Task Kanban View | Online Help | Zoho Projects

Task Kanban View

Kanban cards are a visual representation of activities. The tasks are displayed as cards for easy viewing by status, task list, priority, or percentage. Users can update status, task list, priority, or percentage completion based on the Kanban board. Each Kanban card displays task ID, title, assignees, end date, priority, timer, and comments. Users can customize and remove unnecessary information from the card.

Quickly add, move, clone, and edit tasks, as well as customize the columns. The Kanban interface allows task reordering, subtask management, and bulk updates, enhancing efficiency in project workflows.

Global Kanban View

Access Kanban View

  1. Click Tasks from left navigation panel.
  2. Select Kanban from the view drop-down.

Project Kanban View

Access Kanban View

  1. Navigate to a project from the Recent Projects section, or select a project from the Projects tab.
  2. Click Tasks in the top navigation panel.
  3. Select Kanban from the view drop-down.

Add Task

  1. Click + to add a new task within the respective task list.
  2. Enter the task name to add the task automatically.
  3. Click on the task to enter its information in the details page.
You can view attachments in the Kanban view. Files linked to a task from the Documents section will be shown there.

Move Task

  1. Move a task to a different task list or milestone in the same project or a different project
  2. Hover over the task and check the box to select the tasks.
  3. Click Move to move the task to a task list or project.
  4. To move the task to a task list, select the task list from the Select Task List drop-down or Select from completed task lists and click Move.
  5. To move the task to a project, click Move to Project next to Move to Task List, select the project and task list, and click Move.
  6. Alternatively, right-click on the task and click Move.

Clone Task

Clone tasks in the same task lists multiple times in one go
  1. Right-click on the task and click Clone.
  2. Enter No of instances and click Clone.

Manage 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  to expand it.

Each Kanban column represents a task status.
  1. Click the Change Status Color icon() to change the color representing the status.
  2. Task can be reordered or its status changed by dragging and dropping it to the new status.
  3. Users can create or edit a custom task status from the task layout. 
Task List: 
Each Kanban column represents a task list.
  1. Click  to view more options (Edit, Delete, Associate Blueprint, Dissociate Blueprint, Execute Macro Rule). Subtasks can be added in this view.
  2. Move a task card to another column to change its task list.
  3. Task lists can be reordered by moving the entire column and dropping it in a new location
  1. Each Kanban column represents a priority.
  2. Move a task card to another column to change its priority. 
Each Kanban column represents a level of completion of tasks.
  1. Move a task card to another column to change its percentage completion.

Manage Tasks

  1. Use predefined task access to see tasks based on categories, such as All Tasks, All Open, All Closed, All Overdue, Open, Unassigned, Unscheduled Tasks, or Closed Task Lists.
  2. Use My views to access tasks that are related to you, such as My Open, My Closed, My Overdue & Open, Today's Tasks, Tasks I Follow, Tasks Created By Me, Task Associated to Team
  3. Click on the task title to edit the Task Name inline.
  4. Click on the date in the bottom tray of the task to adjust the due date and time accordingly.
  5. Click  in the bottom tray to view, add, and delete comments, as well as to add, download, and disassociate attachments.
  6. Right-click on the Task and Copy Link to copy the task URL to the clipboard. 
  7. Hover over the task and click  to open details page.

Bulk Update

Hover over the task and check the box to select the task(s), then:
  1. Click Associate Issues to add Issues to the task, enter the issue title in the Select Issues search box, and click on the specific Issue you want to associate with the task. Click Associate Issues.
  2. Click Associate Team to add a team to the task.
  3. Click Owner, then:
    1. Click Replace Task Owners, select a new owner from the search box, and click Submit to replace the existing task owner.
    2. Click Add Owners, choose an owner from the Add Owners search box, and click Submit to add a new owner to the task.
    3. Click Switch Task Owner, select a user to replace the current owner, and click Submit for the change.
    4. Click Unassign Task, then click Submit to remove the current task owner.
    5. Click Unassign Selected Owners, choose users from the search box, and click Submit to unassign the selected users from the tasks.
  4. Click Status, Tags, Start Date, Due Date, Priority, and Billing Type to add or change them, respectively.
  5. Click Delete, confirm your action, and click Delete again to remove the task permanently.

Reorder Task Within Status

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

Manage Subtasks

You can now view subtasks in the Kanban task list view.
  1. Click on  and check if the Collapse Subtask option is enabled. Disable this option to view subtasks.
  2. Drag and drop subtasks within the task list to change its parent or reorder.
  3. Drag and drop subtasks to another task list to add it as a parent task.
  4. Click  to expand or collapse subtasks.

Delete Task

  1. Navigate to the Kanban view.
  2. Click the task in a Kanban card to open the task details page.
  3. Click in the top right corner, then click Delete Task.
This deletes the tasks along with the associated timesheet entries and delinks the set dependencies, if any.

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