Task Kanban View | Online Help | Zoho Projects

Task Kanban View

Kanban cards are an easy and 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.

Change Kanban View

Kanban can be viewed by Status, Task List, Priority, or Percentage (completion of task).  Click Show Option  and select any of the options from the drop-down to display. Click   to collapse the column and click  to expand it.
  1. Status: Each Kanban column represents a task status. Click on the Change Status Color icon() to change the color representing the status. Task can be reordered or its status changed by dragging and dropping it to the new status. Users can create or edit a custom task status from the task layout.
  2. Task List: Each Kanban column represents a task list. Click + to add a new task. Click to view more options (Edit, Delete, Associate Blueprint, Disassociate Blueprint). Subtasks can be added in this view. Move a task card to another column to change its Task List. Task Lists can be reordered by moving the entire column and dropping it in a new location.
  3. Priority: Each Kanban column represents a priority. Move a task card to another column to change its priority.
  4. Percentage: Each Kanban column represents a level of completion of tasks.  Move a task card to another column to change its percentage completion.

Add a Task

  1. Click on the Projects tab in the left navigation pane and select a project.
  2. Navigate to the Tasks module.
  3. Select Kanban from the view selection drop-down.

  4. Click the Add Task button.
  5. Enter the task name and description and then click Add.
You can view attachments in Kanban view. Files from linked to a task from the Documents section will be shown there.

Edit a Task

  1. Navigate to the Kanban view.
  2. Click the task name in a Kanban card to open the task details page.
  3. Modify the task details as required.
    • Your changes will be updated immediately in the Classic view too.
  4. Close the task.
You can navigate to the next Task or Task lists.

Delete a Task

  1. Navigate to the Kanban view.
  2. Click the task name in a Kanban card to open the task details page.
  3. Click  in the upper right corner and then click Delete Task.

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

Reorder Task Within Status

Tasks can be reordered within a status. Simply drag the card and place it in the appropriate location within the status. Reordering tasks here will only affect the Kanban status view. Other views will not change.

Subtasks in Kanban Task List View

You can now view subtasks in the Kanban task list view. Click on and check if Collapse Subtask option is enabled. Disable this option to view subtasks.

  • Drag and drop subtasks within the task list to change its parent or reorder.
  • Drag and drop subtasks to another task list to add it as a parent task.
  • Click to expand or collapse subtasks.

See Also

    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION





                        Still can't find what you're looking for?

                        Write to us:  support@zohoforms.com


                                



                            





                          Manage your brands on social media




                              Zoho Marketing Automation

                                Zoho Sheet Resources

                                 




                                    Zoho Forms Resources


                                      Secure your business
                                      communication with Zoho Mail


                                      Mail on the move with
                                      Zoho Mail mobile application

                                        Stay on top of your schedule
                                        at all times


                                        Carry your calendar with you
                                        Anytime, anywhere




                                              Zoho Sign Resources

                                                Sign, Paperless!

                                                Sign and send business documents on the go!

                                                Get Started Now





                                                        Zoho TeamInbox Resources



                                                                Zoho DataPrep Resources



                                                                  Zoho DataPrep Demo

                                                                  Get a personalized demo or POC

                                                                  REGISTER NOW


                                                                    Design. Discuss. Deliver.

                                                                    Create visually engaging stories with Zoho Show.

                                                                    Get Started Now










                                                                                          • Related Articles

                                                                                          • Kanban View

                                                                                            Kanban cards are an easy and dynamic way to visualize your issue workflow. In Kanban view, issues are arranged on Kanban boards with each board representing either Status (the default and custom status created for the issue), Severity (the severity ...
                                                                                          • View Task List Budget

                                                                                            Task List Budget View the planned versus actual cost and cost variance details in the list and detailed view of a task list. You can view this only if budget is enabled in the setup page. If your project is based on hours then Difference column shows ...
                                                                                          • Task Custom View

                                                                                            Task custom view is an option to customize and filter your tasks based on specific criteria. For example, if an employee is assigned to the design department, they can customize their view to see all the tasks specific to the design department. ...
                                                                                          • Task and Timesheet Settings

                                                                                            Task Settings Maintain Task Order Enable this option to retain the order of tasks even when they are marked complete. Disabling this option will move completed tasks to the bottom of the task list. Click in the top navigation panel. Navigate to ...
                                                                                          • Task Layouts & Fields

                                                                                            Zoho Projects supports custom fields and layouts for tasks. Create your own fields and task layouts and use them for creating tasks as per your business requirements. Click here to learn more about access privileges for Task Automation, Layouts & ...
                                                                                          Wherever you are is as good as
                                                                                          your workplace

                                                                                            Resources

                                                                                            Videos

                                                                                            Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                            eBooks

                                                                                            Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                            Webinars

                                                                                            Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                            CRM Tips

                                                                                            Make the most of Zoho CRM with these useful tips.



                                                                                              Zoho Show Resources