15.1Beginning ToDO+

ToDO+ is a function to easily and conveniently manage the to-do list, work and issues by creating them in the card form. They can be shared with other users for collaboration and used to check who is doing what in real-time. Moreover, the progress can be quickly analyzed statistically.

The terms used by ToDO+ are defined as follows:

• Board –It can mean different things such as the ongoing work, product, project, etc. (ex.) OOO product development, TFT project progress, R&D Center event preparation, learning club, etc.

• Column – A column is a unit of a board and includes the cards. (ex.) Standby, In progress, Completed, Requirement analysis, Development, Test, etc.

• Card – It is the unit actual work or issue. A card belongs to a column. (ex.) Requirement summary, Kick-off meeting, etc.

• Timeline – It is the change history of all cards in a board.

• Operator – The user has the privilege to set the board attributes. The user who created a board automatically becomes the operator of the board and gives the operator privilege to another user.

• Member – The user can access the board and create, modify or delete the column or card.

• Coordinator – The user is in charge of the work and can designate a person in charge of each card.

Following diagram shows the procedure of ToDO+.

ToDO+ Home page is the first screen displayed when you access ToDO+. ToDO+ Home is organized of Favorite boards and My boards. You can enter the board to add or change the column or card and then return to ToDO+Home at any time.

Click ≡Board at the upper left corner of the screen and then click ToDO+ Home in the menu to return to ToDO+ Home.

15.2Board Management

A board must be created first to management the progress of an ongoing product development or project and share it with other users.

The created boards are displayed in an alphabetical order under My boards, and the order cannot be changed by a user. The frequently accessed boards can be added to My Favorites.

Adding Board

Initially, only Start board is displayed. It is a sample board provided to the users and contains the columns and cards for reference.

Click Add board to add a board.

1. Click an empty board below My boards.

   Click ≡Board at the upper left corner of the screen. Click +Create new board in the list.

2. Enter the board name in 1 character or more and 1000 characters or less.

3. Click Change to change the open option of the board.

   1. Open – Any user can access the board and add a comment even if the user is not the member of the board.

   2. Private (default) – Only the members of the board can access the board.

4. Click OK after the setting.

Deleting Board

Only the board manager has the privilege to delete the board.

1. Select a board to delete under My boards

   Or click ≡Board at the upper left corner of the screen. Select a board to be deleted from the list.

2. Click the Menu icon ( ) next to the board name at the upper left corner of the screen.

3. Click Delete board in the menu.

Exiting from Board

A board member can exit from the board. The board as well as the columns and cards of the board remain the same, and only the exiting board member is excluded from the board.

1. Select a board to exit in the list under My board.

   Or click ≡Board at the upper left corner of the screen. Select a board to exit from.

2. Click the Menu icon ( ) next to the board name at the upper left corner of the screen.

3. Click Exit from board in the menu.

My Favorites

A frequently used board form can be designated as My Favorites. Since the boards in My Favorite are displayed at the top of the left side bar, they can be quickly accessed without having to scrolling up or down when there are many forms.

A board is added to My Favorites in the following way:

1. Click the My Favorites icon ( ) of the board to be added to My Favorites in the ToDO+ home page. The color of My Favorites icon ( ) is changed to yellow.

   The favorite boards are displayed at the top of the screen, and the user can change the order of favorite boards.

Adding Member

If you created the board for collaboration with another user, you can add the collaborating user as a member. The member can add any user.

1. Select a board to add a member under My boards.

   Or click ≡Board at the upper left corner of the screen. Select a board in the list to add a member.

2. Click the Menu icon ( ) next to the board name at the upper left corner of the screen.

3. Click Set sharing in the menu.

4. Click +Add member to display the Organization Tree.

5. Select all user to be added in the Organization Treeed.

Excluding Member

You can exclude a user from a board if the board is not to be shared with the user any longer. A member can exclude himself or herself from the board.

1. Select a board to add a member under My boards.

   Or click ≡Board at the upper left corner of the screen. Select a board to remove a member.

2. Click the Menu icon ( ) next to the board name at the upper left corner of the screen.

3. Click Set sharing in the menu.

4. Click the picture of the member to be removed from the member list.

5. Click Exclude the member from the board in the member profile screen.

Changing Operator Privilege

You can transfer the operator privilege to another member of the board. Only the current operator can transfer the privilege.

1. Selecta board to have the operator privilege transferred under My boards.

   Or click ≡Board at the upper left corner of the screen. Select a board to have the operator privilege transferred.

2. Click the Menu icon ( ) next to the board name at the upper left corner of the screen.

3. Click Set sharing in the menu.

4. Click the picture of the member to receive the operator privilege in the member list. The profile of the selected member is displayed.

5. Click Set as operator in the member profile screen.

15.3Managing Column

After creating a board, you create a column to categorize each card, add the card to a column to register and manage the jobs to do, works or issues with the cards.

Any member of the board can add, edit or delete the column or card without limitation, and the changes are displayed in real-time to users watching the board.

Adding Column

Any member of board can add the columns. There is no limitation to number of columns to be added.

1. Click a board below My boards.

   Or click ≡Board at the upper left corner of the screen. Select a board in the list.

2. Click a column marked with + in the board.

3. Enter the column name in 1 character or more and 1000 characters or less.

4. Click Save.

Deleting Column

Any member of board can delete a column.

1. Click a board below My boards.

   Or click ≡Board at the upper left corner of the screen. Select a board in the list.

2. Click the Arrow icon ( ) next to the column name.

3. Click Delete this column in the column menu.

Changing Order of Columns

You can change the order of columns when there are multiple columns.

1. Click a board below My boards.

   Or click ≡Board at the upper left corner of the screen. Select a board in the list.

2. Click the Arrow icon ( ) next to the column name.

3. Click Move in the column action.

4. Select the order in the position and click Move.

15.4Managing Card

You can register and manage the works to do, works or issues with cards. Any member of the board can add, edit or delete the column or card without limitation, and the changes are displayed in real-time to users watching the board.

Adding Card

A card is added in the following way:

1. Click a board below My boards.

   Or click ≡Board at the upper left corner of the screen. Select a board in the list.

2. Click + in the column to add a card.

   Click the Arrow icon ( ) next to the column name and click Add card.

3. Enter the column name in 1 character or more and 1000 characters or less.

4. Click Save.

Deleting Card

The unneeded cards can be deleted.

1. Click a board below My boards.

   Or click ≡Board at the upper left corner of the screen. Select a board in the list.

2. Place the mouse over the card to be deleted.

3. Click the See more icon ( ) over the card.

Moving Card

This function moves a card to another column.

1. Click a board below My boards.

   Or click ≡Board at the upper left corner of the screen. Select a board in the list.

2. Place the mouse over the card to be moved.

3. Click the See more icon ( ) over the card.

4. Click Move in the card action screen.

5. Select the Column and Position in the navigation screen and click Move.

Card Action

The See more icon ( ) is displayed when you place the mouse over a card. Click the icon to designate the person in charge, label and deadline as well as to attach a file.

Designating Person in Charge

A person in charge of a card is can check the users related to the card or participating in the task of the card. When a file is attached or a comment is added to the card, a notice is e-mailed to the person in charge.

1. Click a board below My boards.

   Or click ≡Board at the upper left corner of the screen. Select a board in the list.

2. Place the mouse over the card to have the person in charge be designated..

3. Click the See more icon ( ) displayed over the card.

4. Click Person in charge in the card action screen.

5. Select all users to be the person in charge. You can select the person in charge among the board

   members. Enter a keyword in the search window to search for users if needed.

Label

You can specify a label to a card. When the job to do, issue or work of similar nature are labeled the same, it is easier to determine the type of the card.

1. Click a board below My boards.

   Or click ≡Board at the upper left corner of the screen. Select a board in the list.

2. Place the mouse over the card to be labeled.

3. Click the See more icon ( ) over the card.

4. Select a label from the label screen.

Specifying Deadline

You can set the deadline of a job or issue.

1. Click a board below My boards.

   Or click ≡Board at the upper left corner of the screen. Select a board in the list.

2. Place the mouse over the card to be specified of deadline.

3. Click the See more icon ( ) over the card.

4. Click Deadline in the card action screen to display a calendar.

5. Select the date and time of deadline in the calendar and click Save.

Attaching File

If there is a file related to a card, you can attach it for sharing.

1. Click a board below My boards.

   Or click ≡Board at the upper left corner of the screen. Select a board in the list.

2. Place the mouse over the card to be attached of a file.

3. Click the See more icon ( ) over the card.

4. Click Attach file in the card action screen and select a file to attach from your PC.

Checklist

You can manage the task of a card with a checklist.

1. Click a board below My boards.

   Or click ≡Board at the upper left corner of the screen. Select a board in the list.

2. Place the mouse over the card have the checklist.

3. The available items are displayed in the right side of the card details screen. Click Checklist.

4. Click + below Checklist and add an item at a time.

15.5Checking ToDO+ with Calendar

You can set the deadline in the card and check the task in a calendar form. You can also check the tasks approaching the deadline.

Checking ToDO+ with a calendar is described as follows:

1. Click a board below My boards.

   Or click ≡Board at the upper left corner of the screen. Select a board in the list.

2. Place the mouse over the card to be moved.

3. Click the Calendar icon ( ) to the right of the board name. The cards with deadlines are displayed on the calendar.

   To return to the previous screen, click the Calendar icon ( ) or click X at the upper right corner of the screen.

15.6Checking ToDO+ with Trend Graph

A trend graph shows the number of cards for each column during a specific period for you to easily follow the progress. You can adjust the intensity according to the card use for more effective management of the tasks.

Checking ToDO+ with a trend graph is described as follows:

1. Click a board below My boards.

   Or click ≡Board at the upper left corner of the screen. Select a board in the list.

2. Click the Graph icon ( ) to the right of the board name. All columns of the board are displayed on the graph.

   To return to the previous screen, click the Graph icon ( ) or click X at the upper right corner of the screen.

3. Click +Add column at the upper left corner of the screen and select all columns to check.

4. Click Date at the upper right corner of the screen and select the start date and stop date from the calendar.

15.7ToDO+ Search

You can search for cards by entering a search word in the search window located at the upper right corner of the screen. It shows the search result when it finds the card name, card description, comment and attached file name matching the search word in the board.

The search is described as follows:

1. Enter a search word in the search window at the upper right corner of the ToDO+ screen.

   The search word should be 2 characters or more and 64 characters or less.

2. Click the Search icon ( ).