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Changing Kanban Boards without Modifying Workflow

Комментариев: 5

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    Lisa

    Hi Joshua Klinger, happy to see you on the Community! 🙂

    Could you please share more details on your use-case, so I can pass it on to the team? 

    Lisa Community Team at Wrike 🌎Discover... Wrike Discover and become a Wrike expert. Click here to get started

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    Joshua Klinger

    Thanks for your response Lisa!

    I use dashboards to view all of my tasks, but we have specific rules about when a task should in a certain workflow state. However, there are times when something might be "In Progress" technically, but I need it to be put on the "backburner" so to speak until something moves with the project.

    Because I'm not always in charge of the state of a task, I need a way to organize those tasks to focus on the next most important thing for me to do, without modifying the workflow state.

    My personal tasks don't solve this, starring a task doesn't solve this (because the starred task remains in the section where it belongs, thus duplicating the task in a board view).

    If there was a dashboard view where I could view tasks assigned to me where I could organize them into different kanban sections without affecting any of the shared project details, like a personal tag or something, that would help me organize my work better.

    Thanks!

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    Lisa

    Thank you for getting back to me, Joshua Klinger

    Have you considered using folders as tags for this? You can apply different colors to them to easily distinguish between the different types of tasks and create dashboards based on these folders. Please let me know if this can help you! 

    Lisa Community Team at Wrike 🌎Discover... Wrike Discover and become a Wrike expert. Click here to get started

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    Joshua Klinger

    Thank you Lisa this was great advice and worked perfectly for me!

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    Lisa

    So happy to hear it helped! 🙂 Thanks for getting back to me, Joshua Klinger! Please let me know if you have any other questions 🙌

    Lisa Community Team at Wrike 🌎Discover... Wrike Discover and become a Wrike expert. Click here to get started

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Community

Welcome 🖖

Hi there! 🙂 Want to become a black belt Wrike Ninja? Here's how to earn a Wrike badge

Welcome 🖖 Have you checked out this week's Release Notes yet?

Hey! 👋 Curious about something? Visit How To to search and ask the Community for answers.

Welcome! 👋 Figured out a good tip or trick? Share it in Best Practices.

Want to connect your existing software to Wrike? Learn and ask how in the API section.