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Planning Board

The Planning Board is your central workspace for task management in Asset Optics. It provides a Kanban-style interface for organizing, tracking, and completing your game development work.

Overview

The Planning Board displays tasks as cards organized into columns:

Column Purpose
Todo Tasks ready to start
In Progress Currently being worked on
Blocked Stuck on dependencies or issues
Done Completed tasks

Planning Board

Working with Tasks

Creating Tasks

  1. Click the + Add Task button (or the + in any column)
  2. Fill in the task details:
  3. Title: Brief description of the work
  4. Description: Detailed information (optional)
  5. Milestone: Which milestone this belongs to
  6. Priority: Low, Medium, High, or Urgent
  7. Status: Initial column placement
  8. Click Create

Editing Tasks

  1. Click on any task card to open the detail view
  2. Edit any field:
  3. Title and description
  4. Status (or drag the card)
  5. Priority
  6. Milestone assignment
  7. Due date
  8. Changes save automatically

Moving Tasks

Drag and Drop:

  • Click and hold a task card
  • Drag it to the desired column
  • Drop to update the status

Via Detail View:

  • Click the task card
  • Change the status dropdown
  • The card moves to the new column

Deleting Tasks

  1. Open the task detail view
  2. Click the Delete button (or trash icon)
  3. Confirm the deletion

Warning

Deleted tasks cannot be recovered. Consider moving to Done instead.

Task Details

Each task card shows:

  • Title: Main task description
  • Priority Badge: Visual indicator (color-coded)
  • Milestone: Which milestone it belongs to
  • Linked Assets: Number of connected assets
  • Checklist Progress: If checklists exist

Click a card to see the full detail view with:

  • Complete description
  • Checklists with subtasks
  • Comments
  • Linked assets
  • Activity history

Task Checklists

Break down tasks into smaller subtasks:

  1. Open a task
  2. Go to the Checklist section
  3. Click Add Item
  4. Type the subtask and press Enter
  5. Check off items as you complete them

Example checklist for "Create Player Character":

  • Set up character Blueprint
  • Add movement component
  • Configure collision
  • Add animations
  • Test in level

Promoting Checklist Items

Convert a checklist item into a full task:

  1. Hover over the checklist item
  2. Click the Promote to Task button
  3. The item becomes a new task linked to the original

Task Comments

Collaborate with comments:

  1. Open a task
  2. Scroll to the Comments section
  3. Type your comment
  4. Click Post

Comments are visible to all team members and sync across the plugin and web dashboard.

Inline Editing

Edit comments directly:

  1. Hover over your comment
  2. Click the Edit button
  3. Make changes
  4. Click Save

Milestone Selection

Above the Kanban board, you'll find the milestone selector:

  • All Milestones: Show tasks from all milestones
  • Specific Milestone: Filter to a single milestone

The selected milestone affects:

  • Which tasks appear on the board
  • What appears in Focus Mode
  • Progress calculations

Priority Levels

Tasks have four priority levels:

Priority Color Use When
Urgent Red Blocking issues, critical deadlines
High Orange Important work, approaching deadlines
Medium Blue Standard priority (default)
Low Gray Nice-to-have, backlog items

Filtering and Sorting

Use the search bar to find tasks by:

  • Title
  • Description
  • Linked asset names

Filters

Filter tasks by:

  • Priority level
  • Milestone
  • Has linked assets
  • Has incomplete checklists

Best Practices

Limit Work in Progress

  • Keep the "In Progress" column small
  • Focus on finishing tasks before starting new ones
  • Reduces context switching

Use Clear Titles

  • Start with a verb: "Create", "Implement", "Fix", "Add"
  • Be specific: "Create Player Jump Animation" not "Animation stuff"

Break Down Large Tasks

  • If a task takes more than a day, break it into subtasks
  • Use checklists for the breakdown
  • Consider promoting to separate tasks

Update Status Regularly

  • Move cards as you progress
  • Mark blockers immediately
  • Complete tasks when truly done

Keyboard Shortcuts

Shortcut Action
Ctrl+R / Cmd+R Refresh the board

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