Add tasks to a CWM Board

Start planning work on your Board by adding tasks and assigning them to team members in Collaborative Work Management workspace.

시작하기 전에

Create a Board in CWM.

Role required: sn_cwm.cwm_user

프로시저

1. Navigate to Workspaces > Collaborative Work Management.
2. From a Space, select a Board that you want to add tasks to.
3. From the Board footer, select + Add item.

   

4. Fill in details such as the Type, Short description, Assigned to, dates, and others.

   The default work item types available in CWM are Task and Defect. If you want to create other work items such as Milestones or Events, you can create your own task type. See Create and manage custom work item types in CWM.

다음에 수행할 작업

• Add more tasks to the Board and assign them to yourself or members of your team.
• Edit the information of your task from the side panel by clicking the short description to open it or directly from the grid through inline editing by double-clicking a cell.
• Rearrange your tasks on the Board by using the drag-and-drop feature.
• Share tasks by their URL using the Copy task link option from the row context menu of the task. This way, when a user clicks the shared URL, the task opens in the side panel in the context of the Board that it belongs to.
  
  

Additionally, to enhance the planning and management of tasks, you can:

• Create additional columns for a task to add other details. See Add custom columns for tasks in a CWM Board
• Choose the columns to be displayed for the tasks on the Board. See Personalize List, Gantt and Kanban display for CWM Boards.