• Custom Boards in KTern empower you to create personalized boards that are fully tailored to your unique project or business needs.
  
  
• These boards enable seamless tracking of tasks, issues, and tickets with unlimited customization options for columns, giving you full control over your workflow.
  
  
• For additional customizations, simply raise a ticket in KTern's Ticket Center, and our dedicated support team will ensure you get the enhancements you need.
  
  

Steps to Create a Custom Board:

• Click the hamburger icon at the top left and select “Transformation Hub” from the navigation bar.
  
  
  
  
• From the dropdown, select “Boards.”
  
  
  
  
• On the Boards page, navigate to the Custom Boards tab located on the right.
  
  
  
  
• Click the “+” icon to initiate the creation of a new board.
  
  
  
  
• Enter a title in the “Board Title” field and click the Save icon. Your board is now ready to use.
  
  
  
  

Steps to Create Tasks:

• Click the “+” icon at the bottom of the board to create a task.
  
  
  
  
• Enter the task’s title, set the start and end dates using the date picker, and assign a status (defaults to "New"). Assign an owner by clicking the human icon, which will display all project members in a dropdown list.
  
  
  
  
• Finalize the task by clicking the Launch icon. If you decide not to proceed, click the X icon to discard the task.
  
  
  
  
  
  

Managing Tasks:

• Hover over the human icon to view the full name of the assigned stakeholder. Hover over task names to see full titles or click them for a detailed view if they appear truncated.
  
  
  
  
• Use the expand icon to switch to an Excel-style view of tasks for better organization and clarity.
  
  
  
  
  
  
• Add single or multiple rows to the board for easy bulk-pasting of tasks.
  
  
  
  
• Update revised dates using the Revised Start and Revised End columns for accurate scheduling.
  
  
  
  
• Attach references to tasks by clicking the attachment icon in the Reference column and linking the relevant items.
  
  
  
  
• Utilize filters to organize tasks effectively and hide unnecessary columns for a focused view.
  
  
  
  
  
  
• Delete tasks effortlessly if they are no longer needed.
  
  
  
  
• Use the download icon to export your task list to Excel for offline access.
  
  
  
  

Additional Features:

• To display tasks in the CTAs of the PSR Dashboard, add the work package name in the Tags field.
  
  
  
  
• Enable this feature by raising a ticket through the KTern Ticket Center
  
  
• Ensure all updates are saved by clicking the Save button after making changes.
  
  
  
  

Benefits to Users:

• Full Control and Flexibility: Customize boards and tasks to match your project needs, ensuring your workflow is always optimized.
  
  
• Enhanced Productivity: Quickly organize, update, and track tasks with user-friendly tools that make task management intuitive.
  
  
• Improved Collaboration: Keep your entire team aligned with structured boards that provide clear ownership and deadlines for every task.
  
  
• Effortless Governance: Leverage advanced filters, reference attachments, and export options to stay on top of deliverables and deadlines.
  
  
• Time-Saving Solutions: Features like bulk-pasting tasks and updating revised dates help you accomplish more in less time.
  
  

By using KTern's Custom Boards, you can efficiently manage your projects, enhance team collaboration, and achieve your goals with precision and ease.