Applies to: Autotask task boards
This is a reference for the options unique to this type of board. For a description of options common to all types of boards, see Fields for Kanban Boards.
General
Card fields
- Account
- End date
- Task age
- Project name and phase
- Category
- Predecessor: shows task predecessor names on cards. Hovering over the predecessor field on a card will highlight any related tasks if they are visible on the board. Project phases cannot be shown as predecessors on cards, since Autotask PSA does not currently make phases as predecessors available from their API.
- Service call type: Show detailed service call information on the card if available (Details), or on a tooltip (Compact).
Metrics
- Task age
- Hours sum: shows sum of both estimated and actual logged hours
- Hours average: shows average of both estimated and actually logged hours
Swimlanes
The available fields for swimlanes are:
- Account
- Priority
- Resource
- Primary Resource
- Project
- Phase
- Category
- UDF fields of type string
Ranking
When using automatic ranking, you can choose to rank by these fields:
- Priority
- Start Date
- End Date
- Earliest Service Call
- Actual Hours
- Estimated Hours
- Last Note Date
- Last Time Entry Date
- Age
- Time in Status
Filters
The fields you can filter by are:
- Accounts
- Parent Accounts
- Resources: the assigned resource of a task, either primary or secondary.
- Show unassigned tasks: control if tasks with no assigned resources will appear on the board when the Resource filter is used. If you want to show tasks from a select set of technicians, and also show unassigned tasks, then select this option.
- Priorities
- Projects
- Project statuses
- Project types
- Project lead
- Due dates
Columns
In addition to options common to all board types, these options are available:
- Time entries & entry warning: Shows how long ago was the last time entry, marking it in red if the time exceeds the warning threshold.
- Last note & note warning: Shows how long ago was the last note (non-time entry), marking it in red if the time exceeds the warning threshold.
- Due warning: marks the due date in orange if it's within the time of the warning threshold
- Hours: controls if actual and budget hours information is displayed on cards
- Budget warning: For cards with both actual hours and budget hours, and exceeding the threshold (but less than 100% used), warning message is shown.
- Start timer on drag: when a ticket is dragged into this column, start the timer
- Open time entry on drag: when a ticket is dragged into this column, open the time entry dialog