How can I change my roles section to be at the bottom? (browser)

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  • Answered

Recently, I've found that my roles pane is now on the left side of my browser, when it was previously at the bottom. How can I revert this change?

App:
Web app
Aymeric
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Why do you want to revert this change?

eugeneyan

In the previous version, I could see all my tasks in my (6) roles in a glance. With this new change, I'll need to scroll to see all the tasks. The screen real estate is also not optimal for me--I typically have 6-7 tasks daily and this leaves significant empty space in the bottom half of the schedule (which the roles can occupy).

Chihlung

I agree to the above comment...

  1. the new layout makes the tasks in the roles very cramped and difficult to see at a glance.
  2. In order to schedule tasks from boards, now we have to do two steps- drag to "Plan of the Week", then drag to the corresponding day.

There also appears to be a bug, when we drag tasks from "Plan of the Week" / HIT to certain days, the task remains on the "Plan of the Week" panel, unless we manually remove the panels. That gets messy with lots of task, keeping track what have been scheduled and what have not.

Please provide a customisation option to

  1. choose where to display the "Plan of the week"- on the left like now, or at the bottom like before.
  2. Ability to resize the "Plan of the week" pane, make it bigger / smaller.

Thank you!

Aymeric
Quote from Chihlung

I agree to the above comment...

  1. the new layout makes the tasks in the roles very cramped and difficult to see at a glance.
  2. In order to schedule tasks from boards, now we have to do two steps- drag to "Plan of the Week", then drag to the corresponding day.

There also appears to be a bug, when we drag tasks from "Plan of the Week" / HIT to certain days, the task remains on the "Plan of the Week" panel, unless we manually remove the panels. That gets messy with lots of task, keeping track what have been scheduled and what have not.

Please provide a customisation option to

  1. choose where to display the "Plan of the week"- on the left like now, or at the bottom like before.
  2. Ability to resize the "Plan of the week" pane, make it bigger / smaller.

Thank you!

To answer your comments:

1.Often times when people say they have too many tasks under each role, it is because they are misusing the HITs / Plan of the week section. The goal is to commit to complete all of them by the end of the week. Most people can complete about 5 in average. If you commit more than that, you take the risk to overcommit, and therefore the concept of self commitment loses its strength.


    2. You can schedule a task from a board in several ways:


    - You can click on the task and set the date and time from the edit sidebar

    - You can click on the header of the list then switch to calendar and drag/drop the task from list to day

    - You can click on the header of the day then switch to board and drag/drop the task from list to day

    - You can use the "Promote to today" button in the edit sidebar.

    3. A task can both be in "Plan of the Week" and in the calendar. This is by design. You set your plan of the week, then you schedule the tasks in the calendar. The plan of the week tracks your commitments and how much of it you have completed.

    Chihlung

    Hi, I am confused with the new design.... What is the best practice to use "Plan of the Week" correctly?

    Thank you.

    Aymeric
    Quote from Chihlung

    Hi, I am confused with the new design.... What is the best practice to use "Plan of the Week" correctly?

    Thank you.

    1. At the start of the week, pick one task to do in each role.
    2. For each HIT you have added in the Plan of the Week, try to find a day and optionally time to work on it.
    3. Try to complete all HITs before the end of the week.
    4. Repeat next week.

    Quote from Aymeric

    To answer your comments:

    1.Often times when people say they have too many tasks under each role, it is because they are misusing the HITs / Plan of the week section. The goal is to commit to complete all of them by the end of the week. Most people can complete about 5 in average. If you commit more than that, you take the risk to overcommit, and therefore the concept of self commitment loses its strength.


      2. You can schedule a task from a board in several ways:


      - You can click on the task and set the date and time from the edit sidebar

      - You can click on the header of the list then switch to calendar and drag/drop the task from list to day

      - You can click on the header of the day then switch to board and drag/drop the task from list to day

      - You can use the "Promote to today" button in the edit sidebar.

      3. A task can both be in "Plan of the Week" and in the calendar. This is by design. You set your plan of the week, then you schedule the tasks in the calendar. The plan of the week tracks your commitments and how much of it you have completed.

      Hi Aymeric thanks for information.

      I just discovered 2 new ways to scehdule a task in the new layout, (2° and 3° in your list at point 2)

      Maybe it's now the right time to do a new video tutorial about using the new layout?

      MCP

      Hi Aymeric I'm struggling to adapt to the new design, sadly it does not work for me anymore - I run a small business with different task's such as admin, estimating, accounts, marketing ect. they are all categorized in different roles with separate task, task would change and populate daily, I would glance at them all at once and pick and drag the ones that stood out as I decided which one is more important at the time, but the way my brain works is, if I could see them all at once and not scroll up and down to compare, it felt less stressful. I have a dedicated monitor for just this calendar and I would always add task when something came to mind or come up.  The beauty about how it was before is that I would glance and I would see all my task at once, and somewhere in my task (in the roles section) a small task would catch my eye for eg. to make a small phone call or send a quick email which I could do and fit it in between tasks set for the day, and I would complete it while I wait for the printer to print or whilst my coffee machine brewing just an example of how it was effective  - but it does not work like that now as I have to scroll and try to find and go to the task rather than just catch my eye. - Now the layout lost its effect and feels like I just have a to do list that i populate and scroll up or down so I can drag it into a calendar - its become like other calendars where you are only being productive with your task and not creative on how to manage them, the only difference is that you have a to do list that's categorized on this one.

      I liked the brain storm layout where it would all appear all on the screen and the most important tasks would make the calendar but you still have views of the all the other task's and as phone calls get made and appointments got canceled, you had clear view of all your task's making it easier to organize your next plan of attack - and not having to scroll up and down to see what's next hoping you don't miss something.

      Thanks for your time!

      Aymeric
      Quote from MCP

      Hi Aymeric I'm struggling to adapt to the new design, sadly it does not work for me anymore - I run a small business with different task's such as admin, estimating, accounts, marketing ect. they are all categorized in different roles with separate task, task would change and populate daily, I would glance at them all at once and pick and drag the ones that stood out as I decided which one is more important at the time, but the way my brain works is, if I could see them all at once and not scroll up and down to compare, it felt less stressful. I have a dedicated monitor for just this calendar and I would always add task when something came to mind or come up.  The beauty about how it was before is that I would glance and I would see all my task at once, and somewhere in my task (in the roles section) a small task would catch my eye for eg. to make a small phone call or send a quick email which I could do and fit it in between tasks set for the day, and I would complete it while I wait for the printer to print or whilst my coffee machine brewing just an example of how it was effective  - but it does not work like that now as I have to scroll and try to find and go to the task rather than just catch my eye. - Now the layout lost its effect and feels like I just have a to do list that i populate and scroll up or down so I can drag it into a calendar - its become like other calendars where you are only being productive with your task and not creative on how to manage them, the only difference is that you have a to do list that's categorized on this one.

      I liked the brain storm layout where it would all appear all on the screen and the most important tasks would make the calendar but you still have views of the all the other task's and as phone calls get made and appointments got canceled, you had clear view of all your task's making it easier to organize your next plan of attack - and not having to scroll up and down to see what's next hoping you don't miss something.

      Thanks for your time!

      Thanks MCP, why don't you use the board for that?

      The High Impact Tasks section is meant to be a weekly commitment list, not a backlog of items.

      calvinwilliamsjr
      Quote from Aymeric

      Thanks MCP, why don't you use the board for that?

      The High Impact Tasks section is meant to be a weekly commitment list, not a backlog of items.

      I see where you are going and love the direction but just a suggestion, why not make the tool flexible so we can use it the way that best works for us? I mean i love the tool and i use the boards for different than HIT and would really love to have the option to make it one way or the other.