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Kanban: Create actions / change Kanban type to actions

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(@mogwai)
Posts: 9
Active Member
Début du sujet
 
[#7502]

Good morning,

I would like to ask for help with the following to questions / issues regarding the Kanban borad:

1. I would like to create new actions directly in the Kanban board, but the element "Action" is missing in the menu: 
 

2. I would like to change the type of a Kanban board from Activity to Action, but Action does not show up in the list: 
 

Thank you in advance for your reply!

Best regards
  Bernd


 
Posté : 21 Avr AM 11:044
(@babynus)
Posts: 14952
Membre Admin
 

Possibly because you don't have access to screen Action.
This removes the right to see Actions, even on Kanban.


 
Posté : 21 Avr AM 11:044
(@mogwai)
Posts: 9
Active Member
Début du sujet
 

I have tested it in the online demo as manager and can see the action cards, but have the two described problems.


 
Posté : 21 Avr AM 11:044
(@marylene)
Posts: 592
Membre Admin
 

Hello,

you simply do not have the rights to read and view the actions or else the modules containing the actions are not activated (Risks and Meetings). Check your profile and the rights associated with it.

As for the creation, even with the rights, you are not likely to find the actions in this menu. It only offers the elements most used in ProjeQtOr and planning.
To create your action, you switch to the tools in the list or details area as usual.

This is well explained in the manual in the GUI! Do not hesitate to dig a little!
Enjoy !

 


 
Posté : 21 Avr PM 12:044
(@mogwai)
Posts: 9
Active Member
Début du sujet
 

Please check my last post, I tested it in your online demo.
Does it mean the module is not activated there and the manager has not the sufficient rights?


 
Posté : 21 Avr PM 12:044
(@marylene)
Posts: 592
Membre Admin
 

Indeed, we had misunderstood that it was about our base and that it was a question of a modification.

And you were right, this is not a rights issue but an anomaly. When modified, the list is incomplete and does not offer all types of kanban.

So we saved ticket # 5459 to correct it.
You can follow its progress on our track database here.

Thank you for this feedback.


 
Posté : 21 Avr PM 13:044
(@mogwai)
Posts: 9
Active Member
Début du sujet
 

Thank you very much!

I have seen in the changelog, that you already have fixed this issue.

Unfortunately when I test it in your online demo, changing the type of a kanban board is completely greyed out now. 🙁
 

 


 
Posté : 24 Avr AM 00:044
(@babynus)
Posts: 14952
Membre Admin
 

Yes, of course, changing type of Kanban is nonesense : create a new one if you want something completely different.
This is just designed to change name of Kanban.


 
Posté : 24 Avr PM 18:044
(@mogwai)
Posts: 9
Active Member
Début du sujet
 

Hi Babynus,

thank you for your reply!

For me it doesn't seem to be nonsense, please consider the following case:
I have designed a Kanban board with a lot of columns and now want to copy it and use it for different types of elements (like Activities, Tickets or Actions).
It saves me a lot of time and "stupid" work to redesign the same board again and again.


 
Posté : 26 Avr PM 14:044
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