Customizing To Do List Interfaces

Change Color Themes in Board View

Easily distinguish between different construction task datasets using ConstructionOnline's color themes

BACKGROUND

ConstructionOnline's Board View was engineered for personalization. Designed to resemble sticky notes pasted around the office, construction tasks and their details in Board View are arranged on "cards" that can be transitioned between different columns, depending on specific workflows. Not only can users customize what information appears on their To Do cards, where it appears, and the size in which cards are presented, they can also control the layout and look of their Board with column width options and color themes. ConstructionOnline™ provides three color themes—Colorful, Modern, and Clear—that can be used to organize or match each individuals' unique workflow or, simply, add character to their task management interface.

This article contains the following sections:

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

STEPS TO CHANGE COLOR THEMES 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 "Column Color Mode" option to reveal the three theme options:
    1. Colorful - This default theme utilizes a vibrant and varied color palette to distinguish between different columns and provide a visually engaging interface
      1. Column colors can be customized within this theme when columns are organized by Type, Category, or Trade. Otherwise, column colors reflect the corresponding organizational category (for example, when organized by Priority, Low Priority has a green column, Medium Priority has a yellow column, and High Priority has a red column) or the corresponding color assigned to each Contact when organized by Assigned or Related Resources.

    2. Modern - Designed with subtilty in mind, the Modern theme features a sleek and sophisticated design best utilized in Dark Mode or with a Background Image.  
    3. Clear - Emphasizing transparency and simplicity, the Clear theme allows Background Images to shine while providing a clean and easy-to-read interface. 
  5. Click on the desired Color Mode option. ConstructionOnline will automatically update your Board View interface to reflect the theme selected. 

👋Helpful Hints

The Modern and Clear color themes were designed specifically for users that may be utilizing Dark Mode or a Background Image to personalize their account! Dark Mode and Background Images can be set by navigating to the Company Dropdown Menu in the top right corner of ConstructionOnline and choosing the Display Settings option under the Account Settings menu. ConstructionOnline provides eleven Background Image presets or you can upload your own image to serve as the background for your profile! 

VIDEO WALKTHROUGH 

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 the Column Color Theme—are user-specific and do not affect other team members' views.
  • Interested in adding additional 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 Column Color Themes.
    • Additionally, any Company User added as an Assigned or Related Resource to a To Do can access and adjust Column Color Themes, 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 Column Color Themes.
  • CO™ Mobile App: Column Color Themes are exclusively available for browser access to ConstructionOnline. 
    • Column Color Themes 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.