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.