Last updated: 2020-11-03
There is no one size fits all approach to project management.
Everyone is different, and everyone on your project team will do things a little differently.
With the right bird’s eye view of your projects and tasks, project management is made seamless and precise, especially in a scaling environment.
Freshservice’s project management lets you use modern views to plan and execute your projects better.
It will allow you to switch between three different Views.
Kanban Board
Boards let you organize your work like sticky notes that you can move across columns. They give you a clean, visual overview, with all the same power of a project in List View. Add items to your board, then drag and drop to move the workaround or track it through multiple stages.
How to switch to Kanban view?
Select the Kanban view from the views menu in your projects module.
Creating swimlanes for your board
Swimlanes helps you create the different statuses or stages in which your tasks have to be moved to on your Kanban board. To create or edit them,
Note: To create a new status click on the project you want. Click on the More menu, and select Settings. You can add statuses from the status tab.
Click on Save to update your board with the new columns.
Creating Filters
When you work on a project, at times you would want to view a subset of tasks to derive insights. To enable this, you can filter your tasks based on various criteria. To filter tasks,
icon.
icon.Group View
In the group view, you can view the tasks grouped based on the epics they belong to.
Like in list view, you can also sort and filter tasks within a task list based on your requirements.
Note: Task lists are called Epics in Business Projects.
Creating a Task list
Creating tasks in a list
List View
In the list view, you can view all the tasks you have in your current project in a single list. To enable this view,
