Client Tasks in Kanban Report

Introduction Zoho Creator as a low-code platform allows you to build custom applications for your specific business needs, including project management applications with kanban views. Kanban reports in Zoho Creator offer users a visual way to manage and track their tasks or records, making it easier to prioritize work, identify bottlenecks, and collaborate effectively with...

Published on June 24, 2024

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Kanban Report

Introduction

Zoho Creator as a low-code platform allows you to build custom applications for your specific business needs, including project management applications with kanban views. Kanban reports in Zoho Creator offer users a visual way to manage and track their tasks or records, making it easier to prioritize work, identify bottlenecks, and collaborate effectively with team members.

Ready to take control of your project management like never before? Dive into the latest upgrade from Zoho Creative: client tasks in kanban reports. This article provides an in-depth exploration of kanban reports in Zoho Creator, along with a demo of how to create and use client tasks within them.

Creating a Kanban Report in Zoho Creator

Kanban reports in Zoho Creator provide a visual representation of tasks using the kanban board format. Kanban boards consist of columns representing different stages of the workflow. Tasks are represented as cards within these columns, making it easy to visualize the status of each task and track its progress through the workflow.

Kanban reports offer several benefits, including improved visibility into task status, enhanced collaboration among team members, and the ability to quickly identify bottlenecks and prioritize work. By combining the power of kanban reports with client tasks, you can effectively manage your tasks within Zoho Creator applications.

To create a kanban report in Zoho Creator, you’ll need to follow these general steps:

Log in to Zoho Creator and access your application by navigating to the specific application for which you wish to create the kanban report.

1.1

 

Alternatively, create a new application by clicking on “+ Create Application.” You can choose to create it from scratch or select from the pre-built library of applications that Zoho Creator offers.

1.2

 

Choose an application and click on “Install.” After the application is installed, proceed to set the store details and click on “Submit.”

1.3

 

From this point, navigate to “Edit this Application” and locate the “+” sign to add reports.

1.4

 

From here, you can create forms, reports, pages, and workflows. Click on “Report” and select “Kanban.”

1.5

 

Select your data source, name your kanban report, and then click on “Create Report.”

1.6

 

At this point, you’ve effectively generated kanban reports tailored to your application. Next, you have the option to adjust fields or explore further report properties. Simply click on the “Access this Application” button to view your newly created kanban report.

1.7

 

Client Tasks in Kanban Reports

Creating a kanban report with client tasks

Client tasks in kanban reports are designed to facilitate task management within Zoho Creator applications. Implementing client tasks in kanban reports enable you to create, assign, and track tasks directly within your applications.

Creating a kanban report with client tasks involves several steps. First, users need to create a Workflow in their Zoho Creator application. And then use Deluge to write workflow tasks for kanban reports.

Click on “Edit this Application,” followed by the “+” add sign, and then select “Form.”

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Afterward, click on “On Form Event,” and then select “Create Workflow.”

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Click on “Add New Action,” then select “Deluge Script” to customize your own specific client tasks. From here, you can perform integrations or choose a data access method as well as, manage notification settings.

2.3

 

Compose your client tasks in Deluge to respond when the status of your entries changes in kanban reports.

2.4

 

Within the Workflow section, you can view various workflows, modify their status, create new workflows, and undertake numerous other tasks.

2.5

 

Working with Client Tasks in Kanban Reports

Once a kanban report with client tasks is set up, you can efficiently manage your tasks within the Zoho Creator application. Deluge offers numerous strategies to optimize the creation of client tasks for kanban reports.

As an example, you have the option to configure a notification alert task that triggers whenever there’s a change in the status of entries within your kanban report.

3.1

 

What Pain Points Does It Solve?

Client tasks in kanban reports within Zoho Creator can effectively address several pain points commonly encountered in task management and project workflows. Here are some of the key pain points that client tasks in kanban reports can help solve:

  1. Lack of Visibility: Client tasks in kanban reports offer visual representation, aiding in easily tracking the status and progress of tasks.
  2. Difficulty in Prioritization: Kanban reports enable organizing tasks by priority, facilitating effective prioritization based on due dates or other criteria.
  3. Inefficient Collaboration: Client Tasks in kanban reports foster efficient collaboration by providing a centralized platform for real-time task viewing, updating, and communication among team members.
  4. Workflow Bottlenecks: Kanban reports highlight workflow bottlenecks by visualizing task movement through different stages, aiding in identifying and addressing areas for improvement.
  5. Lack of Accountability: Client tasks in kanban reports allow assigning tasks to individuals, ensuring clear responsibilities and accountability for completion.
  6. Poor Task Organization: Kanban reports organize tasks into columns representing workflow stages, providing a structured framework for efficient task management.
  7. Limited Flexibility: Client tasks in kanban reports offer flexibility and customization options, allowing tailoring workflows, attributes, and visualization to specific team or project needs.

        Client tasks incorporated within kanban reports empower teams to streamline task management processes, enhance collaboration, and ultimately boost productivity and efficiency by tackling these identified pain points.

        Conclusion

        Client tasks in kanban reports offer a powerful solution for task management within Zoho Creator applications. By leveraging the visual nature of kanban reports and the flexibility of client tasks, one can effectively optimize task management protocols and foster seamless collaboration among team members.

        Whether managing projects, tracking customer requests, or organizing daily tasks, client tasks in kanban reports provide the freedom you need to stay organized and productive.

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