Prerequisite

• Access to the View > Task (KN010) menu.

Introduction

The activity query allows you to search and view the activities registered in SoftExpert Kanban. The Result of the search can be divided into Managerial Reports so that the Information can be Better monitored.

The activities presented in this menu cannot be edited, only viewed.
 

The View menu > Activity (KN010) has the following resources:

A – In Quick access, the frequently used filters are displayed so they can be accessed more quickly in the search.

B – In Saved searches, the queries saved by the user are displayed. See how to use this feature in the Saving SoftExpert Kanban searches article.

C – In the Filters option, various specific filters are presented to assist in the search for records. For example, you can search for an activity by filtering it by Type of activity, Sprint, Priority, among other options.

D – After a search is performed, by clicking on the Report button, it is possible to create analysis reports or export the activity listing to a .xls file.

E – The Search button allows you to perform a search. Before using it, apply the filters or fill in the search field as desired.

F – The Lanes filter allows for choosing what type of information will be displayed on the screen with the records found. For example, it is possible to enable the display of the Title, Deadline, and Assignee of each task, and disable the other pieces of information.

G – The Save search button allows users to save the searches done. See how to use this feature in the Saving SoftExpert Kanban searches article.

H – The Notifications icon contains the alerts issued whenever a task related to your user is edited in the Kanban. Through the notification center, one can access the activities in edit mode on the execution board or backlog, provided that the user has the proper permission. Otherwise, the task can only be accessed on read-only mode.

Viewing tasks

The video below shows how to view a task:

Conclusion

When certain searches need to be done oftentimes, a useful resource is to save them. See how to perform this operation in the Saving SoftExpert Kanban searches article.