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Kanban View

The Kanban View is a powerful tool in digital project management that helps you visualize tasks, limit ongoing work, and enhance productivity and workflow.

Creating Kanban View

Creating new Kanban: + View and then select Kanban Tab, you can type your desired Kanban’s name here



Hit “Create”

Screen Shot 2024-04-16 at 11.30.32.png

Kanban Column Setup


Each column has a different color

Currently, the supported column type is based on “Task Status”, which allows you to track the progress of tasks effectively.

I. Creating a new Kanban Task on each Column


Hover over the Kanban Column and click

  • New work item form shows up and you can type down new work item name

  • You can select the right “Assignee icon” to be able to assign this work item to a member / team

Screen Shot 2024-04-16 at 11.54.22.png

  • If you wish to remove “Assignee”, click on the “X” icon

  • To modify the “Start Date” and “Due Date” of this work item, click on the calendar icon in the down-left corner



Hit “Save” or press “Enter” to create this new work item

  • This is what it looks like after creating 3 work items


II. Moving work item between columns

  • Using your mouse to grab a work item and move to the column

  • Moving using task menu by selecting three dots ( … ) on the task

  • You can choose to move this to top / bottom in the current column or “Move to another column” and also there’s a “Delete” work item option in the menu

  • And the result:


III. Update Work Item

  • As easy as clicking on the task and then this “Update Work Item” modal pops up


There’re various fields of Work Item that you can modify

  • After finishing modifying those, hit image-20240229-095721.png and you’re done

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