Customizing To Do List Interfaces
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      3. Customizing To Do List Interfaces

      Adjust Card Density in Board View

      Define what "visually-pleasing" means to you by adjusting the size or density of To Do Cards in Board View

      BACKGROUND

      Mimicking the familiar concept of sticky notes, ConstructionOnline's To Do Board View presents construction tasks and their details on "cards" that can be moved seamlessly between different stages or categories of work, or managed individually within their respective columns. Board View not only offers a visually engaging way for construction pros to manage their tasks, but also offers extensive customization options so that users can personalize their interface to fit their specific workflow needs or preferences. Among the ability to adjust To Do card layouts, column width, and color theming options, ConstructionOnline™ also provides the ability to define the size or density of their To Do cards with three preset options, further enhancing a tailored task management experience. 

      This article contains the following sections:

      1. Step-by-step instructions
      2. Video walkthrough
      3. Alternative access instructions
      4. Additional information

      STEPS TO ADJUST CARD DENSITY IN BOARD VIEW

      1. Navigate to the desired Project via the Left Sidebar.
      2. Select the Project Tracking tab to automatically open the To Do Lists category.
      3. Ensure you are viewing your To Dos in the Board View, then click on the grey three-dot action menu  located in the top right corner of the To Dos pane.
      4. Hover over the "Card Density" option to reveal the three density options:
        1. Expanded - Ideal for emphasizing each card's content individually, the Expanded option displays all To Do details that have been selected via the Card Layout options, including any attachments, an extended view of any related Subtasks, and the full length of the To Do's Description. 
        2. Standard - Striking the middle ground between Expanded and Compressed options, the Standard option displays all To Do details that have been selected via the Card Layout with an expandable option to view and add Subtasks and a partially visible Description, depending on length. 
        3. Compressed - Designed to maximize the number of tasks visible on the screen, the Compressed option is great for efficiently viewing large datasets as it exclusively displays the Subject, Completion Icon, and Date related to each To Do. However, to provide a balance between density and detailed exploration, To Do cards can be expanded or revealed in more detail when hovered over.
      5. Click on the desired Card Density option. ConstructionOnline will automatically update your To Do Cards in Board View to reflect the density option selected. 

      VIDEO WALKTHROUGH

      ALTERNATIVE ACCESS

      Card Density can also be adjusted within the To Do Settings option of the three-dot action menu!

      ADDITIONAL INFORMATION

      • To Dos can be created at the Company or Project level. More information on To Dos at the Company level can be found in this FAQ!
      • Any changes made to the display or organization of task data in ConstructionOnline's To Do feature—including any changes made to Card Density—are user-specific and do not affect other team members' views.
      • Interested in adding more personal touches to your Board View? Explore the following articles for more information and step-by-step instructions on other customization options available in Board View: 
      • Permissions: ConstructionOnline Company Users with To Do Lists permissions set to "Can View" or "Can Create, Edit, & Delete" can access and adjust To Do Card Density options
        • Additionally, any Company User added as an Assigned or Related Resource to a To Do can access and adjust the Card Density options, despite their To Do Lists permissions. 
      • ClientLink™/TeamLink™ Access: In addition to global ClientLink/TeamLink permissions for To Do Lists, ClientLink and TeamLink Users must also be added as an Assigned or Related Resource in order to access and adjust To Do Card Density options.
      • CO™ Mobile App: Card Density settings are exclusively available for browser access to ConstructionOnline. 
        • Card Density settings cannot be accessed via the CO Mobile App. 

      HAVE MORE QUESTIONS?

      • Frequently asked questions (FAQ) regarding To Dos can be found in the FAQ: To Dos article. 
      • If you need additional assistance, chat with a Specialist by clicking the orange Chat icon located in the bottom left corner or visit the UDA support page for additional options.