🎁Your Panel, Your Way!

Hide what you don’t need, highlight what you do—just the way your team prefers.

We’re introducing a powerful usability enhancement to your VisiLean experience: customisable task property panels. This feature allows you to control exactly how information is displayed when viewing tasks—whether individually or in bulk. With the ability to show, hide, and rearrange fields, your task panels can now reflect the unique needs of your project, helping you stay focused and efficient.

Why This Matters

Task panels often contain numerous fields—some critical, others less so—depending on the stage or type of project. When unused or irrelevant fields clutter the interface, they can distract users, especially new ones, and slow down decision-making. By allowing teams to control what’s shown and in what order, this update ensures the interface stays relevant and aligned to actual workflows.

What’s New?

• Toggle visibility of key fields like Constraints, Quantities, Attachments, and more.

• Reorder tabs to prioritise the fields you need most.

• Manage these settings directly within the property panel.

• Available to Project Admins and Process Managers.

• Changes require hitting 'Save' to apply, with warnings for unsaved changes.

• Hidden tabs preserve their data and restore it when toggled back on.

How It Helps

This update provides a cleaner, more purposeful interface tailored to your project’s specific needs. It simplifies onboarding for new users by reducing visual complexity, improves data navigation for seasoned teams, and speeds up task reviews by spotlighting relevant information. With less noise and more structure, your team can work smarter and stay aligned.

Example Use Cases

1. Streamlining Early-Stage Projects: In early design or coordination phases where quantities aren’t being tracked, the Quantities tab can be hidden entirely—keeping the interface lean and purposeful.

2. Prioritising Key Operational Metrics: On sites where daily labour updates are essential, the Workforce tab can be moved to the top of the property panel, making vital staffing data accessible at a glance.

3. Simplifying Views for Subcontractors: While the system does not currently support role-based customisation, a Project Admin can manually configure a simplified view by hiding non-relevant fields like Custom fields and Workforce (in case it is not used) before sharing tasks with subcontractors. This helps present a cleaner, more intuitive interface that supports adoption and reduces confusion.

Key Considerations & Caution Points

Project-wide Application: The changes made in Panel Setting will be applicable for all the users in the project.

Field Data is Retained When Hidden: If a tab containing data (e.g. Quantities or Attachments) is turned off and later re-enabled, the data will remain intact.

“More Options” are Fixed: The “More Options” section in the task panel cannot be hidden. However, it can still be reordered like other fields.

Save Required to Apply Changes: Changes to visibility and layout will only take effect after clicking the Save button. Navigating away without saving will discard any updates.

No Reset to Default: There is currently no option to restore the property panel to its original default visibility or layout. Users should review changes carefully before saving.