of this and asked to confirm before deletion occurs.

Add Board

Click the Add Board button to open the modal dialog for creating a new board.

There are only two requirements to create a new board. It must have a Name, and it must have at least one Column. Categories are optional, but they can be helpful!

The Select Users section allows you to select which users have access to the board.Admin users always have access to all boards whether they are selected here or not.

While adding or editing a board, columns can be sorted by dragging them into the desired order. Columns and categories can be renamed inline by clicking the edit icon (). When editing inline, just hit Enter to accept the changes, or Escape to cancel.

You can also delete a Column or Category by clicking the trash can icon ().

Click the Add Board button on the dialog when you have your board the way you want. You are returned to the Settings page assuming the two requirements for creating a board were met.

Automatic Actions

Automatic actions are a way to have items update automatically when specific criteria are met. All users see a list of automatic actions that are currently available. Admin users also see the Add Action section that allows creation of a new automatic action.

The current implementation allows you to choose from three triggers for an item: moving to a column, assignee change, and category change. There are four actions that can occur, however not all actions are available to each trigger. The actions that can run against an item are: set color, set category, set assignee, clear due date.

The idea is that you can have things taken care of by TaskBoard. For example, say you use the Date Due to track active items; you can setup an automatic action to clear the due date when an item is moved into the Done column.

If you have ideas for improving the options, post an issue for consideration!

Add Action

To add a new automatic action, start by selecting a board from the dropdown. Next, select a trigger and the trigger detail from the center column dropdowns. Finally, select an action and the action detail from the right column dropdowns. If "Clear item due date" is selected as the action, there is no action detail.

Next Steps

Let's get some more details about working within a board.