Morningmate’s new Task Management View (or Task Board 2.0) will be completely revamped to take your productivity to the next level this weekend!
With more flexible and powerful functions than before, managing your work will now be easier and more convenient than ever.
Both the "Tasks Overview" and the “Project Tasks” overviews have been redesigned.
Shall we take a closer look at what has changed? 🚀
Quick note!
Task Board 2.0 features (custom progress statuses, custom properties, and up to 5 levels of subtasks) are available to every plan, including the FREE Plan users.
1. Task 2.0 Layout ✨
1) Improved UI/UX
Compared to the previous version, the design is cleaner and more intuitive, making it easier to understand and manage tasks at a glance. In particular, the filter settings that used to be tucked away on the left side have now been moved to the top, combined with the new Filter + Grouping functions.
This makes it faster to find and organize the information you need.
[Original Task Board]
[The NEW Task Board]
2) Layout of the new Task Board
① View Settings Area
You can customize your view in different ways, such as grouping tasks by assignee, status, group, or simply viewing all tasks together.
In addition, you can filter, sort, group, or hide items to shape the view that works best for you.
② Column (Properties) Area
In addition to the default properties such as Task, Assignee, and Priority, you can add custom columns to track and categorize tasks according to your needs.
③ Task Post Area
Displays task posts that have been registered within the project.
You can add new task posts or register subtasks as needed.
Tip!
Hover over a specific group or task post on the screen to use “Add Subtask” or click “View Details” to check more task information.
You can also create a new task anytime by clicking “+ Add new task” at the bottom of the screen.
④ Search / Add Tasks & Groups / More Options
1) Expand All / Hide All (✅): To view all tasks expanded by group, click "Expand all". To collapse and see only group names, click "Hide all".
2) Search (🔍): Enter task numbers or titles to quickly find what you need.
3) Add Tasks & Groups (➕): Add new groups or task posts right from this view.
4) Settings (⚙️): Click to reveal options such as “Property Settings” and “Export as Excel”.
Tip!
Adding a new group is only available when the Grouped View is set to "Group".
2. Task 2.0 - Detailed Features
1) Customizable Task Status (Status Customization 🎨)
The top most wanted feature from our real customers!!
You can now freely define and manage task statuses. Set detailed statuses tailored to the characteristics of your project or your team’s workflow!
Tip!
Only the project manager can change task statuses and add/edit properties.
① On the Task Overview of the project, go to the top-right corner and click "Settings (⚙️) → Property Settings.”
② Hover over the “Status” menu and click “Settings.”
③ In the settings window, you can add or edit status labels, colors, and order. This allows you to freely customize progress stages to match the characteristics of the project or workspace.
Tip!
You can also customize the status labels while registering a task post.
2) Add and Customize Properties (Fields)
Previously, task fields were fixed to Priority, Progress, Assignee, Start Date, and Due Date.
Now, you can add your own types of fields or properties to tailor task management to your team’s specific needs! 🚀
(1) How to Add Task Properties
On the Task Overview, you can either:
① Click the "Add (＋)" button at the far right, or
② Hover between columns to reveal and click the "Add (＋)" button.
Enter the property name and description (optional), choose a property type, and click "Confirm" to register.
Tip!
You can add up to 10 properties in the new Task overview.
Only the project manager can change task statuses and add/edit properties.
(2) Types of Columns (Task Properties)
On the task screen, the types of task properties you can add are Text, Date, Select, Checkbox, Person, and Number. You can configure and use them as follows:
① Text: Select the text type when you want to leave notes or details related to a task. (Useful for remarks or comments.)
② Date: Use the date as the type of property when a task requires managing specific dates (e.g., inbound/outbound dates).
③ Dropdown: Create a dropdown list by predefining options that can be selected.
Tip!
You can add up to 100 dropdown options.
After saving, only the label names of each option can be edited or new ones can be added. Its type cannot be changed and the multi-select option is only available when creating the property for the first time.
④ Checkbox: Add a simple checkbox to indicate whether something is completed or confirmed.
⑤ Participant: This type is recommended when you need to assign a specific sub-responsible person. (Participants of this project will appear in the list.)
⑥ Number: Useful for entering and tracking numeric data such as sales figures or prices.
Tip!
When using a number form, you can display the Total, Average, Count, Minimum, and Maximum values at the bottom of the table.
Symbols such as “+, -, /, , $, &” are not allowed in this type of property. (Symbols are allowed in "Text" forms).
Commas will automatically be inserted every three digits (e.g., 1,000 / 10,000) based on the number you enter.
(3) Filtering Tasks
You can filter task posts based on specific criteria and properties, making it easier to clearly track progress.
The filter feature works in two main ways:
① Use the "Filter" option
Click the "Filter" button at the top to add conditions and narrow down task posts.
You can remove the filter conditions by clicking the "X" button next to each filter value, or by selecting "Reset" in the Filter setup window.
② Apply filters from the column (Column Settings)
By clicking on each column, you can set conditions in a way similar to Excel. This displays only the values that match the selected conditions, which is especially useful for data analysis and management.
To remove a filter, simply click the "X" button next to the filter value displayed above the table.
Tip!
Would you like a quick way to check tasks you’ve been assigned or those you’ve requested?
In the View list, you’ll instantly see three private views that are set up exclusively for you - no extra filtering required. It’s the fastest way to keep track of your own tasks without having to search for your name every time.
3) Grouping Tasks by Properties
As the name suggests, “Grouping” is a very useful feature that allows you to organize tasks into convenient categories. You can group tasks not only by project groups but also by status, assignee, start date, due date, and your customized properties.
(1) How to set up a “Grouped View”
Click the “Grouped View” button in the Task Overview screen (①).
When you click the button, a dropdown menu with available options will appear (②).
From the property list (e.g., assignee, status, etc.), select the property you want to group or filter by.
If needed, you can also sort the results in ascending or descending order (③).
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(2) Viewing tasks by “Grouped View”
From the dropdown menu in "Grouped View", you can choose more detailed properties such as Due Date, Status, Assignee, Group, or customized properties to view tasks organized accordingly.
You can further refine the display by applying filters, column settings, or hiding some options.
For example, if you select Assignee, you’ll see tasks grouped by each participant. If you choose Teams Involved, the tasks will be grouped according to the teams assigned to each task or subtask.
4) Create and share your own, unique “View”.
Task checking and management just got easier!
With the new "Saved Views" feature, you can apply settings that match the progress and situation of your work, and even share those views with your team members.
You can save the exact screen you set up (filters, groupings, column widths, etc.) as your own "Custom View", then recall or share it whenever needed.
① First, apply the settings you want to save - filters, add/hide property, sorting, or grouping.
Tip!
You can hide or show task properties as needed. Click on the "Hide" filter and you will be able to “Hide All” or “Select All” to manage visibility.
(Note: "Task" cannot be hidden.)
② After applying your settings, click “Create New View” to save them. If you would like to share your setup with other team members, check the “Share this view with project participants” option.
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3. Other Key Features
In addition to the functions explained above, there are several other core features designed to further boost your productivity. With Morningmate’s smart Task 2.0 Overview, you can experience more structured and efficient task management!
1) Expand Subtasks up to 5 Levels (6 Depths) 🌳
Previously, subtasks could only be created one level down from the main task. Now, you can create up to 6 levels deep including the primary post, meaning each main task can have as many as 5 depths of subtasks.
Tip!
Please be careful when deleting a primary task, as all subtasks associated with it will also be deleted.
2) Flexible conversion between subtasks and primary tasks
You can easily convert a subtask into a primary task, or move a primary task into a subtask. Simply drag and drop the task to the desired location within the Task Overview.
When priorities or importance change during a project, this feature lets you quickly restructure the task hierarchy. It gives you the flexibility to adapt your workflow and keep tasks managed more efficiently.
▼ Subtask converted into a primary task
With Morningmate's Task Board 2.0, your tasks can now be managed more smartly and efficiently than ever before. Thanks to the powerful customization options and an intuitive UI/UX, you can capture the entire flow of your projects at a glance and collaborate with your team members more seamlessly.