Once you have selected the relevant workgroup, you will be able to manage your day-to-day organizational processes, similar to the workflow done so far in the browser.

Views

The group will be open in the default view we had set. To choose the desired view, click on the drop-down menu at the top of the screen and select the different options available. Also, if you are a Group Admin, the Settings menu will be shown to change some details about the group.

Drop-down menu:

KANBAN VIEW

To add a new item inside a lane, click on the +ADD CARD button. To modify an existing one, tap in the Kanban Card area to open it in Full View. Then, fill in the relevant details and post the item by clicking the share button at the top right of the screen.

To add a new lane, click on the +ADD COLUMN button that you will find after the last lane inside the group. Next, the three-dots button next to the Lane Title will show different options:

In the Kanban View, it is also possible to move items by long-pressing them and dragging them to the desired column:

FEED VIEW

The Feed View will display all the group items according to their trends: modification of an item, number of members engaged on an item, and comments.

TABLE VIEW (REPORTS)

You will see all item details in a table: creation/modification date, labels, attachments, status, reminders, and more.

You can select the fields to show in the columns of the Report. Select the grid button in the top right corner of the screen and the following menu will be opened. Click on SAVE and your report will be ready!

Filtering information within a group

You can also find and filter information by searching specific items, tags, labels, and users, by the color of the status and the date the item was created. To perform the filtering press the V button at the top right of the screen:

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