Kanban View

Kanban cards are an easy, dynamic way to create and visualize your workflows. Projects and tasks are visually arranged, so that every team member knows what’s required to be done at any time.

 Add a task

  1. In Projects list view, select  the desired project.
  2. Hover over Tasks & Milestones and then click Tasks from the displayed option.
  3. Click the Kanban view.
    kanban-view
  4. Click the Add Task link displayed at the bottom of the tasklist. The Add Task option is displayed only when you are displaying the Kanban cards based on Tasklists
    addtask-kanban
  5. Specify the task name in the text box.
  6. Click Assignee, and specify other task details.
  7. Click Add Task to add the task to the tasklist.

 Edit a task

  1. In Projects list view, select  the desired project.
  2. Hover over Tasks & Milestones and then click Tasks from the displayed option.
  3. Click the Kanban view, and then click to open the required task.
    edit-task
  4. Modify the task details as required.
    • Your changes will be updated immediately in the Classic view page.
  5. Close the task.

Note:

  • You can navigate to the next Task or Tasklists.

 Delete a task

  1. In Projects list view, select  the desired project.
  2. Hover over Tasks & Milestones and then click Tasks from the displayed option.
  3. Click Kanban view, and then click to open the required task.
    delete-task
  4. Click Delete task.
  5. A warning message about deleting the task is displayed.
  6. Click OK to delete the task.

This deletes the tasks along with the associated timesheet entries and delinks the set dependencies (if any).

 More about Kanban cards

You can view Kanban cards based on Tasklists, Priority and Percentage. You can add new tasks or tasklist by clicking the New Task drop down, which is available in all the views.

In the Kanban view, click Other views at the top right corner, next to Other actions and then choose the desired option to view the Kanban cards.

kanban-otherviews

In the Tasklist view, you can drag and drop the Kanban cards to:

  • Reorder the tasklists
  • Move a task from one tasklist to another
  • Reorder tasks in the same tasklist
reorder-kanbantasklist

In the Priority view, you can drag and drop the Kanban cards to move a task from one priority to another.

reorder-kanbanpriority

In the Percentage view, you can drag and drop the Kanban cards to move a task from one percentage to another based on it's completion.

reorder-kanbanpercentage

Note:

  • You cannot reorder tasks in priority and percentage views, because the tasks displayed are across tasklists.