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Models

Design your own pipe and task types, and share them as YAML files.

When no built-in type fits, design your own in Models (sidebar).

Designing a type

  • Pipe types: name, category, icon and color, columns (each with its state and an optional work in progress limit), the task types it offers, confidentiality (confidential, team-only), the weekly time report and starter tasks offered when a pipe is created.
  • Task types: name, icon, description and fields, with a live preview.

Start from scratch or from an existing model. A model starts private — seen and used by its author only — and can be made public. Only its author can change it. A type in use cannot be deleted, and the kind of a saved field cannot change.

Model files

Models can be exported and imported as YAML files, to share them between instances or keep them under version control.

  • Export: the Export button of a type downloads it (with the custom task types a pipe type offers); Export my models downloads all of yours.
  • Import: Import… creates the file's types as new private models of yours. A file is imported all or nothing: if one type is not valid, nothing is created and the error says why.
taskspipes: 1                 # format version (required)

taskTypes:
  - id: company_visit
    label: Company visit
    icon: briefcase
    fields:
      - { id: company, label: Company, type: text }
      - { id: result, label: Result, type: select, options: [OK, To redo] }

pipeTypes:
  - id: work_study
    label: Work-study
    icon: graduation
    color: "#9E5CF7"
    confidential: true
    columns:                  # two or more, at least one "done"
      - { id: to_plan, label: To plan, status: backlog }
      - { id: visit, label: Visit planned, status: ready, wipLimit: 5 }
      - { id: closed, label: Closed, status: done }
    taskTypes: [company_visit]
    templates:
      - Sign the work-study contract
  • Column states: backlog, ready, started, ongoing, blocked, done, abandoned.
  • Field types: text, textarea, number, money, date, url, email, phone, select, multiselect (with options), checkbox, user, rncp, docs, files.
  • Limits: 15 columns, 40 fields, 50 starter tasks, 100 models per file.

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