Knowledge base van het KE-chain platform

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In this page, you will learn how to use the add, edit or delete widgets. This is an important step in organizing your task forms in a clear and simple way. In order to understand what each widget offers in terms of visualization, please check the Managing widgets page.


Expand
titleAdd widgets
  1. Enter the task you would like to work on.
  2. Click on the
    Awesome Icon
    size20px
    iconfa-ellipsis-h
    button and select Enable edit-mode
    Awesome Icon
    size20px
    iconfa-toggle-off
    . Alternatively, you can use the shortcut ALT + W.
  3. Click on the Add a new widget
    Awesome Icon
    size20px
    iconfa-plus-circle
    button.
  4. Select the widget you would like to Add. See more details here.
  5. Provide required data and Configure widget.
  6. Save the widget.

    Multimedia
    nameadd_widget.mp4
    width900
    height675

    Tip
    titleEdit mode disable?

    You can always disable the edit-mode by either clicking on the Disable edit-mode

    Awesome Icon
    size20px
    iconfa-toggle-on
    button or using the ALT + W shortcut.

    Tip
    titleMissing data?

    If there are certain parts or properties you are missing, then you can always add them in the Provide data step. Use the buttons on top to adapt the data model as desired.

    Warning
    titleMissing button?

    If the

    Awesome Icon
    size20px
    iconfa-ellipsis-h
    is not visible, that means there is no metapanel widget in your task. Use the ALT + W shortcut or click the Edit Activity button on the right bottom of the page.

Expand
titleEdit widgets
  1. Enter the task you would like to work on.
  2. Click on the
    Awesome Icon
    size20px
    iconfa-ellipsis-h
    button and select Enable edit-mode
    Awesome Icon
    size20px
    iconfa-toggle-off
    . Alternatively, you can use the shortcut ALT + W.
  3. Find the widget you would like to Edit and click on its
    Awesome Icon
    size20px
    iconfa-ellipsis-h
    button (located on the top right of the widget).
  4. Click on the Edit widget
    Awesome Icon
    size20px
    iconfa-editwrench
    button.

    Multimedia
    nameedit_widget.mp4
    width900
    height675
Expand
titleMove widgets
  1. Enter the task you would like to work on.
  2. Click on the
    Awesome Icon
    size20px
    iconfa-ellipsis-h
    button and select Enable edit-mode
    Awesome Icon
    size20px
    iconfa-toggle-off
    . Alternatively, you can use the shortcut ALT + W.
  3. Find the widget you would like to Move and click on its
    Awesome Icon
    size20px
    iconfa-ellipsis-h
    button (located on the top right of the widget).
  4. Click on the Move up

    Awesome Icon
    size20px
    iconfa-arrow-up
    or Move down
    Awesome Icon
    size20px
    iconfa-arrow-down
    button.

    Multimedia
    namemove_widget.mp4
    width900
    height675

    Tip
    titleToo much moving?

    Add a widget directly where you need it by using the

    Awesome Icon
    size20px
    iconfa-ellipsis-h
    button of a neighboring widget and selecting Add a widget before
    Awesome Icon
    size20px
    iconfa-arrow-circle-o-up
    or Add a widget after
    Awesome Icon
    size20px
    iconfa-arrow-circle-o-down
    buttons.

Expand
titleDelete widgets
  1. Enter the task you would like to work on.
  2. Click on the
    Awesome Icon
    size20px
    iconfa-ellipsis-h
    button and select Enable edit-mode
    Awesome Icon
    size20px
    iconfa-toggle-off
    . Alternatively, you can use the shortcut ALT + W.
  3. Find the widget you would like to Delete and click on its
    Awesome Icon
    size20px
    iconfa-ellipsis-h
    button (located on the top right of the widget).
  4. Click on the Delete widget
    Awesome Icon
    size20px
    iconfa-times
    button.

    Multimedia
    namedelete_widget.mp4
    width900
    height675
Expand
titleMerge widgets
  1. Enter the task you would like to work on.
  2. Click on the
    Awesome Icon
    size20px
    iconfa-ellipsis-h
    button and select Enable edit-mode
    Awesome Icon
    size20px
    iconfa-toggle-off
    . Alternatively, you can use the shortcut ALT + W.
  3. Find the widgets you would like to Merge and click on the
    Awesome Icon
    size20px
    iconfa-ellipsis-h
    button of the lower widget.
  4. Click on the Merge with the top widgetbutton.

    Multimedia
    namemerge_widgets.mp4
    width900
    height675
Expand
titleComplete your task form

Your task is now correctly configured through widgets. You, or someone assigned by you, now needs to fill in the values of editable properties, such that users working on other tasks form further down in the work breakdown structure can use the values.

Multimedia
namecomplete_task.mp4
width900
height675

Tip
titleCheck your progress?

Watch as the progress of the task gets closer to 100% as you fill in more and more property values.

Tip
titleAdd attachments?

Use the upload button located next to the attachment properties, in order to store files such as images, audio files or Excel documents. Attachment properties customized using the attachment viewer widget will also have a preview shown inside the task form.

Tip
titleSave your task form in a pdf?

Use the

Awesome Icon
size20px
iconfa-ellipsis-h
button and select Download as PDF
Awesome Icon
size20px
iconfa-download
to save the current status of your task form in a PDF format.


Once your property values have been filled in and your progress is at 100%, make sure to change the status from Open

Awesome Icon
size20px
iconfa-clock-o
to Completed
Awesome Icon
size20px
iconfa-check
using the button located in the metapanel widget. That will let other users know that you have finished your work on the task and they can use your results to resume their work on their own tasks.

Tip
titleChanged your mind?

You can always change the task's status back to Open

Awesome Icon
size20px
iconfa-clock-o
using the same steps as above.

Content by Label
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cqllabel in ("task","wbs","product","property","widget") AND label != "taskformpage" and type = "page" and space = currentSpace()
labelsproject scope create

Page properties
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