When you’ve logged in, there are a few views you’ll see. Note not all of these are available to everyone. If you think you should have access to one mentioned here, please contact your Baton admin. These views are not quite the same as what your client will see. For information on client views, visit the Client View section of this guide. We also created a guide specifically For Your Clients.

This article contains the following sections:

In order to access List View, click the three horizontal bars in the top right corner from the Kanban view. The same button will move you back from List to Kanban if you’d like. List view allows us to see more projects in a single column rather than sorting by phases.

Each row shows us the project name, client name, due date, and contract value like Kanban. We also see progress, as a percent and fraction of tasks completed, and phase as an attribute. In the Risk and Status columns, we can also assess a Project's Status and Risk if the project is currently active.

Further, you can hover over project risk and health to see a breakdown of high-level project diagnosis. Hovering over project risk will show the most problematic tasks for the project. Hovering over the project health with show the last updated date and any notes from that update.

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To add, edit, or delete phases, you’ll have go to the Kanban view by clicking the 3 vertical bars in the blue header on the top right.

There are a lot of similarities of List view to Kanban. Here are some features that you can do in List view as well!

This feature allows admin users to customize which columns they see in the List View in Baton and which order they appear in from left to right. Users can place the information they believe is most important to them in the most visible, logical order. When combined with saved filters and sorting, it turns Baton’s List View into a flexible place to help implementation leaders understand how a full portfolio of projects is operating.

There are three ways to customize List View columns:

From the top right, click on the Customize button.

The content drawer will then provide three kinds of customization, as well links to Manage Custom Fields and Manage Phases:

1. Order

The order that columns appear in the List View project table can be adjusted by dragging and dropping column items. These changes will be applied instantly to the project table. Note that the order of columns can also be adjusted outside the content drawer, by dragging and dropping columns header titles on the project table itself.

2. Visibility

Columns can be hidden from view (and brought back) by clicking the toggle button at the right of column items.

3. Freezing Columns

Admin users also have the option to ‘freeze’ up to the first three columns on the project table. Frozen columns will remain on the left of the screen as users scroll right through the table.

Note that frozen columns cannot have their order changed or visibility toggled. Frozen columns can be switched back to normal by selecting either ‘No columns’ or clicking the X on the freeze dropdown menu in the content drawer.

As you hover over a row, you’ll see an option to “Quick View” as an eye on the far left. This shows even more detail.

Quick view will open up a menu that shows even more information on the project. In addition to what’s visible on the Kanban board, we can now see start date, projected completion, and stakeholders (internal and at your client) for this project. There is also a tab near the top right to attach documents for reference such as statements of work.

Our Baton Projected Completion Date for a project looks to accurately predict when an implementation will finish based on how it is progressing. It looks at all tasks in the project, estimates a completion date for each, and sets the project to be complete when the final task is complete.

To calculate when a task will be complete, we consider its status, start date, due date, duration (in effort hours if given), and the projected due date of its parent task's status. Then, we compare this data to today's date to assess the date we expect a task to be completed.

When a task is not started, we assume the entire duration will be needed to complete a task. These will be the hours estimated over eight hours a day or working days between the start and due date when hours are not given. Once a Baton user marks the task in progress, we will count down the days remaining from the started date, which can be overridden. If a task's started and/or completed date has been overridden, we use the overridden value.

Risk classification in Baton occurs for projects and tasks based on if they will be completed early, on time, or late. If a project or task is expected to be late, how late is essential to classifying the riskiness of a project being completed on time. If a project or task is expected to finish on time or early, it will show low risk. For determining if later tasks and projects should be medium or high risk, we look at the number of projected days late and the time between the current date and the entered due date. If the projected number of days late is less than 10% of the number of days between the present and due dates, we give the project a medium status. There is still time to get the project or task on track. Otherwise, we denote a high risk to the project or task.

Baton has an automatic risk classification system that assesses whether a project will be done on time or late. Risk classifications include:

Green - On Pace. You should finish ahead of the deadline.

Yellow - At Risk. You’re a bit behind pace, but there’s still a good chance you can hit the deadline.

Red - Delayed. A project is behind pace and not expected to finish on time.

To edit any information about the project, simply click the “Details” button. It will take you to a menu where you can edit all of the details. For more information on this, please visit the Project Settings page.

If you need to contact any of your stakeholders, you can click the envelope icon next to their name and send over an email directly to them. It will give them your comment and link them back to the task from which you sent it.

Want to focus on only what you need to do and not have to look at every single project in your org? You can filter and sort projects by project lead and team members other factors we’ve been able to see before. Simply click the sort or filter in the top right of the navigation bar.

Filter:

Sort:

Want to zoom in to a project or a specific task your team is counting on you to do? You can view just the projects and tasks you are assigned to by clicking the checkmark icon on the top right, which opens your “My Tasks” pop out.