Nexeed
    • Introduction
    • User manual
      • Machine Maintenance
      • Tool Maintenance
      • Machine Task Templates
      • Tool Task Templates
      • Schedules
      • Configuration
        • Configuration - General tab
        • Configuration - Bosch Cognitive Service tab
      • Working with tasks
        • Using the Kanban view for tasks
        • Corrective Task
        • Preventive Task
      • Using task templates for machines
      • Using task templates for tools
      • Filter and search functions
    • Developer documentation
      • How-Tos
        • Embedded views
        • Dialog views
    • API documentation
      • HTTP API
    • Glossary
Maintenance Management
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Nexeed Learning Portal

  • Maintenance Management
  • User manual
  • Working with tasks
  • Using the Kanban view for tasks

Using the Kanban view for tasks

mm_kanban_overview

The Kanban view can be enabled by using desktop-dashboard-RPS Kanban View in Maintenance > Machine Maintenance or Maintenance > Tool Maintenance menu entry.

It consists of three columns which contain specific tasks:

Column Name Task Status

Open

New

In Progress

Started

Resolved

Closed

Canceled

Moving tasks between columns is possible as follows:

Source Column Target Column

Open

In Progress

In Progress

Resolved

Dropping onto unpermitted target columns is prevented by showing grey task cards:

mm_kanban_move_unpermitted

Change task status in Kanban view on deskop devices

Prerequisites

  • User or Administrator role

  • The user must be part of the resolving group.

Procedure

  1. Open the Maintenance > Machine Maintenance menu entry.

    Or:

    Open the Maintenance > Tool Maintenance menu entry.

  2. Enable desktop-dashboard-RPS Kanban View.

  3. To move a task from Open to In Progress:

    • Drag task card from Open, drop on In Progress:

      mm_kanban_move_in_progress
    • In dialog window:

      Confirm using Set In Progress.

      mm_kanban_set_in_progress

      The task card is moved to In Progress.

  4. To move a task from In Progress to Resolved:

    • Drag task card from In Progress, drop on Resolved.

      mm_kanban_move_resolved
    • In dialog window:

      Choose if malfunction is fixed or not. If malfunction is fixed, select Malfunction End.

      Confirm using Resolve.

      mm_kanban_resolve

      The task card is moved to Resolved.

Change task status in Kanban view on mobile devices

Mobile devices typically use a reduced resolution so instead of showing three columns the layout uses three tabs for Open, In Progress and Resolved:

mm_kanban_mobile_overview

Prerequisites

  • User or Administrator role

  • The user must be part of the resolving group.

Procedure

  1. Open the Maintenance > Machine Maintenance menu entry.

    Or:

    Open the Maintenance > Tool Maintenance menu entry.

  2. Enable desktop-dashboard-RPS Kanban View.

  3. To move a task from Open to In Progress:

    • Click on the Open tab.

    • Drag task card and move to the right.

    • Drop task card on fly-in window In Progress:

      mm_kanban_mobile_move_in_progress
    • In dialog window:

      Confirm using Set In Progress.

      mm_kanban_mobile_set_in_progress

      The task card is moved to In Progress.

  4. To move a task from In Progress to Resolved:

    • Click on the In Progress tab.

    • Drag task card and move to the right.

    • Drop task card on fly-in window Resolved:

      mm_kanban_mobile_move_resolved
    • In dialog window:

      Choose if malfunction is fixed or not. If malfunction is fixed, select Malfunction End.

      Confirm using Resolve.

      mm_kanban_mobile_resolve

      The task card is moved to Resolved.

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