The production board and production dates are tools to help you to manage your workload, keep your task list organised, and have an easy overview of the upcoming weeks and months. You can determine when you are most busy, and when you have some space in your calendar, allowing you to distribute your work more efficiently.
To access the production board:
- Go to your Work menu and click All jobs.
- Select the List drop-down and select Board.
- If you cannot see the List option, go to Settings > General Settings > Extras and ensure that the Production dates feature is turned on.
Each card in the production board represents one job, and will display the job name, production date, client name, the icons of any assignees, as well as the job status and the option to star or flag the job. If the job has a filing date key date, this will also display on the job card.
Filter the production board
Similarly to the All jobs list, the production board comes with a set of filters to help you to narrow down your job view to a specific job, task assignee, account manager, type of a client, and status.
How to add custom filter options
- Go to Settings > General settings > Jobs list > Add field.
- Filter your list, and then save it for use in the future.
Manage your workload with the production board
The production board is also useful tool to manage your jobs. You can drag and drop jobs from one week or month to another to spread out your workload. Dragging and dropping a job can also change when the tasks for that job will become ready.
Production dates
Production dates allow for more flexibility in planning your work. The production date is the date when you complete the work for a job, and is separate from the job date or any key dates.
The production date is set at the service level, and influences where on the production board your job will appear when it kicks off. As you drag jobs across the production board to a new week or month, the production date for the job will be updated.
Any date offsets for tasks are now set relative to the production date, so as you move jobs across the board their task status may change from ready to pending, and they will disappear from the Your tasks list.
Set a production date for your jobs
- Go to Settings > Services and then click on a service. Scroll down to the job where you want to select the production date.
- By default, the production dates are set to be the same as the job date. You can change this to be unscheduled, which means that the job will go straight into the unscheduled column on the production board, or to be job created, which means that the job will be added to the week / month when the job was created.
By default, any task date offsets are set relative to the production date. For example, if a task has a start date offset of +5d, it will become ready 5 days after the production date.
You can also still set task date offsets relative to the job date e.g. job.date+3d. When you move jobs around the board, the start/due date of this task will not change.
If you set the production date of a job to be "unscheduled", the tasks in that job will stay pending until you move this job out of the unscheduled list on your production board.