Add ability to filter on boards to only show the tasks from certain task lists or Pipeline Stages
Alf Ruppert
Hi Andrew,
maybe a different strategie of your workflow would help you.
We had a very similar task when we created our Daylite Academy. For this we defined all steps as a column. In your case: Prepare/mark script,
Record chapter, etc.
The ticket only contained the name of the video and then moved along the steps on the board. The activities that you do not want to represent as a separate ticket could be recorded below a collective ticket as subtasks. But there would be other possibilities for this as well. I recommend you to book a consulting session with one of our consultants to find out the best way for your workflow.
Richard
Hi Andrew, can you please elaborate a little more detailed what your workflow is and what you have in mind here?
A
Andrew Jensen
Richard: Sure. Here is the workflow I'm trying to set up:
Most of my projects are Audiobooks. All of the actual creation of the audiobook itself will naturally work best using a board. Each audio file (a main "task" in Daylite) follows the same process in its creation. Each step in the process is a subtask. Using Boards makes complete sense and is much more efficient to work with as we do the process, like this:
- Prepare/mark script
- Record chapter
- Proof chapter
- Record Pick-Ups (that's any sentences and words that need re-doing)
- Edit in pick-ups
- Process & Master Audio
- Final audio check and approve
Each audio file within the audiobook goes through this process, so the creation of each chapter has these seven subtasks, and it is not the same person that does all the steps. The actor/narrator is never the proofer, for example.
That is how I want to use the boards, but the project includes a lot of other tasks that I don't want included on the board. For example, a task to "Purchase ISBN Number" wouldn't make sense on the board. Marketing tasks and reminders to provide descriptions and metadata to distributors also don't make sense showing up on the production board.
In short, I want a way to easily NOT include on the board all those tasks that are not part of actually creating the audiobook itself; that is, keep the board relevantly focused on the creation/production process.
The closest I seem to be able to get currently is to put all the production tasks under a tasklist. I can then group by tasklist. But it is a bit clunky, because I have to make sure to that the first tasklist in the project that I create is the production tasklist, because Boards will display the tasklists only in the order they were created.
I'm wondering what the best solution would be if I am wanting to streamline this process repeatedly.
My original thought was that I would like to simply be able to filter boards by tasklists. If I could simply uncheck whichever project tasklists I didn't want to see on the board, then everything would be easily streamlined, and it really wouldn't matter what the default orders of groupings are.
Would it be easy to add a filter to the board that allows me to select and un-select each of the tasklists that are in the project, so that only the selected tasklists would be visible, with their tasks?
Richard
Hi Andrew Jensen, thanks for the detailed explanation. Please feel free to set up a session with me via this link if you want to go deeper: https://iosxpert.biz/en/richardrohleder/
Using Tasklists here seems to be fine. I would consider creating a "template project" and just duplicate. It should keep the original order. Otherwise, we would need to consider implementing a filter on the board, so you could work with keywords to exclude e.g. marketing-tasks. Or you could work with the Backlog to include marketing etc and just hide it… Hope this helps.