How To Use The Actions Menu to Streamline Your Workflow

Technology

Managing complex assignments can often feel like a juggling act. Limited customization, rigid layouts, and repetitive shuffling of tasks can make the process more tedious than it needs to be.

A well-designed Actions Menu can give you the flexibility to tailor your task board to your unique workflow. From rearranging and renaming columns to moving tasks and sorting them by priority, due dates, or assignments, these features can simplify even the most complex projects.

Ready to take full control of your workflow? Let’s explore how the Actions Menu can help you streamline your tasks and boards with ease.

What is the Column Actions Menu?

Screenshot highlighting Kerika's Column Actions menu, easily accessed via the three-dot icon on the 'To Do' column. This menu offers powerful options like adding, renaming, moving, hiding, or even transferring entire columns between boards. It demonstrates Kerika's superior workflow flexibility, allowing teams to effortlessly customize their board structure to precisely match their project process, ensuring the tool adapts to their way of working, not the other way around.

The Column Actions menu is a gateway for organizing and customizing your task boards. Accessible through the three-dot menu at the top of each column, it provides a range of options to modify and manage your board layout.

Key Features:

  • Add Columns: Insert new columns to refine your workflow.
  • Move Columns: Rearrange columns to match your project’s priorities.
  • Rename or Hide Columns: Keep your board visually tidy by renaming or temporarily hiding sections.
  • Transfer Columns Across Boards: Seamlessly migrate an entire column to a new board without losing any tasks.

The Task Actions Menu: Sorting Made Simple

Screenshot illustrating Kerika's Task Actions menu, accessed from the column header, focusing on the 'Sort all tasks' feature. The expanded menu clearly shows options to effortlessly sort tasks within the column by Due Date, Status, Priority, Assigned Person, or Title. This simple yet powerful tool provides enhanced clarity and organization within any workflow stage, allowing teams to quickly prioritize work and understand responsibilities at a glance. The 'Select all tasks' option for efficient bulk changes is also shown.

Alongside the Column Actions menu, the Task Actions menu helps you manage tasks efficiently within a column.

Sorting Tasks:

The Sort All Tasks option allows you to organize tasks effortlessly based on the following:

  • Sort by Due Date: Prioritize tasks with approaching deadlines.
  • Sort by Status: Group tasks by progress stages (e.g., In Progress, Completed).
  • Sort by Priority: Highlight high-priority tasks so nothing critical gets missed.
  • Sort by Assigned Person: Organize tasks by assignees for better clarity on responsibilities.
  • Sort by Title: Alphabetically sort tasks for quick referencing.

Select All Tasks:

Need to take action on multiple tasks at once? Use the Select All Tasks feature to apply bulk changes efficiently.

Why You’ll Love These Features

  • Improved Organization: Customize your task board to fit your exact project requirements, whether you’re managing a marketing campaign or a software development sprint.
  • Enhanced Flexibility: As projects evolve, so can your board. Adjust columns and tasks dynamically without disrupting your workflow.
  • Streamlined Task Management: Combine column actions with task sorting and bulk selection for a perfectly organized board.
  • Sort Within Columns: Use Task Actions to align tasks by priority or deadlines for better clarity.
  • Experiment with Layouts: Don’t let your board stagnate – keep updating column arrangements as your team’s needs change.

Wrap-Up

The Column Actions and Task Actions features give you the tools to adapt and optimize your workflow effortlessly. Whether you’re adding a column, sorting tasks, or moving a column to another board, these options let you tailor your board to suit your needs.