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Set Task Planner Kanban View as Default View

Set the Task Planner (Kanban view) as the default view for Personal To-Do and within client and candidate profiles. This removes the need to switch views each time and ensures tasks are displayed in your preferred layout by default.

Let’s get started 🚀

Step 1: Log in to your agent dashboard and click the icon shown at the top right corner of the screen to open the To-Do section.

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Step 2: Click the search icon as shown in the screenshot below.  
  
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Step 3: Check the Show Task Planner Kanbar View checkbox.

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Step 4: Click the Gear icon.
  
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Step 5: Check the Show task planner kanban view by default checkbox. 

The settings will be saved successfully.
  
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Step 6: Click any client from the list of clients. 

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The Task Planner Kanban View will also be set as default in the client and candidate profiles.

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