Board, list, calendar and Gantt

Board, list, calendar and Gantt

Six ways to read the same items, and what the toolbar tells you.

01Six readings of one set of items

Every view shows the same items, arranged differently.

Board
One column per stage. Dragging a card moves the item.
List
The same items grouped under their stage, better for scanning many at once.
Calendar
Items placed on the dates they carry, with a Day, Week, Month and Year scale.
Gantt
Items as bars across time, for work with a span rather than a moment.
Flow
The rail of stages laid left to right, read only. The map, not the work.
Admission
The door’s list: everyone an Admission step is waiting on, by session, found by name or code and checked in with one press, with today’s check-ins and how many checked themselves in.

02Which views a flow offers

Each flow chooses the views it offers, Board, List and Flow to begin with, and the picker only appears once more than one is turned on. A flow of appointments is worth a calendar; a flow of internal tasks usually is not.

03Reading the toolbar

The chip on the left switches flows and is where New flow lives for anyone who can manage them. Beside it sit the flow’s status (Draft or Active), how many times it ran in the last seven days, and a For chip naming the company when the flow belongs to one company rather than the whole organisation.

04New item

Manual entry is a switch in Flow settings, off by default, so an author opens that door deliberately. Once it is on, New item appears in the toolbar for anyone who can write items, and what it asks for comes from the flow’s trigger, so a flow that takes a form collects those answers by hand too.

A flow that sells offerings also asks for the Take sales permission before offering the button, because raising an item there is making a sale.

Related articles

Working an itemAssignees, stage moves, tasks, notes, documents and the journey so far.What is a flow?One trigger, the stages items rest in, and the automation each stage carries.
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